What's new on Wealthica this week?
Overall sync issue due to a problem with proxies fixed 10 Year Promo adjustments made First successful connections with Plaid integration Issue with FTQ 2FA fixed
What we're still working on...
Issue with Investia due to the introduction of new visual changes Issue with Fidelity Investments Canada due to…
What's new on Wealthica this week?
Fidelity Netbenefits connector bugs resolved FTQ outage repaired Plaid connector template has been completed W:Data fixes for admin TD WebBroker fixed crashed due to empty transactions Fixed minor Questwealth log-in bugs
What we're still working on...
Mobile application updates for holdings page and other bug fixes New dividend power-up…
What's new on Wealthica this week?
Fidelity Netbenefits investment positions minor changes Questwealth re-direct error resolved and incorrect account number verification Validate GoPeer transactions W:Data clean-up Wealthica Connect Unlimited announcement
What we're still working on...
Mobile holdings page improvement, UI clean-up Finalize Fidelity Netbenefits's connector New dividend power-up to be published soon
Plus,…
Wealthica will be launching a new subscription plan called CONNECT UNLIMITED on January 9th, 2023! We’ll be limiting free accounts to 2 connections, and this subscription will give users the ability to connect an unlimited number of institutions on Wealthica.
For many months, Wealthica experienced increased costs (salaries, third-party agreements, infrastructure, datacenter costs, etc.). We…
What's new on Wealthica this week?
Questwealth is now available, please note it is a separate connector to Questrade Fixed a visual bug on Wealthica dashboard More transaction types for Coinbase GoPeer bug fixes Richardson Wealth bug fixes Identified new terms of service agreement screen, and modifications to Canada Life connector
What we're still working on...
Mobile App…
What's new on Wealthica this week?
Support for Questwealth as a separate connector Added Bitbuy to our W:Invest marketplace TD WebBroker connector update Enhancements for Burgundy Asset Management connector Mobile App: Updating groups and header Mobile App: Fixes with Home Page, Groups Filters and Holding page
What we're still working on...
Fixing Canada Life accounts…
What's new on Wealthica this week?
iA Private Wealth improvements to holdings and transactions Fixed BMO Nesbitt Burns duplicate accounts issue Added Questwealth oauth credentials support, new connector coming next week! Enhancements for Burgundy Asset Management connector Mobile App: Override categories for an account Mobile App: Fixes for different screen sizes Mobile App: bugs…
What's new on Wealthica this week?
Updated Manulife GRS connector New Manulife VIP Room (previously Standard Life) connector We rewrote Manulife Securities to adapt to new Mutli-Factor Security flow Tangerine connector has been updated for improved stability (mixed results so far) The TD WebBroker connector has been rewritten (mixed results so far) Resolved Binance transactions…
What's new on Wealthica this week?
Updates to GoPeer connector. Users need to re-connect this connector. We rewrote Manulife Securities to adapt to new Mutli-Factor Security flow Parsing issue with RBC Dominion Security has been fixed Resolved issue due to new splash screen with CIBC Investors Edge New adjustments made for BMO Nesbitt Burns …
What's new on Wealthica this week?
We added support for 2fa on EPQ (Épargne Placement Québec) 🔐
We fixed authentication problems with NBF
We fixed issues with FTQ Flexifonds
We fixed transactions & positions crashes on HSBC Investdirect
We fixed a delayed new login location email issue (emails could lag a…
The pressure we faced by inflation this year is not unprecedented, but surely historic.
In this post, we’ll help you understand the investment opportunities in an inflationary environment…
Wealthica is excited to announce our partnership with APOLLO Insurance, Canada’s leading InsurTech provider.
Through APOLLO, you will have access to the best rates for your home, including coverage for:
Condo Owner’s Insurance
Up to 2 self-contained suites
Property protection up to $150K
Condo deductible protection up to $75K
Personal liability coverage up to $2M…
Wealthica users looking to buy a home or renew their mortgage will now have access to a completely digital mortgage experience. Wealthica users can easily apply online or alternatively, choose to speak with a dedicated team of mortgage advisors who can access over 50 mortgage lenders, providing multiple options at lower rates with…
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…
Are you torn between choosing a TFSA and RRSP account? Worry not. In this article we will end the TFSA vs RRSP debate once and for all…
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…
One of the things that you need to do while planning for retirement is determining how long you expect your retirement to last.
True, that’s easier said than done; predicting how long you will live as a retiree is not just dreadful, but also very easy to get wrong. What if you end up living…
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…
Dividend Tracking shouldn’t be hard. Either a well-made dividend tracking spreadsheet or a dividend tracking app is enough to start tracking your dividends.
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;
…
Do your needs go beyond what the RBC Direct Investing app can offer? No sweat. Wealthica’s app will help you track your net worth and investments in one place!
As you may already know, Zabo is being acquired by Coinbase and they won’t be offering their crypto API as a service anymore.
Since there aren’t many great services like Zabo out there, this is quite disappointing. But I’m very glad to announce to you that it’s not the end of the world!
Vezgo Is…
Your search for an Interactive Brokers API documentation stops here. This is how you can have your balance, holdings, and transactions history in one place…
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…