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Details

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Wealthica Main Features

• Mobile App
  Access your financial information on the go with our mobile app for iOS and Android.
• Daily Syncs
  Your financial data is updated automatically every day.
• VIP Support
  Get special support if you choose our premium plan.
• Export Options
  Easily export your financial data to Excel, Google Sheets, or Yahoo Finance.
• Stock Tracking
  Track stocks, ETFs, funds, and cryptocurrencies all in one place.
• Budgeting Tools
  Set and manage your budget easily to improve your financial health.
• Portfolio Analysis
  Analyze your investments and fees without bias.
• One Page Report Card
  Get a simple report of your family's financial status on one page.
• Multiple Pricing Plans
  Choose from different plans to find the best fit for your needs.
• Crypto Currency Support
  Connect to more than 500 cryptocurrency exchanges and wallets.
• Family Finance Dashboard
  A tool that helps families manage their finances in one place.
• Investment Financial Tracker
  A powerful tool to track all your investments and budget easily.
• Historical Net Worth Tracking
  See how your net worth has changed over time and track your financial goals.
• Support for Many Institutions
  Connect with over 20,000 financial institutions worldwide.
• Unlimited Transaction History
  Keep a complete record of all your transactions without limits.
• Automated Financial Aggregation
  Automatically gather all your financial accounts in one view.

Wealthica Benefits

• Helps Set Budgets
  You can easily track your expenses and set budget goals to improve your financial health.
• Offers Powerful Tools
  With various tools and features, you can analyze your portfolio and assess fees without any bias.
• Automates Data Updates
  Wealthica automatically updates your financial data, so you don't have to enter it manually.
• Tracks Investments Easily
  You can see all your investments, like stocks and cryptocurrencies, on one screen without any hassle.
• Supports Many Institutions
  Wealthica connects with over 20,000 financial institutions, giving you a wide range of options for tracking your assets.
• Provides Historical Insights
  Wealthica shows how your net worth has changed over time, helping you focus on your financial goals.
• Simplifies Financial Management
  Wealthica brings all your financial accounts together in one place, making it easier to manage your money.

Who should use Wealthica?

• Budgeters
  People who want to budget can easily follow their expenses and set financial goals.
• Investors
  Investors can see all their accounts in one place, making it easy to track their money.
• Developers
  Developers can use the API to connect and manage financial data for their projects.
• Institutions
  Institutions can get a complete view of their financial data and investments.
• Family Offices
  Family offices can keep track of their family's finances and investments in a simple way.
• Financial Advisors
  Financial advisors can use it to help their clients manage and understand their investments better.

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Technologies Used

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