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wealthbot.io

Partnership and participation

The code is functional, but offered as-is. If you are interested in partnership or working on the core and new features, you can write to hi@wealthbot.io.

Written with Symfony Flex

GitHub license

SensioLabsInsight

Wealth Management, Set Free

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.

Use Cases

  • 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

Modules

  • Admin Control Panel - manage wealthbot.io installation, including RIA and Client accounts.
  • Client Dashboard - beautiful transaction, holding and performance reports on any screen.
  • RIA Portal - define asset classes and representative securities, setup custom portofilios and multi-tiered billing, create your own risk profile questionnaire, manage clients and document workflows.
  • Rebalancer - automatically rebalance client portfolios to match target allocations at the household or account-level, ad-hoc or on an set schedule.
  • Portfolio Accounting System - integrate with custodians to verify customer demographics and reconcile transactions placed by the Rebalancer.
  • Tax loss harvesting
  • Custom portfolio models
  • Custom risk profiling
  • Integration with financial custodians
  • Automated onboarding, document flow and e-signing
  • Cash generating transactions while maintaining target asset allocation
  • Muni substitution

Installation

For installation

  1. Clone The repository: git clone git@github.com:wealthbot-io/devenv.git
  2. Move to dir: cd devenv
  3. Build Docker Containers: Run docker-compose up --build -d
  4. Find ID of PHP Container: Run docker ps and look for the container ID (ex. abcd123efg) beside devenv_monolith.php
  5. Create the DB schema: Run docker exec -it abcd123efg bin/console doctrine:schema:create
  6. Load the fixtures: Run docker exec -it abcd123efg bin/console wealthbot:fixtures:load

Once complete, simply go to http://127.0.0.1:10001 in your browser to see the wealthbot.io demo landing page.

Community

Join our Slack to discuss the project in realtime.

https://wealthbot-io.slack.com/

Contributing

We love pull requests! The details on how to contribute to Wealthbot can be found here.

Donation

You can make a donation to sponsor this project:

BTC: 12rXu28cidvH8guAe6t4rRAg2BzdGKS6Zu

ETH: 0x6bdb45921acD0CD4D770a3c791CCf79934A19D7f

About

Use wealthbot.io to easily setup your own wealth management platform

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