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Budget tool

Product Update: Enhanced Budgeting Features in Wealthica

We’re excited to share a series of updates to Wealthica’s Budget feature! These improvements are designed to make your financial tracking more intuitive, accurate, and user-friendly. Here’s what’s new: 🚀 Improved Budget Display & Totals Column Reorder: The "Actual" column now appears first, followed by "Budget" for better clarity. Corrected Final Totals: Fixed an issue…

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Wealthica Notifications

Family Office Portal Launch

🚀 Exciting News! Wealthica is revolutionizing multi-generational wealth management with the launch of our Family Office portal! 🎉 Designed for high-net-worth families and financial advisors, this new version offers: ✅ Comprehensive asset aggregation (investments, real estate, private equity & more) ✅ Advanced reporting & insights for smarter decision-making ✅ Enhanced security to protect your financial data Read our press release here: EN: https://www.newswire.ca/news-releases/wealthica-unveils-family-office-version-to-revolutionize-multi-generational-wealth-management-802184277.html FR: https://www.newswire.ca/fr/news-releases/wealthica-devoile-la-version-family-office-pour-revolutionner-la-gestion-de-patrimoine-multi-generationnelle-856531200.html Interested? Email us at…

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