Best Access Clients Reports Apps | Panload iOS Finance

Archetype Investment Advisors

2015-12-11

+1 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

7.6

SG Research

2015-02-03

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+24 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

7.3

Tax Planning, Compliance and Controversy Conference

2015-04-18

Related Apps tax clients

+25 Included are sessions on how tax regulations affect your business clients. You will receive the technical knowhow from standard setters. The focus is on helping you serve your clients as a trusted advisor, so that you can offer them topnotch ... 11 MB Views 6473

7.7

LV= Retirement Hopscotch

2015-01-29

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+3 An interactive presentation designed for financial advisers to use with clients to demonstrate the value of ‘at retirement’ financial advice. It enables advisers to guide clients through the important options to consider before making lifelong retirement income decisions. Please speak ... 6 MB Views 8477

9.1

EcountERP

2015-09-10

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+28 Ecount ERP App > Description Ecount has released a new app specifically optimized for Ecount ERP. Now you don't need to use your web browser to access Ecount With the Ecount app, you can access many of the same functionalities you have grown ... 5 MB Views 4041

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

Intuit Tax Online Accountant

2015-12-16

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+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

9.2

EmidaPOS

2015-11-04

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+3 Sell prepaid airtime, anywhere, anytime directly from your iOS device. EmidaPOS allows you to turn any iOS device into a safe vehicle for any prepaid airtime transaction—free of cost. EmidaPOS is a simple solution for merchants who want to sell prepaid airtime ... 1 MB Views 5492

8.5

Morgan Drexen

2015-01-02

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+1 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

7.7

Macquarie Securities Research

2015-08-30

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+22 Macquarie Securities' iPad and iPhone applications give our Institutional Clients onthemove access to our award winning Capital Markets research. We have one of the largest research teams in the AsiaPacific, as well as teams in Europe, North America and South Africa ... 23 MB Views 5077

7.8

BT Wrap

2015-08-25

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-2 Enhance your client review experience with BT Wrap Snapshot for iPad. BT Wrap Snapshot is the next step in the future of client reporting, with an innovative design that brings the client review process to life As a registered BT ... 8 MB Views 9778

7.4

Marketfield Asset Management for iPhone

2015-10-28

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+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

8.7

My BRR Office Tablet

2015-01-04

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-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

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

9.5

Towneley

2015-06-21

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+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

9.3

SD Online HD

2015-10-26

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0 Designed by SargentDisc for the iPad, SD Online provides access to a full range of payroll information and reports from anywhere in the world, 24/7. Features include: Online payslips Employees can view payslips and get a full history of earnings Secure messaging Track sensitive ... 28 MB Views 1763

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

MetroFCL

2015-03-03

Related Apps devices application clients

-9 ''Document management system application for the clients of Metro financial Consultancy Ltd, London. Clients could use this application accesed by login details provided, to upload their documents by taking a picture on their devices or adding from their devices' storage, ... 378 kb Views 1190

9.2

SS&C GlobeOp

2015-06-14

+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

7.3

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

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

9.1

Garanti Investor Relations for iPad

2015-01-14

Related Apps ipad financial reports team access annual relations sustainability

-6 Garanti Investor Relations introduces Garanti IR app for iPad. This user friendly app provides instant mobile access to important financial and business information regarding Garanti, Turkish Banking Sector and the economy. Garanti IR App enables users to: • Stay uptodate with the latest ... 15 MB Views 7191

7.2

Morgan Stanley Wealth Management

2015-03-30

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+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

9.1

Liberty IFA

2015-12-18

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+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

7.6

Red Hot Real Estate

2015-02-18

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-5 Named one of the Top 10 Agents of Pinnacle Estate Properties Encino. "100% Client Service" I go the extra mile for my clients and most of my business is repeat clients and referrals. I specialize in listings as I will ... 17 MB Views 26

9.9

ING Research

2015-10-28

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+10 The ING Research App provides clients with up to the minute access to a range of award winning research and commentary from the leading banking Group ING Commercial. You must be a registered client of ING Commercial Bank with a valid ... 7 MB Views 4599

8.8

Stewart Property Profiles

2015-07-05

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-8 Your business isn’t behind your desk. It’s constantly on the move as you go from location to location, showing to showing. Property Profiles helps keep you and your listings moving by providing you with the most uptodate property information when ... 6 MB Views 6508

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

8.8

SS&C Antares Real-Time P&L

2015-05-05

Related Apps time data real access clients

+5 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

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

9.8

EnAppSys

2015-04-06

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0 The UK Energy Data Browser allows the user to view charts showing data and information on the operation of the UK electricity market. It provides access to reports preconfigured by existing subscribers of the www.netareports.com webservice. It also provides access ... 2 MB Views 4118

9.3

BTG Pactual Research

2015-01-16

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-4 Via this free Ipad application, BTG Pactual offers its awardwinning research reports, latest ratings and estimates to subscribed BTG Pactual clients. Users will be able to securely view, search and download research reports from the bank’s Equity, Macro and Fixed Income ... 2 MB Views 5443

8.0

Tenrox Timesheet

2015-10-29

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+12 For the new Mobile application, please download Tenrox Mobile. Tenrox Mobile provides service professionals with a new tool to run a global and dispersed project workforce in realtime. Managing your professional service time and expenses is now even simpler with Tenrox ... 756 kb Views 4580

9.1

Young Haggis

2015-11-20

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+27 Young & Haggis is proud to be one of the few independent insurance brokers in Calgary to provide their clients with an iPhone app. Our app gives clients instant access to quotes, claim submissions, office contact, payments, document requests, home content ... NAN Views 6961

9.0

CIP Mobile

2015-05-01

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-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

8.9

Trading Broker

2015-09-02

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+1 It allows the user to stay connected to his/her broker. It also allows the Broker to keep his/her clients informed of the relevant stocks update information that are relevant to his/her clients. 46 MB Views 1839

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

7.7

Jedox Mobile for iPhone

2015-02-04

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+6 Information at your fingertips: With Jedox Mobile you can access the latest business data from anywhere and at any time, transforming your smartphone or tablet into a productive tool for planning, reporting and data analysis. Jedox Mobile unleashes the power ... 3 MB Views 5827

9.8

Titan Retirement Advisors, LLC

2015-11-05

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-4 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

8.1

Access Mobile+

2015-06-18

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-5 Overview Take control of your business admin with Access Mobile+(AM+), the free app that lets you view & update your Access Dimensions or FocalPoint system on the go. Features timesheets, expenses, reports & more. My Timesheets Quickly fill out timesheet information in a ... 9 MB Views 6051

9.6

Tenrox Expense

2015-07-16

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-7 For the new Mobile application, please download Tenrox Mobile. Tenrox Mobile provides service professionals with a new tool to run a global and dispersed project workforce in realtime. Managing your professional service time and expenses is now even simpler with Tenrox Mobile. ... 710 kb Views 6346

7.8

Left Brain Wealth Management

2015-06-28

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-4 Left Brain Wealth Management iPad application enables authorized Left Brain clients to access their financial performance data in a simple, elegant format that was specifically designed for the iPad. Requirements: Left Brain Wealth Management clients have been approved for this application. ... 1 MB Views 2528

9.4

Oi RI

2015-05-29

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-1 Attention: When in offline mode, the Oi RI App may not show the latest information available. In order to obtain the most up to date information about Oi, please access the Oi RI App while online. Oi is the leading provider ... 8 MB Views 2464

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

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

8.4

Florida Title Insurance Calculator

2015-04-15

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+7 Florida Title Calculator is like having an electronic rate card in your pocket or purse, but that’s only the beginning This free app, from Guarantee Title, Inc. of Palm Beach Gardens, Florida, allows you to use your iPhone, iPad or ... 2 MB Views 8234

8.3

Nedbank App Suite

2015-09-21

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-7 Nedbank is proud to bring you the Nedbank App Suite, which provides you with a one of a kind, customisable and accessible banking, financial services and lifestyle mobile experience. No matter where you are (on your life path, on the go), ... 4 MB Views 3683

9.4

J.P. Morgan Mobile (SM)

2015-05-27

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+21 Access to J.P. Morgan Private Bank and J.P. Morgan Securities accounts on your iPad. 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 your investment, banking, ... 31 MB Views 8414

8.7

TW Insights

2015-03-25

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+9 As a forward thinking, global law firm, we continually look at ways to enhance our client and contacts' experience of working with us. Responding to demand for easier, faster access to our thought leadership initiatives we have developed TW Insights. ... NAN Views 5757

8.1

Northern Trust Passport - Institutional

2015-01-08

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+21 Northern Trust Passport(R) app for the iPad brings financial information to our Corporate and Institutional clients whenever and wherever they may be. Developed specifically for executivelevel managers, the app grants clients access to their completed reports and other documents. Clients ... 29 MB Views 101

9.5

DNB Markets Research

2015-10-27

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+3 DNB Markets Research App provides access to DNB Markets research and webcasts. Following categories are available: Equity daily Recap of important market events and latest research reports. Top picks Weekly portfolio of DNB Markets top recommended shares. Equity research Latest reports published by DNB Markets. FX daily Morning update ... 15 MB Views 3995

8.9

ONE Application

2015-06-27

Related Apps service brokers group clients

+10 One Financial Services Holdings (Pty) Ltd is a dynamic, professional and innovative group, servicing the South African insurance industry. ONE, as the group is known, originally started as a motor underwriter 16 years ago, but now consists of an amalgamation ... NAN Views 5259

9.0

UTRADE HK for US Markets

2015-05-21

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+18 Experience easy mobile trading in the US markets with UTRADE HK for US Markets, the new stock trading app from UOB Kay Hian (HK). Keep watch on market movement on the go, take immediate action on trading opportunities and monitor your ... 4 MB Views 1690

9.3

Land Agent for iPhone

2015-05-13

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+26 American Eagle Title Group and Buffalo Land Abstract are proud to introduce a custom developed and powerful new real estate analytics tool to the market. Meet the American Eagle “Land Agent”. The Land Agent is a proprietary technology that gives ... 4 MB Views 2393

9.7

Homes for Sale by Pablo

2015-04-28

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+2 Pablo Salcedo has over 10 years of experience providing customers with top notch service in the Real Estate industry. He offers clients innovative marketing programs as well as cutting edge advertising and buyer programs. He has an intimate knowledge of ... 14 MB Views 4297

8.1

Linda Rich Properties

2015-11-05

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+7 Known in the industry as highly professional, Linda provides her clients with refreshingly candid advice, an unexpected level of service, and unparalleled marketing. Her reputable name has been built on two decades of hard work and integrityinaction. She has seen ... 14 MB Views 2131

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

BBVA Research Economic Analysis

2015-10-24

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+1 Introducing the new free app for iPad by BBVA Research Economic Analysis. With it you can easily access to all our reports and analysis of over 100 analysts worldwide spread. The application gives you dynamic, universal and free access to BBVA ... 4 MB Views 2994

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

9.1

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

Insight WP

MetroFCL

Garanti Investor Relations for iPad

Archetype Investment Advisors

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