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

Wealthica Updates

Product Features

Wealthica Update (Oct. 14, 2022): Manulife Securities, RBC DS, CIBC IE, EQ Bank and dozens of fixes

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 …

October 14, 20220Comments

ByBilly Kawasaki

Wealthica Updates

Product Features

Wealthica Update (Oct. 7, 2022): EPQ, NBF, FTQ, HSBC Investdirect and dozens of fixes

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…

October 7, 20220Comments

ByBilly Kawasaki

inflation-industries

5 Industries that Have Suffered the Most Because of Inflation: How Much Exposure Do you Have to Them?

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…

September 30, 20220Comments

ByKonstantinos Kosmidis

Product Features

Announcing our partnership with APOLLO Insurance

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…

July 29, 20220Comments

ByBilly Kawasaki

Wealthica to offer its users access to a completely digital mortgage experience

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…

June 12, 20220Comments

ByBilly Kawasaki

Wealthica and Mogo’s Tactex Division Partner to Feature Unique Investment Opportunities

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…

May 2, 20220Comments

ByBilly Kawasaki

tfsa vs rrsp

TFSA vs RRSP: What’s the Difference?

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…

April 20, 20220Comments

ByKonstantinos Kosmidis

Wealthica and Simon Boulet Named FinTech Leader of the Year 2021 by “Finance et Investissement”

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…

February 23, 20220Comments

ByBilly Kawasaki

budgeting

Investing Uncategorized

How to Avoid Outliving your Retirement Fund

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…

February 14, 20220Comments

ByKonstantinos Kosmidis

tax season

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…

February 8, 20220Comments

ByBilly Kawasaki

Dividend Tracker

Dividend Tracking was Never that Easy!

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.

October 27, 20210Comments

ByKonstantinos Kosmidis

Press Release Uncategorized

Wealthica Announces SOC 2 Type II Compliance

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…

October 5, 20210Comments

ByBilly Kawasaki

Free Tickets to Canadian Financial Summit

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; …

September 17, 20210Comments

ByBilly Kawasaki

rbc direct investing app

Here’s Something Better than the RBC Direct Investing App

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!

September 14, 20210Comments

ByKonstantinos Kosmidis

Vezgo Crypto API - Zabo Alternative

Looking for a Zabo Alternative? The Vezgo Crypto API Has you Covered…

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…

August 13, 20210Comments

ByKonstantinos Kosmidis

interactive brokers api documentation

Help and How To

Why you Don’t Need an Interactive Brokers API Documentation

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…

July 27, 20210Comments

ByKonstantinos Kosmidis

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

Help and How To

How to buy stocks in Canada? The DIY Investing, Advisors or Robo Dilemma

Are you ready to start investing your hard earned money so your money works just as hard for you? You might be wondering how to buy stocks in Canada and where to start on your DIY Investing journey. But, do you really have to do it yourself? There are a variety of different resources…

November 3, 20200Comments

ByMelisa Hernandez

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…

July 22, 20200Comments

Banking+Investment: Effortlessly Track All Accounts In One Place

We're bringing you even more ways to effortlessly track all accounts in one place. Late last year, we quietly introduced support for banking institutions as a beta, so you could track your global wealth across all your financial accounts. This feature enables you to add your regular bank accounts, credit cards, and investments you hold within…

June 8, 20200Comments

Help and How To Investing

Use the Wealthsimple API to Do More: Wealthsimple and Wealthsimple Trade Enhanced

Connecting your Wealthsimple account to Wealthica has never been easier. The Wealthsimple Trade and Wealthsimple API allow you to easily connect your account to Wealthica securely with just a few clicks. This means you no longer need to enter your credentials when connecting your Wealthsimple account to Wealthica, securely giving you instant control over your…

March 9, 20200Comments

Help and How To

Questrade API and the App Hub – Quickly Export Transactions to Google Sheets

Questrade is the most popular Canadian online brokerage, an independent company recommended by thousands of online reviews and real users. We selected it as the Best of All Canadian Brokerages in Stockchase's Questrade vs Others comparison of all Canadian brokerages. We also wrote a full Questrade Review on Stockchase. One of our favourite features on Questrade is…

February 18, 20200Comments

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