Best apps like Events by iA Private Wealth

8+ similar apps compared and reviewed

4.1 avg rating
8 free apps
Updated July 2026
Events by iA Private Wealth
Events by iA Private Wealth
Industrial Alliance Insurance and Financial Services Inc.

Events by iA Private Wealth is great, but it's not the only option. Explore 8+ similar apps for iPhone and iPad, each reviewed and rated by real users. Find free alternatives, premium upgrades, and hidden gems.

Top Alternatives to Events by iA Private Wealth

CI Direct Trading#2

CI Direct Trading by BBS Securities Inc.

Formerly Virtual Brokers
Strong Contender
💰 Finance
5.0(1 ratings)
Free
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Manage your investments on the go with this mobile trading platform. Buy and sell stocks and mutual funds, monitor your portfolio, and review transactions with ease. The app offers basic charting tools and a user-friendly interface for convenient portfolio management.

Morningstar for Advisors#3

Morningstar for Advisors by Morningstar, Inc.

Worth Considering
💰 Finance
3.8(12 ratings)
Free
Morningstar for Advisors screenshot 1
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This app digitizes client portfolio information for financial advisors, allowing them to capture, crop, and create portfolio scenarios. It provides access to client accounts and market insights on the go, enhancing advisor efficiency and client connection.

More apps like Events by iA Private Wealth

4
CI Direct Investing
CI Direct Investing
CI Direct Investing
Formerly WealthBar
Free

Manage your savings, investments, and access financial advice conveniently from your mobile device. Get a professionally managed portfolio tailored to your goals and track your progress with an intuitive dashboard. Enjoy low fees and a free high-interest savings account.

Professionally managed portfoliosPersonalized investment matchingOn-the-go savings and recurring deposits
💰 Finance
(8)
free with in-app purchases
5
Olympia Mobile
Olympia Mobile
Olympia Mobile
With Us It's ... DIGITAL
Free

Manage your self-directed investment account with instant access to account details, investment updates, and transaction history. Features enhanced login options and swift navigation for a seamless user experience.

Instant account accessInvestment updatesTransaction information
💰 Finance
(0)
free
6
SideDrawer
SideDrawer
SideDrawer
Life Planning & Organization
Free

Centralize all your important family documents and information in one secure digital space. Easily store financial assets, passports, bills, and more, accessible from any device. Share access with family and trusted advisors for seamless management.

Centralized document storageFinancial asset trackingPassport and bill management
💰 Finance
(2)
free
7
TMX PowerStream Mobile
TMX PowerStream Mobile
TMX PowerStream Mobile
by TMX Group Inc.
Free

Access comprehensive financial data, news, and charting on your mobile device. This app synchronizes with its desktop counterpart, allowing for seamless portfolio and watchlist management on the go. Stay connected to critical market information with real-time updates and detailed analytics.

Portfolio Manager/WatchlistMarket InformationQuotes, Charts, and News
💰 Finance
(2)
free
8
CIBC Structured Notes
CIBC Structured Notes
CIBC Structured Notes
by CIBC
Free
💰 Finance
(0)