Is Wealthica free?
- Asked By
- Updated On:29-Nov-2022
- Replies:1
Short Answer
The basic services and features are free of cost in Wealthica. However, the premium plan costs $11.99 per month and the pro plan costs $24.99 per month.
Detailed Answer
What is Wealthica?
Wealthica is a fintech solution to manage your personal finance. It helps to aggregate your investments in various platforms and funds in various bank accounts and keeps a check on your financial health. The cointracking feature will also help you to track your cryptocurrencies. It is accessible to Canadian residents. There are three types of plans in Wealthica. Let us explore the pricing structure of Wealthica.
Is Wealthica free?
Free Plan
It includes the following services:
- You can connect with an unlimited number of Canadian financial institutions.
- You can create unlimited assets manually.
- You can link with other entities and family members.
- Balance sheet
- Capital gains report
- Currency Gains/Losses on Capital Gains Report
- Cash Drag Notification
- You get New Transactions Notifications
- Budget
- Income Report
- Fees Report
- Performance Report
- Passiv Lite
- Support for Cryptocurrencies tracking using Cointracking
- Assign Holdings to Custom Categories
- You can sync your documents
- You can share your own dashboard
- You can accept sharing invites with a maximum of three users.
Premiums Plan
This plan is priced at $11.99 per month or $125 per year. Apart from all the features listed in the free plan, you also get access to the following services:
- You can connect to US financial institutions
- Holdings View in an enhanced way
- You can have access to unlimited portfolios
- You will have access to unpublished connectors for testing
- You get priority requests for development of new connectors.
Pro
This plan is priced at $24.99 per month or $250 per year. Apart from all the features listed in the free and premium plans, you also get access to the following services:
- Unlimited sharing invites
- Client’s list window
- Special adviser mention
- Premium support
- White label Upgrade
Wealthica Pricing
Thus, Wealthica’s pricing is competitive. Clients can choose whichever features they need. They can also test the features and services by using the 7-day trial.
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Discussion (0)
Wealthica Pro offers a range of features and add-ons that makes your investment tracking journey much better. See if Wealthica Pro is worth it.
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