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
Whether you want more options like SideDrawer or a completely different take on the same concept, our curated list of 7+ similar apps has you covered. Updated for 2026 with the latest ratings and comparisons.









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.

Monitor your investments and track daily transactions with ease. This secure platform provides quick access to your account summaries, transaction history, and trade details. Sign in conveniently using Touch ID for swift access to your financial information.








This app helps Canadian taxpayers forecast their retirement income and investment strategies. It performs all calculations locally on your device, ensuring your personal data remains private. Explore various scenarios and optimize your retirement age and investment amounts.