The app offers a comprehensive suite of financial calculators for phone and tablet. It includes tools for finance, investments, loans, mortgages, retirement, bonds, stocks, credit cards, auto loans, leases, and business accounting.
Calculate taxes with adjustable rates and customizable deductions. Input income and expenses to determine total tax liability. Export results as a PDF or share via email.
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.
Manage finances with , expense tracking, and time/mileage logging. Sync bank accounts with over 21,000 institutions. Track products and services. Reconcile transactions and generate reports. Set up recurring payments and manage multiple currencies.
Manage expenses by scanning and transferring documents to an accountant. Store and retrieve invoices for quick access. Receive managerial updates to monitor spending. Access the using a phone number.
Track and manage timecards for household employees. Input hours worked, view payroll details, and submit timesheets. Access tax documents and update employee information. Sync with web-based account for advanced features.
Track and log vehicle automatically using AI. Classify trips with custom categories. Calculate tax deductions based on . Export logs in multiple formats. Set trip details and notes. Sync data across devices.
Access financial education resources, including peer-reviewed articles and industry research. Track professional development with certification programs. Stay updated with from award-winning financial industry authors.