All posts by Billy Kawasaki
Hey Wealthica users! What we fixed... We’ve been busy fixing bugs and making updates to make your investment journey as smooth as possible. This week, we were very busy fixing multiple connector issues, and we were quite successful with it!...
Read more
All posts by Billy Kawasaki
Hey Wealthica users! What we fixed... We’ve been busy fixing bugs and making updates to make your investment journey smoother. We found a bug with our ticketing system which left some tickets from the past unanswered, so we've been busy ans...
Read more
All posts by Billy Kawasaki
This week's featured update: We are working to stabilize the delivery of the SMS 2FA codes. We are having some issues with our Amazon setup. Please update your 2FA to App-Based authentication for a seamless experience. You can find the guide he...
Read more
All posts by Billy Kawasaki
This week's featured update: There is a new dividend tracking power-up now available on the power-up store. There are two version, a paid full-features version for $9.99/year or a lite version for free. What's new on Wealthica this week? ...
Read more
All posts by Billy Kawasaki
What's new on Wealthica this week? Overall sync issue due to a problem with proxies fixed10 Year Promo adjustments madeFirst successful connections with Plaid integrationIssue with FTQ 2FA fixed What we're still working on... Issue with Inv...
Read more
All posts by Billy Kawasaki
What's new on Wealthica this week? Fidelity Netbenefits investment positions minor changesQuestwealth re-direct error resolved and incorrect account number verificationValidate GoPeer transactionsW:Data clean-up Wealthica Connect Unlimited announ...
Read more
All posts by Billy Kawasaki
What's new on Wealthica this week? Questwealth is now available, please note it is a separate connector to QuestradeFixed a visual bug on Wealthica dashboardMore transaction types for CoinbaseGoPeer bug fixesRichardson Wealth bug fixesIdentifi...
Read more
All posts by Billy Kawasaki
What's new on Wealthica this week? iA Private Wealth improvements to holdings and transactionsFixed BMO Nesbitt Burns duplicate accounts issueAdded Questwealth oauth credentials support, new connector coming next week!Enhancements for Burgundy As...
Read more
All posts by Billy Kawasaki
What's new on Wealthica this week? Updates to GoPeer connector. Users need to re-connect this connector.We rewrote Manulife Securities to adapt to new Mutli-Factor Security flowParsing issue with RBC Dominion Security has been fixedResolved issue...
Read more
All posts by Billy Kawasaki
It’s already been 7 years since we founded Wealthica. The last 6 months have been filled with changes and challenges. We launched Vezgo, went through reorganization and hired several new team members. Lately, we have been actively taking steps to...
Read more
All posts by Billy Kawasaki
Wealthica users looking to buy a home or renew their mortgage will now have access to a completely digital mortgage experience. Wealthica users can easily apply online or alternatively, choose to speak with a dedicated team of mortgage advisors who c...
Read more
All posts by Billy Kawasaki
Wealthica, the leading Financial Data Platform has partnered with Tactex, a division of Mogo Asset Management Inc, to feature Tactex's investment strategies. Tactex has deep and proven experience in sourcing high quality investment opportunities. ...
Read more