Using Open Banking to aggregate investment accounts

About Wealthica

Founded in 2015, Montreal-based Wealthica empowers investors to track all their investments effortlessly in a single dashboard and take full control over their investment portfolio and understand exactly their income, fees, gains or losses.

What's the Open Banking use case?

Wealthica offers an API-powered investment aggregation platform. Through Open Banking, they allow users to consolidate their investment accounts and portfolios in one simple interface with various reporting functionalities.

Wealthica screenshots