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features.html
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<!doctype html>
<html class="no-js" lang="en">
<head>
<link href="http://fonts.googleapis.com/css?family=Open+Sans:400,300,400italic,600,600italic,700,700italic,300italic|Raleway" rel="stylesheet" type="text/css">
<meta charset="utf-8">
<title>wealthbot.io - open source wealth management platform. Helping investment advisors profitably serve the mass affluent.</title>
<meta name="apple-mobile-web-app-capable" content="yes">
<meta name="viewport" content="width=device-width, initial-scale=1">
<link href="css/animate.css" rel="stylesheet" type="text/css">
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<link href="css/style.css" rel="stylesheet" type="text/css">
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<link rel="shortcut icon" href="favicon.ico">
</head>
<body class="collapsing_header">
<header>
<div class="container">
<div class="navbar navbar-default" role="navigation">
<div class="navbar-header">
<a class="navbar-brand" href="index.html"> <img src="images/logo.png" alt="optional logo"> <span class="logo_title">wealthbot.io</span> <span class="logo_subtitle">wealth management, set free</span> </a><a class="btn btn-navbar btn-default navbar-toggle" data-toggle="collapse" data-target=".navbar-collapse"><span class="nb_left pull-left"> <span class="fa fa-reorder"></span></span> <span class="nb_right pull-right">menu</span> </a></div>
<div class="collapse navbar-collapse">
<ul class="nav pull-right navbar-nav">
<li><a href="index.html">Home</a></li>
<li><a href="solutions.html">Solutions</a></li>
<li class="active"><a href="features.html">Features</a></li>
<li><a href="services.html">Services</a></li>
<li><a href="install.html">Install</a></li>
<li><a href="http://blog.wealthbot.io/">Blog</a></li>
<li><a href="contact.html">Contact</a></li>
<li><a href="about_us.html">About Us</a></li>
</ul>
</div>
</div>
<div id="social_media_wrapper"><a href="https://twitter.com/wealthbot"><i class="fa fa-twitter"></i></a> <a href="https://github.com/wealthbot-io"><i class="fa fa-github-alt"></i></a></a> <a href="http://google.com/+wealthbotioapp"><i class="fa fa-google-plus"></i></a> </div>
</div>
</header>
<div class="main">
<section class="hgroup">
<div class="container">
<h1>Features</h1>
<h2>We've got all the features you need at a cost that makes sense for your business. </h2>
<ul class="breadcrumb pull-right">
<li><a href="index.html">Home</a> </li>
<li class="active">Features</li>
</ul>
</div>
</section>
<section>
<div class="container">
<ul class="portfolio_filters">
<li><a href="#" data-filter="*">show all</a></li>
<li><a href="#" data-filter=".cat_superuser">superuser</a></li>
<li><a href="#" data-filter=".cat_RIA">RIA</a></li>
<li><a href="#" data-filter=".cat_customer">customer</a></li>
<li><a href="#" data-filter=".cat_back-end">back-end</a></li>
</ul>
</div>
</section>
<section class="portfolio_strict">
<div class="container">
<div class="row isotope_portfolio_container">
<div class="cat_customer col-xs-12 col-sm-6 col-md-4 col-lg-4">
<div class="portfolio_item">
<a data-path-hover="M 180,190 0,158 0,0 180,0 z">
<figure style="background-image:url(images/features/onboard.svg)">
<svg viewBox="0 0 180 320" preserveAspectRatio="none">
<path d="M 180,0 0,0 0,0 180,0 z" />
</svg>
<figcaption>
<p>Easy, all digital sign-up process. Accessible from any device.</p>
</figcaption>
</figure>
</a>
<div class="portfolio_description">
<h3>Automated Customer Onboarding</h3>
<p>customer</p>
</div>
</div>
</div>
<div class="cat_RIA col-xs-12 col-sm-6 col-md-4 col-lg-4">
<div class="portfolio_item">
<a data-path-hover="M 180,190 0,158 0,0 180,0 z">
<figure style="background-image:url(images/features/billing.svg)">
<svg viewBox="0 0 180 320" preserveAspectRatio="none">
<path d="M 180,0 0,0 0,0 180,0 z" />
</svg>
<figcaption>
<p>Billing can be done on a flat-fee basis or with a breakpoint tier system you customize. You define the billing cycle and the rate, wealthbot takes care of the rest.</p>
</figcaption>
</figure>
</a>
<div class="portfolio_description">
<h3>Client Billing</h3>
<p>RIA</p>
</div>
</div>
</div>
<div class="cat_RIA col-xs-12 col-sm-6 col-md-4 col-lg-4">
<div class="portfolio_item">
<a data-path-hover="M 180,190 0,158 0,0 180,0 z">
<figure style="background-image:url(images/features/portfolio.svg)">
<svg viewBox="0 0 180 320" preserveAspectRatio="none">
<path d="M 180,0 0,0 0,0 180,0 z" />
</svg>
<figcaption>
<p>We can provide access to the entire investment universe of securities. Link to any asset class and build as many models as your heart desires. Each model can be tied to it's own risk assessment number.</p>
</figcaption>
</figure>
</a>
<div class="portfolio_description">
<h3>Flexible Portfolio Models</h3>
<p>RIA</p>
</div>
</div>
</div>
<div class="cat_back-end col-xs-12 col-sm-6 col-md-4 col-lg-4">
<div class="portfolio_item">
<a data-path-hover="M 180,190 0,158 0,0 180,0 z">
<figure style="background-image:url(images/features/coin.svg)">
<svg viewBox="0 0 180 320" preserveAspectRatio="none">
<path d="M 180,0 0,0 0,0 180,0 z" />
</svg>
<figcaption>
<p>If unrestricted cash isn't available, sell securities automatically while maintaining target asset allocation to generate cash for billing.</p>
</figcaption>
</figure>
</a>
<div class="portfolio_description">
<h3>Intelligent Cash Management</h3>
<p>back-end</p>
</div>
</div>
</div>
<div class="cat_superuser col-xs-12 col-sm-6 col-md-4 col-lg-4">
<div class="portfolio_item">
<a data-path-hover="M 180,190 0,158 0,0 180,0 z">
<figure style="background-image:url(images/features/users.svg)">
<svg viewBox="0 0 180 320" preserveAspectRatio="none">
<path d="M 180,0 0,0 0,0 180,0 z" />
</svg>
<figcaption>
<p>Our super user module allows each install of wealthbot.io to host multiple, separate RIA firms.</p>
</figcaption>
</figure>
</a>
<div class="portfolio_description">
<h3>Host multiple RIA firms</h3>
<p>superuser</p>
</div>
</div>
</div>
<div class="cat_RIA col-xs-12 col-sm-6 col-md-4 col-lg-4">
<div class="portfolio_item">
<a data-path-hover="M 180,190 0,158 0,0 180,0 z">
<figure style="background-image:url(images/features/assessment.svg)">
<svg viewBox="0 0 180 320" preserveAspectRatio="none">
<path d="M 180,0 0,0 0,0 180,0 z" />
</svg>
<figcaption>
<p>Ask the questions that make <em>your clients</em> talk. Understand your clients and build your own risk assessment.</p>
</figcaption>
</figure>
</a>
<div class="portfolio_description">
<h3>Customizable Risk Questionnaire</h3>
<p>RIA</p>
</div>
</div>
</div>
<div class="cat_customer col-xs-12 col-sm-6 col-md-4 col-lg-4">
<div class="portfolio_item">
<a data-path-hover="M 180,190 0,158 0,0 180,0 z">
<figure style="background-image:url(images/features/recommend.svg)">
<svg viewBox="0 0 180 320" preserveAspectRatio="none">
<path d="M 180,0 0,0 0,0 180,0 z" />
</svg>
<figcaption>
<p>Portfolio recommendations are suggested by the risk assessment. Your investment advisor can update and customize your portfolio. Tuning it to your individual needs.</p>
</figcaption>
</figure>
</a>
<div class="portfolio_description">
<h3>Personalized Portfolio Recommendations</h3>
<p>customer</p>
</div>
</div>
</div>
<div class="cat_back-end col-xs-12 col-sm-6 col-md-4 col-lg-4">
<div class="portfolio_item">
<a data-path-hover="M 180,190 0,158 0,0 180,0 z">
<figure style="background-image:url(images/features/rebalance.svg)">
<svg viewBox="0 0 180 320" preserveAspectRatio="none">
<path d="M 180,0 0,0 0,0 180,0 z" />
</svg>
<figcaption>
<p>Generate and sends rebalancing trade orders to your custodian based on an asset class's tolerance bands, a set rebalancing schedule or both.</p>
</figcaption>
</figure>
</a>
<div class="portfolio_description">
<h3>Automated Rebalancer</h3>
<p>back-end</p>
</div>
</div>
</div>
<div class="cat_superuser col-xs-12 col-sm-6 col-md-4 col-lg-4">
<div class="portfolio_item">
<a data-path-hover="M 180,190 0,158 0,0 180,0 z">
<figure style="background-image:url(images/features/tiers.svg)">
<svg viewBox="0 0 180 320" preserveAspectRatio="none">
<path d="M 180,0 0,0 0,0 180,0 z" />
</svg>
<figcaption>
<p>Add a second layer of billing and provide wealthbot as a SaaS to 3rd party advisors, while charging them a fee, of course.</p>
</figcaption>
</figure>
</a>
<div class="portfolio_description">
<h3>Secondary Billing Tier</h3>
<p>superuser</p>
</div>
</div>
</div>
<div class="cat_RIA col-xs-12 col-sm-6 col-md-4 col-lg-4">
<div class="portfolio_item">
<a data-path-hover="M 180,190 0,158 0,0 180,0 z">
<figure style="background-image:url(images/features/send.svg)">
<svg viewBox="0 0 180 320" preserveAspectRatio="none">
<path d="M 180,0 0,0 0,0 180,0 z" />
</svg>
<figcaption>
<p>Save time and trees by on-boarding your clients without paper using our DocuSign integration.</p>
</figcaption>
</figure>
</a>
<div class="portfolio_description">
<h3>Automated Document Flow</h3>
<p>RIA</p>
</div>
</div>
</div>
<div class="cat_back-end col-xs-12 col-sm-6 col-md-4 col-lg-4">
<div class="portfolio_item">
<a data-path-hover="M 180,190 0,158 0,0 180,0 z">
<figure style="background-image:url(images/features/chartup.svg)">
<svg viewBox="0 0 180 320" preserveAspectRatio="none">
<path d="M 180,0 0,0 0,0 180,0 z" />
</svg>
<figcaption>
<p>Harvest losses to offset taxes on both gains and income, enable municipal bond substitutions, and automatically identify and avoid wash sales.</p>
</figcaption>
</figure>
</a>
<div class="portfolio_description">
<h3>Tax-Optimized Portfolio Management</h3>
<p>back-end</p>
</div>
</div>
</div>
<div class="cat_back-end col-xs-12 col-sm-6 col-md-4 col-lg-4">
<div class="portfolio_item">
<a data-path-hover="M 180,190 0,158 0,0 180,0 z">
<figure style="background-image:url(images/features/security.svg)">
<svg viewBox="0 0 180 320" preserveAspectRatio="none">
<path d="M 180,0 0,0 0,0 180,0 z" />
</svg>
<figcaption>
<p>Wealthbot uses the same 128-bit encryption and physical security as banks. Plus, clients’ assets reside with your custodian and are never directly touched by your system.</p>
</figcaption>
</figure>
</a>
<div class="portfolio_description">
<h3>Bank Level Security</h3>
<p>back-end</p>
</div>
</div>
</div>
</div>
</div>
</section>
<footer>
<section class="twitter_feed_wrapper">
<div class="container">
<div class="row wow animated fadeInUp">
<div class="twitter_feed_icon col-sm-1 col-md-1"><a href="https://twitter.com/wealthbot"><i class="fa fa-twitter"></i></a></div>
<div class="col-sm-11 col-md-11">
<blockquote>
<p>@wealthbot customizable? I'm intrigued! I'd like to learn more.</p>
— Ryan Scott (@ryandnabehavior) <a href="https://twitter.com/ryandnabehavior/status/626058718665273344">July 28, 2015</a></blockquote>
</div>
</div>
</div>
</section>
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<section id="subscription-section">
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<div class="newsletter-form-img col-sm-6 col-md-6">
<div class="div-center"><img class="img-responsive" src="images/email.png" alt="email subscribe"></div>
</div>
<div class="newsletter-form-content col-sm-6 col-md-6">
<h2>Email Updates</h2>
<h4>Enter your email address to get product updates, industry news, and free advice by email.</h4>
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<h4>First Name </h4></label>
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<section id="footer_teasers_wrapper">
<div class="container">
<div class="row">
<div class="footer_teaser col-sm-4 col-md-4">
<h3>About us</h3>
<p>Wealthbot.io is built with <i class="fa fa-heart"></i> and PHP, the internet's most popular development language.</p>
<p><i class="fa fa-map-marker"></i> New York | Miami</p>
<p><i class="fa fa-envelope"></i> [email protected]</p>
</div>
<div class="footer_teaser col-sm-4 col-md-4">
<h3>Latest News</h3>
<ul class="media-list">
<li class="media">
<a href="#" class="media-photo" style="background-image:url(images/articles/webo_models.png)"></a> <a href="http://blog.wealthbot.io/Updating-Wealthbot-Portfolios/" class="media-date">29<span>JUN</span></a>
<h5 class="media-heading"><a href="http://blog.wealthbot.io/Updating-Wealthbot-Portfolios/">Updating Wealthbot Portfolios</a></h5>
<p>I've been getting a lot of questions lately about the portfolio models pre-installed in the wealthbot.io demo.</p>
</li>
<li class="media">
<a href="http://blog.wealthbot.io/when-you-trend-on-github/" class="media-photo" style="background-image:url(http://blog.wealthbot.io/images/1st%20on%20github.png)"></a> <a href="http://blog.wealthbot.io/when-you-trend-on-github/" class="media-date">3<span>JUN</span></a>
<h5 class="media-heading"><a href="#">When You Trend On Github.</a></h5>
<p>It feels good, when your project becomes very “trendy” overnight.</p>
</li>
</ul>
</div>
<div class="footer_teaser col-sm-4 col-md-4">
<h3>Documentation</h3>
<div class="text-center">
<h4>Read and contribute</h4>
<a class="btn btn-primary btn-lg" href="http://wealthbot.readme.io"><i class="fa fa-book"></i> The Docs</a>
</div>
</div>
</div>
</div>
</section>
<section class="copyright">
<div class="container">
<div class="row">
<div class="col-sm-6 col-md-6"> Copyright ©2015</div>
<div class="text-right col-sm-6 col-md-6"> This website is for investment professionals only. It is not intended for private investors. Private investors who are interested in our investment services should contact a financial professional.</div>
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