top of page
Marketing Abstract Image (Banner).png

Simple, transparent pricing for modern advisory firms

Flexible plans for advisors, growing teams, and enterprise wealth platforms delivering investment guidance at scale.

image 12

14-day free trial

Cancel anytime

No hidden fees

Investment Analytics

For smaller practices seeking consistent, high-quality investment guidance (up to 50 clients)

CAD $

329

/year

Billed annually. Save 35% compared to $41.95/month.

Unlimited Portfolio Scorecards

Household account aggregation 

Portfolio construction and comparison

Risk monitoring, IPS, Know Your Product Reports

Customizable, client-ready reports and unlimited exports

Secure cloud platform with data encryption

Professional

For growing practices (up to 150 clients) with additional needs such as lead generation 

CAD $

499

/year

Billed annually. Save 24% compared to $54.50/month.

Everything in Investment Analytics plus:

Lead generation tool for your marketing website

Tax-optimized decumulation plans

Retirement blueprint & CPP/OAS estimators

Priority support

Probability of Ruin, Portfolio Longevity

Start your 14-day free trial

Explore Wealthscope risk-free and see how it can transform your investment guidance.

Full access to all features

Cancel anytime

No payment required until after 14 days expire

image 8

*Prices subject to change and do not include taxes

bottom of page