Best Access Clients Investment Apps

SornemPW

2015-11-12

+26 Sornem Private – The App for Private Clients of Sornem Private Wealth. This App allows Private Clients to securely access information regarding their portfolio via a tablet. Specifically, it provides access to the following: Portfolio Valuation Reporting; Portfolio Transactions & Data Analysis; Quarterly Review ... 9 MB Views 3579

9.6

Caerus Investment Advisors, LLC

2015-08-31

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0 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

8.6

BNY Mellon Private Workbench Mobile

2015-08-30

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+13 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

8.2

S&P Capital IQ for Tablets

2015-07-11

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-2 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

9.5

10X Investments

2015-12-19

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+8 This App has been created for 10X Investments members to access their investment information. The 10X App will enable you to have real time access to your retirement investment values and personal information. To access your account, please use the same ... 3 MB Views 1315

7.3

Narnolia

2015-05-23

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+12 An equity/Mutual fund investor cannot afford to miss this world class research based investment tracker, developed by Narnolia Securities Ltd (SEBI registered Portfolio Manager) which has emerged as a name to reckon with at the national and global level by ... 12 MB Views 6923

8.0

My BRR Office

2015-01-04

access client clients

+1 The MyBRROffice mobile app provides exclusive access for Budros, Ruhlin & Roe, Inc. clients to their personal MyBRROffice account. MyBRROffice is a private client portal for the use of current Budros, Ruhlin & Roe clients. MyBRROffice provides immediate client access ... 410 kb Views 5180

8.9

HMS Investment Advisors

2015-11-13

Related Apps ipad investment advisors access authorized application

0 The HMS Investment Advisors iPad application enables authorized HMS clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a HMS Investment Advisors client that has been authorized ... 1 MB Views 4609

9.0

AssetMark Advisor

2015-06-08

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+9 Please note: For registered financial advisors currently working with AssetMark, Inc. Tell your story anywhere, anytime. The AssetMark Advisor app makes it easy to communicate the “why” and “how” of your investment approach, helping you win new clients and enhance relationships ... 37 MB Views 610

9.1

Insight WP

2015-06-24

-3 The Insight Wealth Partners mobile app provides current clients with easy access to their account information and to their advisors. In the app, clients can access and view account balances, performance reporting, holdings details, news, market commentary, financial calculators, and ... 3 MB Views 9961

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

9.0

CIP Mobile

2015-05-01

Related Apps news research investment market search security reports mobile clients portfolio latest

-4 CIP Mobile gives you access to markets, news, research and your portfolio wherever you are. How do I access CIP Mobile? 1. Download the app 2. Login or Register for access Key Features Markets Comprehensive market data and dynamic charting including; Security Search ... NAN Views 4090

9.5

Trader Oracle

2015-07-23

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-2 Trader Oracle was conceptualized and established in 2011 representing an entrepreneurial spirit and a management team with experience across a growing investment platform. Our philosophy of offering our clients diversified investment solutions is made possible by our dedicated teams of investment ... 5 MB Views 1915

8.6

Credit Suisse Panorama

2015-09-08

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+4 The Credit Suisse Panorama Application offers timely and insightful research, economic and market perspectives to our users globally. Users will require version 5.0 of iOS to launch the app, which is free to download. Investment Banking Portal The App offers Credit Suisse ... 8 MB Views 8886

8.6

Oracle Paper

2015-04-26

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+9 Our regular Oracle publications will keep you up to date on topical industry matters. Oracle Quarterly includes a number of articles providing you with business development and advice opportunities. Oracle Technical gives insight into the most recent technical developments in ... 18 MB Views 7136

6.9

Jefferies Research

2015-12-21

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0 The Jefferies Research iPad App offers clients access to Jefferies’ global equity research at any time through a convenient wireless or 3G connection. The Jefferies Research App provides: •Direct access to Jefferies awardwinning equity research reports •Clients the ability to create custom alerts, ... 1 MB Views 8119

9.8

Caitlin John PWM App

2015-05-01

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+4 Description: Caitlin John Private Wealth Management offers the Liberty application, through Trust Company of America, to authorized clients. Liberty is Trust Company of America’s new fullymobile platform that allows clients to access and review their account information in real time. Take ... 9 MB Views 3798

9.2

Standard Life Singapore App

2015-12-10

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0 The Standard Life Singapore App from Standard Life International Limited ("Standard Life") provides a convenient way to manage your investments on the move. Our app allows you to: •easily view your portfolios •switch funds •redirect the investment of future contributions, and •manage your wealth. To ... 8 MB Views 7392

9.1

UBS Neo Talk

2015-01-03

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+4 UBS Neo is a new, completely integrated way of accessing the full value of UBS Investment Bank throughout your investment cycleon a single platform. The UBS Neo Talk app, available to institutional clients only via iPad and iPhone, is one of ... 29 MB Views 6661

8.4

Sean Ong Investment Advisor

2015-06-11

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+9 This app has been developed to help introduce my investment and personal financial planning services and products to my existing clients to help increase interaction and provide real time updates to events, new product launches and other exciting promotions. Many useful ... 16 MB Views 5584

8.7

My BRR Office Tablet

2015-01-04

access client clients

-9 The MyBRROffice mobile app provides exclusive access for Budros, Ruhlin & Roe, Inc. clients to their personal MyBRROffice account. MyBRROffice is a private client portal for the use of current Budros, Ruhlin & Roe clients. MyBRROffice provides immediate client access ... 1020 kb Views 837

9.8

Janney Capital Markets Research

2015-06-01

Related Apps research ipad access markets capital notes industry download company clients

-1 The Janney Research iPad application is designed for institutional clients with a valid Janney Capital Markets Research Archive account. This application is free to download and offers a fast, innovative way for institutional clients to access Janney Capital Markets Research—virtually ... 3 MB Views 8868

9.6

BetaPlus

2015-03-15

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-4 At BetaPlus Group Solutions our primary objective is to achieve the maximum investible portion of our clients Employee Benefit Total Funding, at both company and employee level. Through reducing unnecessary or excess costs and ensuring that we utilize all available ... 6 MB Views 1616

9.2

SS&C GlobeOp

2015-06-14

Related Apps access fund data clients

+4 SS&C GlobeOp (FOR CLIENTS ONLY LOGIN REQUIRED TO USE THIS APP) is built upon SS&C's worldclass expertise in fund administration services and technology. Its cuttingedge features include online access to fund data, query and analytics tools, real time access ... 15 MB Views 2212

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

8.3

My E&P

2015-01-14

Related Apps ipad history market research evans company information clients access partners portfolio

-7 My E&P provides Evans and Partners clients access to their investment data including portfolio information, market data and Evans & Partners market research. Clients will have access to: Portfolio Valuations Asset Allocation breakdown Stock Quotes Company Dividend History Company Historical Charting Company News Headlines Market Summary Transaction History Latest research ... 9 MB Views 853

8.3

Natixis Research

2015-06-28

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+28 The Natixis Research app gives Natixis clients both online and offline access to the full array of research publications. The app furnishes: > A single interface that provides 24hour worldwide access from a tablet to all Natixis research publications; economic research, equity ... 13 MB Views 7033

9.1

Gold Trust Financial

2015-01-27

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+20 Gold Trust Financial is the premier and most experienced Gold Investment Company in the nation. We offer a wide selection of precious metals, and provide insured delivery right to your front door. Also, learn how to protect your retirement investments with ... 14 MB Views 1061

6.9

Global Giving Advisors

2015-07-06

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+22 GGA advises individuals and families on strategic and effective philanthropy. We help identify goals and strategies, structure grant making initiatives, analyze giving options, and evaluate results. We work with legal and financial advisors, investment counselors and wealth managers to integrate ... 34 MB Views 2819

9.1

Morgan Stanley Wealth Management for iPad

2015-11-04

Related Apps management ipad morgan stanley accounts access account online wealth clients terms

-4 The Morgan Stanley Wealth Management mobile application, now optimized for iPad, is the only mobile solution designed exclusively for Morgan Stanley Wealth Management clients. It provides anyone with a valid Morgan Stanley Online login the ability to: Access their Morgan Stanley ... 15 MB Views 6841

9.8

BCA Research

2015-02-14

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-2 BCA Research’s iPad app allows clients to download current investment research for easy offline reading. Access to an extensive archive of past research is also available from within the application. The app also includes a robust Archive Search feature for relevant ... 17 MB Views 7198

9.6

Parvest

2015-09-22

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-1 PARVEST. LOOK NO FURTHER Designed for investment professionals, the Parvest application by BNP Paribas Investment Partners gives you full access to the Parvest range and services on your iPad. Gain quick access to the Parvest range of funds: dynamic overview, searches ... NAN Views 1996

9.0

Absolute Strategy Research

2015-08-24

Related Apps research strategy access reports content view published clients

+5 The Absolute Strategy Research App gives Absolute Strategy clients the ability to read research on the move, to download reports for offline viewing, to search the archives and to access all Research Library content from their iPad or iPhone. You ... 23 MB Views 7610

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

8.7

Risk Profiler

2015-10-18

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+3 Our online Portfolio Builder is the fast, simple way to match your clients' attitude to risk to customised investment solutions. Now our new Risk Profiler app lets you carry out the first part of the process – assessing each clients' attitude ... 4 MB Views 4657

9.5

AXA Wealth – My Elevate investments

2015-06-01

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+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

8.4

Capital Economics

2015-04-26

Related Apps research capital economics access content reports view clients key

-5 The Capital Economics Research App gives existing Capital Economics clients the ability to read research on the move, to store data offline, to search the archives, and to access all their content from their iPad or iPhone. You must be ... 7 MB Views 7034

9.1

Kreitler MyDashboard

2015-06-05

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+9 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

9.8

Citi Network Direct

2015-07-01

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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

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

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

8.8

O’Neil Institutional Library

2015-02-19

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+3 The O’Neil Institutional Library offers institutional investing clients of William O’Neil + Co. digital access to their services, including global buyandsell recommendations, sector strategy, customized research and data. Specifically, this reader application provides our clients with: • Portability—download PDF books and quickly ... 5 MB Views 5088

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

7.7

WONDA for iPad

2015-04-26

Related Apps ipad investment stock charts institutional clients data william

+17 WONDA for iPad provides essential market information and data to institutional investment professionals. WONDA for iPad connects William O’Neil + Co. clients to WONDA, our online institutional data research tool offering comprehensive coverage on over 55,000 domestic and international stocks with ... 5 MB Views 9827

8.9

Carson Institutional Alliance

2015-08-12

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+1 Make our advantage yours through the CIA cobranded iPad app. Alliance Partners have full access to Carson Institutional Alliance’s time tested investment processes and strategies, research meetings and documents, portfolio performance data and transparent communications to serve their clients. Now, advisors ... 34 MB Views 2909

7.7

iRetire Employee Benefits

2015-06-05

investment access information

+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

9.5

Towneley

2015-06-21

ipad access clients authorized application

+25 The Towneley Capital Management, Inc. iPad application enables authorized Towneley clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: This app is for Towneley clients who are authorized to use the ... 2 MB Views 1345

9.2

Marketfield Asset Management

2015-11-20

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+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

8.5

Morgan Drexen

2015-01-02

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0 Morgan Drexen Mobile opens a virtual pathway connecting attorneys and their clients to the Company’s state of the art case management system. With this new and powerful app, both attorneys and the clients they serve have access to critical documents ... 6 MB Views 6185

8.0

RoseCap Investment Advisors

2015-04-12

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-5 The RoseCap iPad application enables authorized clients of RoseCap Investment Advisors, LLC to access their performance data in a simple, elegant interface that is custom designed for the iPad. Just another reason RoseCap is the "next generation of investment advisors." REQUIREMENTS: ... 2 MB Views 1980

8.7

ProFile Connect 2014

2015-03-30

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-9 Instantly view your client tax return data with the touch of a button. ProFile Connect allows ProFile users to securely access and view their client data and tax returns from their mobile device. ProFile Connect provides you with instant access to your ... NAN Views 607

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

9.4

Equity Investor

2015-06-30

Related Apps research investment equity investor range download access reports

+3 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

9.4

Wealth Engineers

2015-12-03

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-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

8.0

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

8.0

Private Banking Research

2015-08-27

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-5 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

7.2

Morgan Stanley Wealth Management

2015-03-30

Related Apps management morgan stanley accounts online clients wealth access financial application

+15 The Morgan Stanley Wealth Management mobile application is the only mobile solution designed exclusively for Morgan Stanley Wealth Management clients. It provides anyone with a valid Morgan Stanley Online login the ability to: Access their Morgan Stanley accounts, including balances, holdings ... 14 MB Views 2122

9.8

Paybook

2015-02-12

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0 Financial automation for CPAs and businesses with operations in Mexico. By essentially eliminating the manual tasks associated with bookkeeping & tax filing, Paybook frees you up so you can focus on your clients, not entering data. KEY MOBILE FEATURES: Deliver more in ... 26 MB Views 9148

8.8

Vontobel SecureLogin

2015-12-02

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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

8.4

1st for Women

2015-10-13

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-1 The 1st for Women app has a variety of features for both existing clients and nonclients. As an existing 1st for Women client, managing your insurance policy at the touch of a button has never been easier. With 24/7 access ... NAN Views 8554

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