The app provides clients with online access to fund data, query and analytics tools, and real-time document access. It offers interactive charts and graphs, plus access to GoWire transactions for status viewing and signatory authorizations.
by SS&C Technologies, Inc.★ 5.05 ratingsFinanceFreeData updated 2026-09-20
Trade equities, derivatives, and commodities anytime
View real-time market data for equities, derivatives, and commodities. Place trades, set price alerts, and monitor portfolio performance. Access secure account information and manage transactions. Sync with trading platforms for order execution.
Manage and store cryptocurrencies with a non-custodial . Support multiple blockchains and over 100 cryptocurrencies. Send, receive, and track transactions. View portfolio balances and historical data. Enable two-factor authentication for security.
View personal sheet and track financial goals. Manage tasks and access secure document vault. Connect with financial professional. Set priorities and monitor progress.
Perform financial transfers between self, others, local, and international banks. Make bill payments to merchants, utilities, and education institutions. Submit e-requests for account-related inquiries.
The app provides BofA Securities clients with access to proprietary global research products. It is intended for institutional clients who have a BofA Mercury™ Portal ID.
Track mutual fund investments with real-time performance updates. View portfolio details, adjust holdings, and receive market alerts. Set up recurring investments and access historical data for analysis.
Manage business data on the go. Email, text, or call investors and fund managers. Log activities into . Get driving directions and view nearby items using built-in iOS features.
Industrial Alliance Insurance and Financial Services Inc.
Manage investments and track portfolios
Manage investments with real-time portfolio tracking and performance analysis. View detailed fund information and historical data. Place trades, set up recurring contributions, and access customer support through secure messaging.
Access company news, investment opportunities, and service updates. View project details, submit inquiries, and track application status. Receive notifications about events and regulatory changes.
The app provides access to nearly 149,000 economic data series from 59 sources. Users can browse, search, view, and create custom graphs of economic data.
The app offers a fund sales platform with a license from the China Securities Regulatory Commission. It provides investors with fund research, trading, and management services, including AI-powered wealth management and investment planning.
Clients view past Employee of the Month winners and submit new nominations. Access account data and send winner names through a secure login interface. Manage employee recognition programs and track submissions.
Create and manage tasks and subtasks with color-coded labels and search functionality. Track task completion and spent. Generate invoices and calculate costs. Sync data across devices and operating systems.