Wealthsimple

Wealthsimple is a fintech company that offers investment management and financial planning solutions with an emphasis on user-friendly technology.

Is this your company?

Email: support@wealthsimple.com

Phone: +1 416-849-8885

Web: https://www.wealthsimple.com/

products

• 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.
  
• Wealthsimple Advisor
  Combines automated investing with personalized financial advice, allowing advisors to better serve their clients with diversified portfolio strategies.