Welcome to the wealthbot.io demo
Login as an RIA
Take a look at the features of the RIA account. Use
Login as a Client
Take a look at the client dashboard. Use
Login as a super admin
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.
Learn more about wealthbot.io