Focus on your clients. We’ll handle the rest.

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.

Benefits Features

How it works

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.

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