Wealthica

Wealthica is the free, effortless way for Canadians to track their investments.

Each day, Wealthica connects to your financial institutions and saves all your transaction history. It allows you to see all your investments in one place and get an unbiased view of your wealth. Wealthica is the largest financial aggregator in Canada with support for 100+ Canadian financial institutions and investment platforms.

NET WORTH TRACKING

Track your entire net worth: stocks and equities, fixed income and funds, real estate, cars, private investments or any other value item. Know what you and your family are worth. Create groups for family members, companies or family trust to track your net worth among multiple entities.

FREE AND UPDATED DAILY

No need to enter your data manually. Simply : 1- Sign up for free. 2- Connect your investment accounts. 3- Review your automatically synced data daily.

TRANSACTIONS

All your transactions from all your investment accounts in a single list. Get daily or weekly email alerts for new transactions and cash drag.

HOLDINGS

View all your investment holdings in a single list. Categorize and review your holdings’ daily performance. Use the holdings view to validate your asset allocation or plan rebalancing for your portfolio.

COMPATIBLE WITH WEALTHICA WEB

The Wealthica Mobile App is a great companion to our Web App. Log on at

https://app.wealthica.com

using the same credentials you use for connecting to our Mobile App. Explore the add-ons section to discover new reports and advanced features. Share your data with trusted family members, advisors or other financial professionals. Export your data to Google Sheets and instantly automate your financial spreadsheet from the web.

SUPPORTED FINANCIAL INSTITUTIONS

Wealthica automatically syncs your holdings and transactions from a growing list of 100+ Canadian financial institutions. Your institution isn’t on the list?

Contact us

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AGF, Assante, BMO InvestorLine, BMO adviceDirect, BMO Nesbitt Burns, Canaccord Genuity, CIBC Investor's Edge, CIBC Wood Gundy, Computershare Employee Online, Credential Securities, Desjardins Valeurs Mobilières (VMD), Desjardins Courtage en Ligne (Disnat), Desjardins Private Wealth (GPD), Desjardins SFL, Épargne Placement Québec, EQ Bank, Fondaction CSN, Fonds de solidarité FTQ, Gestion FÉRIQUE, Great-West Group Retirement (GRS), HSBC InvestDirect, Industrial Alliance Financial Group, Investia, Industrial Alliance Securities, Interactive Brokers, Investors Group (IG Wealth Management), IPC Investment, IPC Securities, Laurentian Bank Direct Brokerage, Lending Loop, Manulife Group Retirement (GRS), Manulife VIP Room (previously Standard Life), Manulife Securities, MD Financial Management, ModernAdvisor, National Bank Independent Network, National Bank Direct Brokerage, National Bank Financial, National Bank Private Banking 1859, Nest Wealth, Qtrade Investor, Quadrus, Questrade, Raymond James, RBC Direct Investing, RBC Dominion Securities, Scotia iTrade, Sun Life Financial, Tangerine, TD Direct Investing, TD Waterhouse, Virtual Brokers, WealthBar and Wealthsimple.

PRIVATE AND SECURE

Your privacy and security is our top priority. Thousands of Canadians trust Wealthica to track over $7.3B of their assets. We use the latest technologies and have strict processes in place to protect your financial information. No one can move money; Wealthica only reads and saves your brokerage data to build a visual dashboard of all your financial investment. We will never sell, publish or share your contact information or any identifiable personal information to third parties.

“The Canadian alternative to Personal Capital“

Wealthica is an innovative wealth management platform that empowers individuals to take control of their financial lives. It seamlessly aggregates all financial accounts into a single, user-friendly interface, providing a comprehensive overview of users' financial health.

Key Features

* Account Aggregation: Wealthica connects to over 15,000 financial institutions, allowing users to link all their accounts, including bank accounts, investment accounts, and retirement accounts.

* Net Worth Tracking: The platform calculates and tracks users' net worth in real-time, providing an accurate and up-to-date picture of their financial standing.

* Investment Performance Monitoring: Wealthica tracks the performance of users' investments, including stocks, bonds, and mutual funds, enabling them to assess their portfolio's growth and risk.

* Budgeting Tools: The platform offers budgeting tools that help users create and manage their budgets, monitor their spending, and identify areas where they can optimize their finances.

* Financial Planning: Wealthica provides financial planning capabilities, allowing users to set financial goals, create projections, and track their progress towards achieving their financial aspirations.

Benefits

* Financial Clarity: Wealthica provides users with a clear and comprehensive view of their financial situation, empowering them to make informed decisions.

* Time Savings: By aggregating all financial accounts into one platform, Wealthica saves users the hassle of logging into multiple accounts and manually tracking their finances.

* Financial Empowerment: The platform's budgeting and planning tools enable users to take control of their finances and achieve their financial goals.

* Investment Optimization: By tracking investment performance, Wealthica helps users identify underperforming assets and make adjustments to their portfolio for optimal returns.

* Personalized Insights: The platform offers personalized insights and recommendations tailored to each user's financial situation, providing valuable guidance and support.

Security and Privacy

Wealthica employs robust security measures to protect users' financial data. It uses bank-grade encryption and adheres to strict data protection regulations to ensure the privacy and security of all sensitive information.

Pricing

Wealthica offers a tiered pricing structure with monthly and annual subscription options. The platform provides a free trial period, allowing users to experience its features before committing to a paid subscription.

Conclusion

Wealthica is an indispensable tool for individuals seeking to manage their wealth effectively. Its comprehensive features, user-friendly interface, and commitment to security make it an ideal platform for anyone looking to gain control of their finances and achieve their financial goals.