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What is Wealthbot?

Explore a financial advisory platform that seamlessly merges dependability with personalization! Wealthbot embraces open-source principles, granting you complete control over your wealth management strategies. By utilizing Wealthbot's efficient automated onboarding system, you can save precious time for both yourself and your business. The platform boasts a unique automated rebalancing feature, which is crafted to help you effectively uphold your clients' risk preferences. Additionally, Wealthbot has engineered a customized custodian integration that empowers major banks to oversee cash management, ensuring that comprehensive physical and technical security protocols are implemented. You have the ability to design distinct portfolio models tailored to the individual requirements of your clients. Wealthbot allows you to assign a specific risk score to each client and offers a range of pre-constructed models that align with their financial objectives. By employing the same robust 128-bit encryption standard used by banks, Wealthbot guarantees the secure management of your clients' assets, with their funds held by your selected custodian and never directly accessed by our platform. With Wealthbot, you not only gain the flexibility and security necessary to enhance your wealth management services but also the peace of mind that comes from knowing your clients' financial well-being is in safe hands. Elevate your advisory practice today with this innovative solution!

What is KidBrooke OutRank?

Quickly develop innovative, reliable, and secure wealth management solutions by leveraging our financial simulation engine through adaptable APIs, which are currently transforming wealth services across various financial institutions. OutRank streamlines financial decision-making by utilizing simulations that assess the personal balance sheets of your clientele. This extensive customer experience empowers both financial advisors and clients to consider all dimensions of personal finance as they evolve throughout different life stages, especially when making significant financial decisions. With the OutRank API, pension providers can design sophisticated retirement plans tailored for both the accumulation and decumulation phases. Depending on the specific business model, this technology enables your advisors or clients to adeptly handle the intricacies of retirement planning, providing intuitive resources for financial decision-making. Our APIs are crafted with precision by industry veterans, guaranteeing that the foundational models uphold exceptional standards of quality and dependability. Consequently, clients can anticipate a more customized and efficient method for managing their wealth, ultimately enhancing their overall financial experience. This approach not only fosters stronger relationships between advisors and clients but also contributes to more informed financial planning and investment strategies.

Media

Media

Integrations Supported

Amazon Web Services (AWS)
Docker
Docusign
Google Cloud Platform
Microsoft Azure
Slack

Integrations Supported

Amazon Web Services (AWS)
Docker
Docusign
Google Cloud Platform
Microsoft Azure
Slack

API Availability

Has API

API Availability

Has API

Pricing Information

$99 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Wealthbot

Company Website

www.wealthbot.io

Company Facts

Organization Name

KidBrooke

Company Location

Sweden

Company Website

kidbrooke.com

Categories and Features

Categories and Features

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