Investia 2.3

Industrielle Alliance, Assurance et services financiers inc. ❘ Freeware ❘
iOS
out of 9 votes

Investia: Streamlining Financial Management with Ease

Elena Angelini

02/06/2025

Investia by Industrielle Alliance offers a comprehensive platform for effective financial planning and investment management, designed for both professionals and clients alike.

Investia Financial Services Inc. is a mutual fund dealer that offers a comprehensive range of financial products and services. Their knowledgeable representatives are dedicated to helping you realize your financial goals.

Being a wholly owned subsidiary of iA Financial Group, one of Canada's largest life and health insurance companies and a prominent public entity, Investia Financial Services Inc. benefits from strong industry backing. iA Financial Group's stock is listed on the Toronto Stock Exchange under the symbol IAG.

Aligned in values that prioritize service, performance, and teamwork, Investia and iA Financial Group provide a solid foundation to meet your financial needs.

Investia App

The Investia app offers a convenient way to access your investment portfolio and personal profile at any time and from any location. It serves as a mobile extension of your Investia Client Portal available at https://client.investia.ca

The current features of the app include:

Overview of your accounts: Get detailed information on all your accounts, client numbers associated with the connected user, consolidated market value, and shared family account details.
Account details: Review consolidated market value and individual plan balances for the selected account.
Your plans: Access detailed plan information for the chosen account.
Contact us: Find your advisor's contact information, including address, phone numbers, fax number, and email address.

To fully utilize the Investia app, registration on the Investia Client Portal is required. You can use your existing Investia access code from the web portal to log in. If you don’t have one, the app enables you to register online. For assistance with forgotten access codes or password resets, secure procedures are in place.

For further inquiries or information, feel free to contact your Investia advisor directly or reach out for support at 1 866 383-3306.

Overview

Investia is a Freeware software in the category Business developed by Industrielle Alliance, Assurance et services financiers inc..

The latest version of Investia is 2.3, released on 06/19/2024. It was initially added to our database on 06/19/2024.

Investia runs on the following operating systems: iOS.

Users of Investia gave it a rating of 5 out of 5 stars.

FAQ

What is Investia?

Investia is a financial services firm that provides a variety of investment options, insurance solutions, and financial planning services.

Who operates Investia?

Investia is operated by Industrielle Alliance, Assurance et services financiers inc., which is a well-established Canadian insurance and financial services company.

What types of investment products does Investia offer?

Investia offers a range of investment products including mutual funds, segregated funds, RRSPs, and TFSA investment options.

Is Investia regulated?

Yes, Investia is regulated by the Investment Industry Regulatory Organization of Canada (IIROC) and provincial securities regulators in Canada.

How can I open an account with Investia?

To open an account with Investia, you can visit their website or contact a financial advisor associated with the firm for assistance in completing the application process.

What fees are associated with Investia's services?

Fees can vary depending on the type of investment product you choose. It's important to review the specific fee schedule for each product or service.

Does Investia provide financial advice?

Yes, Investia provides personalized financial advice through licensed advisors who can help tailor solutions to meet individual client needs.

Can I access my accounts online with Investia?

Yes, Investia offers an online platform where clients can access their accounts, view investments, and manage their financial portfolio.

What customer support options are available for Investia clients?

Investia provides customer support through phone, email, and online chat options. Clients can also access their financial advisors for direct assistance.

Is there a minimum investment amount at Investia?

Minimum investment amounts may vary by product. It’s advisable to check specific products or consult with an advisor for details on minimum investments.

Elena Angelini

I'm Elena, your go-to software reviewer at UpdateStar and tech enthusiast. Whether you're a user seeking the latest software titles or software news I've got you covered. When I'm not diving into the latest software, you can find me exploring nature trails, camping under the stars, or competing in online multiplayer games. My reviews are designed to be fun, engaging, and packed with all the details you need to make informed decisions.

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Latest Version
2.3

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