Investing

First published: 29 July 2023 @ 6:29 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 Hey Wealthica users! What’s new… We have published a new version of the mobile application on both iOS and Android. There […]

Client: Wealthica’s Journey to $100B Written By: The Big Writer Published At: Read More We’ve rolled out another round of fixes and improvements to restore connectivity and improve reliability across several institutions. Here’s what’s included in this update: ✅ Fixes National Bank Independent Network (MyPortfolio+)The outage affecting MyPortfolio+ has been resolved. Connections should now be

Client: Wealthica’s Journey to $100B Written By: The Big Writer Published At: Read More We’ve partnered with goPeer, Canada’s leading peer-to-peer lending platform, to bring Wealthica users a flexible RRSP loan solution to help you contribute more, sooner. Contents Why this mattersKey benefits of the goPeer RRSP Loan🎁 Plus: Digital Gift Card👉 Apply now for

Client: Wealthica’s Journey to $100B Written By: The Big Writer Published At: Read More In theory, a Family Office could centralize its wealth at one institution. In practice, no sophisticated UHNW structure ever does. WHY? Because wealth is not a single event. Assets are acquired across multiple eras, jurisdictions, advisors, mandates, deal structures, and family

Client: Wealthica’s Journey to $100B Written By: The Big Writer Published At: Read More You can consult the status of connections with each institution, and follow incidents to receive updates sent to your email directly on our status page: https://wealthica.freshstatus.io/ The post 🔍 Connectivity Status appeared first on Wealthica’s Journey to $100B.

Client: Wealthica’s Journey to $100B Written By: The Big Writer Published At: Read More NBDB (National Bank Direct Brokerage) and NBF (National Bank Financial) now require an email address instead of the 8‑digit ID. Connectors will no longer sync unless you update your credentials to use your email address if you previously used the 8‑digit

Client: Wealthica’s Journey to $100B Written By: The Big Writer Published At: Read More Follow the incident page to get updates directly to your email: https://wealthica.freshstatus.io/incident/1569440 The post TD WebBroker Incident appeared first on Wealthica’s Journey to $100B.

Client: Wealthica’s Journey to $100B Written By: The Big Writer Published At: Read More A prenup defines how assets, liabilities, and financial responsibilities will be handled during marriage and in the event of separation. It establishes clarity before emotions or conflict shape decisions. In practice, it functions as a structured agreement that protects individual financial

Client: Wealthica’s Journey to $100B Written By: The Big Writer Published At: Read More Adjusted net worth reflects a refined understanding of financial reality rather than a surface level calculation. Traditional net worth shows assets minus liabilities, yet that number often fails to capture true financial strength because it treats all assets and obligations as

Client: Wealthica’s Journey to $100B Written By: The Big Writer Published At: Read More We are discontinuing support for Gravatar, which was previously used to personalize your profile photo on the dashboard. Profile photos will now be managed directly through an image selector in the “Preferences” menu. If you previously used a Gravatar image, you

Client: Wealthica’s Journey to $100B Written By: The Big Writer Published At: Read More A clear structure helps financial decisions feel less chaotic and more purposeful. Financial planning pyramid refers to a structured approach that organizes financial priorities into layers of importance. Each layer builds stability, clarity, and direction. The concept helps guide decisions about