Best Access Asset Management Apps

4College! – College Savings Planner

2015-10-25

+2 The Scholars Choice College Savings Planner helps you prepare a realistic savings plan for yourself or your children. This tool allows you to access the current cost of over 2,200 universities, find gaps in funding, develop savings goals and plan ... 3 MB Views 5541

8.9

FUTR Family Management, LLC Mobile

2015-08-27

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+15 The FUTR Family Management, LLC iPad application enables authorized FUTR clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a FUTR client that has been authorized for ... 1 MB Views 339

9.7

Axxerion Mobile ©

2015-06-13

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+2 Axxerion is an Internet environment that enables employees, partners, suppliers and customers to collaborate on business processes. You can define your own processes for handling complaints, ordering supplies, making room reservations or renewing contracts. You have 24hour access to the ... 8 MB Views 9847

9.8

BNY Mellon Business Banking for iPad

2015-02-18

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+1 Business Mobile Banking is available to existing BNY Mellon Wealth Management Business Banking clients with business Banking access. This free BNY Mellon Wealth Management app for the iPad allows you to access information for your banking accounts anywhere and anytime. View current ... 8 MB Views 9548

9.3

Cravens and Company Wealth Management

2015-08-18

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+27 The Cravens and Company Wealth Management iPad application enables authorized Cravens and Company 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 Cravens and ... 1 MB Views 313

8.1

Money•

2015-08-31

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0 ※ PC editing function You can view ‘“Finance” application by WiFi or 3G. You can see the data sorted by date, category and asset group on the screen of your PC. In addition, you can see fluctuations of your asset indicated ... 9 MB Views 9151

7.5

assets

2015-07-05

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+17 Assets is a Financial Information Management application that keeps track of your assets, purchases, and possessions. The app works automatically on the basis of annual depreciation / appreciation along fixed rates, where the current value is revalued daily. Want to know ... 2 MB Views 6375

8.4

Chatham Wealth

2015-07-24

Related Apps management ipad wealth access authorized application

-6 The CWM iPad application enables authorized Chatham 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 Chatham Wealth Management client that has been authorized ... 1 MB Views 4434

7.9

Money•PRO

2015-08-31

Related Apps management budget money card function expenditure asset account debit manage backup

+6 ※ PC editing function You can view ‘“Finance” application by WiFi or 3G. You can see the data sorted by date, category and asset group on the screen of your PC. In addition, you can see fluctuations of your asset indicated ... 9 MB Views 529

7.5

Verity Asset Management

2015-01-16

Related Apps management investors time liberty information asset rias advisors real client Expenses Friends Track Email Report Search Banking Deposit Location Check Pay Payments Information Time Tools Bullion Gold London Financial Money Simple Access Client Financial Banking Phone Union Order Risk Trading Accounts Iphone Profile Currencies Currency Travel

-5 Verity Asset 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 stay in touch with Verity Asset Management anytime and from anywhere. Representatives ... 870 kb Views 4975

8.3

Decker Wealth Management LLC

2015-11-13

Related Apps management ipad llc wealth authorized access application

0 The DeckerWealth iPad application enables authorized clients of Decker Wealth Management LLC to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Decker Wealth Management LLC client that ... 1 MB Views 9953

9.7

Money Manager Pro (+PC Editing) – Financial Budget Planner, Expense Management Tracking

2015-10-05

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-4 Finance Top 1 : U.S. Japan, Korea “Money Manager” is an optimized application for personal asset management. ※ PC editing function You can view ‘“Money Manager” application by WiFi or 3G. You can see the data sorted by date, category and asset group ... 17 MB Views 3197

9.6

PAM-Mobile

2015-02-17

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+8 PAM Mobile adalah aplikasi yang disediakan oleh Panin Asset Management kepada nasabah untuk meningkatkan user experience dalam investasi reksa dana. Melalui aplikasi ini nasabah Panin Asset Management dapat memperoleh fasilitas seperti: 1.Pengecekan saldo investasi 2.Pengecekan historis transaksi 3.Pengecekan status autodebet 4.Memantau kinerja investasi reksa ... 6 MB Views 7116

7.7

MX HUB24

2015-12-07

Related Apps access account details client ability asset performance portfolio notifications

-2 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

9.2

Voya Global Perspectives

2015-12-16

Related Apps investment management global insights markets clients asset perspectives provide

-9 A big challenge we all face is distilling massive amounts of information into coherent messages for clients. The Voya Global Perspectives app does just that – delivering timely, concise and consolidated insights to provide a practical framework for client reporting ... 37 MB Views 1042

9.1

BMO Global Asset Management

2015-11-12

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+26 Download the new BMO Funds app to your iPad Track BMO Fund performance, read portfolio manager insights, and save and organize presentation materials – all free with our BMO Funds iPad app. The BMO Funds iPad app is designed and built to ... 2 MB Views 2861

8.7

Empire for J.P. Morgan Markets

2015-01-13

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+15 A market first. Download this app to enjoy an integrated experience across all of J.P. Morgan’s clientfacing tools. J.P. Morgan's Empire iPad application gives you access to personalized market levels when and where you need it. The application is free to download, ... 15 MB Views 5687

8.4

EFS Mobile Manager Source

2015-06-18

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+16 EFS Mobile Manager Source is the source that allows our customers cuttingedge, convenient access to their EFS card and fleet management functions while on the go. This app allows our customers to manage their cards and their fleet anytime and ... 4 MB Views 3854

9.5

PIM Insights

2015-04-04

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+29 Explore global and US specific thought leadership on key topics ranging from market and economic outlooks to manager insights from Prudential Investment Management's institutional asset managers specializing in equity, fixed income, private fixed income, real estate, and commercial mortgages. Worldwide, Prudential ... 14 MB Views 8395

8.3

Natixis AM

2015-06-04

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0 L’application Natixis Asset Management vous propose un accès privilégié à ses expertises et gamme de produits. Elle vous permet également de suivre toute l’actualité des marchés financiers commentée et analysée par nos experts. CARACTERISTIQUES : Accédez à l’ensemble des fonds de ... 13 MB Views 6433

7.2

MPI Stylus Web

2015-10-24

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0 MPI STYLUS WEB IS NOW MOBILE MPI is bringing its industryleading web application to the iPad. MPI Stylus Web is the tool of choice for advisors and asset management firms seeking to produce outstanding research and reporting with exceptional speed and ... 3 MB Views 5172

9.1

Avondale Wealth

2015-07-24

Related Apps management ipad wealth access authorized application

-2 The Avondale Wealth Management iPad application enables authorized Avondale 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 an Avondale Wealth Management client that has ... 1 MB Views 3391

7.5

35岁前要上的33堂理财课

2015-11-24

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+5 Raise money trader, life in before the age of 35 must read the book. Strongly recommend Directory: The first lesson from 700 to 4 million, the distance is not far away Safe keep money the time has passed Money in the bank, will become ... 4 MB Views 2625

8.2

Asset Allocation - Asset Management

2015-07-16

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+22 Asset Allocation Asset Management Learn and simulate an investment in the stock market with the Asset Allocation Asset Allocation is the ideal application for those who want to simulate and monitor gains of an investment in shares, dollar, euro,etc Use the application ... 11 MB Views 1882

8.5

Citadel Investment Services

2015-04-30

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0 The Citadel App is a portable, digital briefcase and an essential financial knowledge source. Citadel Wealth Management now offers clients an App specifically designed to deliver online news and personalised product updates via a userfriendly and dynamic platform. Aspirant Citadel ... 25 MB Views 2155

9.3

Odyssey WM

2015-04-29

Related Apps management ipad wealth access authorized application

+28 The Odyssey Wealth Management iPad application enables authorized Odyssey 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 an Odyssey Wealth Management client that has ... 1 MB Views 4613

9.2

Marketfield Asset Management

2015-11-20

Related Apps management asset daily access clients articles offers

+18 The Marketfield Asset Management research app offers Marketfield’s clients and investors easy, uptodate access to articles from its Daily Speculator publication. The Daily Speculator was first published in July 2008 and incorporates macroeconomic and market commentary written by Marketfield’s Chairman ... 1 MB Views 2942

8.6

SHOOTRAC Asset Tracking and Workforce Management (Asset Relationship Management System)

2015-12-02

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+4 The SHOOTRAC Asset Relationship Management (ARM) system makes it easy for organizations to improve the efficient use of their assets and mobile workforce by leveraging technology that is already in your employee’s hands… their mobile phones SHOOTRAC helps organizations answer the ... 7 MB Views 3006

9.5

Ladenburg Thalmann Asset Management

2015-12-28

Related Apps management information financial obtain performance asset

+25 Ladenburg Thalmann Asset Management (LTAM) now provides its latest commentaries, managed solution information and other tools for financial advisors within a mobile app. The app is free to download and can only be used by financial professionals affiliated through one ... 12 MB Views 4915

9.3

Refined Wealth Management

2015-10-01

Related Apps management ipad wealth access authorized application

+20 The Refined Wealth Management iPad application enables authorized Refined 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 Refined Wealth Management client that has ... 1 MB Views 9093

9.7

Best of Berenberg's Equity Research

2015-08-17

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+8 Five "mustread" pieces of research, published by Berenberg Equity Research in the last two weeks. Established in 1590, Berenberg is one of the leading privately owned banks in Europe today, focusing on four operating divisions: Private Banking, Investment Banking, Asset Management ... 11 MB Views 3917

7.4

Marketfield Asset Management for iPhone

2015-10-28

Related Apps management asset daily access clients articles free

+15 "The Marketfield Asset Management research app offers Marketfield’s clients and investors easy, uptodate access to articles from its Daily Speculator publication. The Daily Speculator was first published in July 2008 and incorporates macroeconomic and market commentary written by Marketfield’s Chairman ... 1 MB Views 7724

9.5

Tilden CM

2015-12-14

Related Apps management ipad capital access authorized application

+11 The Tilden Capital Management iPad application enables authorized Tilden Capital 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 Tilden Capital Management client that has ... 1 MB Views 5865

9.6

Vance Capital Management, LLC

2015-08-27

Related Apps management investors liberty information representatives rias access client account

+5 Vance Capital Management, LLC 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 ... 8 MB Views 6816

8.4

GS Asset Management

2015-12-05

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+2 This application is available exclusively to those who have received preauthorization. A valid login and password is required to use the GS Asset Management application. Content © 2015 Goldman Sachs. Application technology © 2015 Mediafly, Inc. 8 MB Views 1104

9.7

Goldman Sachs Private Wealth Management

2015-09-25

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+5 The Goldman Sachs Private Wealth Management app offers private clients mobile access to their portfolio data information, market news and insights from across Goldman Sachs. The Private Wealth Management app offers you: Convenient access to your portfolio information, including positions, asset ... 24 MB Views 4947

9.7

Invesco US

2015-10-23

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+16 Access Invesco fund information, portfolio manager insights and more with our free iPad app. Products: •Browse mutual funds,unit trusts, exchangetraded funds and money market funds by asset class, or search by name, symbol, CUSIP or ticker. •View detailed fund information, including prices, performance, ... 35 MB Views 6267

9.6

Della Parola Capital Management, LLC

2015-01-09

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0 The Della Parola Capital Management iPad application enables authorized Della Parola Capital 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 Della Parola Capital Management ... 1 MB Views 16

8.0

Aberdeen Asset Management PLC IR App

2015-05-11

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+3 The Aberdeen Asset Management PLC IR App allows users to get the latest share price, news and information from Aberdeen Asset Management. It also enables the review of financial reports and presentations both online and offline. The App is available for ... 15 MB Views 4430

9.8

Creative Capital Management

2015-01-11

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+3 The Creative Capital Management Incorporated iPad application enables authorized Creative 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 Creative Capital client that has been ... 1 MB Views 2698

8.3

Cahaba Wealth

2015-09-05

Related Apps management ipad wealth access authorized application

+5 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

9.9

Money Manager Pro Lite – Financial Budget Planner, Expense Management Tracking

2015-01-21

Related Apps money management budget card function asset expenditure account debit amount category

+15 “Money Manager Pro” is an optimized application for personal asset management. ※ PC editing function You can view ‘“Money Manager Pro” application by WiFi or 3G. You can see the data sorted by date, category and asset group on the screen of ... 19 MB Views 6699

8.5

Vivaldi Capital Management

2015-08-01

Related Apps ipad management capital access authorized application

-1 Vivaldi Capital Management’s iPad application enables authorized users to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a client of Vivaldi Capital Management authorized for the iPad application. ... 1 MB Views 485

8.3

Warren Averett Asset Management

2015-01-17

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-5 This mobile application is available exclusively for Warren Averett Asset Management clients. The app allows you to view account valuation, performance, and reporting information for authorized users, in an application developed specifically for mobile devices. 3 MB Views 2003

9.6

RBC Global Asset Management Advisor

2015-07-21

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0 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

7.4

Dynamic Capital Management

2015-11-13

Related Apps management ipad dynamic capital access authorized application

-8 The Dynamic Capital Management iPad application enables authorized Dynamic Capital 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 Dynamic Capital Management client that has ... 1 MB Views 1474

9.8

Sovereign Asset Management Ltd

2015-01-16

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+13 This powerful new App has been developed by the team at Sovereign Asset Management Ltd to give you key financial information, tools, features and news at your fingertips, 24/7. Keep track of your important business miles with the App using the ... 40 MB Views 1948

7.6

SG Research

2015-02-03

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+11 The SG Cross Asset Research application for the iPad gives institutional clients access to our Investment Research anywhere and at any time. This application is provided free of charge by SG Cross Asset Research to clients with an SG Research website ... 19 MB Views 9926

8.1

Unison

2015-01-06

Related Apps access account details client ability asset performance portfolio notifications

+14 Unison 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 Unison's many features. Unison for advisers Access full platform functionality, including the ability to ... 168 kb Views 8781

9.2

Legacy Wealth Management Group Mobile

2015-12-13

Related Apps management ipad legacy wealth group authorized access application

+6 The Legacy Wealth iPad application enables authorized Legacy Wealth Management 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 Legacy Wealth Management Group client that ... 1 MB Views 992

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

7.7

Treasury Perspectives

2015-10-09

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0 Treasury Perspectives offers a unique look at the latest developments and future trends in treasury, cash management and risk, Published annually by EuroFinance, an Economist Group business, it features a mix of compelling analysis, retrospective discussion and futurist views to build ... 11 MB Views 2077

7.7

Salem Partners Wealth Management

2015-05-24

Related Apps management ipad salem wealth partners access authorized application

+1 The Salem Partners Wealth Management iPad application enables authorized Salem Partners 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 Salem Partners Wealth Management ... 1 MB Views 8427

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

7.5

7300 Wealth Management, LLC

2015-12-09

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-9 7300 Wealth Management, 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. Representatives and RIAs ... 875 kb Views 9725

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

8.6

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

8.4

Sugarloaf WM

2015-06-11

Related Apps management ipad wealth access authorized application

+19 The Sugarloaf Wealth Management iPad application enables authorized Sugarloaf 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 Sugarloaf Wealth Management client that has ... 1 MB Views 9784

8.5

Watermark Asset Management

2015-12-13

Related Apps ipad management asset access authorized application

+9 The iPad application enables authorized Watermark clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Watermark Asset Management client that has been authorized for the iPad ... 1 MB Views 9005

9.3

LohasMoney Lite (All-In-One Money Planner)

2015-12-03

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0 Finance Top Paid 1 (Taiwan/Korea/Hongkong/Malaysia/Macedonia/...) Finance Top Grossing 1 (Taiwan/Korea/Hongkong/Indonesia/Malaysia/...) LohasMoney helps you to comprehensively manage your expenditures, income, budget, billing statements and assets. Although it has many functions, we invested a lot of time into building an easy and intuitive UI ... 14 MB Views 8993

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