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…
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…
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…
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…
Wealthica, the leading Financial Data Platform in Canada, announces the successful completion of the audit to obtain the System and Organization Controls (SOC) 2 Type II certification.
A SOC 2 Type II certification is an audit performed by an independent auditor that confirms that Wealthica’s internal controls are effective for protecting customer information.
A SOC 2…
Canada's top financial experts are coming together to help you save more, invest better and worry less. The summit is designed to give you actionable advice through engaging seminars. Wealthica will be speaking at the summit to talk about our platform!
Learn how to:
Retire early on your own terms;
Invest better;
…
⚠️ TD WebBroker and EasyWeb- Sync Issue (Active July 13, 2021)
TD WebBroker syncs are currently being rate-limited by the institution and so syncs may not work all of the time if too many accounts try to sync at once. Please do not run the sync multiple times as this amplifies the problem. Wait a few…
We recently shared our secret link to add crypto institutions to your Wealthica on Reddit.
You can get early free access to the CRYPTO tracking feature we've been working on for the last few weeks. It's currently a hidden feature you can only unlock using the special link. You can now track all your…
⚠️ Manual Fix for Desjardins AccèsD Issue
Our provider has resolved the issue with the Desjardins connector. Thank you for your patience and understanding. You may need to re-connect by entering your credentials in order to sync. Please do not hesitate to contact us at hello@wealthica.com if you have any issues.
We continue to work on our…
We've been working hard to enhance our product capability and our aggregation offering for developers and other Fintech apps for Canadians. If you are a developer, have a look at Wealthica for Developers.
We are happy to announce 3 third-party apps that now work with Wealthica.
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We're happy to announce that we are about to launch we're launching a huge enhancement for the desktop application that we call V2. Wealthica V2 features an enhanced design, better filtering options and lots of new features on the Holdings page. We've also made it easier to distinguish your regular banking from your investments…
10:05 PM : This issue is resolved and the Wealthica Dashboard is now functioning normally. For details regarding this incident please see https://status.wealthica.com/.
5:45 PM : Please see https://status.wealthica.com/ for the most up to date information.
4:15 PM : We have identified a major performance issue with our primary database. A high number of API…