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INVESTMENT ANALYTICS edition
CAD $
299.95/year
save 40% compared to $39.95/month*
Best for: Advisors and portfolio managers focused on portfolio reviews, proposals, and research.
Unlimited Portfolio Scorecards
Group household accounts for analysis
Client record aggregation (up to 50)
Customizable Portfolio Scorecards
Portfolio construction and comparison
Research tools, Portfolio Risk Monitoring
PRO edition
CAD $
499.95/year
save 56% compared to $59.95/month*
Best for: Advisors who service more clients, and are looking for integrated planning and prospecting tools.
Everything in Investment Analytics
Tax optimized decumulation plans
Client record aggregation (up to 150)
Probability of Ruin, Portfolio Longevity
Prospecting tool for marketing site
Retirement blueprint, CPP/OAS estimator
* Prices subject to change and do not include taxes.
Say goodbye to spreadsheets. Say hello to Wealthscope Portfolio Scorecards
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