This issue has now been resolved. We are currently investigating an issue with Holdings, where some values may be incorrect. Our team is working on it, and we will update this page with all developments: https://wealthica.freshstatus.io/incident/1327561
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…
🚀 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…