Manage long-term investments with access to traditional and alternative assets including private equity, venture capital, private credit, and real estate. View portfolio performance, adjust allocations, and track investment timelines.
Track payouts from stocks, ETFs, and mutual funds in a single dashboard. Analyze income growth over time. Manage multiple portfolios and assess performance. Set reminders for dates. Export data for tax purposes.
Access real-time market data and news updates for over 23 markets. Place trades with low commission rates. Monitor portfolio performance and receive market alerts. Manage accounts and set trading preferences within a simple interface.
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.
