Welcome to the wealthbot.io demo
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Our platform allows you to create and manage multiple RIA firms under one installation. Use
Use wealthbot.io to offer SaaS for multiple RIA's, or run a single RIA entity on the same platform. The choice is yours.
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.
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