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services.html
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<!doctype html>
<html class="no-js" lang="en">
<head>
<link href="http://fonts.googleapis.com/css?family=Open+Sans:400,300,400italic,600,600italic,700,700italic,300italic|Raleway" rel="stylesheet" type="text/css">
<meta charset="utf-8">
<title>wealthbot.io - open source wealth management platform. Helping investment advisors profitably serve the mass affluent.</title>
<meta name="apple-mobile-web-app-capable" content="yes">
<meta name="viewport" content="width=device-width, initial-scale=1">
<link href="css/animate.css" rel="stylesheet" type="text/css">
<link rel="stylesheet" href="js/woothemes-FlexSlider-06b12f8/flexslider.css" type="text/css" media="screen">
<link rel="stylesheet" href="js/prettyPhoto_3.1.5/prettyPhoto.css" type="text/css" media="screen">
<link href="css/style.css" rel="stylesheet" type="text/css">
<link rel="stylesheet" href="http://maxcdn.bootstrapcdn.com/font-awesome/4.3.0/css/font-awesome.min.css">
<script type="text/javascript" src="js/modernizr.custom.48287.js"></script>
<meta name="google-site-verification" content="vVFsHdkFq8276QW-JAzsAMt1aPDGomCXOmsVJXs2fYA" />
<!-- Fav and touch icons -->
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<link rel="apple-touch-icon-precomposed" href="apple-touch-fa-57x57-precomposed.png">
-->
<link rel="shortcut icon" href="favicon.ico">
</head>
<body class="collapsing_header">
<header>
<div class="container">
<div class="navbar navbar-default" role="navigation">
<div class="navbar-header">
<a class="navbar-brand" href="index.html"> <img src="images/logo.png" alt="optional logo"> <span class="logo_title">wealthbot.io</span> <span class="logo_subtitle">wealth management, set free</span> </a><a class="btn btn-navbar btn-default navbar-toggle" data-toggle="collapse" data-target=".navbar-collapse"><span class="nb_left pull-left"> <span class="fa fa-reorder"></span></span> <span class="nb_right pull-right">menu</span> </a></div>
<div class="collapse navbar-collapse">
<ul class="nav pull-right navbar-nav">
<li><a href="index.html">Home</a></li>
<li><a href="solutions.html">Solutions</a></li>
<li><a href="features.html">Features</a></li>
<li class="active"><a href="services.html">Services</a></li>
<li><a href="install.html">Install</a></li>
<li><a href="http://blog.wealthbot.io/">Blog</a></li>
<li><a href="contact.html">Contact</a></li>
<li><a href="about_us.html">About Us</a></li>
</ul>
</div>
</div>
<div id="social_media_wrapper"><a href="https://twitter.com/wealthbot"><i class="fa fa-twitter"></i></a> <a href="https://github.com/wealthbot-io"><i class="fa fa-github-alt"></i></a></a> <a href="http://google.com/+wealthbotioapp"><i class="fa fa-google-plus"></i></a> </div>
</div>
</header>
<div class="full_page_photo" style="background-image: url(images/services.jpg);">
<div class="container">
<section class="call_to_action">
<h4 class="animated bounceInUp">this is not your grandma’s wealth management framework</h4>
</section>
</div>
</div>
<div class="main">
<section class="hgroup centered">
<div class="container">
<h1>Implementation</h1>
<h2>We can provide the right fit of services for investment advisors and wealth management firms of all sizes.</h2>
<ul class="breadcrumb pull-right">
<li><a href="index.html">Home</a> </li>
<li class="active">Services</li>
</ul>
</div>
</section>
<section class="pricing_wrapper">
<div class="service_teaser elegant">
<div class="container">
<div class="row">
<div class="service_photo col-sm-4 col-md-4">
<figure style="background-image:url(images/logo.png)"></figure>
</div>
<div class="service_details col-sm-8 col-md-8 wow">
<h2 class="section_header elegant">wealthbot.io<small>own your wealth management solution</small></h2>
<p>Let’s face it, installing any financial software is not exactly plug-and-play. We need to do some obvious things, like ensure data security and integrity, make sure the document flow is exactly as you want it, work out all the details with your custodian and get you up and running to service your clients.</p>
<p>This sounds expensive … but it doesn’t have to be. Our fee structure is based on a simple hourly rate calculation. The other guys will charge you a percent of your AUM and your costs grow as your business grows. You could end up paying millions a year!</p>
<p>With wealthbot.io, you own everything. Once the platform is installed, the only person you pay is yourself.</p>
</div>
</div>
</div>
</div>
<div class="container">
<div class="row">
<div class="col-sm-12 col-md-4">
<div class="pricing_plan wow animated bounceInLeft">
<h3>wealthbot<strong>solo</strong> <small>for bootstrappers and entrepreneurs</small></h3>
<div class="the_price">FREE</div>
<div class="the_offerings">
<p> Get it </p>
<p> Install it </p>
<p> Customize it </p>
<p> </p>
</div>
<a href="https://github.com/wealthbot-io/wealthbot" class="btn btn-primary btn-lg"><i class="fa fa-github"></i> Clone From Github</a></div>
</div>
<div class="col-sm-12 col-md-4">
<div class="pricing_plan special wow animated flipInY">
<h3>wealthbot<strong>vault</strong> <small>for firms with a limited budget</small></h3>
<div class="the_price"><span>$</span>5,420</div>
<div class="the_offerings">
<p> Company branding</p>
<p> Automated onboarding</p>
<p> Client portal</p>
<p> Custom risk questionnaires</p>
</div>
<a href="contact.html" class="btn btn-primary btn-lg"><i class="fa fa-file-text"></i> Get Started</a> </div>
</div>
<div class="col-sm-12 col-md-4">
<div class="pricing_plan wow animated bounceInRight">
<h3>wealthbot<strong>enterprise</strong> <small>for established firms</small></h3>
<div class="the_price">LET'S TALK</div>
<div class="the_offerings">
<p> All the features of vaults, plus: </p>
<p> Custodian Integrations </p>
<p> Automated Rebalancing </p>
<p> Enterprise Architecture</p>
<p></p>
</div>
<a href="contact.html" class="btn btn-primary btn-lg"><i class="fa fa-phone"></i> Contact</a> </div>
</div>
</div>
</div>
</section>
<!--
<section class="call_to_action"> <img alt="responsive" src="images/responsive.png"> <a id="develop"></a>
<div class="container">
<h3>Education</h3>
<h4>For developers we offer 1-on-1 wealthbot.io training and certification. With our guidance, you’ll complete 3 projects:</h4>
<hr>
</div>
</section>
-->
<section class="service_teasers">
<div class="container">
<div class="container">
<!--
<div class="service_teaser">
<div class="row">
<div class="service_photo col-sm-4 col-md-4">
<figure style="background-image:url(images/serv_2.jpg)"></figure>
</div>
<div class="service_details col-sm-8 col-md-8">
<h2 class="section_header skincolored"><b>wealthbot</b>support</h2>
<p>If you are PHP developer who is comfortable with a terminal and a text editor, we’ll help you to supplement your income.</p>
</div>
</div>
</div>
-->
<!--
<div class="service_teaser">
<div class="row">
<div class="service_photo col-sm-4 col-md-4">
<figure style="background-image:url(images/serv_3.jpg)"></figure>
</div>
<div class="service_details col-sm-8 col-md-8">
<h2 class="section_header skincolored"><b>front</b>end<small>customization</small></h2>
<p><strong>Restart</strong> makes real use of the power of {LESS} syntax!. It is built upon Bootstrap, a front-end development framework with a steep learning curve. It comes with a style.less file that tries to use <strong>all the power of {less} and bootstrap combined</strong>. </p>
</div>
</div>
</div>
-->
<div class="service_teaser">
<div class="row">
<div class="service_photo col-sm-4 col-md-4">
<figure style="background-image:url(images/serv_6.jpg)"></figure>
</div>
<div class="service_details col-sm-8 col-md-8">
<h2 class="section_header skincolored">wealthbot<b>support</b></h2>
<p>We offer two tiers of SLA for support:
<ul>
<li>24-48 hour email support on a per hour basis at a cost of $175/hr</li>
<li>Same day service at a retainer cost of $2500 per month plus $175/hr</li>
</ul>
</p>
</div>
</div>
</div>
<div class="service_teaser inverted">
<div class="row">
<div class="service_details col-sm-8 col-md-8">
<h2 class="section_header skincolored"><b>Work with </b>wealthbot.io</h2>
<p>We are currently working on new module development, API integrations, and technical writing. If you are PHP developer who is comfortable with a terminal and a text editor, we’ll help you to supplement your income. Whatever your speciality is we’d <a href="contact.html">love to hear from you</a>.</p>
</div>
<div class="service_photo col-sm-4 col-md-4">
<figure style="background-image:url(images/serv_5.jpg)"></figure>
</div>
</div>
</div>
</div>
</section>
<footer>
<section class="twitter_feed_wrapper">
<div class="container">
<div class="row wow animated fadeInUp">
<div class="twitter_feed_icon col-sm-1 col-md-1"><a href="https://twitter.com/wealthbot"><i class="fa fa-twitter"></i></a></div>
<div class="col-sm-11 col-md-11">
<blockquote>
<p>@redtailtech curious what your thoughts are about @wealthbot? They are gaining serious momentum. Birdie tells me, integrating w/ @tradier</p>
— Matt Riordan (@RioFinancial) <a href="https://twitter.com/dieterscherer/status/626165131811098624">July 28, 2015</a></blockquote>
</div>
</div>
</div>
</section>
<!-- #subscription -->
<section id="subscription-section">
<div class="container">
<div class="row">
<div class="newsletter-form-img col-sm-6 col-md-6">
<div class="div-center"><img class="img-responsive" src="images/email.png" alt="email subscribe"></div>
</div>
<div class="newsletter-form-content col-sm-6 col-md-6">
<h2>Email Updates</h2>
<h4>Enter your email address to get product updates, industry news, and free advice by email.</h4>
<!-- .form-subscribe -->
<div class="form-subscribe">
<!-- Begin MailChimp Signup Form -->
<div id="mc_embed_signup">
<form action="//flowathletics.us4.list-manage.com/subscribe/post?u=e1c929ba79b79708240b01e8e&id=d2ce74fd0f" method="post" id="mc-embedded-subscribe-form" name="mc-embedded-subscribe-form" class="validate" target="_blank" novalidate>
<div id="mc_embed_signup_scroll input-group">
<div class="mc-field-group form-group">
<label for="mce-EMAIL">
<h4>Email Address <span class="asterisk">*</span></h4>
</label>
<input type="email" placeholder="[email protected]" name="EMAIL" class="required email form-control" id="mce-EMAIL">
</div>
<div class="mc-field-group form-group">
<label for="mce-FNAME">
<h4>First Name </h4></label>
<input type="text" value="" name="FNAME" class="form-control" id="mce-FNAME">
</div>
<div id="mce-responses">
<div class="response" id="mce-error-response" style="display:none"></div>
<div class="response" id="mce-success-response" style="display:none"></div>
</div>
<!-- real people should not fill this in and expect good things - do not remove this or risk form bot signups-->
<div style="position: absolute; left: -5000px;">
<input type="text" name="b_e1c929ba79b79708240b01e8e_d2ce74fd0f" tabindex="-1" value="">
</div>
<input type="submit" value="Subscribe" name="subscribe" id="mc-embedded-subscribe" class="btn btn-primary btn-lg input-control">
</div>
</form>
</div>
<script type='text/javascript' src='//s3.amazonaws.com/downloads.mailchimp.com/js/mc-validate.js'></script>
<script type='text/javascript'>
(function ($) {
window.fnames = new Array();
window.ftypes = new Array();
fnames[0] = 'EMAIL';
ftypes[0] = 'email';
fnames[1] = 'FNAME';
ftypes[1] = 'text';
}(jQuery));
var $mcj = jQuery.noConflict(true);
</script>
<!--End mc_embed_signup-->
</div>
<!-- /.form-subscribe -->
</div>
</div>
</div>
</section>
<!-- #subscription -->
<section id="footer_teasers_wrapper">
<div class="container">
<div class="row">
<div class="footer_teaser col-sm-4 col-md-4">
<h3>About us</h3>
<p>Wealthbot.io is built with <i class="fa fa-heart"></i> and PHP, the internet's most popular development language.</p>
<p><i class="fa fa-map-marker"></i> New York | Miami</p>
<p><i class="fa fa-envelope"></i> [email protected]</p>
</div>
<div class="footer_teaser col-sm-4 col-md-4">
<h3>Latest News</h3>
<ul class="media-list">
<li class="media">
<a href="#" class="media-photo" style="background-image:url(images/articles/webo_models.png)"></a> <a href="http://blog.wealthbot.io/Updating-Wealthbot-Portfolios/" class="media-date">29<span>JUN</span></a>
<h5 class="media-heading"><a href="http://blog.wealthbot.io/Updating-Wealthbot-Portfolios/">Updating Wealthbot Portfolios</a></h5>
<p>I've been getting a lot of questions lately about the portfolio models pre-installed in the wealthbot.io demo.</p>
</li>
<li class="media">
<a href="http://blog.wealthbot.io/when-you-trend-on-github/" class="media-photo" style="background-image:url(http://blog.wealthbot.io/images/1st%20on%20github.png)"></a> <a href="http://blog.wealthbot.io/when-you-trend-on-github/" class="media-date">3<span>JUN</span></a>
<h5 class="media-heading"><a href="#">When You Trend On Github.</a></h5>
<p>It feels good, when your project becomes very “trendy” overnight.</p>
</li>
</ul>
</div>
<div class="footer_teaser col-sm-4 col-md-4">
<h3>Documentation</h3>
<div class="text-center">
<h4>Read and contribute</h4>
<a class="btn btn-primary btn-lg" href="http://wealthbot.readme.io"><i class="fa fa-book"></i> The Docs</a>
</div>
</div>
</div>
</div>
</section>
<section class="copyright">
<div class="container">
<div class="row">
<div class="col-sm-6 col-md-6"> Copyright ©2015</div>
<div class="text-right col-sm-6 col-md-6"> This website is for investment professionals only. It is not intended for private investors. Private investors who are interested in our investment services should contact a financial professional.</div>
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</section>
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