We are a cloud-based software company that leverages data and award-winning finance expertise to deliver powerful investment and retirement analytics with thought leadership.

From our proprietary portfolio scorecard to state-of-the-art portfolio builders and tax-optimized drawdown engines, we help improve transparency, efficiency and trust in wealth management.

Wealthscope is a service of PW Portfolio Analytics (PWPA). Working with both incumbents and trailblazers in the financial services industry, we help B2B clients (advisory firms and discount brokerages) establish trust with their clients, expand their offerings and improve their workflow through data-driven, state-of-the-art analysis, with a strong focus on modern UI design and educational content. We are a team led by well-respected financial researchers and business leaders with substantial domain expertise. We empower different players in the wealth management ecosystem to succeed with the optimal mix of human and digital advice.