Tools & technology

Integrated, efficient technology has become a key driver in helping keep all the moving pieces of your practice seamlessly connected, enhancing productivity and helping maintain the highest levels of performance.

iA Securities’ digital platforms can help you more intimately understand your clients’ goals and objectives, manage their data, track changes and streamline processes.

We offer best-in-class digital tools supported by a dedicated Digital Solutions team that partners with our practice management group to help advisors continuously evolve their business, leveraging digital innovation to support different areas of their practice.

Our suite of digital tools is geared towards providing maximum efficiencies when it comes to administration and core client servicing activities, such as client onboarding (Appway), portfolio management (Croesus), financial planning (WealthPlanner+), risk management (Portfolio Aid) and business analytics (PriceMetrix).