Is the simplest option that covers all your basics
Is more visual and cuts down on text for more graphics
Allows more storytelling with its dynamic timeline
Has more room to talk about your team and your story
Offers a quick glimpse into your company
Has space to go deeper into your work and company culture
Is for you if you offer several different competitive plans with comparable features
Plans That Actually Deliver
Is for you if along with your basic plans, you'd like to cover extras and service info
Open Source Wealth Management
An automated financial advisor platform that you can trust and customize! Wealthbot is based on open source principles and gives you total control over your wealth management solution.
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Manage all of your clients in one sleek dashboard
Coordinate With Your Team
All your work in one seamless workspace for easy collaboration
Develop Automated Workflows
Automate boring workflows and save you and your RIA time
Take on More Clients and Grow Your RIA
With more time, take on more clients and grow your RIA
Save you and your company time, by using Wealthbot's automated customer on-boarding solution!
Wealthbot has built an in-house, custom, automated rebalancing platform that helps you stay within your clients risk tolerance.
Wealthbot has built a custom-made custodian integration. We let the big banks handle the cash as they have layers of physical and technical security controls.
Flexible Portfolio Models
Develop your own custom portfolio models. Wealthbot gives you the ability to assign clients with a specific risk score, certain pre-built models of your choosing!
Wealthbot uses the same 128-bit level of encryption that the banks use. Plus, clients’ assets reside with your custodian and are never directly handled by our system.
Set and Track Automated Tasks
Customized Risk Questionnaire
Single Pane of Glass View for Client Management
Make Real-Time Decisions
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Set and Track Automated Workflows for RIA
Bank Level Security
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Seamless Integration with all Your Favorite Tools
We have a whole marketplace of integrations of your choosing!
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We'll let webo do the talking. Try it out our demo right now for free!
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