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Product Updates April 19 2018

Wealthica Now Supporting RBC Dominion Securities and BMO Nesbitt Burns

Today is a great day for Wealthica as we are announcing support for both RBC Dominion Securities and BMO Nesbitt Burns, two of the largest investment firms in Canada.

In the last years our focus has been growing our users base exponentially by adding support for all the most popular investment platforms. Today thousands of investors are using Wealthica to track their investments. With support for 44 different institutions and investments portals, Wealthica is the largest aggregation platform in Canada, and the only platform especially targeting investment accounts.

Great News for High Net Worth Individuals and Family Offices

The addition of RBC Dominion Securities and BMO Nesbitt Burns is important because they cater to our high net worth and family office customers. These users are key to our growth and critical for our future as we start monetizing the platform. Even though Wealthica is free and will remain free for individual investors, we’re looking to offer paid features and advanced reports to other market segments.

RBC Dominion Securities and BMO Nesbitt Burns are respectively the first and third largest full-service investment firms in Canada, with number 2 being CIBC Wood Gundy, which we already support. The addition of these two new institutions will definitively help us reach our goal of 3 billion dollars in aggregated assets this year.

Upcoming Support: Mutual Funds, Regular Banking Accounts and More

We’re looking at adding mutual funds offered by banks and regular banking accounts in the next months. We also have new integrations that are almost ready and are looking for beta users. Interested individuals should contact us at hello@wealthica.com.

Don’t Miss a Thing

If you wish to be kept in the loop, the Product Updates section on our blog is the best way of staying informed of our most recent product developments. We also publish updates on Twitter and Facebook, hence feel free to like and follow us on these platforms.

That’s all folks, until next time.

Phil Siarri

Phil Siarri

Phil Siarri is an innovation management professional, fintech observer and Wealthica brand ambassador. He has been selected as one of Canada’s top 40 social influencers in finance, innovation and risk by Thomson Reuters as well as top 50 fintech influencers in Montreal by FinFusion.
Phil Siarri