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
This profile is not claimed
Do you own or represent this business? Enter your business email to claim your Goodfirms profile.