Fintech Impact

Summary:In this 82nd episode of Fintech Impact, Jason Pereira, award-winning financial planner, university lecturer, writer, and host interviews Simon Boulet, Founder and CEO at Wealthica. Wealthica is an investment aggregation platform that allows you to consolidate all of your different investment accounts in one easy-to-use platform with intelligence and triggers that help you to make better actionable decisions. Learn how this company was started and the value it has to offer. Episode Highlights: ● 01:25: – Simon Boulet defines Wealthica. ● 01:53: – What was the reason Simon started Wealthica? ● 04:39: – How did Simon start tackling the value proposition of Wealthica? ● 06:59: – What are the feature sets that Wealthica is offering? ● 10:55: – How does Wealthica monetize? ● 12:25: – How does Wealthica work on the transaction side? ● 13:46: – What is the cash drag alert? ● 17:24: – What was the driving factor for the Google Sheets add-on? ● 20:59: – What are