Wealthbot combines the personal touch of human advisors with the efficiency of robo-advisory technology. Empower your RIA practice with our comprehensive wealth management platform.
Powerful tools to manage portfolios and grow your practice
Drift detection, proposal workflows, and batch execution across accounts.
Automated TLH with wash sale prevention and specific lot selection.
Brinson-Fachler analysis with benchmark comparison and asset class drill-down.
Flexible fee schedules, automated billing runs, and transparent fee application.
Model portfolios with asset class allocations and risk-matched assignment.
Onboard clients, track AUM, manage risk profiles, and monitor account activity.
Full visibility and control over your financial future
Real-time account overview with holdings, allocation breakdown, and market values.
Track returns over custom periods with gain/loss analysis and performance charts.
Schedule recurring deposits, one-time contributions, and withdrawal requests.
Real-time encrypted messaging with your advisor, built right into the platform.
Complete risk questionnaires and request profile changes as your goals evolve.
View detailed fee breakdowns, billing history, and understand exactly what you pay.