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Compare and Recommend a New Portfolio to Client

Step I: Add client's portfolio and your proposed portfolio

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1. Add the new client to Wealthscope for Advisor (WFA). Enter client's view. 

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2. Add the client's existing portfolio(s) in Accounts and save.

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3. If the portfolio you are recommending involves tweaking the client's existing portfolio (rather than something completely different), click "Copy Account" at the bottom of the holdings table.​​​​​

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4. You will be brought to the newly created copy of the client's account. You can rename it using the pencil icon if you wish.

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5. Click the Edit button at the bottom and modify the holdings and market values. Save.

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6. Repeat if client has other investment accounts.

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Step II: Compare portfolios

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7. Click "Analyze" at the top right of a single account's view or grouped accounts' view. (Use the "Group Accounts" function if you want tto provide a holistic analysis of two or more accounts.) You will land on the Wealthscope Portfolio Scorecard.

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8. To perform a comparison, click the Scale button on the left hand side of the Scorecard, and choose "Saved Account(s)". Select an account or a group of accounts.​​​​​​​​​​​​​​​​

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8. Click "Compare" and you will land on the Comparison view, with all the vital numbers and charts to support your recommendation. When you click "Print/PDF" at the bottom, you can choose to include or exclude the Wealthscope scores.​

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The Performance and Downside Risk scores are benchmarked to a portfolio's asset allocation. If you are comparing two portfolios that have very different asset allocations, exclude the Wealthscope scores.

Step III: Calculate trades required to transition 

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9. Return to client's account. In the top right, hover over "More" (three dots). Click "Recommend". Choose the proposed portfolio and click "Calculate Trades". You will see a list of the Buy/Sell orders required.

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​​​​​​​​​Questions? Contact us.

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