Wealthscope For Advisors

CONNECT | ANALYZE | PLAN

Spend more time with clients, and less time pulling investment data for analysis

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Save Time

  • Seamlessly link and update client accounts held at different financial institutions;

  • Use our proprietary Portfolio Scorecard to analyze one investment account at a time, or group several together (including cryptocurrencies) for a big picture analysis;

  • Test portfolio ideas and quickly generate CFR pre-trade compliance supporting documents. 

Latest technology & research

  • Used by over 60,000 Canadians, and developed by an experienced, award-winning research team, our analytics are always put into context and displayed in an easy-to-understand format;

  • Web access from anywhere or integrate directly onto your desktop CRM;

  • Connect investments to planning. For example, optimize drawdown plans for taxes while testing with different investment scenarios.

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Prospect & client engagement

  • Our online prospecting tool lets you reach a wider audience with client friendly summaries when face-to-face interaction is limited;

  • Provide meaningful analysis and illustrate a client's portfolio suitability in five important dimensions, all with a modern user interface and multi-media;

  • Look no further if you are seeking a streamlined goal-based planning tool that provides to-the-point advice.

Build trust with clients

  • In a time of increasing regulatory sensitivity with more demand for transparency and documentation, provide your clients with an objective evaluation of their portfolios using our standardized portfolio scoring methodology, driven by intelligent analytics;

  • Access the impact of adding cryptocurrencies to a client's portfolio, and show clients the ESG scores of their investments.

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Wealthscope takes complicated analytics and transforms it into a pleasant user experience for both the advisor and the client. The platform makes it easy to review a client’s portfolio (both individual and aggregate at the click of a button) in real time, something I have been doing, thus far, manually. ~ Daniel Evans, Investment Coach, CFP, Money Coaches Canada

Sign up today for a two-week, no-obligation free trial

 

For a limited time, use promo code WS2021 for an additional 20% off your annual subscription for the first year! (New subscribers only.)

Please note that our registration and web application are optimized for desktop/iPad only.

Investment Analytics Edition

    $39.95* / month 
or
$299.95* / year
(Save 40%)

Automatically link and update clients' portfolios

Portfolio builders and other portfolio tools

Wealthscope Portfolio Scorecard

Up to 50 clients

Pro Edition

   $59.95* / month 
or
$499.95* / year
(Save 56%)

Investment Analytics edition

Sophisticated retirement planning: accumulation and decumulation

Prospecting Tool

Up to 150 clients

* Prices subject to change and do not include taxes.