Hey Wealthica users!
What's been shipped!
Over the past few weeks, our dedicated team has been working diligently to resolve critical connectivity issues affecting RBC Online Banking and Direct Investing . Thanks to their efforts, the necessary fixes and updates have been successfully deployed, addressing the challenges that impacted many users.
f you're…
Journey Updates
Updates on our Journey to 10B Aggregated Net Worth
Hey Wealthica users!
What's been shipped!
Over the past few weeks, our dedicated team has been addressing some crucial connectivity issues that arose. Our developers have successfully deployed fixes and updates for Canada Life and PC Financial portals, ensuring seamless integration. If you've encountered any hiccups, we encourage you to reconnect and provide us with…
Are you ready to take control of your finances like never before? At Wealthica, we're thrilled to announce some exciting updates that will revolutionize the way you manage your personal budget. Our upcoming features will empower you to budget with ease and confidence, helping you achieve your financial goals faster than ever before.
Why You…
Wealthica Product Update
We're excited to bring you the latest updates on Wealthica's transition to a paid model, a move that has not only been well-received but has also led to significant developments and positive user feedback. The shift to a paid service is enabling us to enhance our offerings and provide a superior experience…
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 released a few more fixes for PC Financial and although the issue is a bit more complex than we thought, we are getting there. Please try it…
Hey Wealthica users!
What we fixed...
This week, we fixed an outage where 2FA requests failed to show up for some users. This issue affected many institutions, and our dev. team did necessary changes to make sure this doesn’t happen again. We also had some issues with IA connectors (specifically Private Wealth and Investia). For…
Hey Wealthica users!
What's new...
We have made many performance optimizations that makes loading data on the dashboard much quicker. We've also updated our log-in page design and functionality.
We added support for Servus Credit Union through Plaid and a new Quertwealth connector through Yodlee for users who only have a Questwealth Portfolio…
Hey Wealthica users!
What's new...
We have a new in-house RBC Online Banking (Core) connector that we've made available to all users.
You can also now access Stockchase directly from your Wealthica dashboard to explore opinions on your stocks and find new ones that interest you.
What we fixed...
We’ve been busy fixing bugs…
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've resolved a balance issue with Sun Life Financial where users reported their accounts were showing a value of 0. We have now resolved this, and the…
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've resolved a major issue with Sun Life Financial where users reported their accounts were showing a value of 0. We have now resolved this, and the…
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 continued with the fixes of the problematic institutions that changed their portals. We fixed:
Fidelity Investments connector, which should be able to sync correctly normally now.…
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 continued with the fixes to improve connectivity and data quality with institutions that changed their portals. Firstly, we added support for new Wealthsimple feature - Options!…
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…
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…
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…
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…
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.
…
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…
The last product update was about Wealthica being free, teaming up with Finance Montréal and Wealthscope scorecard. This month, it's all about tax season!
Tax Season
Tax season is coming up, and it’s important for investors to have a simple way to declare taxable gains and transactions. For TFSAs and registered accounts such as RRSPs…
Happy New Year! ?
We’re happy to be starting off the year with a new product update for January.
We’ve added several new add-ons to facilitate your investment management, announced a partnership with Fintech Station, and continue to improve your user experience on Wealthica.
But before we go further into our product update, an early 2020…
Great news for the Fintech ecosystem in Canada! ?
Free Wealthica API Access
As an official partner of the Montréal Fintech Station, Wealthica has teamed up with Finance Montréal to offer free access to its API to tenants; meaning Fintech Station startups and developers will have the opportunity to integrate functionalities of Wealthica into their offering.
Finance…
What's new for Wealthica in November December....
December is already here. ?
It’s almost time for us to wish you a Merry Christmas and Happy New Year!
Let’s put your Black Friday and Cyber Monday shopping lists aside for a few minutes and review what’s been happening in December for Wealthica.
We're at $5B
We won’t be bragging about…
Let's start with some great news:
We are now tracking more than $4.5B in aggregated investments!
That's a lot of zeros : $4,500,000,000
Thank you all for trusting us with your investing data.
With your support, we've reached $4.5B in aggregated investment value and it won't stop getting better. Hopefully, we'll be tracking $10B at the…
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!
https://soundcloud.com/fintechimpact/wealthica-with-simon-bolet
Notable quotes:
● “We built Wealthica from the ground up: multi-currency, multi-language,…
I recently caught up with Pauline Shum Nolan, PhD and CEO of Toronto-based PW Portfolio Analytics Inc., the maker of Wealthscope.
Wealthscope has just released an add-on for Wealthica: a suite of portfolio tools and comprehensive analytics for Wealthica users to better understand and manage their investments. We discussed the history of the Wealthscope platform,…