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<!DOCTYPE html>
<html xmlns="http://www.w3.org/1999/xhtml">
<head>
<meta charset="UTF-8">
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
<title>wealthbot.io - open source wealth management platform. Helping investment advisors profitably serve the mass affluent.</title>
<meta name="viewport" content="width=device-width, initial-scale=1.0">
<link rel="stylesheet" href="./css/bootstrap.css" type="text/css">
<link rel="stylesheet" href="./css/bootstrap-responsive.css" type="text/css">
<link rel="stylesheet" href="./css/strip.css" type="text/css">
<link rel="stylesheet" href="./css/strip-responsive.css" type="text/css">
<link rel="stylesheet" href="http://maxcdn.bootstrapcdn.com/font-awesome/4.3.0/css/font-awesome.min.css">
<link href="http://fonts.googleapis.com/css?family=Open+Sans:400,300,700,600" rel="stylesheet">
<link href='http://fonts.googleapis.com/css?family=Merriweather:400,700' rel='stylesheet' type='text/css'>
<meta name="google-site-verification" content="vVFsHdkFq8276QW-JAzsAMt1aPDGomCXOmsVJXs2fYA" />
<!-- Favicon -->
<link rel="shortcut icon" href="favicon.ico" type="image/x-icon" />
<!-- analytics -->
<script>
(function(i,s,o,g,r,a,m){i['GoogleAnalyticsObject']=r;i[r]=i[r]||function(){
(i[r].q=i[r].q||[]).push(arguments)},i[r].l=1*new Date();a=s.createElement(o),
m=s.getElementsByTagName(o)[0];a.async=1;a.src=g;m.parentNode.insertBefore(a,m)
})(window,document,'script','//www.google-analytics.com/analytics.js','ga');
ga('create', 'UA-61408604-1', 'auto');
ga('send', 'pageview');
</script>
<!-- /analytics -->
</head>
<body>
<section class="container">
<nav class="navbar">
<div class="container">
<div class="navbar-inner">
<a class="btn btn-navbar" data-toggle="collapse" data-target=".nav-collapse">
<span class="icon-bar"></span>
<span class="icon-bar"></span>
<span class="icon-bar"></span>
</a>
<a href="#" class="brand">
<img src="./img/webo.png" alt="Webo" />
</a>
<div class="nav-collapse">
<ul class="nav">
<li><a href="http://blog.wealthbot.io">Blog</a></li>
<li><a href="http://demo.wealthbot.io">Demo</a></li>
<li><a href="https://trello.com/b/klhsT5Xj/wealthbot-io-roadmap-and-ideas">
<i class="fa fa-trello"></i> Roadmap</a></li>
<li><a class="btn" href="#contact" data-toggle="modal">Contact Me</a></li>
</ul>
</div> <!-- nav-collapse -->
</div> <!-- container -->
</div> <!-- navbar-inner -->
</nav>
</section>
<div class="row pull-right">
<a href="https://twitter.com/wealthbot" class="twitter-follow-button" data-show-count="true">Follow @wealthbot</a>
<script>!function(d,s,id){var js,fjs=d.getElementsByTagName(s)[0],p=/^http:/.test(d.location)?'http':'https';if(!d.getElementById(id)){js=d.createElement(s);js.id=id;js.src=p+'://platform.twitter.com/widgets.js';fjs.parentNode.insertBefore(js,fjs);}}(document, 'script', 'twitter-wjs');</script>
<iframe src="https://ghbtns.com/github-btn.html?user=wealthbot-io&repo=wealthbot&type=star&count=true" frameborder="0" scrolling="0" height="20px"></iframe>
</div>
<section class="container" style="clear:both">
<header class="highlight span8 offset2">
<div class="row">
<h2>Wealth Management, Set Free</strong></h2>
<p class="lead"><strong>wealthbot.io + a LAMP stack = </strong><br>all it takes to launch your very own wealth management platform</p>
<img id="feature-screenshot" src="img/responsive_wb.png" alt="Open Source, Responsive Wealth Management Platform">
</div> <!-- row div -->
</header>
<div class="row">
<div class="span4 offset4"><a href="http://demo.wealthbot.io" class="big-btn pull-left">DEMO</a><a href="https://github.com/wealthbot-io/core" class="big-btn pull-right">FORK</a></div>
</div>
</section>
<section class="container" id="icons">
<div class="row">
<div class="span8 offset2">
<hr class="shadow-line">
</div>
</div>
<h2>Are you ready for total control over your wealth management solution?</h2>
<p class="lead">Hi, I'm wealthbot.io. Webo for short. I'm an <strong>open source wealth management platform</strong>. I help Investment Advisors profitably serve the mass affluent.</p>
<div class="row">
<div class="span4">
<h4>Investment Agnostic</h4>
<i class="fa fa-line-chart fa-4x"></i>
<p>Link your prefered securities to your defined asset classes and setup the perfect portfolios for your clients.</p>
</div>
<div class="span4">
<h4>Owned By You</h4>
<i class="fa fa-cloud fa-4x"></i>
<p>Put wealthbot on your server or on a cloud server, the choice is yours.</p>
</div>
<div class="span4">
<h4>Community Driven</h4>
<i class="fa fa-users fa-4x"></i>
<p>Our worldwide development community is working every day to improve the wealthbot.io experience</p>
</div>
</div>
</section>
<section class="container">
<div class="hero-unit">
<div id="benefits1" class="row">
<h3>Client Self Service Portal</h3>
<div class="span6">
<a class="fancybox" href="img/client-dashboard.png"><img src="img/client-dashboard.png" alt="Client Dashboard"></a>
</div>
<div class="span4">
<p>Your clients will love our beautiful reporting dashboard – on any device.</p>
<p>You'll love our customizable and automated risk assessment questionnaires.</p>
</div> <!-- span -->
</div> <!-- row -->
</div> <!-- hero unit -->
<div class="hero-unit">
<div id="benefits2" class="row">
<h3>Automated Portfolio Management</h3>
<div class="span4">
<p>Save time and trees by on-boarding your clients without paper with our DocuSign integration.</p>
<p>Easily setup the portfolio allocations you know and trust.</p>
<p>Then let wealthbot.io take care of the rest with automated portfolio rebalancing, muni substitution and tax-loss harvesting.</p>
</div>
<div class="span6">
<a class="fancybox" href="img/advisor-dashboard.png"><img src="img/advisor-dashboard.png" alt="Advisor Dashboard"></a>
</div>
</div> <!-- row -->
</div><!-- hero unit -->
<div class="hero-unit">
<div id="benefits3" class="row">
<h3>Every module, automated decision and the code behind it, is transparent</h3>
<div class="span6">
<a class="fancybox" href="img/client-intake.png"><img src="img/client-intake.png" alt="Open Source"></a>
</div>
<div class="span4">
<p>Inspect it, change it, and learn from it. You can explain to senior management, investors, clients or regulators the exact way in which a particular key metric has been computed.</p>
</div>
</div> <!-- row div -->
</div> <!-- hero unit -->
</section>
<section class="container">
<div id="community">
<h2>The Webo Community</h2>
<div class="row">
<div class="span6">
<a href="https://webo-slack.herokuapp.com/"><i class="fa fa-slack fa-4x"></i>
<h3>Join our Chat Server</h3></a>
<ul class="lead">
<li>Talk to the core devs and the wealthbot.io community.</li>
<li>Learn from others and ask questions.</li>
<li>Share your work and demos.</li>
</ul>
</div>
<div class="span6">
<a href="https://trello.com/b/klhsT5Xj/wealthbot-io-roadmap-and-ideas"><i class="fa fa-trello fa-4x"></i>
<h3>Contribute to our Roadmap</h3></a>
<ul class="lead">
<li>Contribute to our vision</li>
<li>Submit new feature ideas</li>
<li>Comment on ideas, to-dos and in-progress work</li>
</ul>
</div>
</div>
</div>
<div class="row">
<div class="span8 offset2">
<hr class="shadow-line">
</div>
</div>
</section>
<section class="section-box shadow">
<div class="container">
<div class="row">
<article class="span4 center-align">
<img src="./img/heartwork.png" alt="heartwork" />
<h3>Profitably Serve Any Investor</h3>
<p>Spend less time on trades and op-ex, so you can invest more in relationships.</p>
<a href="http://demo.wealthbot.io">See how it works</a>
</p>
</article>
<article class="span4 center-align">
<img src="./img/responsive.png" alt="responsive"/>
<h3>Mobile Ready</h3>
<p>Wealthbot.io can be used to serve clients on a desktop, tablet or phone - right out of the box.
</p>
<p><a href="http://demo.wealthbot.io">Test on any device</a></p>
</article>
<article class="span4 center-align">
<img src="./img/octocat.png" alt="twitter"/>
<h3>Build or Buy?</h3>
<p>A business model and technology stack offering the best of both worlds.</p>
<p><a href="https://github.com/wealthbot-io/core">Star on Github</a></p>
</article>
</div>
</div>
</section>
<section class="container">
<div class="highlight row">
<h2>What else can wealthbot.io do?</h2>
<div id="myCarousel" class="carousel slide">
<div class="carousel-inner">
<div class="item active">
<p>
<img src="./img/super_admin_view.jpg" alt="Super Admin"/>
</p>
<article class="carousel-caption">
<h3>Manage a single RIA firm or multiple RIAs with one platform.</h3>
<p class="center-align"><i class="icon-ok"></i> Easy to launch. <i class="icon-signal"></i> Built to scale.</p>
</article>
</div>
<div class="item">
<p>
<img src="./img/custodians.jpg" alt="code" />
</p>
<article class="carousel-caption">
<h3>Connect to financial custodians. Automate document flow with Docusign.</h3>
<p class="center-align"><i class="icon-random"></i> Our community of developers is building new integrations every day</p>
</article>
</div>
<div class="item">
<p>
<img src="./img/wealthbot_io_github.jpg" alt="folders" />
</p>
<article class="carousel-caption">
<h3 class="quotes">All open-sourced.</h3>
<p class="center-align"><i class="fa fa-users"></i> Community focused, transparent from the ground up.</p>
</article>
</div>
</div>
<a class="left carousel-control" href="#myCarousel" data-slide="prev">‹</a>
<a class="right carousel-control" href="#myCarousel" data-slide="next">›</a>
</div>
</div>
</section>
<section class="container">
<div class="row">
<div class="offset2 span8">
<hr class="shadow-line"/>
</div>
</div>
<div class="row">
<div class="highlight span12">
<h3>Wealthbot.io makes it easy to launch a Wealth Management Platform. Build and customize your very own version of a robo-advisor.</h3>
<p>We believe the future of wealth management is the <strong>cyborg advisor</strong>. A human that uses technology to <strong>enhance relationships</strong> and scale <strong>personalized service.</strong></p>
<p>Wealthbot.io helps you do that. He's the technology for <em>your</em> investment advisor business. A portfolio management platform that's <strong>extensible, customizable and 100% owned by you.</strong></p>
<div class="row">
<div class="span4 offset4"><a href="http://demo.wealthbot.io" class="big-btn pull-left">DEMO</a><a href="https://github.com/wealthbot-io/core" class="big-btn pull-right">FORK</a></div>
</div>
<div class="row">
<div class="offset3 span6">
<hr class="shadow-line">
</div>
</div>
<p>Try it out, it's free.</p>
</div>
</section>
<section class="container hero-unit" id="install">
<h2>Simple Installation</h2>
<p class="lead">Our super-simple install makes development a breeze.</p>
<div class="responsive-video">
<iframe width="853" height="480" src="https://www.youtube.com/embed/cZQONErBFXo?rel=0" frameborder="0" allowfullscreen></iframe></div>
<p>Wealthbot.io is built with love and PHP, the internet's most popular development language. This makes it easy to find and recruit developers.</p>
</section>
<!-- #subscription -->
<section class ="section-box" id="subscription-section">
<div class="row">
<div class="newsletter-form-img offset2 span4">
<div class="div-center"><img class="img-responsive" src="./img/email.png" alt=""></div>
</div>
<div class="newsletter-form-content span6">
<h2>Get On Our Newsletter List</h2>
<h4>Receive FREE updates and exclusive offers!</h4>
<!-- .form-subscribe -->
<div class="form-subscribe">
<!-- Begin MailChimp Signup Form -->
<div id="mc_embed_signup">
<form action="//flowathletics.us4.list-manage.com/subscribe/post?u=e1c929ba79b79708240b01e8e&id=d2ce74fd0f" method="post" id="mc-embedded-subscribe-form" name="mc-embedded-subscribe-form" class="validate" target="_blank" novalidate>
<div id="mc_embed_signup_scroll">
<div class="mc-field-group">
<label for="mce-EMAIL">Email Address <span class="asterisk">*</span>
</label>
<input type="email" value="" name="EMAIL" class="required email" id="mce-EMAIL">
</div>
<div class="mc-field-group">
<label for="mce-FNAME">First Name </label>
<input type="text" value="" name="FNAME" class="" id="mce-FNAME">
</div>
<div id="mce-responses" class="clear">
<div class="response" id="mce-error-response" style="display:none"></div>
<div class="response" id="mce-success-response" style="display:none"></div>
</div> <!-- real people should not fill this in and expect good things - do not remove this or risk form bot signups-->
<div style="position: absolute; left: -5000px;"><input type="text" name="b_e1c929ba79b79708240b01e8e_d2ce74fd0f" tabindex="-1" value=""></div>
<div class="clear"><input type="submit" value="Subscribe" name="subscribe" id="mc-embedded-subscribe" class="btn"></div>
</div>
</form>
</div>
<script type='text/javascript' src='//s3.amazonaws.com/downloads.mailchimp.com/js/mc-validate.js'></script><script type='text/javascript'>(function($) {window.fnames = new Array(); window.ftypes = new Array();fnames[0]='EMAIL';ftypes[0]='email';fnames[1]='FNAME';ftypes[1]='text';}(jQuery));var $mcj = jQuery.noConflict(true);</script>
<!--End mc_embed_signup-->
</div><!-- /.form-subscribe -->
</div>
</div>
</div>
</section>
<!-- #subscription -->
<footer class="container footer-box">
<hr class="shadow-line"/>
<nav class="links">
<a href="http://twitter.com/wealthbot"><i class="fa fa-twitter"></i> @wealthbot</a>
<a href="http://google.com/+wealthbotioapp"><i class="fa fa-google-plus"></i> wealthbotioapp</a>
<a href="http://demo.wealthbot.io">Demo</a>
<a href="https://github.com/wealthbot-io/core/wiki">Docs</a>
<a href="#terms" data-toggle="modal">Terms of Use</a>
</nav>
<p>Built in the USA by <strong>Lancekey Consulting</strong></p>
</footer>
<!-- Modals are fun -->
<div class="modal hide fade" id="terms" >
<div class="modal-header">
<button type="button" class="close" data-dismiss="modal" aria-hidden="true">×</button>
<h2>Terms of Use</h2>
</div>
<div class="modal-body">
<p>This is where we'll put some complicated legal language once our lawyers make us. In the meantime: all content of this website is owned by wealthbot.io and available for public use.</p> <p>Wealthbot.io code is released under the <a href="http://choosealicense.com/licenses/gpl-2.0/">GNU General Public License v2.0</a>.</p>
<p>No content on this site is professional investment advice.</p>
</div>
<div class="modal-footer">
<a href="#" class="btn" class="close" data-dismiss="modal" aria-hidden="false">Close</a>
</div>
</div>
<div class="modal hide fade" id="contact" >
<div class="modal-header">
<button type="button" class="close" data-dismiss="modal" aria-hidden="true">×</button>
<h2>Say hello to wealthbot.io</h2>
</div>
<div class="modal-body">
<form class="form-horizontal" role="form" method="post" action="http://formspree.io/hi@wealthbot.io">
<div class="control-group">
<label class="control-label" for="name">Your Name</label>
<div class="controls">
<input type="text" name="name" id="name" placeholder="Your Name">
</div>
</div>
<div class="control-group">
<label class="control-label" for="email">Your Email</label>
<div class="controls">
<input type="email" name="_replyto" id="email" placeholder="you@awesome.com">
</div>
</div>
<div class="control-group">
<label class="control-label" for="message">Your Question</label>
<div class="controls">
<textarea rows="3" name="message" id="message" placeholder="Hi Webo, ... " ></textarea>
</div>
</div>
<div class="control-group">
<label for="human" class="control-label">Are you human or a worthy robot?</label>
<div class="controls">
<input type="text" class="form-control" id="human" name="human" placeholder="2 + 3 = ?">
</div>
</div>
<div class="control-group">
<div class="controls">
<label class="checkbox">
<input type="checkbox" name="newsletter" id="newsletter"> Sign me up for the wealthbot.io newsletter.
</label>
<input type="submit" id="submit" class="btn"></input>
</div>
</div>
</form>
</div>
<div class="modal-footer">
<a href="#" class="btn" class="close" data-dismiss="modal" aria-hidden="false">Close</a>
</div>
</div>
<script src="./js/jquery-1.8.0.min.js"></script>
<script src="./js/bootstrap.js"></script>
<!-- Add fancyBox main JS and CSS files -->
<script type="text/javascript" src="./js/jquery.fancybox.js?v=2.1.5"></script>
<link rel="stylesheet" type="text/css" href="./css/jquery.fancybox.css?v=2.1.5" media="screen" />
<!-- Initialize fancyBox -->
<script>
$(document).ready(function() {
$('.fancybox').fancybox();
});
</script>
</body>
</html>