Wealthscope

10/01/2025

Fall Into Smarter Investing with a Year-End Portfolio Health Check

As 2025 winds down, now is the critical time for strategic investors to assess, optimize, and plan for 2026. Don't let another year pass without the data-driven clarity that helps you reach your financial goals.

Limited time: Get 15% off Wealthscope Premium & Jubilee annual plans!

Our analytics help you:
✓ Review portfolios across key dimensions and identify opportunities for improvement
✓ Plan investment moves with confidence using data-driven insights
✓ Build a retirement blueprint tailored to your own portfolio
✓ Fine-tune drawdown strategies to minimize taxes (for retirees)

Whether you're a novice or seasoned investor, turn over a new leaf in portfolio management and retirement planning—all in one place.

Use code WSCFALL25 at checkout | Valid through October 22, 2025

Subscribe through the Wealthica Power-Ups Store: https://app.wealthica.com/addons

11/27/2024

Wealthscope’s 𝗘𝗳𝗳𝗶𝗰𝗶𝗲𝗻𝘁 𝗙𝗿𝗼𝗻𝘁𝗶𝗲𝗿 𝗢𝗽𝘁𝗶𝗺𝗶𝘇𝗲𝗿 is now live!

Inspired by Harry Markowitz’s groundbreaking portfolio management framework, our Efficient Frontier Optimizer redefines how you balance risk and return, combining timeless theory with innovative features.

Here's why it’s a game-changer:

• 𝗖𝘂𝘀𝘁𝗼𝗺𝗶𝘇𝗮𝗯𝗹𝗲 𝗥𝗶𝘀𝗸 𝗠𝗲𝗮𝘀𝘂𝗿𝗲𝘀: Optimize using total risk (standard deviation) or downside risk (semi-variance).
• 𝗙𝗼𝗿𝘄𝗮𝗿𝗱-𝗟𝗼𝗼𝗸𝗶𝗻𝗴 𝗔𝘀𝘀𝘂𝗺𝗽𝘁𝗶𝗼𝗻𝘀: Adjust expected returns to create a personalized Efficient Frontier tailored to your outlook.
• 𝗠𝗶𝗻𝗶𝗺𝘂𝗺 𝗛𝗼𝗹𝗱𝗶𝗻𝗴 𝗪𝗲𝗶𝗴𝗵𝘁𝘀: Set minimum allocations for holdings to ensure diversification and alignment with your strategy.
• 𝗥𝗲𝘀𝗽𝗼𝗻𝘀𝗶𝘃𝗲 𝗨𝗜: Seamlessly explore and fine-tune hundreds of portfolio compositions with ease.

Whether you’re a seasoned investor or a financial advisor, this tool brings precision and ease to portfolio optimization.

👉 Try it today: https://app.wealthscopeadvisor.com/register

11/19/2024

Wealthscope is thrilled to announce a highly requested feature: Client Risk Profile & Monitoring! 👀

Our newest tool simplifies the process of aligning client portfolios with their target risk tolerance range for financial advisors. Here’s how it can help you:

✅ Assign Client Risk Profiles: Set tailored risk tolerances based on client goals and preferences.
📊 Daily Risk Monitoring: Get daily updates and alerts when portfolios drift outside their designated risk tolerance range.
⚠️ Dashboard Notifications: Access real-time insights directly in Client Summary and the Client Management list.

This powerful addition to the Wealthscope for Advisors platform empowers financial advisors to deliver prompt, personalized investment portfolio advice while staying on top of their KYC/KYP compliance requirements.

Want to learn more? Start your 14-day trial today! Click here: https://app.wealthscopeadvisor.com/register

07/25/2024

We’re excited to announce the launch of a highly requested feature: Optimal Drawdown for Couples! 🚀

Wealthscope’s newest tool is designed to help retirees understand the savings they can achieve by filing their taxes as a couple. Key benefits include:

💲Maximize Tax Savings: Leverage pension income splitting to reduce total tax bills.

📃 Tax Benefits: Identify eligibility for spousal credits and transfer unused age and pension credits.

☀️ Simple Retirement Planning: Generate intuitive financial planning breakdowns and get quick feedback on potential changes to your plans.

🎯 Goal-Based Planning: Align your investments with your retirement planning goals using our portfolio simulations.

We invite you to try it out today and see for yourself how this unique tool can enhance your retirement planning. If you are interested in learning more about Wealthscope and how to access this helpful tool and countless others like it, please visit https://www.wealthscope.ca/ or contact us.

Send a message to learn more

03/07/2024

Amidst Bitcoin’s surge to all-time highs, strategic portfolio decisions are top of mind for investors.

At Wealthscope, our mission is to deliver timely insights and comprehensive portfolio evaluations. Navigate the evolving investment landscape with confidence using our “What-If Analysis” and“Custom Portfolio Builder” tools to evaluate the impact of Bitcoin (BTC) and Ethereum (ETH) on your portfolio’s performance, diversification, fees, income, and ESG considerations.

02/15/2024

It's that time of the year again for our annual promotion for DIY investors!

https://www.wealthscope.ca/consumer-solutions

01/09/2024

At Wealthscope, our commitment to innovation never rests. We are thrilled to launch the Wealthscope AI Assistant, now available on the Wealthscope for Advisors platform.

Our AI Assistant isn’t just a new feature; it’s your intelligent, chat-based companion. Harnessing the capabilities of the large-language models (LLMs) combined with leveraging the retrieval augmented generation (RAG) technique on our internal documentation, the AI Assistant will enhance user experience every step of the way, from onboarding to daily usage.

Next up, AI Assistant for our DIY investors!

08/22/2023

Shoutout to Preet Banerjee, our Partner & Director, for shedding light on Michael Burry's alleged $1.6B bet against the market. The headline has been making its rounds recently, and this informative video does well to clarify the facts, putting to rest any notions of a Big Short sequel.

Everyone is confused about Michael Burry's "$1.6 Billion Bet" against the stock market.In today's video, we dive deep into the recent buzz surrounding Michae...

08/17/2023

🔈 WEALTHSCOPE READING RECOMMENDATION

In an era marked by geopolitical uncertainties and rapidly rising interest rates, navigating the investment landscape demands wisdom and foresight. Understanding how different sectors perform over the business cycle provides insights crucial to making sound investment decisions. Whether you are a seasoned investor or a complete beginner, this Visual Capitalist recent study provides the historical data you need. 📈💲

We show the best performing S&P 500 sectors over each phase of the business cycle using nearly seven decades of data.

10/05/2022

What you eat plays a vital role in your physical and mental health. This is why we have come to expect a nutrition label on food products. Without it, how else do you make informed decisions on the food you and your family consume?

So, why should it be any different when it comes to your financial health? At Wealthscope, we believe every investor should have access to the ‘nutrition facts’ of their investment portfolios, so they can make informed decisions and achieve better investing outcomes. To see nutrition facts of your investment portfolios, visit our website: https://www.wealthscope.ca/.