Wealthica Update #22: 2FA Time-Outs, FTQ, GoPeer and more!

Hey Wealthica users! What we fixed... We’ve been busy fixing bugs and making updates to make your investment journey smoother than a freshly paved road. This week, we fixed: 2FA issue where it would time out. This was affecting several institutions, which has now been resolved; FTQ connectivity is restored; the issue with GoPeer…

April 28, 20230Comments

ByBilly Kawasaki

Press Release

Wealthica Announces Enhanced B2B and Wealth Data Solutions

Wealthica, Canada's top financial aggregation platform, is pleased to announce enhanced institutional and wealth management software solutions, designed to offer institutional partners a cutting-edge solution for their customers. Wealthica offers a robust data engine that provides businesses with comprehensive wealth data. Wealthica's B2B product is specifically designed for wealth managers, family offices and financial institutions that…

April 26, 20230Comments

ByBilly Kawasaki

Product Features

Wealthica Update #21: CIBC Investor’s Edge, Canaccord, Simplii and more!

Hey Wealthica users! What we fixed... We’ve been busy fixing bugs and making updates to make your investment journey smoother than a freshly paved road. This week, we fixed: a partial outage with RBC Online Banking (Yodlee); CIBC Investor's Edge Wood Gundy. Please fix your connection in order to re-connect; connectivity issues with Cannacord…

April 14, 20230Comments

ByBilly Kawasaki

Notifications

Fix for BMO Investorline

We released a fix for BMO Investorline. Connectivity should be back to normal. Please try reconnecting your account and report problems at hello at wealthica.com or on our Reddit community.

April 13, 20230Comments

ByMartin L.

Notifications

Fix for CIBC Investors’ Edge / Wood Gundy

We released a fix for CIBC Investor's Edge and CIBC Wood Gundy. Connectivity should be back to normal. Please report problems at hello at wealthica.com or on our Reddit community.

April 12, 20230Comments

ByMartin L.

Journey Updates

Wealthica Update #20: CIBC Investor’s Edge, Yodlee Connectors, and more!

Hey Wealthica users! What we fixed... We’ve been busy fixing bugs and making updates to make your investment journey smoother than a freshly paved road. This week, we fixed: a partial outage with our Wealthsimple Trade connector, and syncs are back up for everyone; CIBC Investor's Edge Wood Gundy. Please fix your connection in…

April 12, 20230Comments

ByBilly Kawasaki

Press Release

Wealthica Now Aggregating $25B in Assets

Wealthica, the leading Financial Data Platform in Canada, now tracks over $25 billion dollars worth of assets, including stocks and bonds, real estate, crypto currencies and more on the platform. Investors can use Wealthica's aggregation technology to leverage their data and generate income reports, adjusted cost basis, and other relevant information about their portfolio. As tax…

April 11, 20230Comments

ByBilly Kawasaki