Needs updating
This system is so outdated. To do equity trades it’s still buy the shares not by the price. So for client calls and says I want $10,000 of XYZ stock. You literally have to use a calculator and just hope you time it right with market fluctuation to place the trade. Also, it still works on individual accounts instead of households so if I wanna look at a client and their spouses accounts I have to back-and-forth. There’s no way to update fee based accounts without bouncing back-and-forth between wallscape and Envestnet. It’s really not good if you’re trying to do financial planning or any type of serious wealth management.
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Wealthscape
Excellent
Wealthscape
This app works amazing and the new updates make it even better
Please add Service Alerts
Please add Service alerts to Wealthscape App.
Mobile deposit does not work
Freezes up every time I try to deposit into multiple accounts
