Wealthscape℠

This system is so outdated.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.

App freezes when I am depositing checks. It’s very frustrating when I need to deposit multiple checks at once. I have to force quit and hope it will work. This is an ongoing problem that I hope gets fixed.

The new update makes this app so much easier to use. It finally feels smooth, like it should.