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Best Access information portfolio Apps | Panload

iUMA

2015-10-03
+10    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
+25    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

Afrinvestor Mobile

2015-04-06
Related Apps time news view account real manage orders portfolio access
+12    Afrinvestor is a mobile trading application that provides real time access to your portfolio, market data and news. Trade from anywhere: With Afrinvestor you can view the markets in realtime, buy and sell stocks, bonds and manage your holdings and view your ...    2 MB    Views 6638

SNB 401(k) Mobile

2015-04-11
+14    Enjoy instant access to your 401(k) portfolio wherever you go. Our mobile app allows you to monitor your most uptodate investment activity including performance, contributions, transactions and contact information. Confidential account information is protected from unauthorized access through SSL protocol, ...    737 kb    Views 8368
Related Apps time market news real quote financial hong information portfolio ipo
+4    AASTOCKS is the most authoritative financial information and analysis solutions provider in Hong Kong and has been well recognized by investors. According to comScore statistics 2012, AASTOCKS always has the highest impression count among all Hong Kong’s financial websites. Quote Services ...    45 MB    Views 6182
office investment monitor market research building morningstar advisor client advisors practice portfolio account information
+1    Explore new possibilities in practicebuilding with Morningstar for Advisors, a mobile companion to Morningstar Office℠ or Morningstar Advisor Workstation℠. Morningstar for Advisors wraps client account information in an easytouse visual interface to help advisors like you illustrate account details, explain ...    70 MB    Views 1580

iHUB24

2015-10-18
Related Apps account access details client ability asset performance portfolio notifications
+11    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

Wealth Engineers

2015-12-03
Related Apps engineers web time monitor home investment advisor financial account access wealth clients real portfolio
0    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
Related Apps ipad investment portfolio view information advisor pricing financial top date
-2    DESCRIPTION Gain a complete picture of your financial portfolio right when you need it. Advisor View™ for iPad is a convenient and secure way for our investors to monitor their financial portfolios. TOP FEATURES Stay on top of your investments even when ...    1 MB    Views 4115

Innate Wealth

2015-03-25
+21    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

Investrack Prof

2015-09-15
Related Apps management investors relationship managers investment portfolio client information view order
0    Investrack is a client engagement solution that allows Wealth Management and Investment Management companies to provide online portfolio access, reporting and trading capabilities to their clients as well as internal employees. • Investors can securely log in and view their portfolio ...    5 MB    Views 5467

Jones Collombin

2015-09-14
Related Apps ipad news jones information insights portfolio access offers
+27    The Jones Collombin iPad app offers private clients 24/7 access to their portfolio data information, market news and insights from Jones Collombin. JCIC’s iPad app offers you: Convenient 24/7 access to your portfolio information including your holdings, assets allocation, performance, investment manager ...    17 MB    Views 6961
investment access portfolio axa investments wealth online view account
+20    The My Elevate investments app is for AXA Wealth customers who have online access to their Elevate account. It enables you to view your Elevate portfolio and monitor investment performance whenever you like. You can view your whole Elevate investment ...    NAN    Views 2345

EBL Mobile Banking

2015-06-05
Related Apps banking mobile information customer account access
+30    Now get 24/7 access to EBL account information and services from your iPhone and iPod touch. EBL Mobile Banking is a free service offered to all the EBL customer registered for Mobile Banking. With the EBL Mobile Banking app, you ...    185 kb    Views 643

Harbor Funds

2015-06-20
Related Apps investing fund funds check read quickly information portfolio
-9    When is the best time to check your portfolio? Whenever you have a minute. With the free Harbor Funds App for iPhone, you can quickly and easily: • Check Harbor fund prices • Check your portfolio balance • Submit or review most account transactions • View ...    11 MB    Views 9190

Kenjol SmartView

2015-09-14
ipad investment portfolio information view advisor complete pricing top picture
-4    DESCRIPTION Gain a complete picture of your financial portfolio right when you need it. Advisor View™ for iPad is a convenient and secure way for our investors to monitor their financial portfolios. TOP FEATURES Stay on top of your investments even when ...    1 MB    Views 945

Tiedemann

2015-02-03
ipad access portfolio information offers insights
+10    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

TradeSmart

2015-01-07
investment strategy trading information portfolio aim target financial price user
+5    TradeSmart is a simple and easy to use tool for keeping track of your trading activity and at the same time helps you implement a combined investment strategy. If you are an active trader, TradeSmart will calculate the Target Sell Price ...    1 MB    Views 2362

InvestCloud Blue

2015-03-17
+22    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
Related Apps iphone stock monitor trading easy utrade access find order portfolio book
0    UTRADE. Online trading made easy. Experience easy mobile trading with UTRADE on iPhone, the latest stock trading app from UOB Kay Hian. Keep watch on market movement on the go, take immediate action on trading opportunities and monitor your order book and ...    7 MB    Views 5639
stock iphone market securities portfolio order monitoring quick information features
0    ICBC(Macau) is proud to present the Mobile Securities iPhone Application The ICBC(Macau) iPhone Mobile Securities App is loaded with an array of useful features, a secured design and an userfriendly graphical interface. It allows users to perform securities trades, order ...    3 MB    Views 5878

PortfolioView

2015-12-03
analytics market investment portfolio dynamic information simply client selection
+4    This app is developed for Portfolio Analytics based in Johannesburg, South Africa. The aim of the application is for Analytics clients to login to their branded app and view their monthly portfolio performances. The is comprised of static and dynamic data. ...    5 MB    Views 2082

Fondsenplatform

2015-02-13
Related Apps investment business monitor 2012 application objectives portfolio access easy
-4    Fondsenplatforms first Dutch Feasibility Application to access and monitor investment portfolios and objectives. Fondsenplatform has a successful track record over 25 years. Fondsenplatform is ideally placed to help you as a investment planner excel through and beyond 2012. We have a ...    NAN    Views 6322

QSROnline Reporting

2015-09-04
Related Apps reporting company information important access
-1    QSROnline Reporting provides a quick access to your important company reports. Helps you to track and manage your businesses progress easily. • Provides secure login to your company information • Unlimited access to important company daily summary information • Ability to view and ...    53 MB    Views 4410
+6    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
Related Apps software office access information
+26    אפליקציית באפי לניהול משרד מאפשרת לכם, סוכני הביטוח אשר משתמשים בתוכנת באפי ניהול משרד גישה נוחה לבסיס הנתונים שלכם. באמצעות האפליקציה תוכלו לקבל את פרטי הלקוח, הפוליסות, התביעות והמסמכים הסרוקים בתוכנת באפי במשרדכם על גבי ממשק אפליקציה נוח, המאפשר גישה ...    NAN    Views 514
Related Apps planning portfolio information application clients financial
-1    This mobile application provides quick access to portfolio information for investment management clients of Symphony Financial Planning, LLC. Account values, performance information, portfolio analysis, and quarterly reports can all be accessed here by authorized users. This application has been developed ...    30 MB    Views 856

SornemPW

2015-11-12
0    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

IVP Nebula

2015-10-31
managers data access alternative asset portfolio mobility
+9    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
Related Apps ipad investment portfolio information view advisor date pricing top picture
-9    DESCRIPTION Gain a complete picture of your financial portfolio right when you need it. Advisor View™ for iPad is a convenient and secure way for our investors to monitor their financial portfolios. TOP FEATURES Stay on top of your investments even when ...    2 MB    Views 1736

Haalbaarheid

2015-09-03
Related Apps investment business monitor 2012 application objectives access portfolio model service
-7    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
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

My E&P

2015-01-14
Related Apps ipad history market research evans company information clients access partners portfolio
-5    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
Related Apps information wealth portfolio mobile access data client
-7    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
Related Apps ipad investment portfolio view information advisor pricing financial top date
+2    DESCRIPTION Gain a complete picture of your financial portfolio right when you need it. Advisor View™ for iPad is a convenient and secure way for our investors to monitor their financial portfolios. TOP FEATURES Stay on top of your investments even when ...    9 MB    Views 3208
Related Apps information portfolio portal investor access data client
+3    JLT IM Investor Portal allows you to view your JLT account online. If you are a client, JLT IM Investor Portal allows you to access information on your portfolios. If you are an investment manager or financial advisor, you can access ...    11 MB    Views 6744

Glassman Wealth

2015-06-16
ipad investment portfolio information view advisor complete pricing top picture
+9    DESCRIPTION Gain a complete picture of your financial portfolio right when you need it. Advisor View™ for iPad is a convenient and secure way for our investors to monitor their financial portfolios. TOP FEATURES Stay on top of your investments even when ...    1 MB    Views 9016

VennWell

2015-06-30
+6    DESCRIPTION Gain a complete picture of your financial portfolio right when you need it. Advisor View™ for iPad is a convenient and secure way for our investors to monitor their financial portfolios. TOP FEATURES Stay on top of your investments even when ...    2 MB    Views 9592

mCCRC

2015-10-21
investment news funds client reporting portfolio information allocation find contact
-2    Comarch Mobile Reporting App provides financial institutions with online reporting on their client investment portfolios and with tools supporting investment decisions taken by the clients. Moreover, the solution empowers client advisors by letting them review details of their client portfolios. Features: Portfolio ...    3 MB    Views 7888
investment portfolio access focus insurance client manager easy coverage plans summary
-2    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

Tercero Mobile

2015-09-18
Related Apps information portfolio access mobile data client
+14    Tercero Mobile allows you to view your Tercero account online. If you are a client, Tercero Mobile allows you to access information on your portfolios. If you are an investment manager or financial advisor, you can access your client’s details and ...    20 MB    Views 6075

TraderLog

2015-03-11
trading information portfolio user memory reports device online
-3    TraderLog is a simple and easy to use tool for keeping track of your trading activity. Create your stocks and cash portfolio and register your trades in a friendly user interface. TraderLog allows you to keep all of your stocks information and ...    1 MB    Views 1268

Investrack Pro

2015-07-10
Related Apps management investors relationship managers investment portfolio client information view order
+4    Investrack is a client engagement solution that allows Wealth Management and Investment Management companies to provide online portfolio access, reporting and trading capabilities to their clients as well as internal employees. • Investors can securely log in and view their portfolio ...    5 MB    Views 3137

PrimeSource-CU

2015-09-19
access mobile information
-5    With our NEW Mobile Banking Application you are able to access your PSCU account(s), view your checking or savings balance(s) and access transaction information right from your mobile device. The app also provides easy access to PrimeSource contact information, viewing ...    193 kb    Views 599

Advisor View Portal

2015-04-28
Related Apps ipad investment view portfolio information advisor pricing top financial date
-9    DESCRIPTION Gain a complete picture of your financial portfolio right when you need it. Advisor View™ for iPad is a convenient and secure way for our investors to monitor their financial portfolios. TOP FEATURES Stay on top of your investments even when ...    5 MB    Views 7372

Portfolio Cockpit

2015-05-07
Related Apps apple security ipad portfolio credit suisse cockpit terms information data conditions
+25    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

Portfolio Designs

2015-10-23
investors time information liberty account access rias user portfolio client real
+17    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

Mytradebook

2015-07-10
Related Apps time news view real manage account access orders portfolio
0    Mytradebook is a mobile trading application that provides real time access to your portfolio, market data and news. Trade from anywhere: With Mytradebook you can view the markets in realtime, buy and sell stocks, bonds and manage your holdings and view your ...    3 MB    Views 5232

LQAS

2015-02-24
ipad access information
+29    This app gives the lender, reviewer, inspector and loan assistant instant access to the bank’s credit and collateral files. This includes the status of all documents, exceptions on any line in seconds and images. Running on an LTE or WiFi ...    432 kb    Views 185
Related Apps ipad investment portfolio view information advisor pricing financial top date
-3    DESCRIPTION Gain a complete picture of your financial portfolio right when you need it. Advisor View™ for iPad is a convenient and secure way for our investors to monitor their financial portfolios. TOP FEATURES Stay on top of your investments even when ...    1 MB    Views 3919

Stock4Q

2015-02-09
Related Apps stock time web quotes portfolio real price portfolios access
+2    Stock4Q is a clean and elegant way to manage stock portfolios. The intuitive design and clean interface is meant to enrich your mobile experience with a singular aim "realtime stock quotes at your finger tips". Stock4Q provides streaming stock quotes ...    425 kb    Views 2187
Related Apps ipad investment portfolio view information advisor financial top pricing picture
-3    DESCRIPTION Gain a complete picture of your financial portfolio right when you need it. Advisor View™ for iPad is a convenient and secure way for our investors to monitor their financial portfolios. TOP FEATURES Stay on top of your investments even when ...    2 MB    Views 1435

SD Online

2015-01-11
Related Apps online reports payslips designed information full access
+25    Designed by SargentDisc for the iPhone, 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 ...    22 MB    Views 8995

Stock Panorama

2015-08-29
Related Apps stock news calendar intelligence time social earnings portfolio stocks information dividends eps events
+11    Stock Panorama brings what 'matters' to an investor’s portfolio combination of 'relevant and key' market data, analyst opinions and social intelligence all on your mobile device. For each stock in your portfolio, Stock Panorama 'follows' key events (earnings, ...    14 MB    Views 3124

Envestnet

2015-05-03
investment tools managers platform solutions advisors access portfolio reporting asset accounts
-5    Envestnet delivers an endtoend platform to help financial institutions and independent advisors deliver solutions to clients at all asset levels. The stateoftheart platform provides access to multiple investment programs, proposal generation tools, and account management resources. Key features of the ...    195 kb    Views 9900

My Puilaetco Dewaay

2015-12-16
news research portfolio view access account private
+5    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

GBMhomebroker

2015-02-28
time market contract real access mexico check analysis portfolio
-4    With GBMhomebroker you will have access to the latest market information and can view your portfolio in real time. We offer the best analysis in Mexico. Check your investments wherever you are. POWER (THINK> TRADE> WIN) Indices, indicators, prices and yields for ...    7 MB    Views 5835
Related Apps market news trading foreign utrade orders portfolio view information
-6    UTRADE. Online trading made easy. Experience easy mobile trading with UTRADE FOREIGN MY, the latest foreign trading app from UOB Kay Hian. Keep watch on market movement on the go, take immediate action on trading opportunities and monitor your order book and ...    3 MB    Views 9774
insurance information access
-1    The Carlton Insurance App is an exclusive app that gives Carlton Insurance clients access to all their insurance information at the touch of a button, including your insurance card. Access your vehicle information, deductibles, coverages right from your phone. In ...    21 MB    Views 224
Related Apps news ipad fund morgan mobile information taiwan portfolio
+4    透過摩根資產管理「FundCenter」應用程式, 協助您即時掌握基金資訊, 包括基金淨值、配息紀錄及休市公告. 此外, 亦可隨時查看市場最新動態, 舉凡市場評論、基金報告及影音節目. 而查閱自身投資組合狀況、自選「我的最愛」基金及瀏覽專屬摩根服務資訊等功能, 皆可藉由本應用程式, 作為您投資理財之參考. 另外, 更有投資訊息推播服務, 讓您可以接收到即時損益警示到價與定期定額扣款通知. 歡迎來到摩根基金中心 功能選單: 1.我的最愛 2. 最新訊息 3. 個人訊息 4. 投資組合 5. 基金淨值 6. 配息紀錄 7. 休市公告 8. 基金報告 9. 市場評論 10. 影音節目 11. 摩根活動 12. 理財新知 13. 客戶服務 FundCenter for Taiwan Use: J.P. Morgan Asset Management offers Taiwan retail investors mobile access to keep abreast of ...    NAN    Views 4332
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