Are you prepared for the digital transformation of wealth management?
Wealthscope can help you win clients, build trust, and grow assets
To demonstrate value, financial advisors need powerful tools that can improve efficiency, engage tech-savvy clients,
establish trust, and provide the right level of transparency and compliance.
Proprietary Portfolio Scoring Methodology
Data driven, easy-to-understand,
accompanied by comprehensive, professional grade portfolio analytics, all put into context for you.
Unique Portfolio Builders
Use computing power to optimize risk and construct portfolios for strategic and tactical asset allocation, leveraging machine learning.
Not Just Another Retirement Tool
Determine how much clients need to save for retirement; planning integrates custom portfolio options; investment and mortality risks are taken into account.
Automated Post Retirement Planning
Wealthscope's optimal drawdown plan provides retirees with a smooth after-tax consumption path, ready for advisors to execute.
Wealthscope offers thought leadership on complex investment topics that your clients will value.
I really like the aggregation of all my accounts so I can evaluate diversification and portfolio risk on an overall portfolio basis as opposed to account basis that the banks do.
John K., investor and Wealthscope user
The Wealthscope solution is easy to use, and will help reduce costs. It provides a lot more portfolio and risk analytics than anything that I have seen on the retail market.
Preet Banerjee, Personal Finance Expert and Public Speaker
The latest attempt to provide second opinions may just be the greatest: a website called Wealthscope, where investors and advisers can put their existing portfolios through a brisk, thorough workout, or test their own ideas for portfolio building.
Rob Carrick, The Globe and Mail
(Wealthscope) has been tremendously helpful in validating my investment strategy and exposing areas for improvement.
Brenda L, Investor and Wealthscope user