Best Access Application Portfolio Apps

InvestCloud Blue

2015-03-17

+27 The InvestCloud Blue wealth management iPad app offers private clients 24/7 access to their portfolio data information, market news and insights from InvestCloud. InvestCloud’s iPad app offers you: Convenient 24/7 access to your portfolio information including your holdings, assets allocation, performance, ... 20 MB Views 7262

9.2

Northwood Group

2015-05-16

Related Apps ipad group authorized access application

+6 The Northwood Group iPad application enables authorized Northwood Group clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Northwood Group client that has been authorized for ... 1 MB Views 5492

9.3

Forem Investments

2015-07-24

Related Apps ipad investments access authorized application

+15 The Forem Investments iPad application enables authorized Forem Investments clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Forem Investments client that has been authorized for ... 1 MB Views 163

8.3

Cahaba Wealth

2015-09-05

Related Apps management ipad wealth access authorized application

0 The Cahaba Wealth Management iPad application enables authorized Cahaba Wealth Management clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Cahaba Wealth Management client that has ... 1 MB Views 5233

9.1

Cain, Watters & Associates

2015-12-13

Related Apps ipad investment authorized application access

0 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

9.1

IVP Nebula

2015-10-31

managers data access alternative asset portfolio mobility

+6 Indus Valley Partners (IVP), a New Yorkbased provider of solutions to alternative asset managers, Introduces IVP Nebula, enabling alternative asset managers to access Key Performance Indicators, Portfolio Insights, Enterprise Data anytime/anywhere. IVP Nebula redefines mobility at work, comes packaged with next ... 26 MB Views 9191

8.2

Mytradebook

2015-07-10

Related Apps time news view real manage account access orders portfolio

+11 Mytradebook is a mobile trading application that provides real time access to your portfolio, market data and news. Trade from anywhere: With Mytradebook you can view the markets in realtime, buy and sell stocks, bonds and manage your holdings and view your ... 3 MB Views 5232

9.3

Chesney & Co

2015-05-16

Related Apps ipad company access authorized application

+2 The Chesney & Company iPad application enables authorized Chesney clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Chesney & Company client that has been authorized ... 1 MB Views 7513

9.9

iUMA

2015-10-03

Related Apps access account details client ability asset performance portfolio notifications

-3 iUMA gives you real time access to the platform while you're on the move. Advisers and account holders simply use your online ID and password to access iUMA's many features. iUMA for advisers Access full platform functionality, including the ability to ... 194 kb Views 6799

7.7

MX HUB24

2015-12-07

Related Apps access account details client ability asset performance portfolio notifications Customer Mymbfs Payment Bank Centers Locate Check Commerce Mobile Card Online Transaction Chartered Mileage Tools Australia Global Transfers Finance Financial Transactions Client Investors Management Sie Von Werden Exam Examfx State Convert Currencies History Chart View Volume

+11 MX HUB24 gives you real time access to the platform while you're on the move. Advisers and account holders simply use your online ID and password to access MX HUB24's many features. MX HUB24 for advisers Access full platform functionality, including ... 109 kb Views 8577

8.3

Berman McAleer

2015-11-19

Related Apps ipad access authorized application

+20 The Berman McAleer iPad application enables authorized Berman McAleer clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Berman McAleer client that has been authorized for ... 1 MB Views 8283

8.6

Innate Wealth

2015-03-25

wealth documents financial advice portfolio information services access

0 Innate Wealth is a boutique financial services advisory firm which specialises in the provision of strategic advice, portfolio management and accounting services. This app provides Innate Wealth clients with a ‘window to their wealth’. Features include: • Net wealth tracking • Portfolio access and ... NAN Views 8886

7.0

Affinity Private Wealth Mobile

2015-04-02

affinity information portfolio mobile private wealth access data client

+6 Affinity Private Wealth Mobile allows you to view your Affinity account online. If you are a client, Affinity Private Wealth Mobile allows you to access information on your portfolios. If you are an investment manager or financial advisor, you can access ... 11 MB Views 3920

8.7

Stock4Q

2015-02-09

Related Apps stock time web quotes portfolio real price portfolios access

-7 Stock4Q is a clean and elegant way to manage stock portfolios. The intuitive design and clean interface is meant to enrich your mobile experience with a singular aim "realtime stock quotes at your finger tips". Stock4Q provides streaming stock quotes ... 425 kb Views 2187

7.3

CSE Mobile App

2015-06-18

mobile portfolio features watch application stocks

0 Obtain insights in to the Colombo Stock Exchange while on the move The CSE iOS Mobile Application enables you to access a range of features as provided through the CSE Web Portal, but through a mobile interface designed for heightened user ... 33 MB Views 3823

9.1

Jones Collombin

2015-09-14

Related Apps ipad news jones information insights portfolio access offers

+18 The Jones Collombin iPad app offers private clients 24/7 access to their portfolio data information, market news and insights from Jones Collombin. JCIC’s iPad app offers you: Convenient 24/7 access to your portfolio information including your holdings, assets allocation, performance, investment manager ... 17 MB Views 6961

9.4

Wealth Engineers

2015-12-03

Related Apps engineers web time monitor home investment advisor financial account access wealth clients real portfolio

-8 24/7/365 realtime account access. No more wondering what's going on with your portfolio or waiting for your financial advisor to send you a quarterly report. This innovative, free app is made available by Wealth Engineers exclusively to its clients, their representatives, ... 8 MB Views 2894

8.6

NF Wealth Management

2015-01-11

Related Apps management ipad wealth access authorized application

-8 The NF Wealth Management iPad application enables authorized NF Wealth Management clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a NF Wealth Management client that has ... 2 MB Views 9536

8.6

Symphony Financial Planning

2015-03-21

Related Apps planning portfolio information application clients financial Monthly Payment Payments Calculator Notes Time Der Die Fragestellungen Suite Vos Votre Card Prepaid View Central Pay View Bank Iphone Ipod Contact Pay Security Market Options Stock Operational Time Users Bank Card Financial Application Bank Find

+5 This mobile application provides quick access to portfolio information for investment management clients of Symphony Financial Planning, LLC. Account values, performance information, portfolio analysis, and quarterly reports can all be accessed here by authorized users. This application has been developed ... 30 MB Views 856

7.2

BRI Wealth Management Mobile

2015-05-30

Related Apps management information wealth portfolio mobile access data client

+14 BRI Wealth Management Mobile allows you to view your BRI Wealth Management account online. If you are a client, BRI Wealth Management Mobile allows you to access information on your portfolios. If you are an investment manager or financial advisor, you ... 12 MB Views 4972

8.3

CDS Webtools

2015-03-21

Related Apps time cds atm mobile location real portfolio manage application

+8 The CDS Webtools application brings the best of our industry leading ATM Management application to your mobile device. •Access to the overall health of your ATM portfolio is now at your fingertips with real time information on terminal status, cash balances ... 8 MB Views 8853

9.0

Hicks Capital Management

2015-11-13

Related Apps ipad capital access authorized application

+5 The Hicks Capital iPad application enables authorized Hicks Capital clients to access their investment data in a simple elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Hicks Capital client that has been authorized for ... 1 MB Views 7640

9.5

AXA Wealth – My Elevate investments

2015-06-01

investment access portfolio axa investments wealth online view account

+4 The My Elevate investments app is for AXA Wealth customers who have online access to their Elevate account. It enables you to view your Elevate portfolio and monitor investment performance whenever you like. You can view your whole Elevate investment ... NAN Views 2345

8.3

Compass

2015-12-14

Related Apps compass access account details client ability asset performance portfolio notifications

0 Compass gives you real time access to the platform while you're on the move. Advisers and account holders simply use your online ID and password to access Compass's many features. Compass for advisers Access full platform functionality, including the ability to ... 204 kb Views 1433

7.5

Certified Advisory Corp

2015-11-20

Related Apps ipad certified corp advisory access authorized application Data Stock Symbols Connection Live Users Car Fuel Save Financial Research Services Alert Btw Een Bank Pay Security Banking Message Text Het Ipad Met Accounts Banking Milwaukee Key Keyboard Tax Access Advisors Investors Dinar Dollar Shilling

-7 The Certified Advisory Corp iPad application enables authorized Certified Advisory Corp clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Certified Advisory Corp client that has ... 1 MB Views 3425

8.9

WT First Rate

2015-09-14

Related Apps investment access rate application performance

+7 WT First Rate™ provides musthave performance and investment information at the fingertips of investment professionals anywhere and anytime. Along with its direct and simple presentation of returns, allocation and investment activity, this application will also generate portfolio customized performance statements ... 2 MB Views 6009

9.7

My Bank Personal Investors

2015-03-20

personal investors iphone investment card ipad access application bank bnp accounts paribas portfolio financial

+2 The My Bank Personal Investors application from BNP Paribas Personal Investors/The Bank For Expats gives you free access to your bank at all times. The application, in addition to the transactional website (http://www.bnpparibaspersonalinvestors.lu), allows you to make banking transactions on your ... 24 MB Views 7367

8.5

Myddleton Croft Mobile

2015-07-05

information portfolio mobile access data client Banking Privacy Web Order Orders Push Currency Support Transactions Deposit Email Save Accounts Finance Service Contact Federal Text Focus Format Module Library News Online Find Iphone State News Real Trade Analysis Market Stocks Accounts Activation Search

+3 Myddleton Croft Mobile allows you to view your Myddleton Croft account online. If you are a client, Myddleton Croft Mobile allows you to access information on your portfolios. If you are an investment manager or financial advisor, you can access your ... 20 MB Views 2635

9.6

Cosmos Insurance Powertools App

2015-03-23

issue insurance quotations portfolio check application

+18 Cosmos Insurance Agents Powertools Application for iPhone and iPad. A must have application for any agent cooperating with Cosmos Insurance. By downloading our app you will be able to: Stay up to date with important company announcements Issue covenotes Issue myDRIVE quotations ... 16 MB Views 8746

8.7

Garde Capital

2015-01-09

Related Apps ipad capital access authorized application

-9 The Garde Capital iPad application enables authorized Garde Capital clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Garde Capital client that has been authorized for ... 1 MB Views 8957

9.5

iHUB24

2015-10-18

Related Apps account access details client ability asset performance portfolio notifications

-1 iHUB24 gives you real time access to the HUB24 platform while you're on the move. Advisers and account holders simply use your HUB24 online ID and password to access iHub24's many features. iHUB24 for advisers Access full platform functionality, including the ... 157 kb Views 3095

7.6

Portfolio Lab

2015-08-23

Related Apps investment portfolio application

0 Portfolio Lab for iPad is a companion application to Portfolio Lab, a desktop portfolio research application for financial advisors and investment managers to manage portfolios, evaluate investment tradeoffs and create attractive proposals. 47 MB Views 4976

9.1

AdvisorNet

2015-06-03

Related Apps ipad authorized application access

+27 The AdvisorNet iPad application enables authorized AdvisorNet clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a AdvisorNet client that has been authorized for the iPad application. ... 1 MB Views 5061

9.8

Citi Network Direct

2015-07-01

citi network access direct application clients

0 Citi Network Direct is a proprietary mobile platform that leverages the breadth and depth of Citi’s global network to deliver service innovation through access, insight and expertise. On the application, investors can access detailed information on fund flows, local market ... 36 MB Views 6268

7.5

Tercero Mobile

2015-09-18

Related Apps information portfolio access mobile data client

-6 Tercero Mobile allows you to view your Tercero account online. If you are a client, Tercero Mobile allows you to access information on your portfolios. If you are an investment manager or financial advisor, you can access your client’s details and ... 20 MB Views 6075

9.6

WealthCare

2015-10-23

Related Apps mobile benefit application access accounts

+4 WealthCare Mobile is the new mobile app developed by Alegeus Technologies. WealthCare Mobile provides a single access point for participants to manage their consumer driven healthcare and other tax favored benefit accounts. WealthCare Mobile is a completely customizable, branded mobile ... 3 MB Views 3666

7.4

QStocksTracker

2015-02-22

stock investment time design market portfolios portfolio stocks manage graphics tracking application hand

+2 With Q Stocks you will be able to stock tracking to increase the value of your investment portfolio. Manage the value of your portfolios and trading signals in any currency using advanced interactive graphics.Customize the application and manage your stock ... 4 MB Views 5274

8.4

Sharper & Granite

2015-12-13

Related Apps ipad granite access authorized application Check Paid State Card Deposit View Bank Search Trust Bank Farmers National Banking Mobile Safe Account Manage Personal Hong Kong Services Calculations Gst Price Financial Model Money Amortization Payment Total Account Money Twitter Auto Find Loan

0 The Sharper & Granite iPad application enables authorized Sharper & Granite clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Sharper & Granite client that has ... 1 MB Views 3884

8.3

My Puilaetco Dewaay

2015-12-16

news research portfolio view access account private

-8 With My PLDW application, Puilaetco Dewaay clients can safely consult their portfolio, documents, news and research anywhere, anytime. Activate your account and enjoy a clear view of your portfolio, optimized for iPad. Main features: Secure Access Multilingual French and Dutch Consolidated and ... 13 MB Views 1453

7.8

LORAN GRAHAM Co.

2015-01-30

Related Apps ipad graham access authorized application

+11 The LORAN GRAHAM Co. iPad application enables authorized LORAN GRAHAM Co. clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a LORAN GRAHAM Co. client that has ... 1 MB Views 5178

9.5

Texas Legacy Wealth Management

2015-04-12

Related Apps ipad access authorized application

0 The TLWM iPad application enables authorized TLWM clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a TLWM client that has been authorized for the iPad application. ... 1 MB Views 2495

8.5

GBMhomebroker

2015-02-28

time market contract real access mexico check analysis portfolio

+13 With GBMhomebroker you will have access to the latest market information and can view your portfolio in real time. We offer the best analysis in Mexico. Check your investments wherever you are. POWER (THINK> TRADE> WIN) Indices, indicators, prices and yields for ... 7 MB Views 5835

9.8

PNB Mobile

2015-08-06

Related Apps banking application access

+14 This application provides access to PNB banking services across all operators.It provides its customers to access various features of banking over a secure channel.The application supports IOS 5.0 and above.This application is compatible with iPhone only . 4 MB Views 8848

9.8

AXA Self-Investor – My Self Investor

2015-06-01

Related Apps investment investor axa portfolio access view

-7 The My Self Investor app is for AXA Self Investor customers to view their portfolio and monitor investment performance whenever they like. You can view your whole AXA Self Investor investment portfolio, get a breakdown by product or by investment ... NAN Views 2868

7.2

Moj portfelj

2015-12-13

investments portfolio application

+27 A portfolio of your investments is with you each/every moment. Application Moj portfelj is the ideal tool for a quick overview of the entire portfolio of your investments. Before using the mobile application Moj portfelj you have to register and enter a ... 4 MB Views 3522

8.2

Smith Anglin Financial

2015-01-25

Related Apps ipad smith access authorized application

+2 The Smith Anglin iPad application enables authorized Smith Anglin clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Smith Anglin client that has been authorized for ... 1 MB Views 3552

8.0

iSergel

2015-01-03

management provider service credit portfolio companies application

+3 What is it? iSergel is a Predator CMS application for mobile devices. The application is designed for iPads and iPhones and gives clients of credit management services (CMS) companies access to portfolio information. iSergel gives all customers of credit management services (CMS) ... 5 MB Views 5180

8.9

UTRADE SG for iPhone

2015-09-21

Related Apps iphone stock monitor trading easy utrade access find order portfolio book

-8 UTRADE. Online trading made easy. Experience easy mobile trading with UTRADE on iPhone, the latest stock trading app from UOB Kay Hian. Keep watch on market movement on the go, take immediate action on trading opportunities and monitor your order book and ... 7 MB Views 5639

9.8

Portfolio Designs

2015-10-23

investors time information liberty account access rias user portfolio client real

-1 Portfolio Designs 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 account ... 9 MB Views 7968

9.0

Edmonds Duncan

2015-12-13

Related Apps ipad authorized application access

+1 The Edmonds Duncan iPad application enables authorized Edmonds Duncan clients to access their portfolio data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You must be an Edmonds Duncan client who has been authorized for the ... 1 MB Views 3890

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

Halpern Financial Performance Reporting

2015-11-20

Related Apps ipad financial authorized application access performance

+5 The Halpern Financial iPad application enables authorized Halpern Financial clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Halpern Financial client that has been authorized for ... 1 MB Views 7011

8.8

TideRock Financial

2015-01-20

Related Apps ipad financial access authorized application

+26 The TideRock Financial iPad application enables authorized TideRock Financial clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a TideRock Financial client that has been authorized for ... 1 MB Views 1508

9.8

CenterPoint

2015-07-02

Related Apps company download portfolio access

+17 You can now access our portfolio from the palm of your hand Download CenterPoint's iPhone app and you'll be able to: Search our portfolio Browse our available space Locate buildings near you Find buildings for sale Access company news Contact ... 2 MB Views 1698

9.6

White Horse Advisors

2015-11-20

Related Apps horse ipad white advisors access authorized application

+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

6.9

BH Debt Investors, LLC

2015-09-21

Related Apps investors ipad debt access authorized application

-4 The BH Debt Investors iPad application enables authorized BH Debt Investors clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a BH Debt Investors client that has ... 1 MB Views 1919

8.8

CLARFELD

2015-06-05

Related Apps ipad access application

-6 The Clarfeld iPad application enables authorized Clarfeld clients to access their investment data in a simple, elegant interface that was custom designed for the iPad application. If you would like to request access, please contact your Clarfeld advisor. 1 MB Views 3308

8.2

Penwealth

2015-10-06

Related Apps ipad wealth access authorized application

+18 The Peninsula Wealth iPad application enables authorized Peninsula Wealth clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Peninsula Wealth client that has been authorized for ... 1 MB Views 2882

8.3

Haalbaarheid

2015-09-03

Related Apps investment business monitor 2012 application objectives access portfolio model service

+2 NNEK's first Dutch Feasibility Application to access and monitor investment portfolios and objectives. NNEK has a successful track record over 25 years. NNEK is ideally placed to help you as a investment planner excel through and beyond 2012. We have a ... NAN Views 9933

8.6

Mole Valley Asset Management Mobile

2015-11-02

Related Apps management portfolio information valley asset access mobile data client

-2 Mole Valley Asset Management Mobile allows you to view your Mole Valley account online. If you are a client, Mole Valley Asset Management Mobile allows you to access information on your portfolios. If you are an investment manager or financial advisor, ... 11 MB Views 8986

Jones Collombin

BRI Wealth Management Mobile

InvestCloud Blue

Cosmos Insurance Powertools App

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