An automated financial advisor
platform you can trust & customize!

wealthbot is based on open source principles and gives you total control over your wealth management solution.

Focus on relationships

and spend less time rebalancing and making trades

Demo wealthbot.io

Solve Your Toughest Challenges

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Serve The Mass Affluent

Manage accounts simply and cost-effectively, so you can invest more in relationships.

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Build A Pipeline Of Clients

Onboard more clients. Use our technology to automate account opening, performance reporting, and trade execution.

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Work With Millenials

Provide a true digital experience for your future clients. Let them open an account with their phone, without having to click that call button.

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Features

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Paperless Customer Onboarding

Customer

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Custom Risk Assesment

Customer

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Automated Rebalancing

RIA

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