Take care of your clients. We’ll take care of the rest.

Wealthsimple for Advisors is the all-in-one wealth management platform for financial planners, investment advisors, portfolio managers and dealers. We offer front- and back-office solutions that help you optimize and scale your business.

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Ditch the paperwork

Streamline client onboarding, account management, back-office operations and compliance.

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Scale your business

Spend more time on strengthening your existing client relationships, and on building new ones.

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Make more; charge less

Reduce your costs while growing your business. So you make more, while your client pays less.

Powerful tools for managing your business

Deep insights into your business and performance through a robust dashboard

Add, onboard and configure new clients quickly and easily

Transfer accounts, and make deposits and withdrawals seamlessly — no paperwork required

An exceptional client experience

An intuitive interface, customized to your brand

Real-time financial performance and account information

Self-serve — completely paperless — account opening, funding, transfers and withdrawals

A modern back-office

Operations

Instant account opening and digital bank verification make funding seamless

Compliance

Automated KYC & AML checks and a digital risk questionnaire provide compliance confidence

Reporting

Issuing client statements and tax reporting is simple and streamlined

Portfolio management

Automated everything — including rebalancing and tax-loss harvesting

Choose the portfolio that’s right for your clients

We offer a diverse range of passive and actively-managed portfolios. Learn more about our wealth management solutions.

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Our team is always there for you

A dedicated account manager supports you every step of the way

A world-class technology team continually upgrades and maintains the platform

An investment research team provides timely market insights and performs due diligence on investment providers

An award-winning marketing team produces compelling content to attract and engage clients

Meet the team

Solutions for wealth professionals

Financial planners

Delegate investments so you can focus on your clients

Registered advisors

Automate and streamline compliance and operations

Dealers

Leverage our best-in-class technology for your firm

Portfolio managers

Efficiently distribute and manage your investment strategies

What people are saying about us

“My clients now enjoy faster response times, greater transparency and substantial cost savings. I have been able to focus on what I am best at and why my clients came to me in the first place: providing sound financial advice.”

Doug Dahmer

CEO & Founder of Emeritus Financial Strategies

Contact our team

Learn more about how Wealthsimple for Advisors can work for your business.

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Or email advisors@wealthsimple.com

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