wealthbot.io
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.
Yea, We've Got That
- 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 substitiution
Demo
Go to http://demo.wealthbot.io to play with all the features before installing.
Installation
For development only, not for production.
Prereqs:
- Install Vagrant and Virtual Box
- You'll need an NFS plugin. Once vagrant is installed run:
vagrant plugin install vagrant-bindfs
And now, our super-simple, 3-step install
git clone https://github.com/wealthbot-io/wealthbot
- Add
192.168.56.105 local.wealthbot.io
to your etc/hosts file cd wealthbot/vagrant
and runvagrant up
Go grab a coffee or a beer ... this will take a while the first time you run it.
Once complete, simply go to http://local.wealthbot.io in your browser to see the wealthbot.io demo landing page.
Note: To use the app you'll need to setup an SMTP server with authentication. The config is in wealthbot/app/config/parameters.yml. Digital Ocean has a good writeup on how to use your Gmail account for this.
If you want to take a look around your vagrant box you can vagrant ssh
.
The config is located in wealthbot\vagrant\puphpet\config.yaml
We strongly recommend running all console commands inside the vagrant box.