No support
This app use to be great, now is terrible, support will say we are fixing the problem with connecting accounts and then 8 months still waiting. I am done with this. Was once great but no connections and support NEVER responds
Description
Track all your investments with Wealthica
Every day, Wealthica connects to your financial institutions and stores all of your transactions and investments history. This allows you to see all your investments and banking transactions in one place and get an unbiased view of your wealth. Wealthica supports over 20,000 financial institutions, including banks, investments and crypto. Wealthica is the largest financial aggregator in Canada.
-- NET WORTH TRACKING --
Track your entire net worth: stocks and shares, bonds and funds, real estate, cars, private investments, crypto or any other asset. Know how much you and your family are worth. Create groups for family members, businesses or family trusts to track your net worth across multiple entities.
-- UPDATED DAILY --
No need to enter your data manually. Simply : 1- Sign up 2- Connect your investment accounts. 3- Review your automatically synchronized data daily.
-- TRANSACTIONS --
All your transactions from all your bank and 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 the daily performance of your holdings. Use the holdings view to review your asset allocation or plan to rebalance your portfolio.
-- COMPATIBLE WITH WEALTHICA WEB --
The Wealthica on-the-go mobile app is a great complement to our web app. Log in with the same credentials you use to connect to our mobile app. Explore the Power Ups 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 or Excel and instantly automate your financial spreadsheet from the web.
-- BUDGETING THROUGH WEALTHICA WEB APP --
You can track your monthly income and spendings, categorize these spendings and income transactions, control your budget and set goals for each category. Know how you spend your money to more effectively control your personal finance and plan for regular savings or debt repayments.
-- SUPPORTED FINANCIAL INSTITUTIONS --
Wealthica automatically syncs your holdings and transactions from a growing list of over 20,000 financial institutions. Your institution isn’t supported? Contact us!
INCLUDING THE FOLLOWING:
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), Industrial Alliance Financial Group, Investia, Industrial Alliance Securities, Interactive Brokers, Investors Group (IG Wealth Management), IPC Investment, IPC Securities, Laurentian Bank Direct Brokerage, Manulife Group Retirement (GRS), Manulife VIP Room, 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, 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 users trust Wealthica to track over $49 billion in assets. We use the latest technology and have strict processes in place to protect your financial information. Wealthica only reads and saves your financial data to create a visual dashboard of your entire financial life. We will never sell, publish or share your contact information or any identifiable personal information to any third parties.
Term of Service: https://wealthica.com/terms/
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Every day, Wealthica connects to your financial institutions and stores all of your transactions and investments history. This allows you to see all your investments and banking transactions in one place and get an unbiased view of your wealth. Wealthica supports over 20,000 financial institutions, including banks, investments and crypto. Wealthica is the largest financial aggregator in Canada.
-- NET WORTH TRACKING --
Track your entire net worth: stocks and shares, bonds and funds, real estate, cars, private investments, crypto or any other asset. Know how much you and your family are worth. Create groups for family members, businesses or family trusts to track your net worth across multiple entities.
-- UPDATED DAILY --
No need to enter your data manually. Simply : 1- Sign up 2- Connect your investment accounts. 3- Review your automatically synchronized data daily.
-- TRANSACTIONS --
All your transactions from all your bank and 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 the daily performance of your holdings. Use the holdings view to review your asset allocation or plan to rebalance your portfolio.
-- COMPATIBLE WITH WEALTHICA WEB --
The Wealthica on-the-go mobile app is a great complement to our web app. Log in with the same credentials you use to connect to our mobile app. Explore the Power Ups 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 or Excel and instantly automate your financial spreadsheet from the web.
-- BUDGETING THROUGH WEALTHICA WEB APP --
You can track your monthly income and spendings, categorize these spendings and income transactions, control your budget and set goals for each category. Know how you spend your money to more effectively control your personal finance and plan for regular savings or debt repayments.
-- SUPPORTED FINANCIAL INSTITUTIONS --
Wealthica automatically syncs your holdings and transactions from a growing list of over 20,000 financial institutions. Your institution isn’t supported? Contact us!
INCLUDING THE FOLLOWING:
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), Industrial Alliance Financial Group, Investia, Industrial Alliance Securities, Interactive Brokers, Investors Group (IG Wealth Management), IPC Investment, IPC Securities, Laurentian Bank Direct Brokerage, Manulife Group Retirement (GRS), Manulife VIP Room, 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, 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 users trust Wealthica to track over $49 billion in assets. We use the latest technology and have strict processes in place to protect your financial information. Wealthica only reads and saves your financial data to create a visual dashboard of your entire financial life. We will never sell, publish or share your contact information or any identifiable personal information to any third parties.
Term of Service: https://wealthica.com/terms/
Screenshots
Wealthica FAQ
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Is Wealthica free?
Yes, Wealthica is completely free and it doesn't have any in-app purchases or subscriptions.
-
Is Wealthica legit?
⚠️ The Wealthica app has poor ratings and negative feedback. Users seem unsatisfied with its performance or features.
Thanks for the vote -
How much does Wealthica cost?
Wealthica is free.
-
What is Wealthica revenue?
To get estimated revenue of Wealthica app and other AppStore insights you can sign up to AppTail Mobile Analytics Platform.
User Rating
App is not rated in Portugal yet.
Ratings History
Wealthica Reviews
Average experience
Been a customer for a few years and currently on first year of paid-subscription. Many of the features now fall behind paywall, and accounts often need to be manually synced (my bank being an example). Overall concept is good, but UX is poor.
It’s ok
Doesn’t show dividends . Has my portfolio, updates it but really would like it too track & show the dividends. For that reason i unsubscribed . Went with another app that shows the dividends
Sync hardly works from the app
Web version is better. Sync goes into an infinite loop that never ends on the phone app.
Was sceptical but Am impressed- Needs IPAD App
For those that are frustrated with synching issues…take your complaints to your Member of Parliament. For years the Libtards had promised to Bering open banking to Canada like most other countries. Even appointed a “czar” to oversee adoption. But the lobbyists and special interest groups have been allowed to frustrate implementation out of fear of losing control. Expect resistance from Cdn institutions until the government actually follows through on their grandiose announcements
Won’t connect to my accounts
After using this for years, it was MUCH better when it was free. Since going to a pay model the program is basically useless. If your lucky it will update your accounts once in ten attempts. After my year subscription is up I definitely will be cancelling.
Won’t connect to anything
Disconnects all my accounts daily, then takes longer to reconnect them than it would have taken to manually login to each one individually. Not worth paying for. On top of all that, I can’t find the option to unsubscribe anywhere.
Unfortunately, it’s an end to an era
I was using this app for quite some time up until last year. I’ve noticed I wasn’t able to add new institutions and crypto. As of now everything you have to pay for it’s All subscriptions !!!
Kind of a bare bones app
Wish myself wanting more of the power features available on the website in the app. Apart from looking at your net worth and understanding you’re holdings, there is much you can do on the app basic for now.
Used to be good
Was a good app when it was free. I understand the desire to monetize it, but the pricing is way out of line. I will no longer use it.
Store Rankings
Ranking History
App Ranking History not available yet
Category Rankings
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Top Grossing
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50
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Top Free
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467
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Wealthica Installs
Last 30 days
Wealthica Revenue
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App Info
- Category
- Finance
- Publisher
- MTW Media
- Languages
- English
- Recent release
- 2.4.17 (1 month ago )
- Released on
- Dec 18, 2018 (6 years ago )
- Also available in
- Canada, United States, United Kingdom, United Arab Emirates, France, Poland, India, Israel, Hong Kong SAR China, Russia, Slovenia, Switzerland, Vietnam, Ukraine, Taiwan, Thailand, Kazakhstan, Lebanon, Mexico, Malaysia, Nigeria, Netherlands, Norway, Türkiye, New Zealand, Peru, Philippines, Pakistan, South Africa, Portugal, Romania, Saudi Arabia, Sweden, Singapore, Dominican Republic, Argentina, Austria, Australia, Azerbaijan, Belgium, Brazil, Belarus, Chile, China, Colombia, Czechia, Germany, Denmark, Kuwait, Algeria, Ecuador, Egypt, Spain, Finland, Greece, Hungary, Indonesia, Ireland, Italy, Japan, South Korea
- Last Updated
- 3 weeks ago
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