Finance

Client: Wealthica’s Journey to $100B | Title: Wealthica Update #36: New Add Connection Flow, Easier Subscription management, and more!

First published: 31 October 2023 @ 11:29 pmClient: Wealthica’s Journey to $100B 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 a freshly paved road. This week, we released a few more fixes for […]

Client: Wealthica’s Journey to $100B | Title: Wealthica Update #36: New Add Connection Flow, Easier Subscription management, and more! Read More »

Client: Journey to $100B : Wealthica – We share everything on our journey to $100B aggregated net worth. | Title: Wealthica Update (Nov. 11, 2022): Questwealth, GoPeer, and dozens of fixes

First published: 12 November 2022 @ 6:32 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 What’s new on Wealthica this week? Questwealth is now available, please note it is a separate connector to Questrade Fixed a

Client: Journey to $100B : Wealthica – We share everything on our journey to $100B aggregated net worth. | Title: Wealthica Update (Nov. 11, 2022): Questwealth, GoPeer, and dozens of fixes Read More »

Client: Wealthica’s Journey to $100B | Title: ✍️ Wealthsimple Adjusted Book Value

First published: 7 June 2024 @ 1:30 amClient: Wealthica’s Journey to $100B Written By: The Big Writer Published At: Read More Some users have reported that transferring stocks from another institution to Wealthsimple resulted in the book value being shown as the market value at the time of the transfer instead of the original. You

Client: Wealthica’s Journey to $100B | Title: ✍️ Wealthsimple Adjusted Book Value Read More »

Client: Journey to $100B : Wealthica – We share everything on our journey to $100B aggregated net worth. | Title: Wealthica Update (Nov. 4, 2022): Questwealth, TD WebBroker, and dozens of fixes

First published: 5 November 2022 @ 5:31 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 What’s new on Wealthica this week? Support for Questwealth as a separate connector Added Bitbuy to our W:Invest marketplace TD WebBroker

Client: Journey to $100B : Wealthica – We share everything on our journey to $100B aggregated net worth. | Title: Wealthica Update (Nov. 4, 2022): Questwealth, TD WebBroker, and dozens of fixes Read More »

Client: Journey to $100B : Wealthica – We share everything on our journey to $100B aggregated net worth. | Title: Wealthica Update #15: Connector fixes & more, plus Mobile App updates

First published: 4 March 2023 @ 5:37 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 #15: Connector fixes & more, plus Mobile App updates Read More »

Client: Journey to $100B : Wealthica – We share everything on our journey to $100B aggregated net worth. | Title: Wealthica Update #14: Connector fixes & more, plus Mobile App updates

First published: 28 February 2023 @ 4:31 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 #14: Connector fixes & more, plus Mobile App updates Read More »

Client: Journey to $100B : Wealthica – We share everything on our journey to $100B aggregated net worth. | Title: New: Vancity Plaid Connector

First published: 22 June 2023 @ 1:31 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 published a new version of Vancity’s connector through Plaid. If you are using the legacy connector through Yodlee, please

Client: Journey to $100B : Wealthica – We share everything on our journey to $100B aggregated net worth. | Title: New: Vancity Plaid Connector Read More »

Client: Journey to $100B : Wealthica – We share everything on our journey to $100B aggregated net worth. | Title: Wealthica Update (Oct. 21, 2022): Manulife GRS, Manulife VIP Room (previously Standard Life), Tangerine, TD WebBroker and dozens of fixes

First published: 28 October 2022 @ 5:36 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 What’s new on Wealthica this week? Updated Manulife GRS connector New Manulife VIP Room (previously Standard Life) connector We rewrote Manulife

Client: Journey to $100B : Wealthica – We share everything on our journey to $100B aggregated net worth. | Title: Wealthica Update (Oct. 21, 2022): Manulife GRS, Manulife VIP Room (previously Standard Life), Tangerine, TD WebBroker and dozens of fixes Read More »

Client: Journey to $100B : Wealthica – We share everything on our journey to $100B aggregated net worth. | Title: Wealthica Update (Oct. 28, 2022): iA Private Wealth, BMO Nesbitt Burns Questwealth and dozens of fixes

First published: 29 October 2022 @ 3:28 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 What’s new on Wealthica this week? iA Private Wealth improvements to holdings and transactions Fixed BMO Nesbitt Burns duplicate accounts issue

Client: Journey to $100B : Wealthica – We share everything on our journey to $100B aggregated net worth. | Title: Wealthica Update (Oct. 28, 2022): iA Private Wealth, BMO Nesbitt Burns Questwealth and dozens of fixes Read More »

Client: Wealthica’s Journey to $100B | Title: How to Use Pledged Asset Lines for liquidity

Client: Wealthica’s Journey to $100B Written By: The Big Writer Published At: Read More When you look at your investment portfolio like stocks, bonds, mutual funds, or cryptocurrency ETFs, it represents more than just numbers on a screen; it’s a testament to your financial discipline and planning. But what happens when life presents you with

Client: Wealthica’s Journey to $100B | Title: How to Use Pledged Asset Lines for liquidity Read More »

Client: Journey to $100B : Wealthica – We share everything on our journey to $100B aggregated net worth. | Title: Wealthica Update #29: RBC Online Banking, Desjardins and more!

First published: 21 June 2023 @ 6:55 pmClient: 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’s new… We have a new in-house RBC Online Banking (Core) connector that we’ve made available to all

Client: Journey to $100B : Wealthica – We share everything on our journey to $100B aggregated net worth. | Title: Wealthica Update #29: RBC Online Banking, Desjardins and more! Read More »

Client: Licensed Moneylender Singapore | Title: Finding a low rate on a short term loan in Singapore

First published: 18 October 2022 @ 12:28 pmClient: Licensed Moneylender Singapore Written By: The Big Writer Published At: Read More At some point during your life, you may find yourself in a position where you need to borrow some money. Perhaps you want to pay for some improvements to your home, or you might have

Client: Licensed Moneylender Singapore | Title: Finding a low rate on a short term loan in Singapore Read More »