Give your firm the edge to stay competitive in a rapidly transforming wealth management industry
Wealthscope offers a comprehensive suite of solutions with flexible integration options to help you meet the unique needs of your business
With Wealthscope Enterprise Solutions, you can access industry-leading portfolio analysis and integrated financial planning tools, curated the way you want on your platform
Client segments includes (but not limited to) ...
Group Retirement Plans
Use Case #1: Online Brokerages
- In a time of race-to-the-bottom fees, give your brokerage the edge to stay competitive with innovative tools that your customers will value. Our tools are proven to increase customer engagement.
- Send secured, anonymized customer portfolio and financial planning data and receive real-time analysis for display on your own platform.
- Empower your customers with the knowledge to better build, understand, and manage their portfolios. Encourage them to be more actively involved in their investments; help them make informed decisions before they trade.
Use Case #2: Wealth Advisors
- Integrate Wealthscope tools directly onto your internal platform, and send secured client data
- Reinforce investor confidence and enhance client experience by providing objective, intelligent analytics. Place emphasis on informed and evidence-based decisions for your compliance team.
- Help your advisors build intuitive, effective, visually compelling printable portfolio scorecards and retirement plans for their clients.
- Save time and money with a one-stop robust portfolio analytics and retirement planning solution, eliminating the need to source from multiple vendors.
Use Case #3: Group Retirement Plans
- Are your plan members disengaged or feeling overwhelmed when it comes to their investment decisions and financial goals? Are their contribution rates too low?
- Our investment analytics and planning tools, developed by award-winning finance scholars, can help educate your plan members and increase engagement.
- Plan members can see how to optimally decumulate retirement assets, and consider sensitivity analysis. The Wealthscope Drawdown Plan automatically analyzes thousands of withdrawal strategies to provide a tax-optimized income stream.
- Our technology helps bridge the disconnect between a plan member's investments and financial goals by integrating actual portfolios in retirement plans.
The Wealthscope Advantage
Pick only the relevant features for your platform and audience, with a flexible licensing agreement.
Customization services available.
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 business leader in Fintech. We stand behind all of our analytics.
"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 Product Manager | Digital, Globe and Mail
Have any questions? Reach out to set up a demo today!
Ask us how we can address your specific business challenges, the benefits of working with us, or more details on our proven digital solutions.