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Wealthsimple
Wealthsimple is a fintech company that offers investment management and financial planning solutions with an emphasis on user-friendly technology.
Email: support@wealthsimple.com
Phone: +1 416-849-8885
Web: https://www.wealthsimple.com/
products
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Wealthsimple for Advisors CRM
CRM features include household and client management, digital onboarding, workflow automation, compliance checks, integration with financial planning and portfolio management tools.
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Wealthsimple Advisor
Combines automated investing with personalized financial advice, allowing advisors to better serve their clients with diversified portfolio strategies.