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://lnkd.in/eKnWhX9 to contact us.
Wealthscope
Software Development
Toronto, Ontario 1,460 followers
Financial Services = Human x Digital Experience
About us
Redefining portfolio management and financial planning, all in one place. Led by a team of well-respected financial researchers and business leaders with substantial domain expertise, we empower different stakeholders in the wealth management ecosystem to succeed with the optimal mix of human and digital advice. For DIY investors, we offer a suite of powerful, intuitive tools to help them manage their financial future.
- Website
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https://www.wealthscope.ca/
External link for Wealthscope
- Industry
- Software Development
- Company size
- 2-10 employees
- Headquarters
- Toronto, Ontario
- Type
- Privately Held
- Founded
- 2017
Locations
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Primary
Get directions
1 Adelaide St W
Toronto, Ontario M5C 2V9, CA
Employees at Wealthscope
Updates
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Wealthscope is thrilled to welcome David Varadi, CFA to the team as a Business Development Manager! David holds an MBA specializing in Finance and he is a CFA Charterholder. He has a distinguished background as President and Co-founder of multiple quantitative research and asset management firms. Additionally, he runs an artisanal tomato products business, showcasing his entrepreneurial spirit. We are excited about the expertise and innovation David brings to Wealthscope!
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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. #PortfolioInsights #CryptoInvesting #Bitcoin
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Our annual promotion for DIY investors. https://lnkd.in/gJqqd5f #portfolioanalysis #retirementplanning #drawdown
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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 (https://lnkd.in/gc9pvze5). Our AI Assistant isn’t just a new feature; it’s your intelligent, chat-based companion. Harnessing the capabilities of large-language models (LLMs) combined with 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! #FinTechAI #WealthTech #LLMs
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Exciting news! Wealthscope is thrilled to be a Bronze Sponsor of the Canadian Advisor Tech Expo 2023 presented by Morningstar, the Financial Planning Association of Canada and Globe Advisor! 🇨🇦 We hope you’ll join us and many other industry professionals as we come together to explore the ever-evolving world of WealthTech. As technology trends continue to evolve, so does Wealthscope! Don’t miss our exclusive breakout session, including demos of the new tools we’ve been hard at work on for the past year. 📅 Save the Date: Tuesday, November 14, 2023 @ 3:45-4:15 pm ET Plus, we’ll go in-depth on the practical applications of Wealthscope portfolio insights, as well as the common challenges and inefficiencies our platform provides solutions to. We look forward to connecting with you and exploring the possibilities of WealthTech together. #WealthTech #Investing #FinancialPlanning
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Let’s give a warm welcome to Silei (Sandra) Huo, CFA, the newest addition to the Wealthscope team as a Data Scientist! With over 10 years of experience in the financial industry and an MBA from London Business School, Silei brings a wealth of ML and data science expertise. Her passion for merging finance with cutting-edge technology perfectly aligns with Wealthscope’s mission. We’re thrilled to have Silei join us as we work to harness the power of AI across our applications.
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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.
The Big Short Part 2? Did Michael Burry really just bet 93% of his portfolio that the stock market would tank? NO. Some investors (or your clients) might have been freaked out by headlines that said Michael Burry used 93% of his fund for a giant bet against the stock market. They've also been saying that he "bet $1.6 BILLION" against the market. HE DID NOT. Funds have to disclose the notional value of the options, not how much they actually paid for the options. Using a real world example, if I bought 1 option contract to short the market and it cost me $66, I would have to report a holding value of $44,400 on the filing everyone has been talking about. I put together this video to explain where this confusion comes from to help throw cold water on this dangerous reporting which can do real harm to investors portfolio by stoking fear based on misreporting. #markets #economy #investing #financialadvisors #wealthmanagement #michaelburry #thebigshort
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🔈 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. 📈💲 #BusinessCycles #Investing https://lnkd.in/dPYfJ5xM
The Top Performing S&P 500 Sectors Over the Business Cycle
https://www.visualcapitalist.com