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Save time, do it online

June 12, 2025

Save time, do it online
1:25

 

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!

 

Topic : Digital tools

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