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Simple, transparent pricing for modern advisory firms

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

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14-day free trial

Cancel anytime

No hidden fees

Investment Analytics

For individual advisors and solo practices seeking consistent, high-quality investment guidance.

CAD $

329

/year

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

Unlimited Portfolio Scorecards

Household account aggregation (up to 50 clients)

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 firms standardizing investment workflows across advisors and clients.

CAD $

499

/year

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

Everything in Investment Analytics plus

Household account aggregation (up to 150 clients)

Lead generation tool for your 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

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*Prices subject to change and do not include taxes

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