Features

We've got all the features you need at a cost that makes sense for your business.

Easy, all digital sign-up process. Accessible from any device.

Automated Customer Onboarding

customer

Billing can be done on a flat-fee basis or with a breakpoint tier system you customize. You define the billing cycle and the rate, wealthbot takes care of the rest.

Client Billing

RIA

We can provide access to the entire investment universe of securities. Link to any asset class and build as many models as your heart desires. Each model can be tied to it's own risk assessment number.

Flexible Portfolio Models

RIA

If unrestricted cash isn't available, sell securities automatically while maintaining target asset allocation to generate cash for billing.

Intelligent Cash Management

back-end

Our super user module allows each install of wealthbot.io to host multiple, separate RIA firms.

Host multiple RIA firms

superuser

Ask the questions that make your clients talk. Understand your clients and build your own risk assessment.

Customizable Risk Questionnaire

RIA

Portfolio recommendations are suggested by the risk assessment. Your investment advisor can update and customize your portfolio. Tuning it to your individual needs.

Personalized Portfolio Recommendations

customer

Generate and sends rebalancing trade orders to your custodian based on an asset class's tolerance bands, a set rebalancing schedule or both.

Automated Rebalancer

back-end

Add a second layer of billing and provide wealthbot as a SaaS to 3rd party advisors, while charging them a fee, of course.

Secondary Billing Tier

superuser

Save time and trees by on-boarding your clients without paper using our DocuSign integration.

Automated Document Flow

RIA

Harvest losses to offset taxes on both gains and income, enable municipal bond substitutions, and automatically identify and avoid wash sales.

Tax-Optimized Portfolio Management

back-end

Wealthbot uses the same 128-bit encryption and physical security as banks. Plus, clients’ assets reside with your custodian and are never directly touched by your system.

Bank Level Security

back-end