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Wealthica Updates

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…

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Wealthica Updates

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,…

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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…

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Wealthica Updates

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…

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Wealthica Updates

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…

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Wealthica Updates

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…

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Wealthica Updates

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…

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Wealthica Updates

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 …

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Wealthica and Mogo’s Tactex Division Partner to Feature Unique Investment Opportunities

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. Wealthica is offering users two unique investment opportunities: the Tactex Global Value Strategy and the Tactex Private Investment Opportunities. The Global Value Strategy…

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Resolved: Connectivity Update

The Wealthica data acquisition team is working hard to resolve connectivity issues with select institutions. The affected institutions include RBC Direct Investing, National Bank (Online Banking), TD WebBroker, Raymond James. We used to post only major issues, but we are updating our processes to track the status of all connector issues. You might want to bookmark…

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Wealthica and Simon Boulet Named FinTech Leader of the Year 2021 by “Finance et Investissement”

Wealthica' the leading Financial Data Platform in Canada and Simon Boulet, have been named as FinTech Leader of the Year by Finance et Investissement, the preeminent source of information in Quebec for professionals in the financial services sector. 2021 was a hallmark year for Wealthica. The company now serves over 50,000 users, aggregating over 200 institutions and…

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tax season

Wealthica Launches New Tool to Help Canadians Prepare for Tax Season, Now Aggregating $18B in Assets

Wealthica, the leading Financial Data Platform in Canada, launches a new tool to help Canadians prepare for tax season. Canadians now track over $18 billion dollars worth of assets, including stocks and bonds, real estate, cryptocurrencies and more on the platform. Wealthica launches the Registered Contribution Tracker. This feature enables users to better track and manage…

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