Advisor Edition

Wealth management tools on demand

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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.

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Please enter your contact information below, and we will let you know when we launch our Advisor edition, due out soon!

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