Is Wealthica Pro worth it?
- Asked By
- Updated On:11-Aug-2023
- Replies:1
Short Answer
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.
Detailed Answer
Usually, people that have accounts with _TD, Questrade, and Wealthsimple, _face a lot of difficulties to assess the wholesome view of their investments.
You can try the spreadsheet route, but it will take a lot of time to update.
Wealthica Pro, on the other hand, allows you to get a simplified, wholesome angle of your investments. It will also offer a 7-day free trial to all new users. It is a very powerful tool to track your wealth info.
Features of Wealthica Pro
Wealthica Pro is a good option for serious and big investors. In fact, for anyone that wants to have control of their wealth and portfolio. Here are the features of Wealthica Pro that are extremely useful.
- A Step Ahead
If you have used the free version, then Wealthica Pro will feel like a step ahead in your financial planning. It is a very advanced version that is on the list of every investor.
- Sharing Invites
With Pro, you can send and accept unlimited sharing invites. This feature poses restrictions on basic and premium plans.
- Connect with FIs
If you were unable to connect with all your banks and credit unions then, Pro will facilitate such connections. There is no limit on how many Canadian banks and foreign banks you can add. Credit Unions are also allowed.
- Power-Ups
Unlike other plans of Wealthica, Pro allows the Balance Sheet and Capital Report power-ups. All other power-ups like budget, income reports, and fee reports are also present.
- Holding View
Pro provides an enhanced holding View. Users can also benefit from the 15-minute delay in quotation. You can also make unlimited portfolios in this plan.
- Premium Support
Pro users get a premium support facility. They can contact customer support anytime they want. Moreover, crypto support is also provided.
Hence, Wealthica Pro provides a lot of different features. It is also known as Premium Unlimited.
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Discussion (0)
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.
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.
Mint is mainly used to track cashflows and budgeting, whereas, Wealthica is mainly used to track the performance of your assets such as bank accounts, properties, investment portfolios, cryptocurrencies etc.
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