Manage client communications and accounting tasks through a centralized . Track invoices, expenses, and deadlines. Schedule appointments and send reminders. Collaborate on documents and share updates in real time.
The app offers a collection of six calculators for everyday situations. It includes a discount and sales tax calculator, along with five other tools designed for regular use.
Schedule payments, view loan balances and history, check escrow details, calculate early payoff amounts, and review amortization schedules. Access information and make payments directly from the .
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.
View accounts, manage investments, transfer funds, deposit
View account balances and available cash. Check current investment values and detailed asset allocation. Transfer funds, deposit checks, and real-time market data. Manage investment portfolios and track financial performance.