The app offers institutional investors access to trading tools, market data, and research. It provides content feeds, proprietary research, market commentary, videos, and event webcasts.
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.
Track investments in stocks, ETFs, crypto, properties, and more across 40+ currencies. View performance, compare assets, and analyze returns. Set goals, monitor expenses, and receive alerts for market changes.
Digitally submit documents with a few clicks. Initiate credit checks and verify employment information online. Transfer funds securely. Track mortgage application progress in real time. Receive notifications about application status updates.
Manage long-term investments with access to traditional and alternative assets including private equity, venture capital, private credit, and real estate. View portfolio performance, adjust allocations, and track investment timelines.