Advisor Edition

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!

  • LinkedIn - White Circle
  • Twitter - White Circle
  • Facebook - White Circle

Wealthscope is a service of PW Portfolio Analytics Inc.

© 2021 PW Portfolio Analytics, Inc. All Rights Reserved.