A Canadian alternative to Wealthica

What matters for a Canadian household

Wealthica’s specialist Canadian investment connectors are a real strength. Finnomia’s use of Flinks should not be read as a claim that it retrieves more brokerage fields or has better holdings coverage at every institution. Compare the data each product actually returns for your accounts.

Choose based on the job you need done each week. Finnomia combines reviewing household spending, adjusting budgets and planning debt repayment with investments and Canadian retirement scenarios on Advanced and Family. Wealthica puts portfolio consolidation and investment reporting at the centre.

Canadian connectivity is a product priority

Finnomia combines Plaid with Flinks, a provider with deep Canadian financial-data expertise and relationships with Canadian institutions. Flinks gives us a connection option built around Canadian banking alongside Plaid’s broader network.

Support varies by institution and account type. Check our connection status page and try your accounts during the trial. Manual accounts and CSV imports are available on every plan.

More control over everyday money and the longer-term plan

Review transactions, correct categories, split purchases and create rules that reduce repeat work. On Family, you can assign transaction reviews to household members and keep individual transaction details private while sharing balances and spending totals.

Advanced and Family bring investments, net worth, debt payoff and cash-flow forecasts together with Canadian retirement planning. Explore CPP and OAS timing, future contributions and retirement income in today’s or future dollars. These are planning estimates, not guaranteed outcomes.

Moving from Wealthica to Finnomia

Keep holdings and capital-gain reports from Wealthica for your records. Finnomia’s transaction CSV importer does not promise to migrate tax lots, adjusted cost bases, investment performance history or Power-Up configurations.