wealthbot
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.
Licensing & Deployment
- Cloud Hosted
- Web-based
Knowledge Base
- Help Guides
- Video Guides
- Blogs
Media
wealthbot Core Features
Focus of Wealth Management Feature
- Attendance Tracking
- Client Portal
- Online Application
- Data Import/Export
- Investment Tracking
- Loyalty Program
- Portfolio Management
- Patient Records
wealthbot Pricing
Pricing Type
- Free
Payment Frequency
- Free
wealthbot Reviews
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