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Wealthica Product Notifications

Wealthica Notifications

Family Office Portal Launch

🚀 Exciting News! Wealthica is revolutionizing multi-generational wealth management with the launch of our Family Office portal! 🎉 Designed for high-net-worth families and financial advisors, this new version offers: ✅ Comprehensive asset aggregation (investments, real estate, private equity & more) ✅ Advanced reporting & insights for smarter decision-making ✅ Enhanced security to protect your financial data Read our press release here: EN: https://www.newswire.ca/news-releases/wealthica-unveils-family-office-version-to-revolutionize-multi-generational-wealth-management-802184277.html FR: https://www.newswire.ca/fr/news-releases/wealthica-devoile-la-version-family-office-pour-revolutionner-la-gestion-de-patrimoine-multi-generationnelle-856531200.html Interested? Email us at…

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Wealthica Notifications

Verifying: Scotia iTrade

We are aware of issues with missing/wrong accounts and positions with Scotia iTRADE. We are working on this, and will update this page with all developments. A fix has been pushed and we are verifying the accounts are properly showing accounts and positions. You can follow the incident page for the latest updates here: https://wealthica.freshstatus.io/incident/947128

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crypto tax management blocksentry

Powerful Crypto tax management with the BlockSentry Power-up  

We’re excited to announce a new power-up for Wealthica that allows you to seamlessly integrate your crypto tax management with your overall financial portfolio tracking. The BlockSentry power-up is a robust crypto tax management solution and the integration with Wealthica marks a significant step forward in providing you with a unified platform to effortlessly track, manage and optimize…

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