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Previous Correspondences

April 24, 2018

Dear Friend,

It has been two months since we launched the beta of the Essential (free) edition. We have received an ov...

June 25, 2018

Dear Friend,

We would like to thank you for your support during the beta phase of Wealthscope. The valuable feedback w...

August 8, 2018

Dear Friend,

Thank you for your interest in Wealthscope and for your continued support. Over the last few months, some of our beta testers have suggested that we offer a way for users to enter their own investment accounts, rather than auto-linking through Yodlee.

We are excited to let you know that we have added this new feature. For those who have not linked an account before, view the Accounts landing page and select the "Enter your accounts" button. For those who have linked an account previously, select the "Add more accounts" button on the Accounts overview page.  Simply input the ticker symbol or name of each security with their respective quantities, and save the list. You can then track and analyze any investment account and receive the accompanying Wealthscope portfolio scorecard and analytics.


The Wealthscope Team

February 11, 2019

Dear Friend,

We hope your new year is off to a great start!

We wanted to update you on what’s been happening at Wealthscope.

We are excited to offer Wealthscope portfolio and planning analytics to Virtual Brokers (VB) customers directly on VB’s platform. (Read the press release here). We hope to announce more partnerships in the coming months. If you would like to see your broker provide Wealthscope services on their platform, including our advanced features which are not available in the free essential edition, please ask them to contact us via our website (

While we have been busy with business to business development in the past few months, we still have plans to offer individual subscriptions. We plan to maintain the free essential edition, and offer a premium edition with advanced features. We are currently looking at different options for this segment.

Thank you for your interest in Wealthscope, and we will continue our mission of democratizing portfolio and planning insights to all investors.

Yours sincerely,

The Wealthscope team

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