Related Products
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About
Build unique digital experiences powered by real-time financial data and insights. Access a write-once read-many data feed of all major custodians, plus leverage plug-and-play white-labeled capabilities for billing, reporting, and more. Create new distribution channels and unlock your firm’s true growth potential. Streamline back-office operations with aggregated portfolio management, automated reporting, and simple fee billing. As the industry’s only completely API-first, multi-custodial software and data aggregation platform built by developers, for developers, BridgeFT’s WealthTech API streamlines your development and consistently matures with the latest technology. WealthTech-as-a-service platform offers a single, open API to trade-ready, multi-custodial data, advanced analytics, and mission-critical applications. Multi-custodial held away assets and 3rd party application data aggregation.
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About
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. 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. 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.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Financial institutions and investment advisors requiring a solution to deliver better, data-driven outcomes for their clients
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Audience
Businesses searching for an open-source Wealth Management solution
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
$99 per month
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Company InformationBridgeFT
United States
www.bridgeft.com
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Company InformationWealthbot
www.wealthbot.io
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Alternatives |
Alternatives |
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Categories |
Categories |
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Integrations
Amazon Web Services (AWS)
Not Supported
Docker
Not Supported
Docusign
Not Supported
Google Cloud Platform
Not Supported
Microsoft Azure
Not Supported
Plaid
Supported
Slack
Not Supported
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Integrations
Amazon Web Services (AWS)
Supported
Docker
Supported
Docusign
Supported
Google Cloud Platform
Supported
Microsoft Azure
Supported
Plaid
Not Supported
Slack
Supported
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