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Cutting Edge Portfolio Insights for your Customers

Access industry-leading portfolio analysis with integrated retirement planning, curated specially for your cusomters, on your platform

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Stand out with Wealthscope's proprietary portfolio analytics, integrated with retirement planning, and built with award winning finance expertise

Tap into the latest thinking, built on 60+ years of combined financial research and data science experience. Our team consists of three PhDs, a CFA, and an experienced Fintech business leader. We stand behind all of our analytics

Flexible Licensing

Pick only the relevant feature packages for your audience. Consume just the APIs or take our frontend too.

Speed to Market

Integrate Wealthscope's modern and educational UI/UX as is, customize it, or use it as a template for your API integration.

Integrate Efficiently

With our SDK, integration is a breeze. It is easy to install, open-source, configurable and handles authentication.

Learn more 

Get in touch to see how our comprehensive suite of advisor and DIY investor solutions can address the unique needs of your business

Give your firm the edge to stay competitive with innovative, essential tools that your customers will value

  • Send secured, anonymized customer portfolio and retirement planning data and receive real-time analysis for display on your own platform

  • Encourage customers to be more actively involved in their investments

  • Help them make more informed decisions before they trade

  • Empower your customers with the knowledge to better build, understand and manage their portfolios

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“Wealthscope is an impressive technology provider that enabled seamless integration in record time, as we moved quickly to help readers in these volatile times!” 

Michael Shaye, Senior PM | Digital, Globe & Mail

Have any questions? Reach out to set up a demo today

Let’s discuss how we can address your specific business challenges, the
benefits of working with us, or more details on our proven digital solutions

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