For insurance, savings or retirement, did you know that many of the transactions you make most often can be carried out in just a few clicks via our digital tools available in the Advisor Centre?
Discover the iA digital advantage at a glance
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Advantages of using our digital tools
- Reduced risk of errors
- Quick processing
- Less administrative follow-up
By maximizing the use of our tools today, you’ll have more time to focus on what really matters: your advisory role and developing your business.
More autonomy for your clients
Inform them about the transactions they can carry out themselves via My Client Space and/or the iA Mobile app. Note that you will receive a notification in Business Tracker if your clients make changes to their investment terms and conditions.
The iA digital advantage: a great opportunity to stay connected!
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