See Wealthscope in Action
Spend less time on spreadsheets and more time growing your book
USE CASE
Win New Clients with a Portfolio Proposal They Can't Ignore
A prospect reaches out. You need to show them what's suboptimal about their current portfolio, and why yours is better.
Most advisors spend hours in spreadsheets, then copy-paste into their presentation. But the final result rarely reflects the work that went into it.
Import the prospect's holdings, evaluate their current portfolio, run a comparison against your recommendations, then generate a branded, client-ready PDF - all in one workflow.
A professional proposal that makes the case for you. Less prep time, more wins.
Go deeper with tools like:
Risk Assessment & Alignment
Concentration Analysis
Target Savings
USE CASE
Keep Clients Confident and Engaged, in Any Market
Markets are hurting, and clients want updates on their portfolio. Or it's time for their scheduled portfolio review. Either way, you need to show where their portfolio stands.
Clients rely on you as a source of stability, perspective and calm. But every hour you spend digging through data is an hour they're left wondering. And silence, let's doubt creep in.
Generate a branded portfolio review in minutes — choosing only the metrics and visuals that matter for each client. Clearly show them how their portfolio is built to weather volatility, or simply give them with a polished update on where they stand.
Faster prep. More time connecting. Volatility becomes an opportunity to turn clients into advocates.
Go deeper with tools like:
Retirement Blueprint
Drawdown Analysis
Crisis-Period Returns
Built for Real Workflows
Group Accounts by Household
Analyze one account, a custom group, or the entire household at once. You control the scope.
Custom Branding
Your logo, your colours on every output.
Client-Ready PDF Export
Print/PDF your report for easy sharing with clients.
Choose Your Sections
Include only what matters for this client. Performance, diversification, risk, income, ESG. You toggle them on or off.