wealthbot

Deployment

Web-based

Best for

SmallMedium

Overview

About wealthbot

wealthbot is based on open source principles and gives you total control over your wealth management solution.

At a glance

Software information

Industries served, licensing and the support wealthbot provides.

Licensing

  • Free
  • Free version

Support

  • Email
  • Online (Ticket)

Training

  • Help Guides
  • Video Guides
  • Blogs

Knowledge Base

  • Help Guides
  • Video Guides
  • Blogs
No reviews submitted yet.
Be the first one to review

Capabilities

wealthbot features

The full feature set, grouped by module.

Wealth Management Software

  • Attendance Tracking
  • Client Portal
  • Online Application
  • Data Import/Export
  • Investment Tracking
  • Loyalty Program
  • Portfolio Management
  • Patient Records

Plans

wealthbot pricing

Free Version
Yes
Payment Frequency
Free

Media

Screenshots & video

This profile is not fully claimed

Do you own or represent wealthbot? Verify your business email to claim and manage this Goodfirms profile.

Request claim