Wealthica
@wealthica
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Track your #stockportfolio. See All Your #investments and #networth in One Place. Close friend to @stockchase
USA and Canada
Joined July 2015
Track everything. Understand everything. Own your financial future. Enjoy $50 off Wealthica Premium Yearly during our Boxing Day Sale. Ends January 5. 🎁
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The tree didn’t stand a chance. Your finances do — with Wealthica. Merry Christmas! 🎄
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🚀 Product Update: Fixes for Tangerine, EQ Bank, Sun Life, OAuth Connectors https://t.co/5My4Lm2THq
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Cyber Monday deal is ON! Get 50% off Wealthica Premium Yearly subscription and unlock powerful portfolio insights, advanced tracking, and smarter wealth management for the year ahead. Offer ends soon, upgrade today and make your finances work for you.
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🚀 Black Friday Deal Incoming! From November 28–30, get 50% OFF the Wealthica Premium Yearly subscription. A limited-time offer for new subscribers! Take control of your finances, unlock advanced analytics, and level up your wealth-tracking experience. Don’t miss out, the
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Wealthica Power-Ups just landed on mobile 🚀 Access your favourite tools, including Advanced Transactions, Balance Sheet, and more, directly from the iOS and Android app!
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In our latest blog we explore how the future of advice is not human vs machine, but a hybrid of both. Read the full story on our blog -
wealthica.com
Can AI truly replace your financial advisor? The answer is not straightforward as you may think. There are things it will do well and others it will fail at.
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Can AI really replace your financial advisor? Getting smarter each day, AI can handle data-analysis, portfolio rebalancing and 24/7 monitoring. But when it comes to emotion, life transitions and holistic strategy, human advisors still bring irreplaceable value. ⬇️
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Here’s what’s new on Wealthica 👇 We’ve rolled out several fixes to improve syncing and data accuracy across multiple connectors: DFS Invest and SFL (Desjardins) connections are now fixed and syncing normally. EQ Bank connections are back online with proper balance and
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🚀 Product Update: Fixes for Desjardins, EQ Bank, Interactive Brokers, and More https://t.co/bFIa3iGjwC
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Your finances, simplified. Your report, ready to print. Try it today at Wealthica! https://t.co/CPSwavzRG0
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📣 Introducing the new Balance Sheet Report! Turn your holdings into a full, accountant-grade balance sheet, automatically generated and always up to date. See your assets, liabilities, and net worth in one clear view. Switch between simple and compare modes to track changes
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Follow us to learn how Wealthica keeps your financial life secure and private!
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Your security is our top priority. 🔒 Wealthica protects your data with bank-grade encryption, certified infrastructure, and independent SOC 2 audits — ensuring only you can see your financial information.
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