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🚀 Product Update: Fixes for Power-Ups, RBC, TD and more

We’ve been busy making improvements behind the scenes to keep your Wealthica experience smooth and reliable. Here’s the latest roundup of what we fixed and what we’re still working on: ✅ Fixes Power-Up subscriptions Some users were experiencing issues where their Power-Up subscriptions weren’t being recognized correctly. This caused interruptions in access to certain…

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lumpy assets

What Are Lumpy Assets?

Lumpy assets play a critical role in wealth management. These are assets that cannot be divided into smaller parts without losing their value or utility. Unlike liquid assets such as cash or stocks, lumpy assets require large transactions when you buy or sell them. Real estate, private businesses, and unique collectibles are some of the…

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