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Trusted by 95,000+ users for their wealth journey
Financial professionals and institutions rely on Wealthscope
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Why Advisors choose Wealthscope for Advsiors
Explainable Analysis
Wealthscope helps you demonstrate a proactive approach to investment advice. Conduct periodic portfolio reviews. Evaluate prospects' portfolios. Our analytics are crafted by a team of CFA and PhD experts.
Get Your Time Back
Portfolio research is time-intensive, especially when you are managing many clients. Enjoy a modern, intuitive workflow. Generate tailored reports efficiently so you can focus on building your book of business.
Centralize Client Data
Clients' investments often span multiple institutions. Our flexible integration and Upload AI feature eliminate manual entry, aggregate data from different sources to help you deliver holistic advice.
Comprehensive Portfolio Solutions
Power-up your advisory services with a powerful suite of tools
Risk Profile Monitoring
Monitor your clients' investment accounts. Stay informed on when accounts drift outside their target risk range.
Daily risk monitoring updates
Track all accounts or a select grouping
Dashboard alerts for risk tolerance breaches
Easy Account Ingestion with Upload AI
Quickly import client's held-away assets from any institution using our simple upload process, enhanced by Generative AI.
Upload text-based PDFs from any institution
Secure data handling
Generate portfolio insights right away
Portfolio Comparison and Rebalancing
Run comparative analysis between client's portfolio and your recommendation. Generate reports with or without the Wealthscope grades.
Side-by-side comparisons with different options
Engage clients with visuals and key metrics
Finish with rebalancing trades recommendation
And Much More...
Stock Exposure LookUp
Discover exposure to a specific stock by searching across investment accounts and inside funds.
Holdings Concentration
Aggregate client's investments accounts and identity their top 10 stocks by market value.
Optimal Drawdown
Simulate tax-optimized drawdown plans for retired individuals or couples using your portfolio recommendation.
Retirement Blueprint
Create an informative roadmap for clients planning for retirement, using different portfolio options to illustrate.
Prospecting Tool
Generate warm leads from website traffic using this tool that reviews a propect's portfolio at a hig level.
"Wealthscope takes complicated analytics and tranforms it into a pleasant user experience for both the advisor and the client.
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The platform makes it easy to review a client's portfolio in real-time, something I had been doing thus far, manually."
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Daniel Evans, CFP
Superior Customer Support
We pride ourselves on our customer support, to help you with any questions. We love talking about investments and technology!
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