BUILT FOR THE CANADIAN INVESTOR
No Advertising, Transparent Privacy and Bank-Level SecurityLEARN HOW IT WORKS
It was becoming difficult to track assets balances across multiple institutions manually. Wealthica provides a better picture of my investments with less work.
I was using Personal Capital but had to manually changes asset and share price. So it was not a good option. I’m glad I found the Canadian alternative.
Been using your product for half a day and it’s awesome and useful. I’ve been waiting a long time for this. Before, I was just tracking on Excel.
In addition to being read-only, Wealthica offers a Two-Factor Authentication and uses bank-level security to consolidate all your investment portfolios in a single dashboard.LEARN MORE ABOUT SECURE
Investment fees quickly add up. Management fee, transaction fee, custodian fee. Wealthica allows you to analyze and track how fees will affect your portfolio performance over time.
Delight family members with a family online dashboard. Create groups and track what events impacted the family’s net worth or investment performance by adding notes and reminders.LEARN MORE ABOUT WEALTHICA
No need to browse through multiple accounts to get access to your transactions history. Wealthica gives you a consolidated view of your accounts and notifies you when there are new transactions.LEARN MORE ABOUT TRACKING
Put your advisers to work by having them focus on the whole picture. Compare your advisor's performance with robo-investing or your self-managed account.LEARN HOW TO EMPOWER
Give robo-advisors a try and compare them with other financial institutions or financial advisor without losing track of your whole investment portfolio strategy.LEARN HOW TO SEAMLESSLY TRY
Get real-time snapshots of all your financial accounts, recent transactions, portfolio holdings and account details in one place. Whether you are a small investor, a wealthy millionaire or a family office, Wealthica effortlessly tells you what is going on with your money. Try it now for free!
WE SUPPORT 60+ CANADIAN FINANCIAL INSTITUTIONS
|Aligned Capital Partners|
|BMO Nesbitt Burns|
|CIBC Investor's Edge|
|CIBC Wood Gundy|
|Computershare Employee Online|
|Credential Asset Management|
|Cumberland Private Wealth|
|Valeurs Mobilières Desjardins|
|Desjardins Courtage en Ligne (Disnat)|
|Desjardins Private Wealth (GPD)|
|Desjardins Financial Security (SFL)|
|Echelon Wealth Partners|
|EdgePoint Wealth Management|
|Épargne Placement Québec|
|Fonds de solidarité FTQ|
|Great-West Group Retirement (GRS)|
|Harbourfront Wealth Management|
|Industrial Alliance Financial Group|
|Industrial Alliance Investia|
|Industrial Alliance Securities|
|Investment Planning Counsel|
|Laurentian Bank Direct Brokerage|
|Manulife Group Retirement (GRS)|
|Manulife VIP Room (previously Standard Life)|
|MD Financial Management|
|National Bank Independent Network (NBCN)|
|National Bank Direct Brokerage|
|National Bank Financial|
|National Bank Private Banking 1859|
|National Bank Trust|
|RBC Royal Bank|
|RBC Direct Investing|
|RBC Dominion Securities|
|Sun Life Financial|
|TD Direct Investing|
|Wellington-Altus Private Wealth|
“I use Wealthica to manage 10 accounts from 4 institutions. It brings tremendous value for me to have an holistic view of ALL my investments. I am able to view important transactions like purchases, sales, dividends, and most importantly - fees. Tracking my net worth of $100K+ isn't something I take lightly, that's why I trust Wealthica and confidently use their service several times per week.”DIY Investor ($100K+)
“Thanks to Wealthica, I can have a view on the whole family's net worth including my trust, my holding and individual family members. In addition to aggregating the assets I have at financial institutions, I can add my private investments, real estate and other assets. It's a tool every family office should have.”High net worth family ($5M+)
“I use Scotiabank and Questrade for most of my investing and have always wanted to have a combined view of all my assets. Historical value of my portfolio and my net worth is the most important feature for me. I love the new transaction notification, it allows me to quickly reinvest dividends paid”Self-employed entrepreneur ($25K+)
“As a retiree I want to make sure I'm not withdrawing too much (or too fast) from my investments. I'm also a bit concerned about market volatility and swings. Wealthica allows me to take a quick glance at the big picture of my savings, look at how much I withdrawn from my employer pension plan, with my advisors and from my brokerage, all in a single dashboard.”Recently Retired ($1M+)
“I've had a saving account with Tangerine for quite some time and just recently opened a TFSA with robo-advisor Wealthsimple. I wanted a tool to see both account at the same place. Wealthica does the job as advertised.”New investor ($5K+)
Wealthica powers Hardbacon, also offered as a benefit to Desjardins Online Brokerage users.
Equisoft WealthElements offers financial institutions and advisors integrations with Wealthica.
ShareAlpha offers Quantitative Stock Discovery Tools. It is available as an add-on within Wealthica.