Finance

Client: Journey to $100B : Wealthica – We share everything on our journey to $100B aggregated net worth. | Title: Wealthica Update #35: Investia, Edward Jones, and more!

First published: 16 September 2023 @ 3:40 amClient: Journey to $100B : Wealthica – We share everything on our journey to $100B aggregated net worth. Written By: The Big Writer Published At: Read More Hey Wealthica users! What we fixed… This week, we fixed an outage where 2FA requests failed to show up for some […]

Client: Journey to $100B : Wealthica – We share everything on our journey to $100B aggregated net worth. | Title: Wealthica Update #35: Investia, Edward Jones, and more! Read More »

Client: Journey to $100B : Wealthica – We share everything on our journey to $100B aggregated net worth. | Title: 5 Industries that Have Suffered the Most Because of Inflation: How Much Exposure Do you Have to Them?

First published: 1 October 2022 @ 5:29 amClient: Journey to $100B : Wealthica – We share everything on our journey to $100B aggregated net worth. Written By: The Big Writer Published At: Read More The pressure we faced by inflation this year is not unprecedented, but surely historic. In this post, we’ll help you understand

Client: Journey to $100B : Wealthica – We share everything on our journey to $100B aggregated net worth. | Title: 5 Industries that Have Suffered the Most Because of Inflation: How Much Exposure Do you Have to Them? Read More »

Client: Journey to $100B : Wealthica – We share everything on our journey to $100B aggregated net worth. | Title: Dividend Investor: New Power Up Alert!

First published: 21 January 2023 @ 9:47 amClient: Journey to $100B : Wealthica – We share everything on our journey to $100B aggregated net worth. Written By: The Big Writer Published At: Read More We are excited to introduce the – Dividend Investor Power-Up – a new feature on Wealthica. 🥳 This powerful tool acts

Client: Journey to $100B : Wealthica – We share everything on our journey to $100B aggregated net worth. | Title: Dividend Investor: New Power Up Alert! Read More »

Client: Journey to $100B : Wealthica – We share everything on our journey to $100B aggregated net worth. | Title: Top Wealth Aggregator, Wealthica, adds Vezgo to its Business Solutions

First published: 20 May 2023 @ 5:32 amClient: Journey to $100B : Wealthica – We share everything on our journey to $100B aggregated net worth. Written By: The Big Writer Published At: Read More Wealthica and Vezgo, two leading financial and wealth data aggregators, have recently announced their intention to unite their collaboration to create

Client: Journey to $100B : Wealthica – We share everything on our journey to $100B aggregated net worth. | Title: Top Wealth Aggregator, Wealthica, adds Vezgo to its Business Solutions Read More »

Client: Journey to $100B : Wealthica – We share everything on our journey to $100B aggregated net worth. | Title: Wealthica Update #11 (Jan. 20, 2022): New Dividend Investor Power-up

First published: 21 January 2023 @ 7:30 amClient: Journey to $100B : Wealthica – We share everything on our journey to $100B aggregated net worth. Written By: The Big Writer Published At: Read More This week’s featured update: What’s new on Wealthica this week? What we’re still working on… Plus, Wealthica users always automatically benefit

Client: Journey to $100B : Wealthica – We share everything on our journey to $100B aggregated net worth. | Title: Wealthica Update #11 (Jan. 20, 2022): New Dividend Investor Power-up Read More »

Client: Journey to $100B : Wealthica – We share everything on our journey to $100B aggregated net worth. | Title: Wealthica Update #25: Wealthsimple Options, PC Financial and more!

First published: 20 May 2023 @ 5:32 amClient: Journey to $100B : Wealthica – We share everything on our journey to $100B aggregated net worth. Written By: The Big Writer Published At: Read More Hey Wealthica users! What we fixed… We’ve been busy fixing bugs and making updates to make your investment journey smoother than

Client: Journey to $100B : Wealthica – We share everything on our journey to $100B aggregated net worth. | Title: Wealthica Update #25: Wealthsimple Options, PC Financial and more! Read More »

Client: Journey to $100B : Wealthica – We share everything on our journey to $100B aggregated net worth. | Title: RESOLVED: 2FA First Connection Issue

First published: 13 September 2023 @ 5:29 amClient: Journey to $100B : Wealthica – We share everything on our journey to $100B aggregated net worth. Written By: The Big Writer Published At: Read More We have resolved an issue where some first connection attempts with institutions that have 2FA were unsuccessful. This issue started on

Client: Journey to $100B : Wealthica – We share everything on our journey to $100B aggregated net worth. | Title: RESOLVED: 2FA First Connection Issue Read More »

Client: Wealthica’s Journey to $100B | Title: How to Manage & Grow Held Away Assets

Client: Wealthica’s Journey to $100B Written By: The Big Writer Published At: Read More Held away assets represent the capital your clients control outside your institution. These accounts sit at competing banks, brokerages, private investment firms, and alternative platforms. They remain invisible to your internal systems, yet they define your real opportunity for growth. Assets

Client: Wealthica’s Journey to $100B | Title: How to Manage & Grow Held Away Assets Read More »

Client: Wealthica’s Journey to $100B | Title: Wealthica Update #38: New transaction management features + many updates!

First published: 23 December 2023 @ 5:39 amClient: Wealthica’s Journey to $100B Written By: The Big Writer Published At: Read More Wealthica Product Update We’re excited to bring you the latest updates on Wealthica’s transaction management. Key Updates to the Transactions Section: Other updates: Looking Forward: We extend our heartfelt thanks to our users for

Client: Wealthica’s Journey to $100B | Title: Wealthica Update #38: New transaction management features + many updates! Read More »

Client: Journey to $100B : Wealthica – We share everything on our journey to $100B aggregated net worth. | Title: iTrade: Please Try Reconnecting

First published: 16 May 2023 @ 4:36 amClient: Journey to $100B : Wealthica – We share everything on our journey to $100B aggregated net worth. Written By: The Big Writer Published At: Read More We have just launched an updated edition of our Scotia iTrade connector. Kindly attempt to reconnect. It’s important to note that

Client: Journey to $100B : Wealthica – We share everything on our journey to $100B aggregated net worth. | Title: iTrade: Please Try Reconnecting Read More »

Client: Journey to $100B : Wealthica – We share everything on our journey to $100B aggregated net worth. | Title: Wealthica Update #24: BMO InvestorLine, iA Private Wealth, Header Updates

First published: 13 May 2023 @ 3:33 amClient: Journey to $100B : Wealthica – We share everything on our journey to $100B aggregated net worth. Written By: The Big Writer Published At: Read More Hey Wealthica users! What we fixed… We’ve been busy fixing bugs and making updates to make your investment journey smooth. This

Client: Journey to $100B : Wealthica – We share everything on our journey to $100B aggregated net worth. | Title: Wealthica Update #24: BMO InvestorLine, iA Private Wealth, Header Updates Read More »

Client: Journey to $100B : Wealthica – We share everything on our journey to $100B aggregated net worth. | Title: Wealthica Update (Jan. 13, 2022): New Mobile App Version and other fixes

First published: 14 January 2023 @ 10:40 amClient: Journey to $100B : Wealthica – We share everything on our journey to $100B aggregated net worth. Written By: The Big Writer Published At: Read More This week’s featured update: What’s new on Wealthica this week? What we’re still working on… Plus, Wealthica users always automatically benefit

Client: Journey to $100B : Wealthica – We share everything on our journey to $100B aggregated net worth. | Title: Wealthica Update (Jan. 13, 2022): New Mobile App Version and other fixes Read More »