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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

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

Investment Analytics

For individual advisors seeking consistent, high-quality investment advice workflow.

USD $

329

/year

Unlimited Portfolio Scorecards

Household account aggregation (up to 150 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

Add the Prospecting Tool

+$6 /month

Call to action: a portfolio evaluation lead generation tool for your marketing website. Capture and qualify prospects automatically. Reach out for details.

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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