wealthbot.io

Register RIA

Use wealthbot.io to offer SaaS for multiple RIA's, or run a single RIA entity on the same platform. The choice is yours.

Login as RIA

Take a look at the features of the RIA account. Use registered account details to login.

Register new Client

wealthbot.io will automatically select a matching portfolio based on the client's risk tolerance. This is how we establish a relationship between a client and an RIA.

Login as Client

Take a look at the features of the Client account. Use registered account details to login.


Also available admin access with this link (u: webo, p: weboDemo32), You can change it later.