Write a Review Insights Blogs

wealthbot

An automated financial advisor platform you can trust & customize!

Visit website
Write a Review
Unclaimed Profile
Visit website
wealthbot is based on open source principles and gives you total control over your wealth management solution.
Wealthbot

Screenshot & Video

1/1

LICENSING & DEPLOYMENT

  • Cloud Hosted
  • Web-based

Knowledge Base

  • Help Guides
  • Video Guides
  • Blogs

wealthbot Core Features

Wealth Management

  • 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
Vendor pricing page

wealthbot Reviews

No Review
No reviews submitted yet.
Be the first one to review
This profile is not claimed

Do you own or represent this business? Enter your business email to claim your GoodFirms profile.