Enroll in retirement plans quickly. Manage investment portfolios and adjust contributions. Request loans or withdrawals. View portfolio returns and transaction history. Access live fund data and prospectus.
Access real-time investment and insights from public pensions and investment boards. Listen to podcasts featuring industry leaders. Stay updated on fundraising trends and market developments.
The app allows customization of market tickers to display preferred investment data. It offers iCloud support with an option to disable it locally and integrates with Stocks Live for portfolio and watchlist viewing.
Invest in expert-crafted portfolios tailored to financial goals. Track wealth across multiple accounts. Access retirement planning tools and personal finance insights. Adjust investments based on life changes and risk tolerance.
Manage investment portfolios with analytics, fund comparison, and portfolio X-ray tools. Track performance across PMS, MF, ULIPS, and AIFs. Set personalized alerts and access real-time data from 300+ AMCs.
The app provides market insights and tools for portfolio building. Users can access market, portfolio, and retirement expert content, run custom analytics, and create presentations.
Attend conferences to connect with investors, fund managers, and industry leaders in sustainable finance. Access sessions on transition finance, climate risk, and ESG innovations. Receive insights from experts and stay updated on regulatory changes.
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.