Wealthica

Track all your investments

Veröffentlicht von: Wealthica Financial Technology

Beschreibung

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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In-App-Käufe

Premium Plan Yearly
₦ 79,900.00
Premium Plan Monthly
₦ 11,900.00
Connect Unlimited Plan Yearly
₦ 49,900.00
Connect Unlimited Plan Monthly
₦ 5,900.00

Screenshots

Wealthica Häufige Fragen

  • Ist Wealthica kostenlos?

    Ja, Wealthica ist kostenlos herunterzuladen, enthält jedoch In-App-Käufe oder Abonnements.

  • Ist Wealthica seriös?

    ⚠️ Die Wealthica-App hat schlechte Bewertungen und negatives Feedback. Die Nutzer scheinen mit der Leistung oder den Funktionen unzufrieden zu sein.

    Danke für die Stimme

  • Wie viel kostet Wealthica?

    Wealthica bietet mehrere In-App-Käufe/Abonnements, der durchschnittliche In-App-Preis beträgt 36.90 ₦.

  • Wie hoch ist der Umsatz von Wealthica?

    Um geschätzte Einnahmen der Wealthica-App und weitere AppStore-Einblicke zu erhalten, können Sie sich bei der AppTail Mobile Analytics Platform anmelden.

Benutzerbewertung
Die App ist in Nigeria noch nicht bewertet.
Bewertungsverlauf

Wealthica Bewertungen

Won’t connect to anything

Lotus522 on

Kanada

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

🪺🪺🧢👌👌👌👌🇨🇦 on

Kanada

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

Kirancdn on

Kanada

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

Bub mac d on

Kanada

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.

Started great, lately going downhill

Sage512 on

Kanada

I switched over from Mint and initially the connectivity to financial institutions and the support from Wealthica were great. About 4 months later, at least one of the connections is always broken and the support hardly ever responds.

Terrible

Rrrrightooo on

Kanada

I wish I cancelled the trial in time. Some accounts will not connect which makes it useless as an overview. The accounts that do connect have to be manually reconnected so often that it is quicker to use the native apps and copy the information manually into excel. This has been a waste of time and money.

Not free

t13nif on

Kanada

How is this a “free” app? You can’t do anything but sign up without paying. No free trial nothing. They say they offer a 60-day money-back guarantee (after you’ve paid ) but we all know how that goes. If they offered a limited number of connections for free that would be enough to see if this app is worth paying for, but my guess is they don’t want to because it would be obvious that it’s not. Stil looking for a Mint alternative. You’d think with this gaping hole in the marketplace, some app would swoop in but no.

Free is not free.

phatstephen on

Kanada

I’m all for paying for a premium service. But there’s not even a free trial period. How is someone suppose to make an educated purchase if all the features are behind a pay wall. When you click on become a premium member, it’s not clear what you receive. It doesn’t make any sense especially when a lot of mint users will be looking for a new place to call home. Take a note from other apps, give a 30day trail of all the features. This will give users time to assess the product.

Some things are great , while others stink!

Vikram t on

Kanada

I think this platform should at-best be in beta stage. Please poach one of the mint.com engineers to work for you - it will 10x your platform for the better!! Pros: - can sync with many Canadian institutions. - can do a lot more than just update transactions - provide a bird eye view of all your fiancés and total net worth. - breakdown all your stocks from various accounts into one “holdings” page. Cons: - Sync don’t work, you constantly need to re enter your credentials - mobile app is basically useless , desktop is where you will need to do everything on. - desktop app looks like it was a project they stopped working on half way. The graph are basics , the design looks cheap. - cost is $75/yearly for pretty much a basic plan.

Great app but pricing model is balls

kerokeejim on

Kanada

Pricing sucks

Store-Rankings

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Kategorien-Rankings
Diagramm
Kategorie
Rang
Top Umsatz
83
Top Kostenlos
476

Wealthica Konkurrenten

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Active Portfolio with Alerts
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Stock Market, Stocks & Crypto
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Portfolio & Personal Capital
Dividend Tracker - DivTracker
Stock Portfolio Calculator
Stox - Investment Tracker
Crypto, NFT & DeFi Portfolio
Divtracker Dividend Tracker
Dividends. Visualized.
Stock Events Market Tracker
Stock Market and Dividends
Pasiv : Smarter Wealth
Stocks & ETFs Investing
Dividend Tracker: Stock Market
Income. Investment Calculator
The Dividend Tracker

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