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.
Veteran Consulting allows users to access VA benefits information, schedule consultations, and submit benefit applications. Track progress on claims and receive updates.
Manage and monitor products through a client portal. Track inventory, analyze sales data, and view product performance metrics. Set up alerts for stock levels and generate reports for marketing purposes.