Best Access Clients Research 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

8.9

FRED Economic Data

2015-07-29

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+3 Take the economy with you wherever you go. The FRED app gets you the economic data you need— anytime, anywhere. Enjoy full access to nearly 264,000 economic data series from 79 regional, national and international sources. The graphs and supporting ... 13 MB Views 5489

7.1

SEC Research

2015-08-01

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+15 SEC Research is a limitedfeature iPad app that lets you easily access and read a company's SEC filings from the SEC website. An SEC filing is a report that a publicly held company (like Apple or Google) submits to the US ... 9 MB Views 1321

7.1

Wolfram Stock Trader's Professional Assistant

2015-10-12

Related Apps stock research wolfram assistant professional trader trading information access hedge index

+13 Use the Wolfram Stock Trader's Professional Assistant to access historical data and build trading charts with indicators for stocks, funds, indices, futures, equity valuations, and more. You'll have uptodate access to stock trading data to be ahead of the stock ... 14 MB Views 7021

8.0

Standard Chartered Global Research

2015-07-14

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-2 The Standard Chartered Global Research app is for Standard Chartered clients who have an account on the Global Research portal. The app offers mobile access to our award winning proprietary research analysis and views. We offer insightful and incisive cross ... 12 MB Views 6200

8.3

Commerzbank Research

2015-09-09

Related Apps research commerzbank access

+21 Access Commerzbank Research on the move This App enables you to view Commerzbank Research on your smartphone or tablet PC anywhere, anytime. Based in Europe’s largest economy, Commerzbank Research delivers insight and viewpoints that are robust, comprehensive and make a real contribution ... 4 MB Views 3353

7.3

Bipsync Notes

2015-02-03

Related Apps research investors notes access

0 Bipsync is the digital notebook and research automation tool for professional investors. The Bipsync Notes app gives you access to your research notes and files on your iPad and iPhone. Access your personal and shared fund notes Take notes in meetings ... 7 MB Views 7923

9.2

EuroIRP Research

2015-06-03

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+3 The European Association of Independent Research Providers represents the interests of the European independent investment research industry. The EuroIRP Research app provides the professional investor with a single point of access to a range of research and commentary from the leading ... 6 MB Views 9162

7.3

Narnolia

2015-05-23

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+1 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

8.6

Credit Suisse Panorama

2015-09-08

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+10 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

7.5

RBC Research

2015-10-12

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+14 This application is free to download and designed for RBC Capital Markets' Institutional clients with a valid RBC Insight Portal ID and password. If you have forgotten your user ID/Password, please visit https://www.rbcinsight.com/. To request access, please contact your RBC ... 4 MB Views 1625

8.7

Research by UniCredit

2015-07-14

Related Apps research unicredit access asset

+8 Get access to our hotoffthepress expert insights while on the go The UC Research app offers you quick and easy access to UniCredit's awardwinning Research franchise of more than 100 analysts in 14 locations around the globe. With just a few ... 385 kb Views 7257

9.2

Beltone Trade

2015-10-31

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+11 Experience the power of trading the Egyptian Exchange with BeltoneTrade. Beltone Trade keeps you updated with market trends to help you make better investment decisions and execute trades at your fingertips. BeltoneTrade for iOS offers free delayed access for market statistics, stock ... 21 MB Views 5592

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

7.4

KBW Research

2015-05-23

Related Apps research ipad clients financial application institutional analysts

+25 The Keefe, Bruyette & Woods Research iPad app offers clients easy access to Keefe, Bruyette & Woods Research on a 24/7 basis. This application is for Keefe, Bruyette & Woods’ institutional clients with valid logins and passwords. Analysts at Keefe, Bruyette ... 3 MB Views 8524

9.2

Reorg Research

2015-09-22

Related Apps research filings sec features access

+4 The Reorg Research App allows you access to all the features of Reorg Research on your mobile devices. Dockets, SEC filings, press releases, and all the other features on our website are now accessible from your phone or tablet. Subscribers get ... 3 MB Views 4942

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

9.4

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

6.9

Piper Jaffray Research

2015-03-13

Related Apps research time application clients institutional company Bank Banking Loan Der Kfz Sie Latest Time Tracker Funds Payments Transactions Netbank Payments View Bills Loan View Accounts Check Georgia Easy Management Reports Finance Income Tools Accounts Secure Security Categories Choose Money Funds Loans Union

-8 Piper Jaffray institutional clients can gain realtime access to the firm’s library of equity research. The application allows clients to conduct searches by analyst, sector or company. Users also have the option to save documents into a personalized briefcase for ... 3 MB Views 9169

9.5

J.P. Morgan Markets

2015-10-17

Related Apps research instrument morgan markets alerts receive financial clients services

0 J.P. Morgan’s top rated research is now available to qualified clients of J.P. Morgan on iPad and iPhone. The app is free to download and can be used by qualified J.P. Morgan clients with a J.P. Morgan Markets username and password. Key ... 68 MB Views 6765

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

8.7

TW Insights

2015-03-25

business subscription issues current experience auto access future insights free clients

+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

9.5

Research by UniCredit HD

2015-09-22

Related Apps research unicredit access asset

+24 Get access to our hotoffthepress expert insights while on the go The UC Research app offers you quick and easy access to UniCredit's awardwinning Research franchise of more than 100 analysts in 14 locations around the globe. With just a few ... 1 MB Views 1745

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

8.9

StockLight - ASX stocks, charts, filtering tools, shares & research

2015-05-21

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+3 Australia's premier share market investing app for the ASX, StockLight helps you track your portfolio and research new investing ideas putting all the key data right at your fingertips. What people are saying: "Would recommend as a must have for anyone active ... 21 MB Views 5509

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

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

8.2

Lombard Street Research

2015-05-10

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+19 The Lombard Street Research App is an exclusive application for all Lombard Street Research clients. The application utilizes push notifications to instantly notify when new publications are available. Once downloaded clients can easily access our reports for offline reading. Features: Push notification to ... 54 MB Views 2882

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

8.8

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

8.8

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

8.3

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

8.9

Archetype Investment Advisors

2015-12-11

investment time information advisors clients user anytime access real

+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

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

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

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

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

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

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

9.4

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

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

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

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

9.0

HSBC Research

2015-05-23

Related Apps research hsbc global information read markets clients

-5 This application is for HSBC's institutional clients only. Clients will need to register via Markit Hub for a username and password. Now you can read HSBC's awardwinning research on the emerging and developed markets anytime, anywhere. Our app lets you read all ... 3 MB Views 8010

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

8.9

SEB FX

2015-04-21

Related Apps research banking seb rates access application data merchant spot streaming

-3 This application is for SEB Merchant Banking's FX clients. SEB clients can access streaming FX spot rates and SEB's award winning FX research virtually anywhere, at any time with the new SEB application for the iPad and iPhone. Benefits: Streaming live ... NAN Views 4589

8.0

My BRR Office

2015-01-04

access client clients

+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

9.1

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

8.5

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

8.1

S&P Capital IQ

2015-03-23

Related Apps market research news capital information financials company current breaking access

+22 The S&P Capital IQ platform provides the most accurate and timely financial information to investment banks, asset management firms, private equity firms, and corporations around the world. The S&P Capital IQ app gives clients the freedom to access breaking news, ... 38 MB Views 1851

9.8

Research for J.P. Morgan Markets

2015-11-12

Related Apps research videos application access morgan views analysts published economic

-1 J.P. Morgan’s Research iPad application, gives you 24/7 access to the actionable ideas, strategy, recommendations and analysis that truly distinguishes J.P. Morgan as the leader in Investment Research. The application is free to download, however users must have an account for ... 25 MB Views 3648

8.6

HFR2GO.

2015-10-02

research fund hedge index risk access industry funds indices

+25 HFR2GO is an easytouse solution for tracking global hedge fund industry performance by strategy, region and beyond. Powered with stateoftheart technology crafted by the award winning risk management firm RiskAI, this app is fast, insightful and efficient. Designed to leverage ... 29 MB Views 8886

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

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

8.7

HFR2GO for iPhone

2015-10-16

Related Apps research fund hedge index risk industry access funds indices

+1 HFR2GOTM is an easytouse solution for tracking global hedge fund industry performance by strategy, region and beyond. Powered with stateoftheart technology crafted by the award winning risk management firm RiskAI, this app is fast, insightful and efficient. Designed to leverage ... 24 MB Views 3907

7.5

Signal Research Group App

2015-12-09

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0 Signal Research Group offers the Trust Company of America 'Liberty' Application to authorized investors, their representatives and Registered Investment Advisors (RIAs). Take the Power of Liberty with you and access your account information anytime and from anywhere. Representatives and RIAs can ... 3 MB Views 1175

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

7.7

Macquarie Securities Research

2015-08-30

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+18 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

8.4

1st for Women

2015-10-13

women 1st clients access existing

-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

Absolute Strategy Research

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