Advisor Edition
Wealth management tools on demand

The Advisor edition includes all the tools in the Retail Investor edition, plus:
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a client management system with an advisor dashboard;
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printable Wealthscope scorecard;
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a portfolio builder for risk management;
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the full suite of accumulation and decumulation tools with printable plans (including the coveted tax optimized drawdown) for retirement planning;
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extra features in the "Tools" segment including a new charting tool and OAS/CPP estimators.
Please enter your contact information below, and we will let you know when we launch our Advisor edition, due out soon!