Robo for advisors
Present suggested portfolios in a Robo Advisor style
Financial advisors grow their business and attract new customers with a modern digital look

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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
Get Immediately a New Digital Display
1. Connect
2. Create
3. Launch
Sign up to TRobo and build a model account
TRobo Automatically creates the page for you
Receive your unique URL and start driving new customers
Pricing
Up to 5 portfolios
Questionnaire module
Set risk per portfolio
Add your logo
Receive prospects leads
Website widget
Email support
Standard
Get started kit
Free
Pro
Additional customizations
$500/m
Unlimited Portfolios
Customize UI colors
Customize questionnaire
Extended support