Your management approach is unique — your dashboards should be, too. Curate customized views and filter your universes in a flexible layout, enabling efficient multi-portfolio analysis.

He managed Excel dashboards, prepared weekly reports ... majoring in finance with a strong foundation in financial analysis, market research, and portfolio management. My academic experiences have ...

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 ...