Digital model portfolios
Digital display of your model portfolios
TRobo helps financial advisors grow their business and attract new customers with a modern digital tool.
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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
TRobo Advanced Features
Any device
Beautiful, and innovative site supported for mobile and web view.
Portfolio history
Test portfolios before publishing and start with 5-year portfolio performance.
40K+ assets
Supports all USA exchanges-based Stocks and ETFs. Add, remove, or change asset allocation continuously.
Real time
Near real-time (daily) portfolio performance update.
Customize
Set a risk, name, and description per portfolio. Add your disclaimer to the site.
Questionnaire
A questionnaire page to help the customer find an associated portfolio to his risk.
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
Starter
FREE
Up to 2 portfolios
Questionnaire module
Set risk per portfolio
Add your logo
Receive prospects leads
Website widget
Community support
Silver
$79/m
Up to 5 portfolios
Questionnaire module
Set risk per portfolio
Add your logo
Receive prospects leads
Website widget
Email/Slack support
Gold
$249/m
Up to 10 portfolios
Questionnaire module
Set risk per portfolio
Add your logo
Receive prospects leads
Website widget
Email/Slack support with 48hr target response time.
Enterprise
Custom
Multiple users discount
Customizations
Create your own Robo Advisor platform
Portfolios execution on broker account
Website widget
Premium support with SLA