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Wealthica's Journey to $100BWe share everything on our journey to $100B aggregated net worth.

Billy Kawasaki

Billy is Wealthica's Chief Operating Officer. He oversees the product plan and operations in general. If something looks wrong on your Wealthica account, get in touch with Billy.

139 articles published

Wealthica Notifications

Canada Life GRS | 2FA and Multiple plans support

Canada Life is now requiring 2FA to be set up. In order to connect, please make sure you have set up 2FA. Currently, the Canada Life connector does not support multiple plans. If you have more than one plan under your Canada Life log-in, you will receive a log-in error. We are currently working on…

May 10, 20230Comments

ByBilly Kawasaki

Product Features

Wealthica Update #23: Updates to iOS and Android App, HSBC and more

Hey Wealthica users! What we fixed... We’ve been busy fixing bugs and making updates to make your investment journey smoother than a freshly paved road. This week, we were busy fixing a couple of institutions which had issues, most likely due to the changes that institutions do in April and May every year. We…

May 5, 20230Comments

ByBilly Kawasaki

Journey Updates

Wealthica Update #22: 2FA Time-Outs, FTQ, GoPeer and more!

Hey Wealthica users! What we fixed... We’ve been busy fixing bugs and making updates to make your investment journey smoother than a freshly paved road. This week, we fixed: 2FA issue where it would time out. This was affecting several institutions, which has now been resolved; FTQ connectivity is restored; the issue with GoPeer…

April 28, 20230Comments

ByBilly Kawasaki

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

ByBilly Kawasaki

Product Features

Wealthica Update #21: CIBC Investor’s Edge, Canaccord, Simplii and more!

Hey Wealthica users! What we fixed... We’ve been busy fixing bugs and making updates to make your investment journey smoother than a freshly paved road. This week, we fixed: a partial outage with RBC Online Banking (Yodlee); CIBC Investor's Edge Wood Gundy. Please fix your connection in order to re-connect; connectivity issues with Cannacord…

April 14, 20230Comments

ByBilly Kawasaki

Journey Updates

Wealthica Update #20: CIBC Investor’s Edge, Yodlee Connectors, and more!

Hey Wealthica users! What we fixed... We’ve been busy fixing bugs and making updates to make your investment journey smoother than a freshly paved road. This week, we fixed: a partial outage with our Wealthsimple Trade connector, and syncs are back up for everyone; CIBC Investor's Edge Wood Gundy. Please fix your connection in…

April 12, 20230Comments

ByBilly Kawasaki

Wealthica Now Aggregating $25B in Assets

Wealthica, the leading Financial Data Platform in Canada, now tracks over $25 billion dollars worth of assets, including stocks and bonds, real estate, crypto currencies and more on the platform. Investors can use Wealthica's aggregation technology to leverage their data and generate income reports, adjusted cost basis, and other relevant information about their portfolio. As tax…

April 11, 20230Comments

ByBilly Kawasaki

Journey Updates

Wealthica Update #19: Google Sheets Auto-Update, Gestion Férique and more!

Hey Wealthica users! What we fixed... We’ve been busy fixing bugs and making updates to make your investment journey smoother than a freshly paved road. This week, we added one of the most requested features in Wealthica - adding stocks manually! Now, if you have a Stockchase account, you can track your stock holdings…

March 31, 20230Comments

ByBilly Kawasaki

Product Features

Wealthica Update #18: TD WebBroker fix, and more!

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! We are excited to announce that we fixed the TD WebBroker issue, which was…

March 24, 20230Comments

ByBilly Kawasaki

Product Features

Wealthica Update #17: update for iOS app, Manulife Securities fix, and more!

Hey Wealthica users! What we fixed... We’ve been busy fixing bugs and making updates to make your investment journey smooth. We had a small issue with AGF connector new screen, which we quickly fixed, and all connections should work as expected now! Manulife Securities connector is finally fixed and we received many positive feedbacks…

March 17, 20230Comments

ByBilly Kawasaki

Product Features

Wealthica Update #16: Transactions tab fix, support ticket issue resolved.

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 answering all users that haven’t got a reply and fixing their problems! Reminder: usual…

March 10, 20230Comments

ByBilly Kawasaki

Product Features

Wealthica Update #15: Connector fixes & more, plus Mobile App updates

Hey Wealthica users! What we fixed... We've been busy fixing bugs and making updates to make your investment journey smoother than a freshly paved road. With the help of a Wealthica user, we finally made progress with fixing Manulife Security and the development is now complete. We are moving to testing. Fidelity NetBenefits has…

March 3, 20230Comments

ByBilly Kawasaki

Product Features Mises à jour

Wealthica Update #13 (Feb. 10, 2022): SMS 2FA Delivery

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 here! What's new on Wealthica this week? EQ Bank connectivity resolved Raymon James…

February 10, 20230Comments

ByBilly Kawasaki

Product Features

Wealthica Update #12 (Feb. 3, 2022): Android Application Update Released

This week's featured update: Our Android application has gotten even better with a fresh new look and more functionality. Download it today here! What's new on Wealthica this week? Bitbuy connector has been updated to accommodate their new website design EQ Bank, added support for their spending account Resolved the SunLife connector not showing…

February 3, 20230Comments

ByBilly Kawasaki

Product Features

Wealthica Update #11 (Jan. 20, 2022): New Dividend Investor Power-up

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? Banking connectivity gets a reliability boost with Plaid connectors. Read our blog here.…

January 20, 20230Comments

ByBilly Kawasaki

Wealthica Updates

Product Features

Wealthica Update (Jan. 13, 2022): New Mobile App Version and other fixes

This week's featured update: We have published an update for our mobile application on iOS! Read our blog post dedicated to the new app here. An update for the Android version is currently in development and will be available next week! What's new on Wealthica this week? Implemented Open Banking for Chase Bank…

January 13, 20230Comments

ByBilly Kawasaki

Wealthica Updates

Product Features

Wealthica Update (Jan. 10, 2022): Proxies fixed, FTQ, Plaid and other fixes

What's new on Wealthica this week? Overall sync issue due to a problem with proxies fixed 10 Year Promo adjustments made First successful connections with Plaid integration Issue with FTQ 2FA fixed What we're still working on... Issue with Investia due to the introduction of new visual changes Issue with Fidelity Investments Canada due to…

January 10, 20230Comments

ByBilly Kawasaki

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

ByBilly Kawasaki

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

ByBilly Kawasaki

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

ByBilly Kawasaki

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

ByBilly Kawasaki

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

ByBilly Kawasaki

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

ByBilly Kawasaki

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

ByBilly Kawasaki

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

ByBilly Kawasaki