WealthBot.io

What it does

Professional portfolio management platform for Registered Investment Advisors. Manage client portfolios with 144+ institutional securities, automated rebalancing, risk profiling, and comprehensive reporting. A beautiful bond between robo and human advisor.

Enterprise-grade wealth management system for Registered Investment Advisors. Manage client portfolios with institutional securities, automated rebalancing, and comprehensive risk assessment. Create and version risk-based templates with intelligent auto-weight distribution. Full version control tracks all changes, ensuring precise allocations and complete audit trails for compliance. Manage multiple accounts per client for different investment goals. Baseline risk profiles with account-level overrides enable personalized strategies while maintaining efficient portfolio management at scale. Manage client accounts, assign portfolio templates, view real-time valuations, and trigger…from wealthbot.io

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