Manage finances with consolidated accounts, investments, credit cards, loans, and insurances in one place. View portfolio summaries, track spending patterns, and receive personalized insights and product recommendations.
Calculate the time needed to achieve financial freedom by inputting income, expenses, and savings. View charts and tables showing annual savings progress. Set or financial goal timelines based on provided data.
The app provides mobile banking features for managing accounts, including viewing balances, monitoring transactions, and transferring funds. It also offers helpful tools like a budget tracker, bill pay, and a financial calculator for users.
Track spending and set savings goals using budgeting tools. View account balances and transaction history. Deposit checks via mobile. Pay bills and manage accounts. Receive real-time alerts for account activity.
The app provides an all-in-one digital hub for managing benefits, insurance, and investments. Users can track savings, submit claims, check investment performance, and access health services.
Check account balances, transfer funds, and pay bills. View transaction history and set spending limits. Manage investments and savings goals. Receive alerts and update account settings remotely.
Calculate investment returns using formulas. Input initial amount, monthly contributions, and time frame. Visualize growth with charts and graphs. Set financial goals and track progress over time.
View financial data from multiple accounts in one place. Track expenses, set budgets, and receive notifications for transactions. Create visual reports and customize alerts for spending patterns.
Invest in with fractional shares of properties or private funds. Manage a global portfolio with curated residential and commercial assets. Earn rental income and sell property shares.
Industrial Alliance Insurance and Financial Services Inc.
Track claims, view benefits, manage savings
Monitor group insurance claims by submitting securely and tracking progress. Send photos of receipts when needed. Check healthcare provider eligibility and use health spending accounts for reimbursements.
Organize financial accounts by connecting checking, savings, and credit cards. Track spending and debts. Set and monitor financial goals such as saving for college or paying off debt. Receive insights to guide financial decisions.
Calculate monthly payments by entering home price, down , loan term, and interest rate. Break down payments into principal, interest, property taxes, and home insurance. Include HOA fees and other costs for a detailed estimate.
Track assets, monitor net worth, manage investments
Track investment portfolios with real-time updates and net worth aggregation. Add assets like stocks, ETFs, real estate, and collectibles. Visualize holdings in a single dashboard. Monitor net worth 24/7.