Wealthsimple for Advisors gives you everything you need to manage and scale your business. We make managing compliance, investment management and client information simple and streamlined, so you can focus on your relationships. Our product includes a robust dashboard so you always know what's going on with your clients' portfolios, and personalized dashboards for each of your clients on the web and our mobile apps.
It's simple: you create an account, set your fees and invite your clients by email. Wealthsimple controls the end-to-end investing experience, providing unrivalled speed and service that means your clients can be signed up and invested in 24 hours.Find out more
Advisors who are part of the platform can now invest client assets in Forstrong’s seven actively managed investment strategies.
Wealthsimple for Advisors, a financial advisor platform offered by the leading robo-advisor in Canada, has announced a partnership with Forstrong Global Asset Management.
Toronto-based robo-advisor Wealthsimple Financial Inc. officially launched its platform specifically for financial advisors, dubbed Wealthsimple for Advisors, on Tuesday.
Wealthsimple Financial Inc. will soon launch Wealthsimple for Advisors, its platform for financial advisors that will allow them to retain non-core clients but leave the investment management to the Toronto-based robo-advisor.