Access your investment portfolio and personal financial profile on the go. View account overviews, plan details, and contact your advisor directly. Requires registration on the Investia Client Portal.






7+ similar apps compared and reviewed
Equitech is great, but it's not the only option. Explore 7+ similar apps for iPhone and iPad, each reviewed and rated by real users. Find free alternatives, premium upgrades, and hidden gems.






Access your investment portfolio and personal financial profile on the go. View account overviews, plan details, and contact your advisor directly. Requires registration on the Investia Client Portal.




Easily submit and track expenses from your employer-provided spending account. View your benefits, plan details, and account balances all in one place. Get quick reimbursements and access customer support via live chat.






Manage your investments across multiple CIBC accounts in one app. Trade stocks, ETFs, and more, with access to research tools and customizable charts. Automate savings and dividend reinvestment for easier wealth building.


Manage your group benefits and retirement plans on the go. Submit claims, view balances, access your benefits card, and find healthcare providers. Track savings, contributions, and rates of return for retirement plans.


Access your insurance policy details, including auto liability slips and home/auto coverage. Easily make claims or payments for personal home, auto, farm, and business policies. Find contact information for your policies and Co-operators.


Manage your home and car insurance policies effortlessly. Access documents, submit claims with photo uploads, and get instant roadside assistance. Receive alerts for recalls and severe weather to protect your property.


This app simplifies mortgage calculations and comparisons for Canadians. It offers tools to estimate home ownership costs, compare rates from various lenders, and understand affordability. Professionals can access a branded version for their clients.