From Poor to Riches
How we Handle Investing and Setback
We Share Everything on our Journey to $100B
Wealthica Update (Nov. 18, 2022): NBDB Investigation, Fidelity Netbenefits, and dozens of fixes
What's new on Wealthica this week? Fidelity Netbenefits investment positions minor changesQuestwealth re-direct error resolved and incorrect account number verificationValidate GoPeer transactionsW:Data clean-up Wealthica Connect Unlimited announ...
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Introducing Connect Unlimited
Wealthica will be launching a new subscription plan called CONNECT UNLIMITED on January 9th, 2023! We’ll be limiting free accounts to 2 connections, and this subscription will give users the ability to connect an unlimited number of institutions on...
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Wealthica Update (Nov. 11, 2022): Questwealth, GoPeer, and dozens of fixes
What's new on Wealthica this week? Questwealth is now available, please note it is a separate connector to QuestradeFixed a visual bug on Wealthica dashboardMore transaction types for CoinbaseGoPeer bug fixesRichardson Wealth bug fixesIdentifi...
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Wealthica Update (Nov. 4, 2022): Questwealth, TD WebBroker, and dozens of fixes
What's new on Wealthica this week? Support for Questwealth as a separate connectorAdded Bitbuy to our W:Invest marketplaceTD WebBroker connector updateEnhancements for Burgundy Asset Management connectorMobile App: Updating groups and headerMobil...
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Wealthica Update (Oct. 28, 2022): iA Private Wealth, BMO Nesbitt Burns, Questwealth and dozens of fixes
What's new on Wealthica this week? iA Private Wealth improvements to holdings and transactionsFixed BMO Nesbitt Burns duplicate accounts issueAdded Questwealth oauth credentials support, new connector coming next week!Enhancements for Burgundy As...
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Wealthica Update (Oct. 21, 2022): Manulife GRS, Manulife VIP Room (previously Standard Life), Tangerine, TD WebBroker and dozens of fixes
What's new on Wealthica this week? Updated Manulife GRS connectorNew Manulife VIP Room (previously Standard Life) connectorWe rewrote Manulife Securities to adapt to new Mutli-Factor Security flowTangerine connector has been updated for improved ...
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Wealthica Update (Oct. 14, 2022): Manulife Securities, RBC DS, CIBC IE, EQ Bank and dozens of fixes
What's new on Wealthica this week? Updates to GoPeer connector. Users need to re-connect this connector.We rewrote Manulife Securities to adapt to new Mutli-Factor Security flowParsing issue with RBC Dominion Security has been fixedResolved issue...
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Wealthica Update (Oct. 7, 2022): EPQ, NBF, FTQ, HSBC Investdirect and dozens of fixes
What's new on Wealthica this week? We added support for 2fa on EPQ (Épargne Placement Québec) 🔐 We fixed authentication problems with NBF We fixed issues with FTQ Flexifonds We fixed transactions & positions crashes on HSBC Investdi...
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5 Industries that Have Suffered the Most Because of Inflation: How Much Exposure Do you Have to Them?
The pressure we faced by inflation this year is not unprecedented, but surely historic. The Producer Price Index, which tracks inflation in the U.S. by measuring average selling prices increased by 11.2% in the period between December 2020 and Ma...
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Announcing our partnership with APOLLO Insurance
Wealthica is excited to announce our partnership with APOLLO Insurance, Canada’s leading InsurTech provider. Through APOLLO, you will have access to the best rates for your home, including coverage for: Condo Owner’s Insurance Up to...
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Wealthica to offer its users access to a completely digital mortgage experience
Wealthica users looking to buy a home or renew their mortgage will now have access to a completely digital mortgage experience. Wealthica users can easily apply online or alternatively, choose to speak with a dedicated team of mortgage advisors who c...
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Wealthica and Mogo’s Tactex Division Partner to Feature Unique Investment Opportunities
Wealthica, the leading Financial Data Platform has partnered with Tactex, a division of Mogo Asset Management Inc, to feature Tactex's investment strategies. Tactex has deep and proven experience in sourcing high quality investment opportunities. ...
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TFSA vs RRSP: What’s the Difference?
As a Canadian, you are probably torn between going with a TFSA and RRSP account for savings. Both are government-registered account types that allow you to save money in a tax-efficient way but they differ as to “how”. Understanding the diffe...
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Wealthica and Simon Boulet Named FinTech Leader of the Year 2021 by “Finance et Investissement”
Wealthica' the leading Financial Data Platform in Canada and Simon Boulet, have been named as FinTech Leader of the Year by Finance et Investissement, the preeminent source of information in Quebec for professionals in the financial services sector. ...
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How to Avoid Outliving your Retirement Fund
One of the things that you need to do while planning for retirement is determining how long you expect your retirement to last. True, that’s easier said than done; predicting how long you will live as a retiree is not just dreadful, but also ve...
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Wealthica Launches New Tool to Help Canadians Prepare for Tax Season, Now Aggregating $18B in Assets
Wealthica, the leading Financial Data Platform in Canada, launches a new tool to help Canadians prepare for tax season. Canadians now track over $18 billion dollars worth of assets, including stocks and bonds, real estate, cryptocurrencies and more o...
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Dividend Tracking was Never that Easy!
Dividend tracking is not a very fun activity. But it sure is necessary if you want to be certain that your investments make sense and you’re heading in the right direction. Indeed, tracking your dividends can be done through many trading p...
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Wealthica Announces SOC 2 Type II Compliance
Wealthica, the leading Financial Data Platform in Canada, announces the successful completion of the audit to obtain the System and Organization Controls (SOC) 2 Type II certification. A SOC 2 Type II certification is an audit performed by an inde...
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Free Tickets to Canadian Financial Summit
Canada's top financial experts are coming together to help you save more, invest better and worry less. The summit is designed to give you actionable advice through engaging seminars. Wealthica will be speaking at the summit to talk about our platfor...
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Here’s Something Better than the RBC Direct Investing App
The RBC Direct Investing app has delivered the luxury of monitoring your investments on the go. If you’re a short-term trader, this may be significantly beneficial, indeed. But what if your net worth isn’t tied in securities and cash held on ...
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Looking for a Zabo Alternative? The Vezgo Crypto API Has you Covered…
As you may already know, Zabo is being acquired by Coinbase and they won’t be offering their crypto API as a service anymore. Since there aren’t many great services like Zabo out there, this is quite disappointing. But I’m very glad to anno...
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Why you Don’t Need an Interactive Brokers API Documentation
Interactive Brokers is easily one of the biggest discount brokers out there. But even as a customer, you are probably diversified across many other financial institutions too. So, an Interactive Brokers API guide would hypothetically help you con...
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Early Free Access to Crypto Tracking Feature
We recently shared our secret link to add crypto institutions to your Wealthica on Reddit. You can get early free access to the CRYPTO tracking feature we've been working on for the last few weeks. It's currently a hidden feature you can only un...
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Connect your Wealthica
We've been working hard to enhance our product capability and our aggregation offering for developers and other Fintech apps for Canadians. If you are a developer, have a look at Wealthica for Developers. We are happy to announce 3 third-party ap...
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Introducing Wealthica V2
We're happy to announce that we are about to launch we're launching a huge enhancement for the desktop application that we call V2. Wealthica V2 features an enhanced design, better filtering options and lots of new features on the Holdings page. We'...
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