Wealthbot Description

Discover an automated financial advisory platform that combines reliability with customization! Wealthbot operates on open source principles, providing you with complete autonomy over your wealth management approach. Save valuable time for both you and your business by taking advantage of Wealthbot's streamlined automated customer onboarding process. The platform features a proprietary automated rebalancing system designed to help you maintain your clients' risk tolerance effectively. Moreover, Wealthbot has developed a tailored custodian integration that allows major banks to manage cash, ensuring robust physical and technical security measures are in place. You can create unique portfolio models to meet your clients’ specific needs. Wealthbot enables you to assign a designated risk score to clients, alongside a selection of pre-built models that suit their financial goals. Utilizing the same 128-bit encryption standard employed by banks, Wealthbot ensures your clients' assets are securely managed, with their funds residing with your chosen custodian and never directly interfaced by our platform. With Wealthbot, you gain the flexibility and security necessary to elevate your wealth management services to the next level.

Pricing

Pricing Starts At:
$99 per month

Integrations

Reviews

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Company Details

Company:
Wealthbot
Website:
www.wealthbot.io

Media

Wealthbot Screenshot 1
Recommended Products
AI-generated apps that pass security review Icon
AI-generated apps that pass security review

Stop waiting on engineering. Build production-ready internal tools with AI—on your company data, in your cloud.

Retool lets you generate dashboards, admin panels, and workflows directly on your data. Type something like “Build me a revenue dashboard on my Stripe data” and get a working app with security, permissions, and compliance built in from day one. Whether on our cloud or self-hosted, create the internal software your team needs without compromising enterprise standards or control.
Try Retool free

Product Details

Platforms
Web-Based
Types of Training
Live Training (Online)
Customer Support
Business Hours
Online Support

Wealthbot Features and Options

Wealthbot User Reviews

Write a Review
  • Previous
  • Next