Wealth management tools on demand
The Advisor edition includes all the tools in the Retail Investor edition, plus:
a client management system with an advisor dashboard;
printable Wealthscope scorecard;
a portfolio builder for risk management;
the full suite of accumulation and decumulation tools with printable plans (including the coveted tax optimized drawdown) for retirement planning;
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!