iA CONNECTED

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Electronic signature in EVO Savings: more options, more accessible!

September 21, 2020

Topics: Savings, Digital tools

Electronic signature in EVO Savings is now better than ever thanks to two significant improvements that we are proudly launching today, which are aimed at providing greater flexibility for your clients and a better user experience!

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New in the Advisor Centre | Tracking your clients’ investment performance

September 15, 2020

Topics: Savings, Digital tools

Good news! It is now possible to obtain, in just a few clicks, a list showing the fund performance for your block of business, presented by client, for the period you select.

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RESP | Happy back-to-school season!

September 11, 2020

Topics: Savings, Digital tools

With back-to-school in full swing, parents are learning just how much their children’s education costs.

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New on Assure&go: delegating access to an account

August 6, 2020

Topics: Insurance, Digital tools

Good news! It is now possible to give members of your team delegated access via your Assure&go account.

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NEW | Contribution tool coming soon to My Client Space

July 27, 2020

Topics: Savings, Digital tools

At iA Financial Group, our goal is to provide our advisors and their clients the digital solutions they need to make their lives simpler. 

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