Save Time
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Wealthscope is integrated with Ndex Systems and Wealthica, so you can seamlessly link and update client accounts held at different financial institutions;
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Use our proprietary Portfolio Scorecard to analyze one investment account at a time, or group several together for a big picture analysis;
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Test portfolio ideas and quickly generate CFR pre-trade compliance supporting documents.
Latest technology & research
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Used by over 80,000 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;
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Web access from anywhere or integrate directly onto your desktop CRM;
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Connect investments to planning. For example, optimize drawdown plans for taxes while testing with different investment scenarios.
Prospect & client engagement
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Our online prospecting tool lets you reach a wider audience with client friendly summaries when face-to-face interaction is limited;
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Provide meaningful analysis and illustrate a client's portfolio suitability in five important dimensions, all with a modern user interface and multi-media;
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Look no further if you are seeking a streamlined goal-based planning tool that provides to-the-point advice.
Build trust with clients
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In a time of increasing regulatory sensitivity with more demand for transparency and documentation, elevate your conversation with clients using an objective evaluation of their portfolios, driven by intelligent and intuitive analytics;
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Evaluate the impact of adding cryptocurrencies to a client's portfolio, show the ESG scores of their investments, as well as exposure to specific stocks.
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
Please note that our registration and web application are optimized for desktop/iPad only