wealthbot

An automated financial advisor platform you can trust & customize!
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Overview
Wealthbot
wealthbot is based on open source principles and gives you total control over your wealth management solution.
Media
Core Features
Wealth Management Features
  • Attendance Tracking
  • Client Portal
  • Online Application
  • Data Import/Export
  • Investment Tracking
  • Loyalty Program
  • Portfolio Management
  • Patient Records
Pricing
Pricing Type
Free
Payment Frequency
Free
Customer Reviews
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Licensing & Deployment
  • Cloud Hosted
  • Web-based
Knowledge Base
  • Help Guides
  • Video Guides
  • Blogs
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