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…
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…
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…
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…
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…
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…
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…
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…
About a year ago, I reported on the Department of Finance Canada launching a public consultation on the merits of open banking. On January 31, 2020, Minister of Finance, Bill Morneau, released the findings from the first phase of the review by the Advisory Committee and announced that the committee will go through a…
MONTREAL, Jan. 29, 2020 - Wealthica the largest financial aggregator in Canada and the only aggregator specialized in Canadian investment accounts is pleased to announce that Eric Lemieux has joined the leadership team. Eric Lemieux is also an investor in Wealthica.
Eric Lemieux, a senior executive specializing in the financial industry has developed extensive experience notably…
We are happy to announce a partnership with Canadian Fintech Startup Passiv, to automatically calculate trades and follow a target portfolio asset allocation.
Rebalance Instantly
Canadian Investors can use Passiv Lite for free within Wealthica.
Wealthica makes it possible for self-directed investors to automatically load one's ETF portfolio into Passiv and calculate trades needed based on the…