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New Feature: Transaction Rules

Managing your investment transactions just got easier with Wealthica's new transaction rules feature. Follow this step-by-step guide to set up rules that automate the categorization and editing of your transactions, saving you time and effort. Transaction Rules Feature Guide to Setting Up Transaction Rules on Wealthica 1. Navigate to the Transactions Tab: Open the Wealthica…

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Unlocking Financial Connectivity: Wealthica Launches Canada’s Most Comprehensive Financial API

Montreal, January 12th – Wealthica, the leading Canadian wealth tracker, announces a significant milestone in its commitment to revolutionize the financial technology landscape. With an expansive network connecting over 150 Canadian financial institutions and brokerages, Wealthica proudly exposes its wealth and bank API, inviting fintechs, financial institutions, consumer apps, and portfolio management systems to seamlessly…

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