Streamline Asset Transfers. Accelerate AUM Growth.
Optimize your institutional onboarding workflow.
Wealthica’s API automates the data collection required to pre-populate T2033 and ATON forms, reducing the friction that leads to abandoned transfers and administrative errors. Move your clients from intent to invested by eliminating the manual data entry that causes operational delays.
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Proudly CanadiansHigh-Fidelity Data for Institutional Transfers
Precision-Engineered for the Canadian Regulatory Landscape
Our data doesn't just show a balance—it powers the core logic of your application.
Automated Form Pre-Filling
Retrieve account numbers and institution codes directly from the source to generate transfer documents efficiently.
Account Type Recognition
Instantly identify TFSA, RRSP, LIRA, or FHSA plan types to ensure funds are directed to the correct tax-sheltered destination.
Security-Level Verification
Access position-level data including tickers and quantities before the move begins to verify holdings.
The Wealthica Advantage
Built for the sophisticated requirements of Canadian brokerages.
Comprehensive Market Access
We provide connectivity to 150+ institutions, including the Big Five banks and boutique wealth firms where the vast majority of Canadian assets are held.
Data Accuracy at the Source
By fetching data directly from the bank portal, you eliminate the manual typos that lead to transfer rejections.
Institutional Privacy Standards
Once a transfer is confirmed, the connection can be removed to satisfy stringent compliance requirements.
Trusted Industry Infrastructure
Market leaders like Questrade and Wealthsimple utilize Wealthica to replace the manual "upload and wait" period with a 90-second verification.
Technical Foundation
Enterprise-grade infrastructure for modern finance.
Verified Account Metadata
Feed high-fidelity details—including positions, balances, and transaction history—directly into your onboarding suite.
SOC 2 Type II Certified
Benefit from an "Investment-First" data engine designed specifically for the security standards of Canadian financial institutions.
Rapid Integration
Deploy a white-label "Connect Widget" that manages complex MFA requirements while maintaining your firm's branded experience.
Security is Paramount
SOC 2 Type 2 Compliant
The SOC certification is a report on controls relevant to security, and availability. We undergo regular audits.
Data Secured With AES-256 Encryption
We encrypt all in-transit data using the latest TLS 1.2. Database administrators don't have access to the encryption keys used.
Industry-Leading Cloud Providers
Our secure infrastructure is hardened against the most sophisticated types of attacks. We perform regular automated and manual application security testing.
