Register RIA
Use wealthbot.io to offer SaaS for multiple RIA's, or run a single RIA entity on the same platform. The choice is yours.
Login as RIA
Take a look at the features of the RIA account. Use registered account details to login.
Register new Client
wealthbot.io will automatically select a matching portfolio based on the client's risk tolerance. This is how we establish a relationship between a client and an RIA.
Login as Client
Take a look at the features of the Client account. Use registered account details to login.
Also available admin access with this link (u: webo, p: weboDemo32), You can change it later.