Wealthscope
HQ Address
1 Adelaide Street East, Suite 3001, Toronto, ON M5C 2V9, Canada
Website Address
Business introduction
Wealthscope is a leading web-based software that specializes in portfolio and retirement analysis for investors at different life stages
With our award-winning finance expertise and data-driven approach, we help you make informed investment decisions and achieve your financial goals
Redefining portfolio management and financial planning, all in one place.
Led by a team of well-respected financial researchers and business leaders with substantial domain expertise, we empower different stakeholders in the wealth management ecosystem to succeed with the optimal mix of human and digital advice. For DIY investors, we offer a suite of powerful, intuitive tools to help them manage their financial future.
Wealthscope Solutions
Wealthscope
Trusted by 80,000+ investors for their wealth journey Receive a Wealthscope Portfolio Scorecard and all the relevant portfolio analytics for an individual investment account, a select group of accounts, or an aggregate of all your accounts. Understand your portfolio risk and risk drivers, including ESG, so that you will not be caught......
business needs
view solutionWealthscope for Advisors
Give Clients Data-driven Analysis, Complemented by Human Advice Deliver periodic portfolio reviews to existing clients. Evaluate prospects' portfolios. Our analytics are crafted by an award-winning research team of CFA and PhD experts. We stand behind all of our numbers. Conduct Effortless Due Diligence, with Unmatched Support Link your clients' investment accounts to harness......
business needs
view solutionWealthscope for Enterprises
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......
