Wealthscope brings intuitive portfolio analysis to
U.S. investors
Our portfolio analytics have been trusted by over 80,000 investors.
With a modern and educational UI/UX already built, your firm can use it as a template or take it as is; it improves your speed to market considerably.
Contact us about different enterprise integration options.
Our suite of intuitive portfolio analysis tools allow data-driven insights to be at the core of smart investment decisions for individual investors and investment advisors.
With our proprietary Portfolio Scorecard, you can objectively review the strengths and weaknesses of your current portfolios - one at a time or grouped together - through six important dimensions: performance, downside protection, diversification, product fees, income, and ESG.
From there, you can test your portfolio ideas with our Portfolio Builders, and compare your existing portfolios with what-if scenarios. Whether it is stocks, ETFs, mutual funds, or cryptocurrencies, you can feel confident that you have performed due diligence at the portfolio level.
Prospecting Tool
Advisors! Engage prospective clients on your marketing website with this digital tool that analyzes their investment portfolios. Use it as a call to action to jump start a conversation. No technical integration required - just one line of html code. See here for more information.
Individual & Enterprise Subscriptions
Wealthscope for Advisors is available to U.S. advisors.
Our service is also available through Quotestream to U.S. portfolio managers and individual investors.
