The app offers account management, bill payment, and check deposit features. Users can manage cards, send and receive money, and automate savings with budgeting tools and financial literacy courses.
Calculate needs with accurate projections and monthly withdrawal estimates. Receive personalized advice to adjust savings strategies. Set financial goals and track progress over time. Adjust plans based on income and expenses.
Track income and expenses to manage budgeting. Apply the 50/30/20 rule to allocate funds. Monitor spending habits and adjust categories. Set financial goals for utilities, housing, transportation, food, and clothing. Receive alerts for limits.
Track expenses and set budgets to manage spending. View spending patterns and reduce unnecessary costs. Save toward specific goals like vacations or purchases. Receive daily budget updates on Apple Watch.
Manage retirement accounts, submit and track claims, view dental ID cards, and access wellness tools. Adjust retirement plan settings, manage employee benefits, and find dentists.
Link your checking account to set savings goals and track progress. Earn money by saving, referring friends, and learning about personal finance topics like buying a home and building credit.
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.
Save money with customizable goals. Track target, total, and achievement rate. View progress through graphs and badges. Set deadlines and color code goals. Log history and add notes. Use iOS 14 home screen . Support dark mode.
Calculate payments including taxes, insurance, and HOA fees. Estimate total monthly costs. Calculate auto loan payments. Track debt repayment timelines. Set financial goals and view progress. Export results as reports.