Wealthbot.io
Information Technology & Services - New York, New York, United States
Wealthbot.io Employees
Wealthbot.io Details
Wealthbot.io is an open source wealth management platform that reduces the cost barriers for Investment Advisors (RIAs) associated with serving the mass affluent.The technology for your investment advisor business. Wealthbot is a portfolio management platform that's extensible, customizable and 100% owned by you.Use Cases- Help human investment advisors compete with robo-advisors- Build your own SaaS robo-advisor- Manage a personal portfolio- Run multiple RIA firms under a single installationYea, We've Got That:- Tax loss harvesting- Custom portfolio models- Custom risk profiling- Integration with financial custodians- Automated onboarding, document flow and e-signing- Cash generating transactions while maintaining target asset allocation- Muni substitutionGo to http://demo.wealthbot.io to play with all the features before installing.
