How much does Wealthica cost?
- Asked By
- Updated On:11-Aug-2023
- Replies:1
Short Answer
Wealthica offers three plans- The basic (free), Unlimited Connect ($50/year), and Premium Unlimited ($150/year). You can choose any plan based on your needs.
Detailed Answer
With Wealthica you get the opportunity to simplify your portfolio tracking. They will offer you a one-stop single consolidation option.
It means that if you invested in diverse securities, you can easily track them through one account. Moreover, it includes most of the credit unions and banks in Canada.
They have three plans for all the investors, advisors, and users, namely:
- Free
- Unlimited Connect
- Premium Unlimited
Types of Pricing Plans offered by Wealthica
Here are the features of all the pricing plans offered by Wealthica.
Free
It is for **$0/year. In this plan you get the option to access all the basic features of Wealthica. Two accounts from Canadian Banks are allowed to be synched with your Wealthica account.
Every Quarter end or year end you can generate a balance sheet report. Timely notifications will be delivered including cash drag transactions.
You can sign up for the Free version of Wealthica. Unlimited portfolios can be made and consolidated. Along with a portfolio, you can track your wealth too.
Unlimited Connect
It starts from $50/year. Here you get all the basic features plus some extra add-ons. Unlike basic, you can sync unlimited bank accounts. All the data in your account can be exported to Excel and spreadsheet.
Instead of taking it for a complete year, you can try it for $5/month. But taking an annual pack at once gives a $50 discount.
Before paying directly you can take a 7-day trial period to check whether this plan is suitable for you or not.
Premium Unlimited
The last one is premium unlimited. For this, you have to pay $150/year. Here you get all the features of Unlimited Connect. Other exclusive features include widgets on the dashboard, stock organization, and premium customer support.
Users can take the perk of _15-min delay _in stock prices too. 75% discount on the premium of the stock chase is another added benefit of Premium Unlimited.
One is free to choose any plan from Wealthica as per their investment and budget.
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Discussion (0)
Yes, Wealthica is available for free use. Apart from that, they have 2 paid versions as well. If you feel like upgrading from the free version you can go for the paid ones.
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