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Build trust with clients by providing data-driven insights

CONNECT | ANALYZE | PLAN 

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

The Wealthscope for Advisors helps financial advisors enhance their overall value proposition with robust tools for investing, portfolio building, and retirement planning that attract, engage, and retain clients.

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90%

68%

of investors think getting tailored recommendations to be the most important feature of any tech-based investment solution*

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65%

of investors agree that investment management should embrace technology-led innovations*

of wealth managers say that learning about, and keeping up with, new technology is a top challenge**

* TD Ameritrade, 2018
** Refinitiv, Wealth Management Solutions, 2019

The Wealthscope Advantage

We help turn data into actionable insights.

Improve efficiency:  Connect | Analyze | Plan

Automatically link and update all of your clients' accounts held anywhere (powered by Wealthica). Use our proprietary portfolio scoring to analyze one investment account or group several together for a big picture analysis. Create customizable retirement plans and test alternate investing scenarios. Spend more time with clients, and less time pulling data from different sources and running analyses on spreadsheets.

Benefit from the latest technology and research 

Our robust tools are developed by a team with award-winning finance expertise as well as extensive experience in technology and statistics. Our analytics are put into context and displayed in an easy-to-understand format. Easily run a comparison analysis of your model portfolios against a prospect's current portfolio. This aligns with pre-trade compliance requirements as part of the newly introduced Client-Focused Reforms; advisors are now expected to evaluate available product alternatives. Additionally, provide a sufficient rationale for their recommendation to clients. Our Drawdown Plan analyzes thousands of withdrawal strategies to provide a tax-optimized income stream. Test your own model portfolios for your clients' pre- and post-retirement plans.

Increase prospect and client engagement

Our prospecting tool lets you reach a wider audience when face-to-face interaction is limited. Goal-based planning streamlines financial plans and allows clients to have greater clarity of purpose. Print easy-to-understand summaries to share with clients. Illustrate a client's portfolio's exposure to different risk factors and see how their performance stacks up to a simple benchmark portfolio, all with a modern user interface. 

Build trust with clients

In a time of increasing fee and regulatory sensitivity, and with more demands for transparency, provide your clients with an objective evaluation of their portfolios with our standardized portfolio scoring methodology, driven by intelligent analytics. Our Portfolio Scorecard grades five key dimensions: performance, income, fees, downside risk, and diversification. Our What-if feature can demonstrate to advisors and clients how an additional security or removal of one, can impact their holistic portfolio analysis. This aligns with Know-Your-Product (KYP) reforms, which require advisors to understand the securities they buy, sell, or recommend to a client and how their costs will impact an account. Place emphasis on informed and evidence-based decisions.

Show thought leadership on complex investment topics that your clients will value

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! (For 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

$59.95* / month 

or

$499.95* / year

(Save 56%)

Investment Analytics edition

Sophisticated retirement planning: accumulation and decumulation

CPP and OAS estimators

Prospecting Tool

Pro Edition

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

* Plans are subject to automatic renewal. Price does not include applicable taxes that will be applied at time of purchase.

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