Wealthica - Montréal, Québec

Wealthica

Entreprise de logiciels

Adresse: édifice La Laurentienne, 1100 René-Lévesque Blvd W, Montreal, Quebec H3B 5C9, Canada.

Téléphone: 5143123229.

Site web: wealthica.com.

Specialités

Entreprise de logiciels

Caractéristiques clés:

• Logiciel de gestion de patrimoine
• Analyse financière
• Conseil financier

Opinion

Avis moyen: 4.3/5.

Avis : Cette entreprise a 21 avis sur Google My Business.

Les clients ont trouvé ce logiciel super intéressant comme outil, permettant de voir si leur conseiller financier est performant par rapport à des références et d'avoir une deuxième vision indépendante de leur portefeuille. C’est super

Informations complémentaires

Ubicación: Montreal, Quebec, Canada

Nombre d’employés: Non disponible

Formation: Non disponible

Recommandations

Si vous cherchez un logiciel de gestion de patrimoine, Wealthica est une option à considérer. Vous pouvez visiter leur site web pour en savoir plus sur leurs spécialités et leurs services.

👍 Avis de Wealthica

Jacques B.

5/5

Super intéressant comme outil. Je peux voir si mon conseiller financier est performant par rapport à des références et surtout avoir une deuxième vision indépendante de mon portefeuille.

MJ L.

5/5

C’est super!!!

Steve N.

5/5

Wealthica is an outstanding financial tracking tool! It seamlessly aggregates all my investment accounts, bank accounts, and even crypto holdings in one place, giving me a clear view of my net worth. The interface is intuitive, the reports are insightful, and the integrations are a huge plus. I also love the multi-user access feature for sharing financial data securely. Highly recommended for anyone serious about tracking their wealth!

Oleg V.

5/5

I’ve been using it primarily for my crypto portfolio for quite some time, as well as for budgeting. I sync my Binance account and various blockchain wallets, and I’m waiting on Middle East coverage so I can finally connect my banks without relying solely on CSV imports. The holdings report and budgeting features meet all my needs—and it’s great for tracking my assets, too.

Danylo K.

1/5

I signed up on the basis of 60-day free trial. Service was ok although value not there. Most disappointingly, Wealthica has not honored its trial refund policy. Customer service response has been very poor despite numerous attempts. I have resorted to contacting my credit card company for the refund. Not trustworthy. Don't risk your money!

r R.

5/5

Been using Wealthica for many years now. Went from using them with a free account, to now a very satisfied paying customer. Nothing else similar exists for the Canadian market. So if you are Canadian, and you are looking for an organized way of seeing your investments, and essentially your net value growth, then Wealthica is your go-to place. Proudly Canadian for Canadians!

Anthony C.

5/5

5 stars for the amazing tools it provides. So easy, transparent, such a great solution. I will not give less than 5 for sure, even if I have encountered some issues, mostly synchronization ones.
I can understand how hard it has to be to support so many connectors with most institutions not embracing Open banking APIs. Keep up the great work, I hope you get the investments/revenues you need to keep it alive!

Abdullah A.

5/5

Great product, makes my financial life so much easier.