WEALTHSCAPE OVERVIEW
Wealthscape, an industry leader in brokerage technology, is MMLIS' online research and trading solution for registered reps that clear through National Financial Services (NFS). With this user-friendly, internet-based trading and research station, registered reps can place stock, mutual fund and option orders in seconds, and then receive immediate confirmation.
With Wealthscape, registered reps have access to market data with real-time static or streaming quotes, dynamic intraday client account information, cost basis input and reporting, various research services, online trade confirms, monthly statements and tax documents. Additionally, registered reps can tailor Wealthscape to fit their practice's unique needs by selecting from a variety of service levels. Investment adviser reps may also access MMLIS Wealth Management accounts via Wealthscape.
Recommended Wealthscape Training Courses
Prior to solicitation or selling of certain MMLIS products, it's recommended that you complete brief training courses. If you've yet to take the classes, click the button below, and navigate to the "MMLIS Technology Platform" tab and click the "Wealthscape Overview" dropdown to get started.
MMLIS Distance Learning-Wealthscape
Review the resources that contain best practices for learning about the platform's main features and important resources.
Wealthscape Reports
The Reports tool is available within the "Reports" tab of Wealthscape. Use the Reports tool to run a variety of reports on client brokerage-account information on the fly, plus subscribe to receive on-demand emails of the reports. For details, view the Wealthscape Job Aid.
Wealthscape's Reporting tool provides the ability to:
- View a standard report.
- Edit a standard report to customize it as you want.
- Create a new report from scratch.
- Export reports into Microsoft Excel, CSV, PDF and more.
- Subscribe to alert emails for reports (on-demand reporting).
- Access historical versions of scheduled reports.
Wealthscape Supported Browser List
Mobile Check Deposit Status Alerts
Wealthscape Job Aid
Wealthscape: Creating Reports
Wealthscape Notifications
Wealthscape Mobile App Functionality
Mobile Check Deposit Firm Procedure
Troubleshooting for Browser-Related
Wealthscape and UAO Issues
Wealthscape: Running Reports
Viewing the Dashboard
Planning Calculator Best Practice Guide
