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About

Homebot drives repeat and referral business for real estate agents and loan officers by helping their clients build wealth. Homebot ensures you are the trusted advisor your clients can rely on to make informed decisions about the largest asset they may ever own, their home. Homebot delivers personalized, actionable insights, with your branding, to help your clients track and build wealth with their home. Homebot delivers personalized, actionable insights, with your branding, to help your clients track and build wealth with their home.

About

We deliver wealth, as a service. Expand or modernize your wealth management delivery with a sophisticated platform that embeds seamlessly into your enterprise. Enabling modern wealth management delivery. From modernizing legacy programs to launching them for the first time, OneVest helps you get to market faster. Embed wealth services into your platform and get up-and-running without the overhead. Offer a modern customer experience and upgrade your infrastructure with an end-to-end platform. Deliver a modern wealth management experience to your customers by embedding OneVest services into your applications. Our developer-friendly API allows you to create a customized wealth management experience. Leverage OneVest's wealth platform as your own without needing to build it all yourself. Showcase your brand with web and mobile apps that allow you to get to market quickly and effortlessly. Seamlessly deliver wealth management in conjunction with your existing back office.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Real estate agents and loan officers looking for a client-for-life portal

Audience

Companies and organizations searching for a solution to expand or modernize their wealth management delivery

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$150 per month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Homebot
Founded: 2015
United States
homebot.ai/

Company Information

OneVest
Canada
www.onevest.com

Alternatives

Alternatives

myhomeIQ

myhomeIQ

SOA Labs
Contemi Wealth Intelligence

Contemi Wealth Intelligence

Contemi Solutions
MoneyWare

MoneyWare

Miles Software (EbixCash)
LenderHomePage

LenderHomePage

LenderHomePage.com
FamilyWealthGuru

FamilyWealthGuru

FACT Software Group
PriceMetrix

PriceMetrix

McKinsey & Company
Summit

Summit

Summit Wealth Systems

Categories

Categories

Integrations

TrustEngine

Integrations

TrustEngine
Claim Homebot and update features and information
Claim Homebot and update features and information
Claim OneVest and update features and information
Claim OneVest and update features and information