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FDATA North America Releases Report On Competition Issues Around Open Banking in Canada

On July 17, the Financial Data and Technology Association (FDATA) of North America released a paper on competition issues around customer-directed finance (often referred to as "Open Banking") and the financial data access competitive landscape in Canada. The paper’s release coincided with a virtual presentation by FDATA North America Executive Director Steve Boms, Senator Colin…

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Wealthica’s CEO Simon Boulet Featured on the Fintech Impact Podcast

In the 82nd episode of the Fintech Impact podcast, Jason Pereira, a well-known financial planner, university lecturer, writer, and host interviews Wealthica's co-founder and CEO Simon Boulet. We simply think this could be the best interview about Wealthica and Canadian Open Banking to date! Notable quotes: ● “We built Wealthica from the ground up: multi-currency, multi-language,…

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A Conversation with Elayamani Krishnamoorthi, Creator of the Portfolio Tracker Add-On for Wealthica

I had an opportunity to sit down with Vancouver-based software developer and Wealthica supporter Elayamani Krishnamoorthi. He is the author of the Portfolio Tracker Add-On for Wealthica, which enables users to compare their portfolio value against the total deposits made as of date. We discussed what attracted him to Wealthica, his reasons for conceiving the…

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Interview with Patrick Kuczynski, Co-Founder and COO of ShareAlpha

I sat down with Patrick Kuczynski, co-founder and Chief Operations Officer (COO) of ShareAlpha, a Montreal-based stock market investing tool that helps DIY investors find new investment ideas in seconds that match their investing style (I previously interviewed him last year on behalf of Fintech publication BankNXT). Patrick and his team recently developed an add-on…

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Financial aggregation: What’s in it for established banks? (A conversation with Simon Boulet)

I recently caught up with Simon Boulet, CEO and co-founder of Wealthica. This is a follow up to an interview Nuadox (a publication I manage) has published last March. We discussed the meaning of “Open Data”, recent changes in the Canadian Open Banking space and the potential benefits of financial aggregation for established financial institutions. Phil…

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Major Wealthica Release: Holdings, Add-ons and Now Syncing with 42 Canadian Investment Institutions

Last week marked an important milestone that will shape Wealthica’s future: the release of add-ons. In the last three months, we also major features: new holdings layout, categorizations and additional supported institutions. We’re now syncing with 42 Canadian investment institutions! 0.75.0 "Douglas Adams” The answer to life, the universe and everything. This releases adds support for HSBC…

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Wealthica + Stockchase: A New Way to Discover your Next Favourite Stocks

It’s official: Wealthica has acquired Stockchase, an established online community for DIY investors. There is a wealth of information collected on the site from investment experts; many years of comments have been captured and are easily accessible. The team at Wealthica has worked hard to modernize the site and improve the overall user experience. Today…

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