Advisor Edition

Wealth management tools on demand

The Advisor Edition of Wealthscope is designed for individual financial advisors in Canada. The Advisor Edition includes the Wealthscope Proprietary Portfolio Scorecard, as well as a client management system where you can analyze portfolios at the household level. In addition, we have added premium features such as the tax-optimized Drawdown Plan and Portfolio Longevity, both of which can generate simulations using any portfolio of your choice. We have useful tools such as an OAS estimator and fund lookup, to help your clients better understand their investments. The Advisor Edition is available via web access.

You may subscribe to the Wealthscope Advisor Edition for $99.95/month or $999.95/year. We are currently offering a two-week free trial for a limited time!
Please note that registration and our web application are optimized for desktop 
only.

Summary of Features

 Portfolio Scorecard 

 

With the Wealthscope Proprietary Portfolio Scorecard, you are able to standardize compliance-friendly portfolio rating for clients. You can render a PDF copy of the Portfolio Scorecard for your clients easily.

  • Grade on 5 metrics: diversification,  downside protection, performance, income, and fees

  • Portfolio benchmark automatically assigned

  • Choice of domestic or global benchmark for the equity portion 

  • Flexible and insightful: Analyze an individual investment account, a select group of accounts from a client, or analyze accounts at the family level.

  • To see a sample scorecard, click here.

 Planning 

 

Get access to ​comprehensive, and easy-to-use accumulation and decumulation tools, including goal-based plans. You may integrate your own model portfolios or your clients' actual portfolios in these tools.

Decumulation

  • Tax-optimized Drawdown Plan. Determine the optimal withdrawal strategy for your clients, and consider the impact of sequence of returns risk. Render a PDF copy of a Drawdown Plan to share with clients. To see a sample Drawdown Plan, and understand model features and assumptions used, click here

  • Portfolio Longevity; see how long retirement savings will last given different investment options.

Accumulation

  • Target Wealth

  • Target Saving

  • Retirement Blueprint for an individual or a couple. To see a sample blueprint, click here. We model investment and longevity risks, as well as the likelihood of reaching your clients' goals.

 Portfolios 

​​

With our portfolio builders, you can create your own model portfolios that can be integrated in our goal-based financial plans for all your clients. You can also compare a client's portfolio to a model. 

  • Designate a set of portfolios as model portfolios for use in the Planning segment for all your clients

  • Builder: "Let us curate an ETF Portfolio for you"

    • ​This questionnaire-based portfolio builder is designed for risk management, leveraging machine learning. 

  • Builder: "Create your own ETF Portfolio"

    • Create and analyze a portfolio from a list of bond, stock, alternative ETFs; ideal for creating benchmark portfolios for comparison and planning.

  • Builder: "Analyze a Custom All-Inclusive Portfolio" 

    • Test portfolio ideas by selecting any Canadian and US stocks, ETFs, and Canadian mutual funds by inputting their tickers and corresponding weights. 

  •  Any portfolio you build can be analyzed with our scorecard.

  • Five Wealthscope Model Portfolios: All-In, Adventurous, Classic, Cautious, Playing-It-Safe

  • Compare, save or edit portfolios

 Accounts 

 

Currently, ​all accounts must be manually entered. Our database covers Canadian and U.S. stocks, Canadian and U.S. ETFs, and Canadian mutual funds.

  • Include cash in the portfolio analysis to show clients the effects of a cash drag. 

  • Rebalancing 

    • Set model weights for your clients' holdings. See an icon alert when the holding weights are outside of the target range, and see the rebalancing trades required. It also calculates the trades required when your client needs to make a deposit or withdrawal.

  • What-if scenarios

    • ​Tweak account's weights and holdings to create a "what-if" portfolio. See how it stacks up to the current one before your client executes any trades.

    • Save the "What-if" as a “Portfolio” to revisit later for further analysis or for simulations in Planning

 Client Management 

 

The Advisor Edition includes an easy-to-navigate Client Management system. Our Advisor Dashboard is where you will see your total assets analyzed, total retirement plans created, as well as individual summaries of clients. There is a limit of 150 clients. If you are going over this limit, please contact us.

  • Seamlessly add or remove clients, with all changes being automatically reflected on the Advisor Dashboard

  • Group clients in a family to perform a holistic portfolio analysis at the family-level

If you have any questions, please contact us here. If you are interested in an enterprise solution, please fill out this form. 

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Wealthscope is a service of PW Portfolio Analytics Inc.

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