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

Journey Updates

Updates on our Journey to 10B Aggregated Net Worth

Wealthica Notifications

Notifications Journey Updates

New Feature: Geographic Allocation in Holdings Page

We've added a new geographic allocation widget on the Holdings page. You can toggle between Chart and Bar view for the Categories and Portfolios as well. You can update geographic allocation manually by clicking on the position, and searching for the new geographic allocation you want to assign to.

December 23, 20240Comments

ByBilly Kawasaki

Journey Updates

Wealthica Product Update #37

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…

November 29, 20240Comments

ByBilly Kawasaki

Journey Updates

Wealthica Product Update #36

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…

May 10, 20240Comments

ByBilly Kawasaki

Journey Updates

Exciting Updates Coming Soon: New Personal Budget Features on Wealthica

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…

February 23, 20240Comments

ByBilly Kawasaki

December Product Update

Product Status Journey Updates Notifications

Wealthica Update #37: Ongoing transition from free to paid + many updates!

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…

December 7, 20230Comments

Journey Updates Notifications

Wealthica Update #36: New Add Connection Flow, Easier Subscription management, 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 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…

October 31, 20230Comments

ByBilly Kawasaki

Notifications Journey Updates

Wealthica Update #35: Investia, Edward Jones, and more!

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…

September 15, 20230Comments

ByBilly Kawasaki

Journey Updates

Wealthica Update #30: Performance Enhancements, Sunlife, WS Crypto and more!

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…

July 21, 20230Comments

ByBilly Kawasaki

Journey Updates

Wealthica Update #29: RBC Online Banking, Desjardins and more!

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…

June 16, 20230Comments

ByBilly Kawasaki

Journey Updates

Wealthica Update #28: Wise Connector, RBC Online Banking, Ledger 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'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…

June 9, 20230Comments

ByBilly Kawasaki

Journey Updates

Wealthica Update #27: Sunlife, Fiera Capital, 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'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…

June 2, 20230Comments

ByBilly Kawasaki

Journey Updates

Wealthica Update #26: Fidelity, 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 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.…

May 26, 20230Comments

ByBilly Kawasaki

Journey Updates

Wealthica Update #25: Wealthsimple Options, PC Financial 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 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!…

May 19, 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

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

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

Journey Updates

Early Free Access to Crypto Tracking Feature

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…

June 2, 20210Comments

ByBilly Kawasaki

Journey Updates Uncategorized

Connect your Wealthica

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. …

April 26, 20210Comments

ByBilly Kawasaki

wealthica v2 preview

Journey Updates

Introducing Wealthica V2

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…

January 28, 20210Comments

ByBilly Kawasaki

Tax Season

Journey Updates

It’s Tax Season! Here’s how Wealthica can help

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…

February 17, 20200Comments

Journey Updates

Why is Wealthica Free? Happy New Year from Wealthica

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…

January 14, 20200Comments

Journey Updates

Wealthica + Montréal Fintech Station = Free API Access

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…

December 18, 20190Comments

December Product Update

Journey Updates

Hurray! We’re at $5B

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…

December 2, 20190Comments

Wealthica PU October

Journey Updates

Now Tracking $4.5B, Banking Beta Testing, Wealthsimple Trade and More!

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…

October 9, 20190Comments

Image of microphone

Journey Updates

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! https://soundcloud.com/fintechimpact/wealthica-with-simon-bolet Notable quotes: ● “We built Wealthica from the ground up: multi-currency, multi-language,…

August 21, 20190Comments