Welcome to the wealthbot.io demo

Login as a super admin

Our platform allows you to create and manage multiple RIA firms under one installation. Use webo/weboDemo32 to login.

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.

Register 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.