Digital display of your model portfolios

TRobo helps financial advisors grow their business and attract new customers with a modern digital tool.

Top-Notch digital portfolio display 

Your unique web page presenting suggested portfolios to potential customers

​Keep up with digital financial technology

Increase your target client base to younger clients

Collect potential customer leads online

Online Robo Advisor style view to your existing customers

TRobo Advanced Features

Present Your Portfolios Immediately

1. Create a portfolio

Sign up for a free TRobo account. Create a new portfolio; choose a name, risk, and initial investment amount.

2. Activate portfolio

Allocate any USA exchanges based assets to the portfolio. Evaluate the portfolio performance on different time frames, and switch status to "visible" when done. 

3. Launch

Share your TRobo site URL with your prospects. Embed the preview portfolios widget on your website as a trigger for potential customers to visit your TRobo site.

Pricing