Prospecting Tool for Investment Advisors

Portfolio Evaluation 

Let our Prospecting Tool generate new leads for you.....

This digital tool creates a meaningful engagement with your prospective clients by showing them – within seconds – an objective evaluation of their current portfolios. It is the perfect call-to-action for your webinars and marketing campaigns.

Graded on five key portfolio dimensions, the evaluation shows at a high level where the shortcomings lie and importantly, where you can add value. Given the recent dramatic shift in the advisor-client environment, digital tools have become imperative in demonstrating an advisor's value and reaching a wider audience without face-to-face interactions. 

 

Our proprietary portfolio scoring methodology is trusted by the Globe and Mail and award-winning brokerages. Over 43,000 Canadians have assessed their portfolios using Wealthscope. To understand the logic behind our standardized scoring, see methodology. The full Portfolio Scorecard with all the supporting investment analytics will also be available to you (but not to the prospects); see a sample Scorecard.

How it Works

You can seamlessly embed the Prospecting Tool on your own website by inserting a button (one line of code), which we will provide once we have your company logo, domain and contact information. When prospects click the button, the tool will appear in a pop-up window, so the prospects always remain on your website. At the end of the portfolio evaluation, a summary email will be sent to the prospect, and to the advisor if the prospect opts in. The advisor can then reach out to discuss the evaluation. 

Below is example of the email that will be sent to the advisor upon a prospect's completion of the portfolio evaluation, and if they have chosen to share their results with the advisor:

The Prospecting Tool comes with a desktop web application for the advisor. The advisor can generate and review the full Portfolio Scorecards  by clicking on a tab (see below).

An advanced edition of the Prospecting Tool is also available. It includes a third-party risk profile questionnaire of your choice and a comparison of your model portfolio to the prospect's current portfolio. 

If you would like to test the Prospecting Tool or start a free trial...

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