Wealthica at the 2018 Canada Fintech Forum (Video Interview)

The Canada Fintech Forum in Montreal is the biggest event of its kind in the country. Of course, the Wealthica team was there at the 2018 edition which took place on October 30 and 31. Simon Boulet, our CEO and co-founder gave a rare video interview in which we discussed his impression of the conferences,…

October 31, 20180Comments

ByPhil Siarri

Journey Updates

Support for Great-West and BMO adviceDirect, and Adjusted cost base (ACB) calculation

We are excited to announce the release of the latest version of Wealthica. This new release adds support for importing data from Great-West GRS and BMO adviceDirect, and fixes an outstanding issue that would prevent realized gains from being properly calculated. All transactions that did not have their realized gain set were reprocessed using the…

October 25, 20180Comments

ByMartin L.

Journey Updates

Interview with Patrick Kuczynski, Co-Founder and COO of ShareAlpha

I sat down with Patrick Kuczynski, co-founder and Chief Operations Officer (COO) of ShareAlpha, a Montreal-based stock market investing tool that helps DIY investors find new investment ideas in seconds that match their investing style (I previously interviewed him last year on behalf of Fintech publication BankNXT). Patrick and his team recently developed an add-on…

October 9, 20180Comments

ByPhil Siarri

Product Status

Resolved syncing transactions from Questrade

Resolved 2018-10-08. This issue is now resolved. All transactions for Questrade were imported and transactions syncs were re-enabled. We will be closely monitoring the situation in the next days. Update 2018-10-05: We are still waiting for Questrade to deploy a fix to this issue. They have reconfirmed this morning they are working on a fix and…

October 1, 20180Comments

ByMartin L.

Picture of people working on a wooden table

Journey Updates

Financial aggregation: What’s in it for established banks? (A conversation with Simon Boulet)

I recently caught up with Simon Boulet, CEO and co-founder of Wealthica. This is a follow up to an interview Nuadox (a publication I manage) has published last March. We discussed the meaning of “Open Data”, recent changes in the Canadian Open Banking space and the potential benefits of financial aggregation for established financial institutions. Phil…

October 1, 20180Comments

ByPhil Siarri