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Current jobs | ||
Current tasks | ||
== | ||
* Rebalancer. | ||
* [In progress] Rebalancer. | ||
* Custodian Integration. | ||
* Mobile UI improvements. | ||
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About current wealthbot | ||
= | ||
Webo is a robo-advisor and not fully advisor so you need to do some paperwork. you can see more info in my medium blog | ||
Webo automatically calculates client’s portfolio, then advisor approves it | ||
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With the current installation | ||
== | ||
you can fill info, for example customise one of advisors. and clients and show to your potential clients, so you can have paying clients to improve Webo later. | ||
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We use Symfony | ||
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and Bootstrap, for emails we can use your gmail or Send grid (there is tons of emails) with different cases. | ||
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PHP Standards | ||
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we do not have errors in coding level all is fine, but we have plans to fully integrate third-party services, like custodians, rebalancers and other services. | ||
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Questions: what is your use case? | ||
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Use Cases | ||
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* 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 | ||
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Client Panel | ||
== | ||
Currently we have | ||
Client can | ||
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* register | ||
* fill the profile | ||
* fill answer risk questionary questions, | ||
* open accounts, | ||
* see the portfolio, | ||
* then login to client’s dashboard and manage information, | ||
* billing, | ||
* performance | ||
* upload documents | ||
* and manage account. | ||
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RIA Panel | ||
== | ||
Currently we have - | ||
* registration with custom options, | ||
* see the workflow, | ||
* clients and his portfolios. | ||
* manage models. | ||
* your information. | ||
* risk questionary questions. | ||
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After filling information from client’s side you can see thats name and suggested portfolio (from system) then accept it | ||
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Admin panel | ||
== | ||
currently we have Ria’s, | ||
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* clients, | ||
* securities and billing. | ||
* Some custodians and rebalancer integration and settings management. | ||
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Bugs | ||
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As any soft we have a some bugs and fixing that day by day. | ||
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Many thanks for contributing. | ||
* [OK] Mobile UI improvements. |
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