9/12/2023 0 Comments Trademark wealth tracker![]() Any historical returns, expected returns, or probability projections are hypothetical in nature and may not reflect actual future performance. Past performance is no guarantee of future results. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Compound’s investment advisory services are available only to residents of the United States in jurisdictions where Compound is registered to provide financial advice. By using this website, you accept our Terms of Use and Privacy Policy. Registration as an investment adviser does not imply any level of skill or training. Altogether, we refer to our business as (“Compound”). Compound Advisers and Compound Tax are wholly owned subsidiaries of Compound Financial. Compound Tax, LLC (“Compound Tax”) provides tax consulting and compliance services. (“Compound Advisers”), an SEC-registered investment adviser. ![]() Investment advisory services are provided by Compound Advisors, Inc. (“Compound Financial”) offers software-based financial management and planning tools. Finances (transactions, money in the bank account, etc.).Compound Financial Inc. Unless you are in the mood for nit-picking and believe that Wealthica should allow you to track your life insurance and the changing value of your physical assets, it’s easy to see that Wealthica gives you a comprehensive and consolidated picture of your “wealth”. The platform was created to keep track of your investments through a variety of different institutions. For instance, if you have a Questrade account, a Wealthsimple account, and a TD Direct Investing account, you might have difficulty gaining a wholesome view of your investment portfolio. You can go down the spreadsheet rabbit hole, but it takes time and effort to update and keep track of. Investors across the border had Personal Tracker, which Canadians don’t have access to until Wealthica was launched in 2015. It’s a Montreal-based company that has been compared with Mint. But unlike Mint’s day-to-day budget tracking, Wealthica is more wealth-oriented and portfolio-oriented.Ĭurrently, Wealthica tracks about $10 billion in aggregated assets and can be integrated with over 100 financial institutions, including brokerages, banks, and credit unions. One of the best things about Wealthica is that most of its core features are free. If all you want to do is keep track of your finances and gain a consolidated view of the investments and liquid wealth you spread out in multiple bank accounts, then the basic, free version of Wealthica would be ideal for you.
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