Wealthscope for Advisors

Wealth management tools on demand

Wealthscope for Advisors includes automatic investment account linking and daily updates, so you can stay on top of your clients' financial wealth across different institutions. The proprietary Wealthscope Portfolio Scorecard, together with a client management system, enable you to analyze portfolios one at a time, or all the way to the household level. There are also premium planning features such as the tax-optimized drawdown plan, which can generate simulations using any portfolio of your choice.

 

Wealthscope for Advisors is available via secure web access

Investment Analytics ($39.95/m or $299.95/y)Pro ($59.95/m or $499.95/y)

The Investment Analytics Edition is tailored for advisors and/or portfolio managers focused on portfolio analysis and testing portfolio ideas for their clients and has a 50-client limit. The Pro Edition includes all of the features below with no client limit. 

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

  • Option to use all holdings in the portfolio analysis - including the ones with a short history

  • Review a sample scorecard here.

 Planning 

 Pro Edition Only

 

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. 

Accumulation

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

  • Target Wealth. Quickly estimate the size of the nest egg required at retirement.

  • Target Saving. Using any portfolio option, estimate how much savings are required per month to achieve a specific financial goal such as children's education.

 

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, see here

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

 Portfolios 

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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 (except private 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 

Get a holistic view of your clients financial wealth. Connect your clients' investment data across different financial institutions. (Automatic account linking and daily updates powered by WealthicaIf you have linked custodial accounts for multiple clients on Wealthica, you can group and assign clients’ accounts to the respective client.)

  • Option to manually-enter account information.​​

  • 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 

IA Edition: 50-Client Limit

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. The Investment Analytics Edition has a 50-client limit.

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

 Prospecting Tool 

 Pro Edition Only

 

This is a digital leads-generation tool that can be placed on your own website, without complicated technical integration. For more information, see its own dedicated page here.

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

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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