Wealth Management Set Free!
hi@wealthbot.io
+1 (786) 323-3333
Individual
For individual users
$99
Billed
Monthly
Monthly
This Plan Includes:
Access to all features
Automated Customer Onboarding
Custodian Integration
Flexible Portfolio Models
Small Business
For teams of <10
$999
Billed
Monthly
Monthly
This Plan Includes:
Access to all features
Automated Customer Onboarding
Custodian Integration
Flexible Portfolio Models
Automated Rebalancing
Normal Support
Enterprise
For teams of >10
$1999
Billed
Monthly
Monthly
This Plan Includes:
Access to all features
Automated Customer Onboarding
Custodian Integration
Flexible Portfolio Models
Automated Rebalancing
Host Multiple RIA Firms
24/7 Support
Starter
For individuals to getting started.
$1,099
Billed
Yearly
Yearly
This Plan Includes:
Access to all features
Automated Customer Onboarding
Custodian Integration
Flexible Portfolio Models
Growth
Up to 5,000 Contacts
$10,999
Billed
Yearly
Yearly
This Plan Includes:
Access to all features
Automated Customer Onboarding
Custodian Integration
Flexible Portfolio Models
Automated Rebalancing
Normal Support
Professional
Up to 10,000 Contacts
$21,999
Billed
Yearly
Yearly
This Plan Includes:
Access to all features
Automated Customer Onboarding
Custodian Integration
Flexible Portfolio Models
Automated Rebalancing
Host Multiple RIA Firms
24/7 Support
