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New Status Page

We wanted to let you know that our current status page provider is shutting down on March 31. As a result, we're migrating our status page to a new platform. You can find our new status page at: https://status.wealthica.com To continue receiving status updates and incident notifications, please visit the new page and subscribe again…

March 31, 20260Comments

ByBilly Kawasaki

Product Features

10 High Growth Use Cases for the Wealthica API

Canadian fintech companies face a structural challenge that limits adoption and slows product growth. Investment data lives in dozens of brokerages, banks, and private platforms. Clients hold RRSPs in one institution, TFSAs in another, non registered accounts elsewhere, and private equity or real estate in separate records. When a platform asks them to manually input…

March 31, 20260Comments

ByOreoluwa Fakolujo

Uncategorized

A Dive into Financial Planning Pyramid

A clear structure helps financial decisions feel less chaotic and more purposeful. Financial planning pyramid refers to a structured approach that organizes financial priorities into layers of importance. Each layer builds stability, clarity, and direction. The concept helps guide decisions about income, savings, investments, protection, and long term growth. A story unfolds across each layer.…

March 9, 20260Comments

ByOreoluwa Fakolujo

Notifications

Gravitar support discontinued

We are discontinuing support for Gravatar, which was previously used to personalize your profile photo on the dashboard. Profile photos will now be managed directly through an image selector in the “Preferences” menu. If you previously used a Gravatar image, you will need to re‑upload your profile photo. Thank you for your understanding.

March 5, 20260Comments

ByBilly Kawasaki

Adjusted Net Worth Explained for Accurate Financial Decisions

Uncategorized

Adjusted Net Worth: A Guide to Accurate Decisions

Adjusted net worth reflects a refined understanding of financial reality rather than a surface level calculation. Traditional net worth shows assets minus liabilities, yet that number often fails to capture true financial strength because it treats all assets and obligations as equal in meaning and impact. Adjusted net worth reshapes that picture through careful evaluation,…

March 5, 20260Comments

ByOreoluwa Fakolujo

Help and How To

Prenup vs Trust in Modern Wealth and Estate Planning Strategies

A prenup defines how assets, liabilities, and financial responsibilities will be handled during marriage and in the event of separation. It establishes clarity before emotions or conflict shape decisions. In practice, it functions as a structured agreement that protects individual financial identities while supporting shared financial goals. It also encourages transparent discussions about money, values,…

March 2, 20260Comments

ByOreoluwa Fakolujo