Access real-time and retirement plan details. View investment performance and fund allocations. Update personal information and manage account settings. Retrieve detailed transaction history and performance reports.
Sync bank accounts, credit cards, and investment portfolios in one tap. expenses, set budgets, and receive bill reminders. Cancel subscriptions, monitor net worth, and manage spending without spreadsheets.
Calculate loan payments and compare different loan options. Determine compound interest and return on investment. Convert currencies and compute tax equivalent yield. Find bond values and use the rule of 72 for growth estimates.
Calculate potential benefits based on start age, marital status, and life expectancy. Provide estimates for payments at 62, Full Retirement Age, and 70. Compare scenarios to help decide the optimal time to begin benefits.
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.
Organize financial accounts by connecting checking, savings, and credit cards. Track spending and debts. Set and monitor financial goals such as saving for college or paying off debt. Receive insights to guide financial decisions.
Calculate and track investment growth. Input initial amount, rate, and time. View projected returns and retirement timelines. Adjust variables to test different savings strategies.
Manage account with enrollment, balance checks, and investment tracking. Forecast retirement income and adjust contributions. Submit documents via secure uploads. Choose investments and rebalance.