Best Access Clients Management Apps

CFRA Research

2015-02-05

+1 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

8.0

Mariaca Wealth Management

2015-06-06

Related Apps management ipad wealth access authorized application

+16 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

8.9

Foundations Asset Management

2015-07-05

Related Apps management ipad foundations asset access authorized application

+28 The Foundations Asset Management (FAM) IPad application enables authorized FAM clients to access their performance data in a simple, elegant interface that was custom designed for the IPad. REQUIREMENTS: Individuals must be a Foundations Asset Management client that has been authorized ... 1 MB Views 4589

8.3

Service 1st Mobile Banking

2015-09-13

Related Apps banking personal management service mobile 1st accounts access financial branch

+15 Service 1st Federal Credit Union’s Free Mobile Banking Application for the iPhone™, iPad and iPod Touch.    BANKING YOUR WAY: 24/7  Manage your accounts, view copies of your cleared checks, make deposits, and view transaction history. Members can also make quick transfers ... 12 MB Views 9553

9.8

Fairway Wealth Management

2015-11-13

Related Apps management ipad wealth access authorized application

-3 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

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

6.9

Jefferies Research

2015-12-21

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-5 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

8.5

Watermark Asset Management

2015-12-13

Related Apps ipad management asset access authorized application

+26 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

8.4

1st for Women

2015-10-13

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+25 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

7.9

SornemPW

2015-11-12

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+1 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

9.0

AUA Capital Management

2015-10-01

Related Apps management ipad capital access authorized application

0 The AUA Capital Management iPad application enables authorized AUA 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 an AUA Capital Management client that has ... 1 MB Views 2640

7.3

AYERS Alliance Limited - AWE Platform

2015-10-19

Related Apps account platform information clients access mobile

+29 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

7.2

Invotrak

2015-11-08

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+20 NEW version 2.0 Track and record invoices, timesheets, and clients on the go from your iPhone With the Invotrak app, you can: View and record invoices, and quickly see which ones are overdue. Record timesheet entries as you complete work (using ... 1 MB Views 4722

8.9

Archetype Investment Advisors

2015-12-11

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+12 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

9.2

iHartsClient

2015-05-10

time management business client real advice service industry financial clients

0 iHarts Client App About HFS: Harts Financial Solutions is Perth's leading pure Fee for Service financial management advice firm and has significant experience in advising business owners & executives. Most are highly suspicious of the financial services industry due to the lack ... NAN Views 3492

6.9

Stifel Research

2015-01-17

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0 The Stifel Research iPad app offers clients easy access to Stifel Research 24/7. This application is for Stifel institutional and retail clients with a valid logon and password. Stifel Research offers an unprecedented breadth, depth and quality of coverage. With coverage ... 34 MB Views 1019

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

Della Parola Capital Management, LLC

2015-01-09

Related Apps management ipad della capital authorized access application

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

9.2

Voya Global Perspectives

2015-12-16

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-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

Insight WP

2015-06-24

Related Apps access account insight clients

+12 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

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

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

9.8

Gatehouse Bank Mobile

2015-11-03

Related Apps access information clients bank client mobile

0 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

8.0

My BRR Office

2015-01-04

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+4 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

9.7

Axxerion Mobile ©

2015-06-13

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+14 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

9.4

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

8.5

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

9.5

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

7.1

SS&C Sylvan

2015-04-28

Related Apps access clients data performance

+2 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

8.5

RMB Capital Management

2015-12-18

Related Apps ipad management rmb access application authorized capital

+3 The RMB Capital Management iPad application enables authorized RMB clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a RMB client that has been authorized for the ... 1 MB Views 7535

7.7

Comarch Wealth Manager

2015-07-08

Related Apps management banking family web personal office finance wealth clients private positions bank data

-7 Personal wealth management based on consolidated information on wealth of individuals or families, in particular the clients of private banking, wealth management or family office services. The most important areas of the wealth management process supported by the solution include: ... 25 MB Views 6577

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

9.6

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

9.2

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

7.1

Salesforce for Dynamics NAV

2015-02-29

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+17 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

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

8.2

Burgan Trade

2015-04-29

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+16 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

9.2

AlphaPoint Investment Management

2015-11-13

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+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

7.2

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

-2 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

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

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

9.8

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

9.3

J.P. Morgan Mobile

2015-04-22

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

-1 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

9.1

Chalk Cullum & Associates

2015-06-12

Related Apps management market money clients purpose free finances associates

+11 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

7.9

2ATR

2015-07-09

Related Apps management risk wealth clients

+5 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

8.3

Concentrum

2015-05-16

Related Apps management ipad wealth access authorized application

-9 The Concentrum Wealth Management iPad application enables authorized Concentrum 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 Concentrum Wealth Management client that has ... 1 MB Views 3633

9.1

Liberty IFA

2015-12-18

Related Apps time information liberty clients ifa account access real mobile company

+21 Interactive Financial Advisors (IFA) 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 the Power ... 8 MB Views 9191

8.7

Bloomberg NEF

2015-04-17

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+8 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

9.3

Intuit Tax Online Accountant

2015-12-16

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

+1 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

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

7.6

Triton Wealth Management

2015-04-01

Related Apps management ipad wealth access authorized application

+24 The Triton Wealth Management iPad application enables authorized Triton 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 Triton Wealth Management client that has ... 1 MB Views 7526

8.8

EGAR IVOnline

2015-08-05

Related Apps management market instruments access system order data markets technology

+11 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

Cascade Financial Management Mobile App

2015-11-13

Related Apps management ipad cascade financial authorized application access

-1 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

8.9

iSecure Retirement

2015-11-08

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-6 BondStreet Wealth Management Bio BondStreet Wealth Management offers a widerange of services to our clients with no hidden fees. Because we are an independent Registered Investment Advisor, we are able to offer customized solutions for our clients with no constraints on ... 8 MB Views 1939

8.6

BNY Mellon Private Workbench Mobile

2015-08-30

Related Apps investment management private workbench mellon bny view access wealth current

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

8.3

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

8.8

Vontobel SecureLogin

2015-12-02

Related Apps banking investment relationship clients step access solutions responsible term

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

8.6

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

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

8.5

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

Trader Oracle

Insight WP

2ATR

NF Wealth Management

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