Best Access Clients Management Apps

Jefferies Research

2015-12-21

+12 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

7.9

2ATR

2015-07-09

Related Apps management risk wealth clients

+4 A mobile version of the 2plan wealth management Ltd attitude to risk calculator. To be used by 2plan Independent Financial Advisers and their clients to facilitate real time assessing of a clients appetite for risk when dealing with pensions and investments. This ... NAN Views 6529

9.3

Intuit Tax Online Accountant

2015-12-16

Related Apps tax iphone clients intuit information online access returns contact file

0 The Intuit Tax Online Mobile App is your musthave companion for this Tax Season Collaborate with your Clients, gather documents and gain secured, instant access to your Clients’ Tax Returns, efile statuses and contact information on the go with your ... 11 MB Views 7063

8.4

Chatham Wealth

2015-07-24

Related Apps management ipad wealth access authorized application

0 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

8.5

Citadel Investment Services

2015-04-30

management wealth clients access insights team financial client

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

8.0

Emergent Investor

2015-12-11

management relationship advisors licensed investor clients www

+28 The Emergent Investor app gives investors and their advisors easy access to realtime information. Emergent Investor Services provides relationship and portfolio management to support licensed financial advisors and their clients. Our emergent blend of caring, experience, and technology delivers: • Advisor/client relationship management • ... 961 kb Views 8950

9.6

Della Parola Capital Management, LLC

2015-01-09

Related Apps management ipad della capital authorized access application

-1 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

8.7

Bloomberg NEF

2015-04-17

news energy access free content presentations bloomberg clients analysis giving

+27 Get instant access to the latest content from Bloomberg New Energy Finance (BNEF). BNEF provides unique analysis, tools and data for decision makers driving change in the energy system. This app is provided as a free service to existing BNEF clients. ... 21 MB Views 5687

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

7.0

M. Marsh

2015-04-18

management magazine risk global leader clients 000 content solutions Die Eine Oder Balances Mobile Pay Accounts Banking Privacy Check Checks Transfer History Messages Mobile Closest Members Mobile Mobile Payments Solution Banking Fnb Pay Application Credit Secure Banking Messaging Online Exchanges Market Time 1st Bank Search

-4 M. Marsh’s Continental Europe, CIS and Turkey Magazine dedicated to indepth discussions regarding risk management and the world of insurance. Newsletter Features Include: Browse through each issue of the magazine Have access to extra content Search by keywords within the content About ... NAN Views 6770

9.8

Titan Retirement Advisors, LLC

2015-11-05

Related Apps retirement time information advisors clients liberty account access real

-3 Titan Retirement Advisors, LLC offers the 'Liberty' Application to authorized clients, their representatives and Registered Investment Advisors (RIAs). Take the Power the Titan Retirement Advisors App with you and access your account information anytime and from anywhere. With comprehensive views of ... 3 MB Views 4768

8.3

Cahaba Wealth

2015-09-05

Related Apps management ipad wealth access authorized application

+1 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

8.0

My BRR Office

2015-01-04

access client clients

-6 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

9.0

Fulkerson Capital Management

2015-10-18

Related Apps management investors capital information account access

-4 Fulkerson Capital Management, LLC offers the Fulkerson Capital Management App to authorized investors and their representatives. Take the power of the Fulkerson Capital Management App with you and access your account information anytime and from anywhere. With comprehensive views of account ... 23 MB Views 5260

9.8

Janney Capital Markets Research

2015-06-01

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

-2 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

8.2

Burgan Trade

2015-04-29

time news markets access charge free follow real user clients

+25 Burgan Trade’s novel mobile trading platform now available on iPhone and iPad This application, provided by Burgan Securities to its clients free of charge, will enable you to log on with your user name and password wherever Internet is available and ... 14 MB Views 7202

8.4

Capital Economics

2015-04-26

Related Apps research capital economics access content reports view clients key

0 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

8.1

CFRA Research

2015-02-05

Related Apps research access content reports view clients searches

+10 CFRA is the global leader in forensic accounting research, analytics and advisory services. Our mission is to uncover underappreciated differences between reported financial results and underlying economic reality to help our clients make sound investment and risk management decisions. The CFRA ... 23 MB Views 4931

9.7

Axxerion Mobile ©

2015-06-13

work management access processes information define mobile tasks Statistics Test Vocabulary Relevant Scene Step Calculator Rate Savings Deposit Iphone Money Exchange Locations Transfers Categories Easily Email Lernkarten Mit Sie Data Detailed Market Data Easy Support Atms Centers Ipad Financial Quotes Real Charts Quotes Stock

+7 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

7.2

Client Manager Accounting, Billing and CRM Tool

2015-04-24

Related Apps email text business design library management apps estimates invoices client support service services spreadsheet clients

+1 This is a complete invoicing, financial and contact management app designed for service oriented independent businesses that need to record sales and services. Manage Your Clients on your IPhone or iPad without the need for a server or monthly fee. This ... 15 MB Views 5222

9.5

Tilden CM

2015-12-14

Related Apps management ipad capital access authorized application

0 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

7.7

Salem Partners Wealth Management

2015-05-24

Related Apps management ipad salem wealth partners access authorized application

+7 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

9.2

Voya Global Perspectives

2015-12-16

Related Apps investment management global insights markets clients asset perspectives provide

-8 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

9.2

Marketfield Asset Management

2015-11-20

Related Apps management asset daily access clients articles offers

+11 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

Watermark Asset Management

2015-12-13

Related Apps ipad management asset access authorized application Check State Transfer Account Check Premier Bills Citizens Mobile Bank Finance Personal Jackpot Las Vegas Indicators Technical Trade Application Bank Manage Messenger Notification Order Iphone Markets Trading Accounts Snb Transactions Information National View Email Information Payment

-8 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

8.3

Natixis Research

2015-06-28

research investment market investors natixis access publications strategies team clients economic rates

-2 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

9.8

Gatehouse Bank Mobile

2015-11-03

Related Apps access information clients bank client mobile

+2 Gatehouse Bank has recognised the need to ensure that its clients have access to their portfolios at the tip of their fingers using the latest technology. The mobile version of “Access Direct” allows the clients to view holdings and transactions, ... 1 MB Views 7868

8.6

NF Wealth Management

2015-01-11

Related Apps management ipad wealth access authorized application Learn Money Real Account Purchase Subscription Account Application User Account Contact Online Information Profile Time Choice Currencies Trends Dates Duty Income Centers Online Transfer Accounts Labor Pay National Pay Transfers Banking Secure Time Het Van Voor

+25 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

8.3

Decker Wealth Management LLC

2015-11-13

Related Apps management ipad llc wealth authorized access application

+15 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

7.3

AYERS Alliance Limited - AWE Platform

2015-10-19

Related Apps account platform information clients access mobile

-1 Our new updated platform allows you to access your trading account at your convenience anywhere and at anytime using your mobile device. In particular it enables you to check account details and specific asset information from one userfriendly online platform. ... 2 MB Views 3973

9.3

J.P. Morgan Mobile

2015-04-22

Related Apps banking market investment morgan private securities access clients view chase accounts account

+6 Access to J.P. Morgan Private Bank and J.P. Morgan Securities accounts on your iPhone or iPod touch Eligible clients can view accounts, make transactions and access market intelligence. For J.P. Morgan Private Banking and J.P. Morgan Securities clients, it’s easy to manage ... 24 MB Views 1343

8.0

Tackett Wealth Management

2015-04-08

Related Apps management ipad wealth access authorized application

-3 The Tackett Wealth Management iPad application enables authorized Tackett 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 Tackett Wealth Management client that has ... 1 MB Views 4400

7.2

BRI Wealth Management Mobile

2015-05-30

Related Apps management information wealth portfolio mobile access data client

+3 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

9.3

Marsh Risk Management Research

2015-10-01

Related Apps research management risk clients companies advice global solutions

-2 Marsh Risk Management Research features indepth research and analysis on the myriad risks facing the world’s businesses. Based on Marsh’s comprehensive databases and original research, the series includes white papers, briefings, and indepth analytics. A quarterly briefing highlights changes in ... 2 MB Views 63

9.1

Chalk Cullum & Associates

2015-06-12

Related Apps management market money clients purpose free finances associates

+22 The official mobile app for Chalk Cullum & Associates. We are an advisory firm that helps our clients filter through the clutter and noise of money stuff to make sure that at “the end of the day” they will have ... 16 MB Views 3491

9.2

Legacy Wealth Management Group Mobile

2015-12-13

Related Apps management ipad legacy wealth group authorized access application

+26 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

9.1

Avondale Wealth

2015-07-24

Related Apps management ipad wealth access authorized application

+6 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

8.4

Sugarloaf WM

2015-06-11

Related Apps management ipad wealth access authorized application Credit Information Security Account Savings Transfers Sur Votre Vous Banking Home Privacy Auto Expenses Time Faves Feature Index Finance Financial Money Derivatives Market Mobile Contact Problem Savings Content Features Users Flow Market Stock Application Calculate Loan

+28 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

8.0

Mariaca Wealth Management

2015-06-06

Related Apps management ipad wealth access authorized application

-5 The Mariaca Wealth Management iPad application enables authorized Mariaca 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 Mariaca Wealth Management client that has ... 1 MB Views 3180

8.7

ProFile Connect 2014

2015-03-30

profile tax email work access client clients information contact connect intuit data

+4 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

7.1

Salesforce for Dynamics NAV

2015-02-29

management service salesforce dynamics clients commercial application nav customer improve

-8 Improve your customer service with a more effective commercial management through this application integrated with your ERP. The Salesforce app is a commercial management solution that covers all the operational needs of your sales network. Highlights: Customer management Price list Items ... 4 MB Views 7421

8.1

BearingPoint Institute

2015-09-10

management business trends institute current decision clients strategies

+28 The BearingPoint Institute’s app contains full access to our entire backcatalogue of Institute reports as well as summary videos from our esteemed authors. Our aim is to contribute to the science of business management by putting forward original ideas which ... 24 MB Views 7831

9.8

Caitlin John PWM App

2015-05-01

Related Apps time information liberty clients john account real access mobile

+8 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

9.5

Towneley

2015-06-21

ipad access clients authorized application

-1 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

9.1

Cascade Financial Management Mobile App

2015-11-13

Related Apps management ipad cascade financial authorized application access

+22 The Cascade Financial Management iPad application enables authorized Cascade clients to access their portfolio data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Cascade Financial Management, Inc. client that has been ... 1 MB Views 1291

8.8

Vontobel SecureLogin

2015-12-02

Related Apps banking investment relationship clients step access solutions responsible term

+30 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

8.1

Mattioli Woods

2015-05-07

Related Apps management investment wealth services service clients provide advice

-1 Easily view up to date values of your Mattioli Woods Portfolio Management investments using your smartphone or tablet. This service is available FREE to clients of Mattioli Woods who invest in the Mattioli Woods Portfolio Management service. Mattioli Woods is one of ... NAN Views 3751

8.8

EGAR IVOnline

2015-08-05

Related Apps management market instruments access system order data markets technology

+1 EGAR IVOnline is a front & back end execution solution that provides an integrated interface for the access to different markets and instruments. It includes order management, online account statements, interactive charts, position management and other functionality required for traders. The ... 618 kb Views 2308

9.1

Morgan Stanley Wealth Management for iPad

2015-11-04

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

+5 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

Fairway Wealth Management

2015-11-13

Related Apps management ipad wealth access authorized application

+25 The Fairway Wealth Management iPad application enables authorized Fairway 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 Fairway Wealth Management client that has ... 1 MB Views 7348

9.1

BMO Global Asset Management

2015-11-12

ipad bmo funds access asset download insights clients save

-2 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

7.1

SS&C Sylvan

2015-04-28

Related Apps access clients data performance

+18 SS&C Sylvan (FOR CLIENTS ONLY LOGIN REQUIRED TO USE THIS APP) is built upon SS&C's worldclass expertise in performance and attribution measurement services and technology. Its cuttingedge features include online access to performance data, query and analytics tools, real ... 6 MB Views 3421

8.9

Archetype Investment Advisors

2015-12-11

investment time information advisors clients user anytime access real

+13 Archetype Investment Advisors, a division of Eddleman & Eddleman, LLC, gladly provides your account information with the custodian Trust Company of America. For our clients, and your approved, trusted family advisors such as Registered Investment Advisors (RIAs), Certified Public Accountants ... 968 kb Views 159

7.5

Versant Capital Management, Inc.

2015-11-17

Related Apps management ipad capital authorized access application

+12 TheVersant iPad application enables authorized Versant Capital Management, Inc. clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Versant Capital Management, Inc. client that has been ... 2 MB Views 8675

9.3

Cravens and Company Wealth Management

2015-08-18

Related Apps management ipad wealth company access authorized application

+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

8.9

FUTR Family Management, LLC Mobile

2015-08-27

Related Apps ipad management family access authorized application llc

+18 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

9.0

Absolute Strategy Research

2015-08-24

Related Apps research strategy access reports content view published clients

-6 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

9.8

Paybook

2015-02-12

time security data multi clients information making access focus mobile

-8 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

9.8

Citi Network Direct

2015-07-01

citi network access direct application clients

-3 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

8.8

SS&C Antares Real-Time P&L

2015-05-05

Related Apps time data real access clients

+2 SS&C Antares RealTime P&L (FOR CLIENTS ONLY LOGIN REQUIRED TO USE THIS APP) is built upon SS&C's worldclass expertise in trade order and execution management (OEMS) technology. Its cuttingedge features include online access to realtime market data, positions, P&L, ... 7 MB Views 7688

Absolute Strategy Research

BRI Wealth Management Mobile

2ATR

NF Wealth Management

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