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Press Release

Automated Portfolio Rebalancing Coming to Wealthica, Thanks to Passiv

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…
January 24, 20200Comments

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Help and How To

Instant Portfolio Analysis – The Secret to Exceed Your Financial Goals

Have you ever wondered if your portfolio is properly diversified and protected against downside? Wealthica is excited to announce the Wealthscope Portfolio Scorecard, available on Wealthica. The scorecard is available to all Wealthica users through a monthly or annual subscription. Interestingly, while it is not difficult to find individual stock or fund reports (most brokerages provide…
January 10, 20200Comments

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Help and How To

LendingLoop Returns and Performance; Now Aggregated on Wealthica

Peer-to-peer lending (P2P) is a great addition to your investment portfolio with added diversification and monthly fixed-income. In Canada, the peer-to-peer lending leader is Lending Loop. Wealthica now allows you to consolidate your Lending Loop Returns and Performance with your full investment portfolio. Let's explore how Wealthica can help you track your Lending Loop…
December 9, 20190Comments

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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

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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

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Journey Updates

A Conversation with Elayamani Krishnamoorthi, Creator of the Portfolio Tracker Add-On for Wealthica

I had an opportunity to sit down with Vancouver-based software developer and Wealthica supporter Elayamani Krishnamoorthi. He is the author of the Portfolio Tracker Add-On for Wealthica, which enables users to compare their portfolio value against the total deposits made as of date. We discussed what attracted him to Wealthica, his reasons for conceiving the…
June 27, 20190Comments

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Journey Updates

Interview with Patrick Kuczynski, Co-Founder and COO of ShareAlpha

I sat down with Patrick Kuczynski, co-founder and Chief Operations Officer (COO) of ShareAlpha, a Montreal-based stock market investing tool that helps DIY investors find new investment ideas in seconds that match their investing style (I previously interviewed him last year on behalf of Fintech publication BankNXT). Patrick and his team recently developed an add-on…
October 9, 20180Comments

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Journey Updates

Financial aggregation: What’s in it for established banks? (A conversation with Simon Boulet)

I recently caught up with Simon Boulet, CEO and co-founder of Wealthica. This is a follow up to an interview Nuadox (a publication I manage) has published last March. We discussed the meaning of “Open Data”, recent changes in the Canadian Open Banking space and the potential benefits of financial aggregation for established financial institutions. Phil…
October 1, 20180Comments

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