Wealthica Financial Technology Inc., Canada's leading banking and investment account aggregation platform, is excited to announce the release of its Financial Advisor version—a powerful new solution ...

Designed with simplicity, the mobile app enables businesses to deliver a modern, fully branded wealth management ... Secure onboarding can be completed directly through the app, giving clients ...

seamless client engagement tools, intuitive dashboards, and end-to-end wealth management capabilities--all within a unified platform. A Night of Innovation, Insight, and Inspiration The ...

It offers an end-to-end wealth management platform, from client onboarding to portfolio management, to analytics and beyond. OneVest's software was built to be modular, allowing financial ...