11/22/2023 0 Comments Trademark wealth tracker![]() ![]() Finances (transactions, money in the bank account, etc.). Unless you are in the mood for nit-picking and believe that Wealthica should allow you to track your life insurance and the changing value of your physical assets, it’s easy to see that Wealthica gives you a comprehensive and consolidated picture of your “wealth”. The platform was created to keep track of your investments through a variety of different institutions. For instance, if you have a Questrade account, a Wealthsimple account, and a TD Direct Investing account, you might have difficulty gaining a wholesome view of your investment portfolio. You can go down the spreadsheet rabbit hole, but it takes time and effort to update and keep track of. Investors across the border had Personal Tracker, which Canadians don’t have access to until Wealthica was launched in 2015. It’s a Montreal-based company that has been compared with Mint. Youll need that later if you want to setup budgets or bills tracking. But unlike Mint’s day-to-day budget tracking, Wealthica is more wealth-oriented and portfolio-oriented.Ĭurrently, Wealthica tracks about $10 billion in aggregated assets and can be integrated with over 100 financial institutions, including brokerages, banks, and credit unions. It doesnt tell you how you should manage your money, instead its so versatile. One of the best things about Wealthica is that most of its core features are free. If all you want to do is keep track of your finances and gain a consolidated view of the investments and liquid wealth you spread out in multiple bank accounts, then the basic, free version of Wealthica would be ideal for you. But if you want to do more, there are two ways you can get access to the full power of Wealthica:.You can buy additional features, such as paid power-ups, with your free plan or. ![]() You can subscribe to its premium or pro plan.Let’s look at some of the core features and power-ups that Wealthica offers and see how they might benefit you. Wealthica allows you to connect your Wealthica account to over 100 financial institutions. It includes the big six banks, credit unions, financial institutions like Desjardins, and U.S. Mara Wealth LLC, PO Box 98, Massapequa Park, NY 11762 ©2018-2023 Mara Wealth LLC. It’s still beta testing, though, and is not available for free users. Dominic Trader, ElTradestor Wow This is so simplified. Once your Wealthica account is connected, you can see the big picture of your wealth (i.e., account balances) distributed across different financial institutions.Ī consolidated picture like this helps you keep track of your net worth’s evolution and determine whether it’s growing per your financial plan or whether fees and debt are eating into it without you realizing it. Wealthica also keeps track of all your transactions and notifies you whenever a new transaction takes place. Tracking your transactions on one platform instead of checking out your transaction history for different bank accounts and credit cards is both convenient and time-saving.Īside from that, Wealthica also shows you all your holdings, so you’ll know how much of your wealth is tied up in your investments. Portfolio tracking is the forte of Wealthica. It’s the only Canadian financial aggregator that caters to the need of Canadian investors and consolidates their portfolio from a wide variety of Canadian trading platforms and investment accounts. Streamline task management: Manage high volumes of activity across your portfolio with the ability to tailor task management and collaboration to users’ preferences.With Wealthica, you can track how every single holding of yours has performed and how much it’s worth, whether it’s a stock, an ETF, funds, crypto assets, or any other investments. ![]() Automate manual processes and repetitive tasks to optimize efficiency, allowing teams to focus on more strategic activities.
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