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A better way to prepare, present and document investment advice
One platform to assess risk profiles, create policy statements, proposals, portfolio sights, as well as goal-based plans that every client conversation depends on.
Expertly crafted insights and documentation, built to scale
35M+
Portfolios analyzed across platforms since 2021
2-4 Hours/Week
Saved on each client meeting prep time
3x Minimum Return
from 1 client on our annual pricing
1. Aggregate Client Data from any Source
See all of your clients' investment accounts in one place, including held-away assets. Ingest data from custodians, use our AI Uploader or a data aggregator. See every account in one unified household view before any conversation begins.
2. Assess Your Client’s Risk Profile and Biases
Assess client's risk capacity and tolerance. Identify behavioural biases. Generate a clear Investment Policy Statement (IPS) in minutes along with your Know-Your-Product (KYP) documentation. Monitor each client's asset allocation and portfolio risk alignments.
3. Analyze and Create Your Proposal
With the click of a button, identify the strengths and weaknesses of your client’s current portfolio(s). Tailored AI insights translate the analysis into language the client understands. Turn the results into a branded proposal to walk the client through where their portfolio(s) should go next.
4. Frame Advice Around Your Client’s Goals
Whether a client is saving for the future or drawing down assets, there are tools to help contextualize and optimize your recommendation. Best of all, the planning tools are integrated with your client’s portfolios.
Smarter Tools,
Stronger Client Relationships
Wealthscope helps advisors standardize high-quality investment engagement across their practice with compliance-aware workflows.
5. Review Regularly, Together
The Great Wealth Transfer is coming in the next 20 years. A CFA (2026) study* finds that younger generations want a collaborative advice model with regular touch points. All portfolios are updated daily, ready for your review.
*Munson, Ryan and Genevieve Hayman, “Next-Gen Investors: A Guide for Wealth Managers and Financial Advisers,” CFA Institute Research Report, March 2026
Make Exceptional Investment Advice the Standard
Every deliverable is thoughtfully designed to support clients' understanding of your recommendations.
Connected Workflows
Replace fragmented investment tasks across different platforms with integrated workflows that share the same data.
Backed by Real Expertise
A full suite of analytical, research, planning, and compliance tools, built by our expert team of CFA, PhDs, and professionals.
Built-in Process Discipline
We help you structure, document, and monitor your advice workflows so you can deliver consistent guidance with confidence.
ETF Agent
Stock Concentration
Retirement Blueprint
IPS Builder
Know Your Product Reports
Risk Profile Monitoring
AI Insights
Optimal Drawdown
AI Upload
Portfolio Builders
Built for Advisors at Every Stage
Wealthscope adapts to the way modern firms deliver investment guidance. The platform connects workflows, analytics, and client deliverables into a consistent investment experience.
Independent Advisors & Small Practices
One platform to deliver personalized investment guidance, as part of a broader financial planning relationship, with built-in compliance.
Deliver consistent, on-brand client experiences across your entire client book, and across team members as your business scales
Ensure your investment-related workflows have compliance baked in.
Enterprises and Dealer Networks
Deliver a customized, consistent investment guidance experience across the firm.
Customization is available to meet your firm's specific compliance and operational requirements.
Flexible, white-label experiences, with upstream and downstream integrations
OUR FOUNDATION
Sharper insights.
Stronger relationships.
Better client outcomes.
Leveraging award-winning research in ETFs and mutual funds,* we bring explainable and transparent analysis to advisors and their clients in the new information age.
*CFA Toronto Society Hillsdale Research Award x 2
Built on the platform Canada’s institutions trust
Quality investment advice made simple
Bring client accounts, reporting, and compliance together. Back every client conversation with clear, defensible analysis.
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