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What is Wealthica?

Effortlessly manage your financial life from a single platform, eliminating the need to log into multiple sites. By directly connecting with your financial institutions, we simplify your financial oversight, enabling you to easily track your balances, assets, and transaction histories. Wealthica offers a detailed historical view of how your net worth has changed over time, allowing you to focus on the bigger picture while monitoring your objectives related to net worth, investments, or retirement plans. You can seamlessly track a variety of assets, such as stocks, ETFs, mutual funds, cryptocurrencies, and private investments, all while avoiding typical complexities. Wealthica automates portfolio maintenance, making it easy to keep everything organized. Furthermore, you can set budgets, export your data to Google Sheets, Excel, or Yahoo! Portfolio, rebalance your investments using Passiv, and generate reports on capital gains, income, or fees, among other useful features. These robust functionalities are merely a fraction of what Wealthica brings to the table. Available as a comprehensive web application and mobile app for iOS and Android, Wealthica guarantees that your financial status is always within reach, empowering you to take charge of your financial trajectory effectively. With its user-friendly interface and extensive features, Wealthica makes financial management not only easier but also more efficient.

What is NetWorth Advising Platform?

In the current financial environment, RIA firms must quickly adapt to the shifting needs of their clients while ensuring they operate efficiently. Financial advisors are under pressure to enhance client portfolios in response to rising costs. To stay competitive, firms have the opportunity to utilize NetWorth’s cutting-edge digital solutions, which help to simplify workflows, boost client interaction, and seamlessly merge operational and investment management processes. The NetWorth Advising Platform plays a crucial role for RIAs, allowing them to tap into the growing sector of Alternative Investments with its sophisticated asset management and reporting capabilities. As clients increasingly prioritize investment options that can remedy their retirement income gaps and provide sustainable long-term returns, the importance of Alternative Investments within the financial industry has grown significantly. Consequently, RIAs that adeptly harness these innovative tools are better positioned to thrive in a constantly changing market landscape, ultimately enhancing their competitive edge. Embracing these advancements is essential for firms aiming to meet the evolving expectations of their clientele effectively.

Media

Media

Integrations Supported

Google Sheets
Microsoft Excel
Passiv
Yahoo Finance

Integrations Supported

Google Sheets
Microsoft Excel
Passiv
Yahoo Finance

API Availability

Has API

API Availability

Has API

Pricing Information

$11.99 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Wealthica

Date Founded

2015

Company Location

Canada

Company Website

wealthica.com

Company Facts

Organization Name

NetWorth Services

Date Founded

1997

Company Location

United States

Company Website

networthservices.com

Categories and Features

Stock Portfolio Management

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

Categories and Features

Stock Portfolio Management

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

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