The Modern Cents Podcast

The Modern Cents Minute: Wealthsimple is Taking Over Your Life


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Andrea discusses today's Wealthsimple announcement which introduces new features for managing children's money, data aggregation, household setup, partner marketplace, authorized trader feature, expansion into business checking, business checking features and benefits, portfolio line of credit, physical cash deposit locations, household expense tracking, insights on spending, and concludes with an overview of Wealthsimple's impact on the industry.

Takeaways

  • Wealthsimple introduces innovative features for managing children's money
  • Wealthsimple expands its services to include business checking and portfolio line of credit

Chapters

  • 00:00 Introduction to Wealthsimple Announcement
  • 05:10 Partner Marketplace and Authorized Trader Feature
...more
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The Modern Cents PodcastBy Andrea Thompson