Audience
Businesses searching for an open-source Wealth Management solution
About Wealthbot
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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Pricing
Starting Price:
$99 per month
Integrations
Company Information
Wealthbot
www.wealthbot.io
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Product Details
Platforms Supported
Cloud
Training
Live Online
Support
Phone Support
Online
Wealthbot Frequently Asked Questions
Q: What kinds of users and organization types does Wealthbot work with?
Wealthbot works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Wealthbot support in their product?
Wealthbot supports these languages: English.
Q: What kind of support options does Wealthbot offer?
Wealthbot offers support via phone support and online.
Q: What other applications or services does Wealthbot integrate with?
Wealthbot integrates with: Amazon Web Services (AWS), Microsoft Azure, Docker, Docusign, Google Cloud Platform, and Slack.
Q: What type of training does Wealthbot provide?
Wealthbot provides training in the form of live online.
Q: How much does Wealthbot cost?
Pricing for Wealthbot starts at $99 per month.
