Best Access Data Portfolio Apps | Panload iOS Finance

Cashmain3 Portfolio

2015-11-09

+23 Cashmain3 Portfolio provide global currencies portfolio pricing, multiple market quoting (NYSE, NASDAQ, HKEX, London, etc). With Cashmain3 Portfolio, users can track distributions, deltas and profit & loss trends of their portfolios by various eyecatching charts. More importantly, on the App Store, ... 6 MB Views 8551

9.4

Wealth Engineers

2015-12-03

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+10 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

8.7

ION ARC

2015-08-26

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+12 ION ARC is ION’s data aggregation, mining and reporting technology. The ION ARC Mobile application is for ION clients only, providing access to data from any mobile enabled ARC install and offers the following features: · Visualize aggregated data in multidimensional pivots ... 34 MB Views 2457

8.9

SEB FX

2015-04-21

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+1 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

7.1

SS&C Sylvan

2015-04-28

Related Apps access clients data performance

+21 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

9.2

iStock (Stock, Stock Market, Global Market)

2015-12-10

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-2 iStock Sweet iPhone Stock App As a professional equity investor, would you need a sweet app that whenever you need it, it can tell you information of any stocks or indices of all over the world as well as their ... 2 MB Views 8292

9.8

Stock Market Pro: Stocks & Shares Portfolio Tracker

2015-07-05

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+11 Featuring timely market data from highly reliable sources, Stock Market Pro is the simplest way to track a range of stocks and have all the key data you need at your fingertips. This is the Pro version which lets you manage ... 17 MB Views 448

9.4

ANGOR Owner

2015-03-19

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+28 The ANGOR application is simple to use and provides a convenient way to access your property’s information – anytime, anywhere. Application features This application’s features help you to do the following: View levy statements and/or balances on all units managed by Angor within ... 4 MB Views 2114

8.5

StockWiz - Real Time Stocks & Charts

2015-03-12

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+9 StockWiz is a very powerful app which enables you to personalize your own portfolio, and track the stock market live like never before, in REAL time. With it's high def sleek interface, unique visualization tools, technical indicators, and live company ... 5 MB Views 885

8.6

Portfolio Alerts

2015-06-14

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+10 "Portfolio Alerts” app brings to you, stock quotes & historical data for stocks (1 week 2 year trend), mutual funds & currencies. It also provides easy stock price tracking and notification based alerts for your portfolio monitoring. It does ... 3 MB Views 2456

8.0

Vontobel Mobile Private Banking

2015-02-03

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+1 Would you like to experience the future of private banking? The Vontobel Mobile Private Banking app gives you access to your banking at any time on your tablet. Whether you would like to view and analyse your portfolio, check account ... NAN Views 8100

7.9

SornemPW

2015-11-12

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-4 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

9.9

Portfolio VaR HD

2015-02-20

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-4 Portfolio VaR HD is ideal for anyone needing current VaR values for their portfolio. This app pulls historical data from Yahoo Finance (USA) and calculates: • 10day VaR (5% and 1%) • 30day VaR (5% and 1%) • 60day VaR (5% and 1%) Additionally, a ... 2 MB Views 5599

7.2

Morningstar for iPad – Stock & Fund Investing. Market Data. Portfolio Tracker.

2015-09-16

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-4 Stay in touch with Morningstar's independent data and trusted insight with Morningstar for iPad. Research thousands of stocks, funds, and exchangetraded funds; build a library of investment ideas; and drill down into proprietary Morningstar ratings and Analyst Reports. Scan for ... 18 MB Views 3222

7.6

Portfolio Standard Deviation HD

2015-02-20

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+22 Portfolio Standard Deviation HD is ideal for anyone needing current standard deviation values for their portfolio. This app pulls historical data from Yahoo Finance (USA) and calculates: • 10day trailing Standard Deviation • 30day trailing Standard Deviation • 60day trailing Standard Deviation Additionally, a graph ... 2 MB Views 5226

9.5

iHUB24

2015-10-18

Related Apps account access details client ability asset performance portfolio notifications

-1 iHUB24 gives you real time access to the HUB24 platform while you're on the move. Advisers and account holders simply use your HUB24 online ID and password to access iHub24's many features. iHUB24 for advisers Access full platform functionality, including the ... 157 kb Views 3095

8.3

Compass

2015-12-14

Related Apps compass access account details client ability asset performance portfolio notifications

0 Compass gives you real time access to the platform while you're on the move. Advisers and account holders simply use your online ID and password to access Compass's many features. Compass for advisers Access full platform functionality, including the ability to ... 204 kb Views 1433

8.7

BofAML Mercury

2015-10-04

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+10 The BofAML Mercury™ iOS app is available to Bank of America Merrill Lynch’s institutional clients with an existing Mercury user ID and password. This application provides you access to our award winning cross asset product, anywhere anytime, including Select Market ... 20 MB Views 7237

8.0

Stockify Portfolio Tracker

2015-08-02

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+5 Do you own stocks? if yes then Stockify is for you. Keep a close eye on your stocks, know immediately the total and daily gain on your portfolio and on every stock you own. No hard limit on the number of stocks ... 701 kb Views 6380

9.0

ZEN Portfolio

2015-11-12

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0 ZEN Portfolio lets you manage a stock portfolio in a simple yet efficient way. Investors often manage several stocks from different countries, in different currencies, and therefore need uptodate stock quotes, but also uptodate currency rates. When you add a stock in ... 8 MB Views 9340

8.7

Tiedemann

2015-02-03

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0 The Tiedemann wealth management iPad app offers private clients 24/7 access to their portfolio data information, market news and insights from Tiedemann. Tiedemann’s iPad app offers you: Convenient 24/7 access to your portfolio information including your holdings, assets allocation, performance, investment manager ... 7 MB Views 1807

9.8

Portfolio Designs

2015-10-23

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-1 Portfolio Designs 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. With comprehensive views of account ... 9 MB Views 7968

7.1

Portfolio Cockpit

2015-05-07

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-5 Portfolio Cockpit for iPad is available for existing Credit Suisse Portfolio Net Clients exclusively. Providing online access to performance and risk analyses as well as, holdings and asset allocation reports. All analyses are based on your categorizations and consolidations. In ... NAN Views 7071

9.6

Portfolio Owl

2015-08-24

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+3 Portfolio Owl makes the process of receiving and acting on financial advice faster and easier than ever before. REAL TIME ADVICE Portfolio Owl receives trade recommendations directly from YOUR Financial Advisor. You can act on the advice immediately, reducing timelag and maximising ... 6 MB Views 5016

9.6

DSPFCU Mobile

2015-03-03

Related Apps mobile members accounts free atms access data secure closest Check Mobile Transfer Categories Category Income Est Sur Vous Implied Option Volatility Categories Expenses Tracker Bingo Easy Friends Banking Federal Secure Accounts Bills Manage Atm Branch Service Account Coupons Online Fnb Payments Transfers Apple Mobile Transfers

+2 Delaware State Police Federal Credit Union’s FREE Mobile Banking Application for the iPhone™, iPod Touch and iPad. BANK 24/7 Manage your accounts and view transaction history. Busy members can also make quick transfers within DSPFCU accounts and find the closest DSPFCU ATMs. SAFE ... 12 MB Views 7466

9.3

Morningstar – Stock & Fund Investing. Market Data. Portfolio Tracker.

2015-05-06

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+14 For millions of investors, Morningstar.com is the first choice for independent investment research and insights. Now you can experience the best of our flagship website on your iPhone. Our app gives investors access to comprehensive investment data covering stocks, mutual ... 9 MB Views 6163

8.5

Artorius Wealth Mobile

2015-05-13

Related Apps information wealth portfolio mobile access data client

+2 Artorious Wealth Mobile allows you to view your Artorious Wealth account online. If you are a client, Artorious Wealth Mobile allows you to access information on your portfolios. If you are an investment manager or financial advisor, you can access your ... 21 MB Views 9305

8.2

Portfolio Beta

2015-02-20

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-7 Portfolio Beta is ideal for anyone needing current beta values for their portfolio. This app pulls historical data from Yahoo Finance (USA) and calculates: • 10day trailing beta • 30day trailing beta • 60day trailing beta Additionally, a graph tracking the 10day trailing beta over ... 3 MB Views 5052

8.6

Stock Gains

2015-05-13

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+10 Stock Gains is free for a limited time Stock Gains shows you the value of your portfolio. Monitor daybyday changes and calculate your net gains after taxes, while studying historical data and reading news about your stocks. Featured on the ... 3 MB Views 1886

7.9

FS Gold Spot

2015-10-14

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+18 The iPhone application of gold spot trading platform by Classic Gold Co.,Ltd. It is quick and secure, allowing to make money with ease. With this application, you can access your account, trade, and review your portfolio which is the same ... 9 MB Views 1079

7.7

iBank Investor

2015-10-14

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-6 The mobile portfolio app for all your iOS devices, iBank Investor lets you keep your portfolio in your pocket, for access at a glance. Whether you sync with iBank for Mac or sync your portfolio across your devices, you'll always ... 3 MB Views 127

7.0

Affinity Private Wealth Mobile

2015-04-02

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+6 Affinity Private Wealth Mobile allows you to view your Affinity account online. If you are a client, Affinity Private Wealth Mobile allows you to access information on your portfolios. If you are an investment manager or financial advisor, you can access ... 11 MB Views 3920

9.2

InvestCloud Blue

2015-03-17

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+26 The InvestCloud Blue wealth management iPad app offers private clients 24/7 access to their portfolio data information, market news and insights from InvestCloud. InvestCloud’s iPad app offers you: Convenient 24/7 access to your portfolio information including your holdings, assets allocation, performance, ... 20 MB Views 7262

9.8

Michael's Musings

2015-05-17

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+1 Thoughts and musings on all things financial from the perspective of a Financial Planner based in Perth, Western Australia. The information age has ushered in a new era of mainstream access to news, data, research and interpretations that were once ... 22 MB Views 498

6.9

WealthVue

2015-10-15

advisor portfolio data

+3 WealthVue allows you ondemand access to your portfolio data from your independent investment advisor. Does your advisor offer WealthVue? Ask them today WealthVue provides current portfolio reports with interactive features that include dynamic charts, drilldown capabilities, and integrated market data. In ... 7 MB Views 1469

9.7

Stockstream Mobile

2015-11-05

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+5 Stockstream Mobile is your portfolio management and investment research application. It is your personal, portable, market companion that keeps you connected to the financial markets when you are on the go. Get access to realtime data, snap quotes, intraday and historical charts, company ... 1 MB Views 5597

7.7

MX HUB24

2015-12-07

Related Apps access account details client ability asset performance portfolio notifications

-2 MX HUB24 gives you real time access to the platform while you're on the move. Advisers and account holders simply use your online ID and password to access MX HUB24's many features. MX HUB24 for advisers Access full platform functionality, including ... 109 kb Views 8577

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

8.6

Interactive Investor - Research, Monitor, Trade

2015-08-16

Related Apps research monitor access portfolio account free

+1 Deal shares and funds wherever you are. Our free app lets you monitor your portfolio and gives you access to financial prices, news and research so you can make and act on your trading decisions all on the move. You ... 10 MB Views 9336

8.0

Financial News for iPad

2015-02-20

Related Apps news ipad content financial access data

0 Financial News is Europe's leading publication for the Investment Banking, Securities and Fund Management industries. The Financial News iPad app brings you breaking news and expert analysis of the European capital markets so you can get the inside track. Subscribers get full ... 7 MB Views 7530

8.3

My Puilaetco Dewaay

2015-12-16

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-8 With My PLDW application, Puilaetco Dewaay clients can safely consult their portfolio, documents, news and research anywhere, anytime. Activate your account and enjoy a clear view of your portfolio, optimized for iPad. Main features: Secure Access Multilingual French and Dutch Consolidated and ... 13 MB Views 1453

8.3

MyStocks - Stock Tracker and Portfolio Manager

2015-01-06

Related Apps stock time management exchange portfolio quotes data global indexes real

+15 MyStocks brings you realtime quotes and charts, historical data, global indexes, portfolio management and so much more. Download the app and watch the value of your portfolio growing. Features: Multiple portfolio management Customized watchlist Global indexes and currencies Realtime quotes Live chart ... 2 MB Views 3183

8.6

Innate Wealth

2015-03-25

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0 Innate Wealth is a boutique financial services advisory firm which specialises in the provision of strategic advice, portfolio management and accounting services. This app provides Innate Wealth clients with a ‘window to their wealth’. Features include: • Net wealth tracking • Portfolio access and ... NAN Views 8886

9.7

Portfolio Manager App

2015-09-18

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+20 Fastest and safest way to control your shares Portfolio Manager let you quickly view all your stocks valuable data at once. You add, delete or modify shares of companies you own. We retrieve data and do necessary calculations to show you ... 7 MB Views 6997

7.2

BRI Wealth Management Mobile

2015-05-30

Related Apps management information wealth portfolio mobile access data client

+14 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

8.3

Haalbaarheid

2015-09-03

Related Apps investment business monitor 2012 application objectives access portfolio model service

+2 NNEK's first Dutch Feasibility Application to access and monitor investment portfolios and objectives. NNEK has a successful track record over 25 years. NNEK is ideally placed to help you as a investment planner excel through and beyond 2012. We have a ... NAN Views 9933

8.3

Mobius Wealth

2015-04-10

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-3 Mobius Wealth is a top level mobile app offering easy access to both your RMs and their clients providing a compelling digital experience across all mobile channels. It is a whitelabelled solution that you can brand with your own logo ... 5 MB Views 7433

9.9

iUMA

2015-10-03

Related Apps access account details client ability asset performance portfolio notifications

-5 iUMA gives you real time access to the platform while you're on the move. Advisers and account holders simply use your online ID and password to access iUMA's many features. iUMA for advisers Access full platform functionality, including the ability to ... 194 kb Views 6799

8.4

StockStation: Real Time Stock+Option Portfolio Tracker and Market Screener with Alert

2015-07-26

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+2 StockStation is your answer for a comprehensive allinone market app and onthego solution to always be in touch with your financial interests The ultimate tools for RealTime Advanced Stock Quotes (Pre & After market) and Advanced Charts; Live News; Notes; ... 19 MB Views 5604

8.6

Montel Mobile

2015-10-29

mobile full data access

+15 Access energy news and market data for professionals anywhere, any time with Montel Mobile. Customise your own Montel Mobile page with specific contracts, or go to any of our readymade commodity views to get the full range of data and graphics. Once ... 5 MB Views 5136

7.1

Client Portfolio Manager

2015-05-23

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+1 Designed for financial advisors who want a clean yet detailed interface that can be easily understood by clients during review meetings and presentations. Client Portfolio Manager will enable you to record your clients’ insurance policies and investment plans information in ... 9 MB Views 5421

7.8

Handy Trader

2015-04-07

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+1 The Handy Trader trading application provides electronic access to stocks, options, forex, futures and futures options on multiple market destinations around the globe. Handy Trader supports realtime market data and charts, and allows you to transmit orders instantaneously or use ... 6 MB Views 128

9.4

2Go

2015-10-21

data access secure

0 Why wait to get secure access to your information until you can get to your laptop? Now with 2Go, you can securely connect to your corporate reports, dashboards or data visualizations directly using your iPhone or iPad. Secure in the ... 4 MB Views 2044

9.1

IVP Nebula

2015-10-31

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-2 Indus Valley Partners (IVP), a New Yorkbased provider of solutions to alternative asset managers, Introduces IVP Nebula, enabling alternative asset managers to access Key Performance Indicators, Portfolio Insights, Enterprise Data anytime/anywhere. IVP Nebula redefines mobility at work, comes packaged with next ... 26 MB Views 9191

7.7

Markit Hub Financial Research

2015-04-28

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0 TODAY’S RESEARCH AT YOUR FINGERTIPS Markit Hub is built on a simple, innovative concept: Provide global institutional investors with convenient and personalized access to their entitled research, data and analytics in one place. Now, you can take innovation with you. Introducing ... 6 MB Views 2977

8.3

TabletTrader

2015-05-04

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+17 The TabletTrader trading application provides electronic access to stocks, options, forex, futures and futures options on multiple market destinations around the globe. TabletTrader supports realtime market data and charts, and allows you to transmit orders instantaneously or use an order ... 6 MB Views 4633

8.1

Unison

2015-01-06

Related Apps access account details client ability asset performance portfolio notifications

+14 Unison gives you real time access to the platform while you're on the move. Advisers and account holders simply use your online ID and password to access Unison's many features. Unison for advisers Access full platform functionality, including the ability to ... 168 kb Views 8781

9.2

IRESS

2015-10-21

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+4 View realtime financial market news and pricing, trade orders and track your portfolio and holdings directly from your iPhone and iPad. This app requires a valid IRESS license. Content and specific functions depend on your provider’s configuration. Leverage proven IRESS infrastructure to ... 3 MB Views 3812

9.0

RMS Wealth Mobile

2015-03-30

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+2 RMS Wealth Mobile allows you to view your RMS Wealth account online. If you are a client, RMS Wealth Mobile allows you to access information on your portfolios. If you are an investment manager or financial advisor, you can access your ... 11 MB Views 6040

9.8

AXA Self-Investor – My Self Investor

2015-06-01

Related Apps investment investor axa portfolio access view

-7 The My Self Investor app is for AXA Self Investor customers to view their portfolio and monitor investment performance whenever they like. You can view your whole AXA Self Investor investment portfolio, get a breakdown by product or by investment ... NAN Views 2868

BRI Wealth Management Mobile

Michael's Musings

Artorius Wealth Mobile

Client Portfolio Manager

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