Wealthica 2.4.7
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Free Version
Publisher Description
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. Login 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!
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“
Term of Service: https://wealthica.com/terms/
Feb 15, 2024
Version 2.4.7
This update includes various bug fixes, UI and performance improvements.
About Wealthica
Wealthica is a free app for iOS published in the Accounting & Finance list of apps, part of Business.
The company that develops Wealthica is Wealthica Financial Technology Inc.. The latest version released by its developer is 2.4.7.
To install Wealthica on your iOS device, just click the green Continue To App button above to start the installation process. The app is listed on our website since 2024-02-15 and was downloaded 0 times. We have already checked if the download link is safe, however for your own protection we recommend that you scan the downloaded app with your antivirus. Your antivirus may detect the Wealthica as malware if the download link is broken.
How to install Wealthica on your iOS device:
- Click on the Continue To App button on our website. This will redirect you to the App Store.
- Once the Wealthica is shown in the iTunes listing of your iOS device, you can start its download and installation. Tap on the GET button to the right of the app to start downloading it.
- If you are not logged-in the iOS appstore app, you'll be prompted for your your Apple ID and/or password.
- After Wealthica is downloaded, you'll see an INSTALL button to the right. Tap on it to start the actual installation of the iOS app.
- Once installation is finished you can tap on the OPEN button to start it. Its icon will also be added to your device home screen.
