Best Access Investment View Apps | Panload iOS Finance

Envestnet

2015-05-03

+7 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

7.6

TD (Canada)

2015-09-14

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+15 The TD app provides quick, easy, convenient and secure access to your TD chequing, savings, credit, and investment accounts on your iPhone and now with your Apple Watch – all at a glance with Quick Access. By clicking "Get", you ... NAN Views 776

9.1

myCAMS for iPad

2015-06-05

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+23 At CAMS, we are always looking to make your Mutual Fund Information management faster, easier and smarter.  Accessing your Mutual Fund investment information on the go from your smart phones is now possible with myCAMS… the Mutual Fund app made ... 15 MB Views 111

8.6

Convergent Wealth Client Log In

2015-06-25

Related Apps ipad investment portfolio information view advisor date pricing top picture

0 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

9.3

Calvert Investments

2015-03-06

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+4 Calvert's app for the iPhone keeps you uptodate while you're on the move: View daily performance and average annual returns of Calvert Portfolios View top10 fund holdings Create a custom list of the Calvert funds you wish to monitor Read ... 1 MB Views 8243

7.4

TradeKing Mobile

2015-01-05

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+14 Trade stocks and options from wherever you are with TradeKing Mobile for iPhone and iPod Touch. Key features: • Trade stocks, simple and complex options • Use advanced charting to find investment opportunities • Receive custom stock alerts via push notifications • Monitor your positions ... 3 MB Views 9674

9.6

Oberbank

2015-04-17

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0 With the Oberbank App, you can take your Oberbank along wherever you go. It allows you to access all banking functions, innovative services and practical features you can use in Austria and abroad around the clock. The functions available within the ... 13 MB Views 9196

8.0

Vontobel Mobile Private Banking

2015-02-03

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+8 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

8.0

Private Banking Research

2015-08-27

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+2 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

9.1

FAME for Malaysia

2015-12-19

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-5 FAME (Financial Access Made Easy) wealth management platform is a onestop hub where financial advisors and individual investors alike can have 24hour realtime online access to their investment portfolios and transactions details. With the FAME, you can: • Stay informed with details ... 5 MB Views 5791

9.5

Worksite Financial Solutions Mobile

2015-01-05

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+5 Worksite Financial Solutions Mobile App, exclusively for participants in retirement plans participating in LPL’s Worksite Financial Solutions, is a convenient, secure service that allows for easy access to manage key events with their employerbased retirement plan. With the Worksite Financial Solutions ... 7 MB Views 5515

8.9

Archetype Investment Advisors

2015-12-11

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+12 Archetype Investment Advisors, a division of Eddleman & Eddleman, LLC, gladly provides your account information with the custodian Trust Company of America. For our clients, and your approved, trusted family advisors such as Registered Investment Advisors (RIAs), Certified Public Accountants ... 968 kb Views 159

9.1

Kreitler MyDashboard

2015-06-05

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+9 The Kreitler Financial MyDashboard iPad application enables authorized clients to access their investment performance on their consolidated accounts on the Kreitler Financial investment platform in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be ... 1 MB Views 6391

8.8

Vontobel SecureLogin

2015-12-02

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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

7.0

TKB TRADER

2015-09-19

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+1 TKB TRADER a powerful trading platform presented by JSC “TRASTA KOMERCBANKA”, allowing you around the clock access to all major financial markets worldwide. TKB TRADER makes available for you thousands of commercial products with a wide range of investment accounting, ... 17 MB Views 8470

9.7

Invesco US

2015-10-23

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+16 Access Invesco fund information, portfolio manager insights and more with our free iPad app. Products: •Browse mutual funds,unit trusts, exchangetraded funds and money market funds by asset class, or search by name, symbol, CUSIP or ticker. •View detailed fund information, including prices, performance, ... 35 MB Views 6267

7.2

Fondsenplatform

2015-02-13

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-5 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

6.9

Merriman Client Portal

2015-12-03

Related Apps ipad investment portfolio view information advisor pricing financial top date

-8 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

7.7

iRetire Employee Benefits

2015-06-05

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+14 This App has been created for iRetire members to access their Pension/Provident Fund investment information. The iRetire App will enable you to have real time access to your retirement investment values and personal information. To access your account, please use the ... 7 MB Views 9777

9.4

Equity Investor

2015-06-30

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+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

9.2

NDS.Gallet-Admin

2015-09-18

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+29 In the retirement fund industry there is an endemic problem of communicating with members of retirement funds. Through this app any member can access their information at any time that they choose to do so. Some of the features of the app ... 6 MB Views 162

7.7

De Tijd

2015-06-19

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+30 Belgian leading business and finance newspaper in Dutch. With the new De Tijd iPhone app, you can navigate even more easily through our mobile website. Once installed on your iPhone or iPod Touch, this entirely free application gives you access to the ... 1014 kb Views 8077

9.3

CalcRE

2015-11-16

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+19 CalcRE gives you powerful real estate investment analysis in your pocket. Tap in the basic numbers and let CalcRE give you an instant graphical and analytical view of how your investment stacks up from a capital and cashflow point of view. Separate ... 1 MB Views 6563

9.2

Standard Life Singapore App

2015-12-10

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0 The Standard Life Singapore App from Standard Life International Limited ("Standard Life") provides a convenient way to manage your investments on the move. Our app allows you to: •easily view your portfolios •switch funds •redirect the investment of future contributions, and •manage your wealth. To ... 8 MB Views 7392

9.2

VennWell

2015-06-30

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+27 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

7.9

Ford Interest Advantage App

2015-09-24

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+4 Access your Ford Interest Advantage note information on the go. Simply download this app and you can connect to all the information you need about your investment, whenever you might need it. Please download the Ford Credit Account Manager app ... 5 MB Views 9829

9.5

AXA Wealth – My Elevate investments

2015-06-01

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+4 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

8.1

DLK Investment Management

2015-09-03

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0 The DLK Investment Management iPad application enables authorized DLK clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a DLK client that has been authorized for the ... 1 MB Views 4701

9.5

10X Investments

2015-12-19

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-6 This App has been created for 10X Investments members to access their investment information. The 10X App will enable you to have real time access to your retirement investment values and personal information. To access your account, please use the same ... 3 MB Views 1315

7.0

Merrill Edge for iPad

2015-02-25

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-8 For Merrill Edge selfdirected and Merrill Edge Advisory Center clients: The totally redesigned Merrill Edge for iPad app delivers new and improved features that enhance your ability to access and manage your accounts and investments. With our expanded app, you can ... 60 MB Views 2020

8.2

Mobile Ta-Retirement

2015-08-24

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0 Transamerica Retirement Services ("Transamerica") offers customized retirement plan solutions designed to fit the growing business needs of today’s companies This free app, for the Apple iPhone or iPod touch, allows retirement savings plan Participants to access account information using their existing ... 345 kb Views 6682

8.6

HRAgo

2015-01-11

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-6 The HRAgo smartphone application allows you to manage your health reimbursement account (HRA) from the convenience of your mobile devices. Review your account balance and daily activity, manage your investment allocation, review the status of reimbursement claims and submit a ... 10 MB Views 6606

7.1

TD International

2015-10-04

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0 Invest internationally with ease and confidence. With the TD International app you will gain access to an international investment platform serving thousands of international and expatriate investors, and offering the services and safety of a solid Luxembourgbased bank. Stay in touch with ... NAN Views 9321

9.1

Standard Life

2015-02-27

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-8 The Standard Life app has some great features for our customers on iPhone and iPad, helping you to manage your money wherever you are. You can: top up your Pension top up your ISA from as little as £10 view fund ... 7 MB Views 461

7.9

GuideStone

2015-01-26

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0 Stay in touch with your MyGuideStone account whenever you want. This free MyGuideStone app for iPhone and iPod Touch provides 24hour access to your GuideStone retirement account(s), investments and insurance plans. Retirement/Investments · Access your investment overview · View accounts, plans and funds · ... 2 MB Views 8379

9.5

HoyleCohen Client Portal

2015-12-30

Related Apps ipad investment portfolio view information advisor pricing financial top date

+13 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

7.8

Buy-Hold-Sell

2015-02-18

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+17 BuyHoldSell provides security listings and historical performance charts for backtested investment strategies utilizing an assortment of technical, fundamental, and dynamic indicators. Portfolio positions are split into buy, hold, sell, and closed groupings representing simulated trade actions. This free application offers strategies ... 2 MB Views 2628

9.8

Passport by DriveWealth - U.S. Stock Market, Now for Everyone

2015-08-26

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+29 Passport by DriveWealth puts the US Stock Market in your pocket. The Passport investing app is available worldwide and allows you to invest for as little as 2.99 per trade. You’ll also have access to stock ratings, educational resources, and ... 3 MB Views 3868

8.2

S&P Capital IQ for Tablets

2015-07-11

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+7 Important: There is no charge to download the application. However, it is only available to S&P Capital IQ clients. The S&P Capital IQ platform provides the most accurate and timely financial information to investment banks, asset management firms, private equity firms ... 9 MB Views 9052

9.9

Marketplace

2015-05-01

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+20 Real Capital Markets (RCM1) is the leading commercial real estate platform for both commercial property and note sales. The RCM1 Mobile Marketplace app allows you to quickly search, filter, and view details for Commercial Real Estate listings, Bank REO, and ... 6 MB Views 7849

7.5

Merrill Edge for iPhone

2015-02-25

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+30 For Merrill Edge selfdirected and Merrill Edge Advisory Center clients: The totally redesigned Merrill Edge for iPhone app lets you access and manage your accounts and investments where and when it’s most convenient. View balances, holdings, order status and pending ... 36 MB Views 6625

9.3

RHBInvest

2015-10-31

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+9 Your iPhone solution that puts the trading world at your fingertips in realtime whilst you're on the move. RHBInvest iPhone empowers you with just the right tools to keep you informed of vital stocks movements, along with full trading capabilities. •Buy ... 3 MB Views 8513

9.5

Dent Research

2015-05-30

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+12 Dent Research Capitalizing on the Predictive Power of Demographics From commodities to real estate, markets, the economy, interest rates, entitlements and everything else, now you too can harness the power of demographics to stay ahead of the curve and survive ... 2 MB Views 3515

8.9

WT First Rate

2015-09-14

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+7 WT First Rate™ provides musthave performance and investment information at the fingertips of investment professionals anywhere and anytime. Along with its direct and simple presentation of returns, allocation and investment activity, this application will also generate portfolio customized performance statements ... 2 MB Views 6009

7.0

Alerus Retirement Solutions

2015-09-30

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+9 Alerus Retirement Solutions Mobile App for iPhone, iPod Touch, and iPad. View demo at http://www.alerusretirementsolutions.com/appdemo/MobileAppVideo.htm With the Alerus Retirement Solutions mobile application, participants of our employersponsored plans receive fast, free, and secure inquiry access to their account information. You can view account activity, ... 8 MB Views 9270

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

7.8

MGO Investment Advisors App

2015-04-09

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+13 MGO Investment Advisors offers the Trust Company of America 'Liberty' application to authorized investors, their representatives and Registered Investment Advisors. Take the power of Liberty with you and access your account information anytime and from anywhere. With comprehensive views of account ... 8 MB Views 2228

7.2

IMSplus Mobility

2015-04-17

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-8 PROFILE Software’s IMSplus Mobility, enables mobile access to your investment management platform. Specifically, this new module of IMSplus provides a set of client relationship and portfolio management tools, which may be whitelabeled, to better promote business and sales objectives of ... 4 MB Views 822

8.3

Haalbaarheid

2015-09-03

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+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

9.6

Track My Pension

2015-10-26

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+25 The Towers Watson ‘Track My Pension’ application makes it easy for you to keep up to date with your pension arrangements. If you have a defined contribution pension administered by Towers Watson and your employer has signed up to receive ... 3 MB Views 1416

9.6

MyMerrill for iPhone

2015-02-25

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-1 For Merrill Lynch Wealth Management clients: The totally redesigned Merrill Lynch for iPhone app lets you access and manage your accounts and investments where and when it’s most convenient. View balances, holdings, order status and pending and historical transactions. Trade ... 36 MB Views 216

9.6

Glassman Wealth

2015-06-16

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+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 9016

6.9

RHB Futures

2015-10-28

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+12 RHB Investment Bank now offers you mobile futures trading allowing you to trade futures via your iPhone and iPad. Download RHB Futures now to start trading at anywhere and anytime. Features: 1) View live contract prices 2) Buy and sell contracts 3) Create and ... 8 MB Views 919

9.3

J.P. Morgan Mobile

2015-04-22

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-1 Access to J.P. Morgan Private Bank and J.P. Morgan Securities accounts on your iPhone or iPod touch Eligible clients can view accounts, make transactions and access market intelligence. For J.P. Morgan Private Banking and J.P. Morgan Securities clients, it’s easy to manage ... 24 MB Views 1343

9.5

Kenjol SmartView

2015-09-14

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+12 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

8.8

Cherry Street Portal

2015-12-18

Related Apps ipad investment portfolio view information advisor pricing financial top date

-8 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

9.4

Resources Queensland

2015-11-11

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-5 The Queensland Government Resources Queensland free app provides information about investment opportunities in the mining and petroleum sectors including geoscience, resource, tenure and policy information; and links to key government departments, and industry events. The resources app provides: • High level mineral, coal ... 10 MB Views 644

9.8

Morningstar ETFInvestor - ETF Investing, Research & Analysis. Asset Allocation & Income Portfolios.

2015-12-11

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+9 Gain access to Morningstar's proven approach to ETF investing with Morningstar ETFInvestor. Download the app for free and receive our investing guide at no cost or obligation. Then subscribe for 15.99 per month. If you currently subscribe to Morningstar ETFInvestor, ... 12 MB Views 8898

9.3

Sberbank Investment Research

2015-08-09

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0 The Sberbank Investment Research App provides clients with up to the minute access to a range of award winning research and commentary from Sberbank Investment Research. You must be a registered client of Sberbank to access the content. The Sberbank Investment ... 24 MB Views 3663

7.9

Bank Login

2015-02-07

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+2 With this allinone banking app for your iphone, you can manage your money on the move and login to your Bank accounts in one place accessing over 60 UK FSA (Financial Services Authority) listed regulated Banks without ever leaving the ... 5 MB Views 3879

Kenjol SmartView

Glassman Wealth

VennWell

Convergent Wealth Client Log In

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