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Acclaimed and Praised by Media
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One of the best options for tracking your portfolio I... use it to aggregate all your investing accounts.
Wealthica is already recognized for its state-of-the-art features, which include automated financial aggregation.
Wealthica is one of the best tools I came across for consolidating my investments and tracking portfolio.
The Best Stock Tracking App
Delight Family Members with a Family Finance Dashboard
All holdings, across various accounts and institutions on one screen. It's financial wizardry. — Rob I.
Transaction History
Report Card
Sheets or Yahoo Finance
Advisor
Fees
Analysis
Financial Life
and Income
COLLABORATION
From Advisor to
Wealth Partner
Your clients can share a 360-degree view of all their assets and liabilities. Having access to a client’s entire financial profile – what they have, where it is, how one account relates to another – provides invaluable insight and allows an advisor to leverage that knowledge to deliver comprehensive financial advice.
You’re invited
Let your clients empower you with their full financial picture. They can send you an invitation, and you will be able to access your client's dashboard to have a view of their complete net worth, investment portfolio and valuable assets. This way, you will be able to assess your clients’ current financial situation in no time.
COLLABORATION
Give your clients a friendly dashboard with your branding and logo
Give your clients access to a complete and user friendly dashboard integrating all of their financial accounts. Get your own whitelabeled version of the Web and/or Mobile Wealthica dashboard apps, customized for you.
TOOLS
A Wealth of Insights
Access comprehensive client reports—from income and risk to holdings, performance, and gains. Wealthica helps you quickly spot underperforming assets, managed or not.
COMMUNICATION
Give better advice
Get a complete view of your client's net worth to deliver smarter, personalized advice. Wealthica helps you plan strategically, improve transparency, and reach goals faster.
Thousands Use Wealthica to Track $49B of Assets
