Manage assets with advanced encryption and real-time monitoring for security. Track investments with AI-powered insights and personalized recommendations. Set up alerts and monitor transactions.
Check account balances and investment performance. Receive alerts and view contribution history. Download statements and monitor loan data. Access personal rates of return and investment information securely. Log in using existing credentials.
Track income and expenses to manage household budget. Categorize transactions and view monthly summaries. Analyze patterns and set financial goals. Export data for review and share insights with others.
Manage finances with real-time currency conversion and instant cross-border payments. Track expenses, set budgets, and receive alerts. Link bank accounts for direct transfers and monitor spending trends.
Manage Bitcoin accounts across mobile and hardware wallets. Perform transactions, view balances, and track spending. Enable automatic encrypted backups. Sync with Passport for firmware updates and setup.
Track investment portfolios and performance metrics. Follow , replicate trades, and analyze market gains. View stocks, options, futures, REITs, ETFs, mutual funds, and fixed income in one platform.
Industrial Alliance Insurance and Financial Services Inc.
Monitor portfolio, chat with advisor
Monitor investment portfolios with real-time account updates. Access downloadable tax documents and advisor contact details. Use optional biometric authentication for secure logins. Track progress and stay connected with financial advisors.
Access insurance and investment policies securely with biometric login. Update personal details instantly. View coverage summaries and policy values. Manage payments and update payment methods.
Record income and expenses with quick entry screens. Categorize transactions and set budgets for categories. View monthly summaries and track trends. Adjust budgets and receive notifications for overspending.
Access account balances and transaction history across all accounts. Monitor asset allocation, holdings, and performance. Deposit checks by photo and securely share files with advisory teams.
View investment portfolios, check performance, and track returns. Manage SIPs and switch funds. Receive real-time market updates and notifications. Access research reports and expert insights. Redeem investments and view transaction history.
View portfolio details including market value, investment performance, and recent activity. Access account balances and transaction history. Contact the financial team directly. Receive market insights and updates.