Skip to content Skip to sidebar Skip to footer
Menu
Login Sign Up
Press Release

Wealthica Announces Enhanced B2B and Wealth Data Solutions

Wealthica, Canada's top financial aggregation platform, is pleased to announce enhanced institutional and wealth management software solutions, designed to offer institutional partners a cutting-edge solution for their customers. Wealthica offers a robust data engine that provides businesses with comprehensive wealth data. Wealthica's B2B product is specifically designed for wealth managers, family offices and financial institutions that…
April 26, 20230Comments

Read more

Wealthica Updates
Product Features

Wealthica Update (Dec. 9, 2022): Fidelity Netbenefits, FTQ and dozens of fixes

What's new on Wealthica this week? Fidelity Netbenefits connector bugs resolved FTQ outage repaired Plaid connector template has been completed W:Data fixes for admin TD WebBroker fixed crashed due to empty transactions Fixed minor Questwealth log-in bugs What we're still working on... Mobile application updates for holdings page and other bug fixes New dividend power-up…
December 9, 20220Comments

Read more

Wealthica Updates
Product Features

Wealthica Update (Nov. 18, 2022): NBDB Investigation, Fidelity Netbenefits, and dozens of fixes

What's new on Wealthica this week? Fidelity Netbenefits investment positions minor changes Questwealth re-direct error resolved and incorrect account number verification Validate GoPeer transactions W:Data clean-up Wealthica Connect Unlimited announcement What we're still working on... Mobile holdings page improvement, UI clean-up Finalize Fidelity Netbenefits's connector New dividend power-up to be published soon Plus,…
November 18, 20220Comments

Read more

Product Features

Introducing Connect Unlimited

Wealthica will be launching a new subscription plan called CONNECT UNLIMITED on January 9th, 2023! We’ll be limiting free accounts to 2 connections, and this subscription will give users the ability to connect an unlimited number of institutions on Wealthica. For many months, Wealthica experienced increased costs (salaries, third-party agreements, infrastructure, datacenter costs, etc.). We…
November 16, 20220Comments

Read more

Wealthica Updates
Product Features

Wealthica Update (Nov. 11, 2022): Questwealth, GoPeer, and dozens of fixes

What's new on Wealthica this week? Questwealth is now available, please note it is a separate connector to Questrade Fixed a visual bug on Wealthica dashboard More transaction types for Coinbase GoPeer bug fixes Richardson Wealth bug fixes Identified new terms of service agreement screen, and modifications to Canada Life connector What we're still working on... Mobile App…
November 11, 20220Comments

Read more

Wealthica Updates
Product Features

Wealthica Update (Nov. 4, 2022): Questwealth, TD WebBroker, and dozens of fixes

What's new on Wealthica this week? Support for Questwealth as a separate connector Added Bitbuy to our W:Invest marketplace TD WebBroker connector update Enhancements for Burgundy Asset Management connector Mobile App: Updating groups and header Mobile App: Fixes with Home Page, Groups Filters and Holding page What we're still working on... Fixing Canada Life accounts…
November 4, 20220Comments

Read more

Wealthica Updates
Product Features

Wealthica Update (Oct. 28, 2022): iA Private Wealth, BMO Nesbitt Burns, Questwealth and dozens of fixes

What's new on Wealthica this week? iA Private Wealth improvements to holdings and transactions Fixed BMO Nesbitt Burns duplicate accounts issue Added Questwealth oauth credentials support, new connector coming next week! Enhancements for Burgundy Asset Management connector Mobile App: Override categories for an account Mobile App: Fixes for different screen sizes Mobile App: bugs…
October 28, 20220Comments

Read more

Wealthica Updates
Product Features

Wealthica Update (Oct. 21, 2022): Manulife GRS, Manulife VIP Room (previously Standard Life), Tangerine, TD WebBroker and dozens of fixes

What's new on Wealthica this week? Updated Manulife GRS connector New Manulife VIP Room (previously Standard Life) connector We rewrote Manulife Securities to adapt to new Mutli-Factor Security flow Tangerine connector has been updated for improved stability (mixed results so far) The TD WebBroker connector has been rewritten (mixed results so far) Resolved Binance transactions…
October 27, 20220Comments

Read more

Wealthica Updates
Product Features

Wealthica Update (Oct. 14, 2022): Manulife Securities, RBC DS, CIBC IE, EQ Bank and dozens of fixes

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 flow Parsing issue with RBC Dominion Security has been fixed Resolved issue due to new splash screen with CIBC Investors Edge New adjustments made for BMO Nesbitt Burns …
October 14, 20220Comments

Read more