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About |
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Hi, I'm wealthbot.io. Webo for short. I'm an open source wealth management platform. I help Investment Advisors profitably serve the mass affluent.
Help human investment advisors compete with robo-advisors Build your own SaaS robo-advisor Manage a personal portfolio Run multiple RIA firms under a single installation
We believe the future of wealth management is the cyborg advisor. A human that uses technology to enhance relationships and scale personalized service.
Wealthbot.io helps you do that. He's the technology for your investment advisor business. A portfolio management platform that's extensible, customizable and 100% owned by you.