Best Access Advisors Investment Apps

Mutual Fund Store Mobile

2015-01-22

+2 Overview Are you confused about choosing your investments? Wondering if you’ll have enough to live comfortably in retirement? Receiving professional retirement planning advice can help. Keep up–todate on hot topics and The Mutual Fund Radio Show using The Mutual ... 8 MB Views 3266

9.4

Equity Investor

2015-06-30

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0 The Equity Investor App provides professional and private investors with up to the minute access to a range of research and commentary from leading Research firms Edison Investment Research, Equity Development and Fox Davies Capital. Research available through the service ... 7 MB Views 7194

9.6

RBC Global Asset Management Advisor

2015-07-21

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+21 Information presented in this app is intended for investment advisors only. Before downloading the app, you must have an Advisor Access account. To create a free account, please visit http://rbcgam.com/advisoraccess No matter where you are, enjoy the simplicity and convenience of ... 36 MB Views 9166

9.7

Property Investment Club Asia

2015-01-09

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+6 Property Investment Club Asia offers an efficient and innovative platform to connect you with other property investors through mobile, on the go, assisting you to enjoy the unfair advantage over the rest of the market. Being privilege to access to ... 19 MB Views 2897

8.0

Private Banking Research

2015-08-27

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+2 Get free access to ABN AMRO Private Banking's investment research. This app grants you access to a broad range of macroeconomic research and financial analyses by ABN AMRO's investment specialists. Our Quarterly Outlook provides you with indepth analysis of the major ... NAN Views 4800

8.6

Avant-Garde

2015-02-27

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+15 The AvantGarde Mobile iPad application enables authorized clients of AvantGarde Advisors to access their performance data on the go. Knowing how your investments are doing in a beautifully designed and easy to access app designed specifically for the iPad. REQUIREMENTS: You ... 1 MB Views 2756

9.2

Atlas Peak Advisors

2015-06-14

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0 Atlas Peak Advisors, Inc.’s mobile application allows you to view account valuation, performance, and reporting information for authorized users of the firm. Available on the Apple operating system, clients can access the following data: Account Value Snapshots Performance reports Account positions by asset ... 3 MB Views 3512

9.1

Kreitler MyDashboard

2015-06-05

Related Apps ipad investment financial authorized access application

+26 The Kreitler Financial MyDashboard iPad application enables authorized clients to access their investment performance on their consolidated accounts on the Kreitler Financial investment platform in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be ... 1 MB Views 6391

8.9

Nautilus Advisors LLC

2015-07-07

Related Apps ipad llc advisors access authorized application

+7 The Nautilus Advisors LLC iPad application enables authorized Nautilus Advisors LLC clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Nautilus Advisors LLC client that has ... 1 MB Views 8059

9.3

Retirement Advisors of America

2015-06-04

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+1 The Retirement Advisors of America iPad application enables authorized Retirement Advisors of America clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Retirement Advisors of America ... 2 MB Views 8643

8.2

Mobile Ta-Retirement

2015-08-24

Related Apps retirement investment account plan access information date accounts participants balance

0 Transamerica Retirement Services ("Transamerica") offers customized retirement plan solutions designed to fit the growing business needs of today’s companies This free app, for the Apple iPhone or iPod touch, allows retirement savings plan Participants to access account information using their existing ... 345 kb Views 6682

6.9

Duckworth Wealth

2015-06-26

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+5 The Duckworth Wealth Advisors Mobile App allows authorized Duckworth Wealth Advisors clients to access their portfolio data in a format that was custom designed for mobile devices. This Mobile App allows you to view account information, balances and easily contact ... 3 MB Views 1919

9.1

Karsten Advisors Mobile

2015-01-09

Related Apps ipad advisors access authorized application

+19 The Karsten Advisors iPad application enables authorized clients to access their performance data in a simple and elegant interface which was custom designed for the iPad. REQUIREMENTS: You must be a Karsten Advisors client that has been authorized for the iPad ... 1 MB Views 9211

9.1

Portformulas App

2015-12-16

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+27 Portformulas offers this application to authorized investors, their representatives, and Registered Investment Advisors (RIAs). Take the power of the Portformulas app with you and access your account information anytime and from anywhere. With comprehensive views of account positions, transactions and performance, ... 8 MB Views 941

8.7

Schwab Advisor Center® Mobile

2015-06-28

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+3 The Schwab Advisor Center Mobile Application makes it easy for independent registered investment advisors with a valid login to monitor and manage client accounts from their iPhone and iPad. This application is for advisors whose firms custody assets with Schwab, ... 6 MB Views 637

7.0

Anchor Financial Group App

2015-09-15

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-7 Anchor Financial Group offers the Trust Company of America 'Liberty' application to authorized investors, their representatives and Registered Investment Advisors (RIAs). Take the power of Liberty with you and access your account information anytime and from anywhere. With comprehensive views of ... 19 MB Views 9070

9.3

Lehman Capital Advisors App

2015-04-23

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+3 Lehman Capital Advisors offers the Trust Company of America 'Liberty' application to authorized investors, their representatives and Registered Investment Advisors (RIAs). Take the power of Liberty with you and access your account information anytime and from anywhere. With comprehensive views of ... 8 MB Views 2663

8.2

S&P Capital IQ for Tablets

2015-07-11

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+7 Important: There is no charge to download the application. However, it is only available to S&P Capital IQ clients. The S&P Capital IQ platform provides the most accurate and timely financial information to investment banks, asset management firms, private equity firms ... 9 MB Views 9052

9.4

Investment Executive Newspaper

2015-10-20

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+17 Investment Executive (IE) is the goto information source for Canada’s financial advisors — stockbrokers, mutual funds salespeople, financial planners, personal bankers, insurance agents and brokers — as well as other professionals in the financial services business. We provide them with ... 14 MB Views 8894

9.2

TCG Advisors

2015-06-05

Related Apps ipad advisors access authorized application

+4 The TCG Advisors iPad application enables authorized TCG Advisors clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a TCG Advisors client that has been authorized for ... 1 MB Views 6612

7.7

Fidelity Investments Professional App

2015-01-14

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0 As a financial advisor, you need access to product information whenever and wherever you want. If you use an iPad, iPhone and/or iPod Touch, this free app gives you instant access to the latest fund and pool information from Fidelity ... NAN Views 1127

9.3

Mortgages UK

2015-05-28

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-3 Do you need a mortgage or remortgage and don’t know who to turn to. We work with one of the best mortgage networks in the UK and have access to thousands of products both on the high street and off. ... NAN Views 4343

8.6

Amicus Financial Advisors, LLC

2015-08-27

Related Apps ipad llc financial advisors access authorized application

+21 The Amicus Financial Advisors, LLC iPad application enables authorized Amicus clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be an Amicus Financial Advisors, LLC client that has ... 1 MB Views 8906

9.5

FOCUS Wealth Advisors

2015-12-10

Related Apps ipad focus advisors wealth access authorized application

+12 The FOCUS Wealth Advisors iPad application enables authorized FOCUS Wealth Advisors clients to access their performance, asset allocation, holding and transaction data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a FOCUS ... 1 MB Views 8195

9.6

Schnitman Group

2015-06-28

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+4 Keep in touch with your retirement portfolio with the FREE Schnitman Group Mobile app. The app provides fast access to your workplace retirement account so you can monitor your investment activity wherever you go. Tap into Schnitman Group Mobile for current ... 666 kb Views 1166

9.6

Jackson Private Wealth Management App

2015-03-18

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+7 Jackson Private Wealth Management offers the Trust Company of America 'Liberty' application to authorized investors, their representatives and Registered Investment Advisors (RIAs). Take the power of Liberty with you and access your account information anytime and from anywhere. With comprehensive views ... 9 MB Views 1466

8.0

Envestnet

2015-05-03

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+20 Envestnet delivers an endtoend platform to help financial institutions and independent advisors deliver solutions to clients at all asset levels. The stateoftheart platform provides access to multiple investment programs, proposal generation tools, and account management resources. Key features of the ... 195 kb Views 9900

8.7

Mack Investment Securities App

2015-03-18

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+28 Mack Investment Securities offers the Trust Company of America 'Liberty' application to authorized investors, their representatives and Registered Investment Advisors (RIAs). Take the power of Liberty with you and access your account information anytime and from anywhere. With comprehensive views of ... 10 MB Views 5157

9.6

White Horse Advisors

2015-11-20

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+3 The White Horse Advisors iPad application enables authorized White Horse Advisors’ clients to access their investment performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a White Horse Advisors client that ... 1 MB Views 9546

7.7

iRetire Employee Benefits

2015-06-05

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+14 This App has been created for iRetire members to access their Pension/Provident Fund investment information. The iRetire App will enable you to have real time access to your retirement investment values and personal information. To access your account, please use the ... 7 MB Views 9777

9.9

Boon Capital

2015-06-05

Related Apps ipad capital advisors access authorized application

-4 The Boon Capital Advisors iPad application enables authorized Boon Capital Advisors clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Boon Capital Advisors client that has ... 1 MB Views 1549

9.1

Colson Financial Group

2015-10-06

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+5 Colson Financial Group, Inc. offers the Trust Company of America 'Liberty' application to authorized investors, their representatives and Registered Investment Advisors. Take the power of Liberty with you and access your account information anytime and from anywhere. With comprehensive views of ... 8 MB Views 741

9.6

First Allied

2015-06-08

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+23 The First Allied app is a secure portal that allows First Allied financial advisors and assistants access from their mobile device(s) to tools to manage and grow their business. This unique platform provides advisors with a virtual office at their fingertips. ... 2 MB Views 4866

7.9

Bank Login

2015-02-07

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+2 With this allinone banking app for your iphone, you can manage your money on the move and login to your Bank accounts in one place accessing over 60 UK FSA (Financial Services Authority) listed regulated Banks without ever leaving the ... 5 MB Views 3879

7.1

Pyramis Global Advisors Leadership Series Compendium

2015-09-25

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-6 FOR INSTITUTIONAL USE ONLY Welcome to the Pyramis Global Advisors Quarterly Leadership Series eCompendium, presenting a collection of select, relevant thought leadership content. This app supports our commitment to sharing timely insights and innovative thinking from our investment professionals, in order to ... 5 MB Views 9521

7.0

Alerus Retirement Solutions

2015-09-30

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+9 Alerus Retirement Solutions Mobile App for iPhone, iPod Touch, and iPad. View demo at http://www.alerusretirementsolutions.com/appdemo/MobileAppVideo.htm With the Alerus Retirement Solutions mobile application, participants of our employersponsored plans receive fast, free, and secure inquiry access to their account information. You can view account activity, ... 8 MB Views 9270

8.6

Capital Advisers App

2015-04-09

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+3 Capital Advisers, Inc. offers the 'Liberty' Application to authorized investors, their representatives and Registered Investment Advisors (RIAs). Take the Power of Liberty with you and access your account information anytime and from anywhere. With comprehensive views of account positions, transactions and ... 9 MB Views 3136

9.3

Sberbank Investment Research

2015-08-09

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0 The Sberbank Investment Research App provides clients with up to the minute access to a range of award winning research and commentary from Sberbank Investment Research. You must be a registered client of Sberbank to access the content. The Sberbank Investment ... 24 MB Views 3663

7.5

CFANY

2015-12-13

Related Apps ipad york advisors financial capital authorized access application

+25 The Capital Financial Advisors of New York iPad application enables authorized Capital Financial Advisors of New York clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a ... 1 MB Views 5825

9.1

FAME for Malaysia

2015-12-19

investment financial details platform performance access manage transaction funds

+7 FAME (Financial Access Made Easy) wealth management platform is a onestop hub where financial advisors and individual investors alike can have 24hour realtime online access to their investment portfolios and transactions details. With the FAME, you can: • Stay informed with details ... 5 MB Views 5791

7.9

Storehouse Financial

2015-10-16

Related Apps investors time information liberty access real account anytime client advisors

+7 Storehouse FInancial offers the Liberty application to authorized investors, their representatives and Registered Investment Advisors (RIAs). Take the power of Liberty with you and access your account information anytime and from anywhere. With comprehensive views of account positions, transactions and performance, ... 11 MB Views 2929

8.2

Thomas Financial Advisors

2015-06-25

Related Apps ipad thomas advisors financial access authorized application

-9 The Thomas Financial Advisors iPad application enables authorized Thomas Financial Advisors clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Thomas Financial Advisors client that has ... 1 MB Views 152

9.1

Dimensional for Advisors

2015-08-27

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+13 Designed for financial advisors who work with Dimensional, this iPad app features select clientsite content, providing an intuitive tool for client communication, prospecting, and professional education. You must have a Dimensional clientsite account to use this app. Advisors can use the ... 28 MB Views 4561

8.4

Index Fund Advisors

2015-10-09

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+24 The Index Fund Advisors (IFA) app can help you replace speculation with an education. Read about passive investment strategies from our articles or keep up to date by watching the latest IFA.tv video. Explore our IFA Index Portfolios and historical ... 24 MB Views 4554

7.8

MGO Investment Advisors App

2015-04-09

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+13 MGO Investment Advisors offers the Trust Company of America 'Liberty' application to authorized investors, their representatives and Registered Investment Advisors. Take the power of Liberty with you and access your account information anytime and from anywhere. With comprehensive views of account ... 8 MB Views 2228

9.2

AlphaPoint Investment Management

2015-11-13

Related Apps ipad management investment access authorized application

+13 The AlphaPoint Investment Management iPad application enables authorized AlphaPoint clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be an AlphaPoint client that has been authorized for ... 1 MB Views 6292

9.8

Vanguard for Advisors

2015-10-12

Related Apps ipad iphone research information access advisors product commentary mutual

-3 As a financial advisor, you need uptotheminute information, no matter where you are. Vanguard’s industryleading mobile app for advisors gives you access to the latest product information, investment research, and economic commentary when you’re away from the office. Vanguard for ... 16 MB Views 6368

9.9

J Capital Wealth Advisors

2015-03-18

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+8 J. Capital Wealth Advisors offers the Trust Company of America 'Liberty' Application to authorized investors, their representatives and Registered Investment Advisors (RIAs). Take the Power of Liberty with you and access your account information anytime and from anywhere. With comprehensive views ... 9 MB Views 8749

8.5

HBW Advisory Services LLC

2015-08-01

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-2 HBW Advisory Services LLC offers the Trust Company of America 'Liberty' application to authorized investors, their representatives and Registered Investment Advisors (RIAs). Take the power of Liberty with you and access your account information anytime and from anywhere. With comprehensive views ... 864 kb Views 8055

8.7

BNY Mellon Private Workbench for iPhone

2015-01-04

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+8 Private Workbench Mobile is available to existing BNY Mellon Wealth Management investment clients with Private Workbench access. If you are a client who is not currently accessing Private Workbench, please visit bnymellonwealthmanagement.com to enroll. This free BNY Mellon Wealth Management app ... 6 MB Views 4357

9.1

Cain, Watters & Associates

2015-12-13

Related Apps ipad investment authorized application access

+3 The CWA iPad application enables authorized CWA clients to access their investment performance on their accounts on the CWA investment platforms in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a CWA client ... 1 MB Views 641

8.8

Vontobel SecureLogin

2015-12-02

Related Apps banking investment relationship clients step access solutions responsible term

0 SecureLogin enables the secure access to your relationship with Vontobel on vontobel.com/ebanking. With SecureLogin you confirm your access request as a third step in the login procedure. Login at Vontobel EBanking with SecureLogin Step 1: Start SecureLogin on your smartphone or tablet ... 5 MB Views 5308

8.6

BNY Mellon Private Workbench Mobile

2015-08-30

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0 Private Workbench Mobile is available to existing BNY Mellon Wealth Management investment clients with Private Workbench access. If you are a client who is not currently accessing Private Workbench, please visit bnymellonwealthmanagement.com to enroll. This free BNY Mellon Wealth Management app ... 5 MB Views 2156

8.0

Phase 2 App

2015-03-18

Related Apps time investors investment information liberty access rias advisors account client real anytime

+22 Phase 2 Investment Advisers offers the Trust Company of America 'Liberty' Application to authorized investors, their representatives and Registered Investment Advisors (RIAs). Take the Power of Liberty with you and access your account information anytime and from anywhere. With comprehensive views ... 8 MB Views 7480

7.1

Client Portfolio Manager

2015-05-23

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+1 Designed for financial advisors who want a clean yet detailed interface that can be easily understood by clients during review meetings and presentations. Client Portfolio Manager will enable you to record your clients’ insurance policies and investment plans information in ... 9 MB Views 5421

8.6

HRAgo

2015-01-11

Related Apps investment account reimbursement claim review view application hra access

-6 The HRAgo smartphone application allows you to manage your health reimbursement account (HRA) from the convenience of your mobile devices. Review your account balance and daily activity, manage your investment allocation, review the status of reimbursement claims and submit a ... 10 MB Views 6606

8.6

ECM Liberty App

2015-08-05

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+1 Ebert Capital Management offers the Liberty application to authorized investors, their representatives and Registered Investment Advisors (RIAs). Take the power of Liberty with you and access your account information anytime and from anywhere. With comprehensive views of account positions, transactions and ... 8 MB Views 9336

9.5

Secure Money Strategies App

2015-04-09

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-1 Secure Money Strategies, Inc. offers the Trust Company of America 'Liberty' Application to authorized investors, their representatives and Registered Investment Advisors (RIAs). Take the Power of Liberty with you and access your account information anytime and from anywhere. With comprehensive views ... 10 MB Views 3315

9.6

Caerus Investment Advisors, LLC

2015-08-31

Related Apps investment ipad advisors authorized access application

+7 The Caerus Investment Advisors iPad application enables authorized Caerus clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Caerus Investment Advisors client that has been authorized ... 1 MB Views 5246

8.0

Morningstar for Advisors℠ – Client Reporting. Portfolio Analysis. Market Data.

2015-01-28

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-1 Explore new possibilities in practicebuilding with Morningstar for Advisors, a mobile companion to Morningstar Office℠ or Morningstar Advisor Workstation℠. Morningstar for Advisors wraps client account information in an easytouse visual interface to help advisors like you illustrate account details, explain ... 70 MB Views 1580

Duckworth Wealth

iRetire Employee Benefits

Client Portfolio Manager

Mutual Fund Store Mobile

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