The Future of Digital Wealth from
the Pioneers of Online Brokerage
They want to Own Their Digital Financial Lives.
Owning Their Digital Financial Lives Means:
Seeing how they are doing, across all their financial accounts in real time from any device.
Having access to data, insights and guidance that will improve investment outcomes and help them better manage risk.
Wealthsqope is the future of digital wealth management.
Wealthsqope provides investors with transparency and control of their investments, improves their performance and
provides unparalleled data and analytics-driven guidance and actionable ideas.
SELF-DIRECTED | ROBO | MANAGED ACCOUNTS | TRUST ACCOUNTS | FULL SERVICE
- Increases client acquisition, retention and growth
- Enables natural cross sell opportunities
- Flexible, easily customizable technology to fit any firm’s business model
- Available anywhere, anytime on any device
- Supports full spectrum of Investment products and product channels
To learn more about how Wealthsqope can help you engage clients, deepen relationships and grow your business, contact us at email@example.com
Understanding Your Clients’ Shift Toward a “Digital Financial Life”
TODAY’S INVESTORS ARE:
The Actualized Digital Financial Life era represents a leap forward in consumers’ expectations, and is defined by a range of functionality and user experience.
When asked to rank what they want most from a professional, investors most frequently say they want help making more informed decisions about their investments.
They also want better solutions for managing risks, help setting goals and plans, proactive advice on what to do next and new online tools.
– Natixis 2016 Investor Survey
Wealthsqope’s design philosophy incorporates all of these concepts and much more to provide
clients with a rich, intuitive user experience that places the information they want at their fingertips.