Track your investments and everyday transactions with ease. This secure platform provides quick access to your portfolio details, powered by the VieFUND Back Office Platform.
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6+ similar apps compared and reviewed
Whether you want more options like FundsDirect or a completely different take on the same concept, our curated list of 6+ similar apps has you covered. Updated for 2026 with the latest ratings and comparisons.




Track your investments and everyday transactions with ease. This secure platform provides quick access to your portfolio details, powered by the VieFUND Back Office Platform.






Manage your finances on the go with secure and convenient access to your accounts. Pay bills, transfer funds, deposit checks, and receive important messages directly to your phone.


Estimate federal and provincial taxes on earnings and capital gains. Calculates total income taxes, deductions, and net income, with graphical breakdowns and comparisons. All calculations are performed locally on your device.


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.


Access your investment portfolio and communicate with your advisor on the go. Monitor your accounts, download important documents, and stay connected to your financial progress anytime, anywhere.