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
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
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