Implementation
We can provide the right fit of services for investment advisors and wealth management firms of all sizes.
wealthbotsolo for bootstrappers and entrepreneurs
FREE
wealthbotvault for firms with a limited budget
$5,420
Company branding
Automated onboarding
Client portal
Custom risk questionnaires
wealthbotenterprise for established firms
LET'S TALK
All the features of vaults, plus:
Custodian Integrations
Automated Rebalancing
Enterprise Architecture