wealthbot solutions


perfectly customizable to solve your unique business problems

Which of these challenges keeps you up at night?

ClientAssetsyou lose time and money managing clients with low assets

wealthbot.io lowers your serviceable client asset threshold. Our technology can handle lower value accounts simply, efficiently and profitably. Build your base of clients today, to earn more money tomorrow.

ClientScalabilityyou have to turn away potential clients

wealthbot.io scales with your customer base. 10 portfolios or a 1,000 portfolios, our technology does the work for you as your business continues to grow.

EvolvingTechnologyyou're struggling to onboard digital investors

wealthbot.io is built from the ground up for the digital age. You clients will love our simple, responsive, intuitive design. You'll love the strength and power of our tech-stack.

Talk to us and learn what wealthbot.io can do for your business.

Contact Wealthbot