Best Access Investment Wealth Apps

Cahaba Wealth

2015-09-05

+1 The Cahaba Wealth Management iPad application enables authorized Cahaba Wealth Management clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Cahaba Wealth Management client that has ... 1 MB Views 5233

8.1

DLK Investment Management

2015-09-03

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+5 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

9.3

RHBInvest

2015-10-31

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+25 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

8.2

S&P Capital IQ for Tablets

2015-07-11

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-2 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

9.4

Equity Investor

2015-06-30

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+1 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

8.2

Penwealth

2015-10-06

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+9 The Peninsula Wealth iPad application enables authorized Peninsula Wealth clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Peninsula Wealth client that has been authorized for ... 1 MB Views 2882

9.3

Odyssey WM

2015-04-29

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-5 The Odyssey Wealth Management iPad application enables authorized Odyssey Wealth Management clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be an Odyssey Wealth Management client that has ... 1 MB Views 4613

9.1

Cain, Watters & Associates

2015-12-13

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+15 The CWA iPad application enables authorized CWA clients to access their investment performance on their accounts on the CWA investment platforms in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a CWA client ... 1 MB Views 641

9.0

Canadian Real Estate Wealth

2015-12-21

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+8 iPad subscribers get it FIRST Get access to Canada’s most influential property investment magazine, Canadian Real Estate Wealth, as soon as the editor wraps up the magazine. No need to wait for mailing download your issues directly from your iPad before ... 4 MB Views 1240

8.8

Appetite For Risk

2015-04-10

0 This app is for UK financial advisers only. Getting your clients to understand and agree their ‘appetite for risk’ is one of the key stages in the investment process. The task of risk profiling and risk discussion can however be time ... NAN Views 7958

9.6

Caerus Investment Advisors, LLC

2015-08-31

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+7 The Caerus Investment Advisors iPad application enables authorized Caerus clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Caerus Investment Advisors client that has been authorized ... 1 MB Views 5246

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

9.1

Precision Investment Services

2015-06-10

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-8 Precision Investment Services was established in 1992. A Pune based company which advices on wealth creating assets Equity, Mutual Funds, Real Estate & Health. Health has been included because we believe that an individual needs to be healthy to ... 4 MB Views 7161

9.3

Refined Wealth Management

2015-10-01

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+20 The Refined Wealth Management iPad application enables authorized Refined Wealth Management clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Refined Wealth Management client that has ... 1 MB Views 9093

9.0

ZT Wealth IRDB

2015-09-03

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0 Investor Relations Database is an investment portfolio management portal developed by ZT Wealth. The mobility application is designed to allow ZT Wealth’s investors to have onthego access to their investment portfolios. Features of this application include: Investment portfolio Entitywise drill ... 313 kb Views 5540

8.4

Chatham Wealth

2015-07-24

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+13 The CWM iPad application enables authorized Chatham Wealth Management clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Chatham Wealth Management client that has been authorized ... 1 MB Views 4434

8.3

Decker Wealth Management LLC

2015-11-13

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0 The DeckerWealth iPad application enables authorized clients of Decker Wealth Management LLC to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Decker Wealth Management LLC client that ... 1 MB Views 9953

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

7.3

Investments & Wealth Monitor

2015-11-27

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+29 Investment Management Consultants Association(R) (IMCA(R)) was established in 1985 and is the professional association for advanced investment consultants and wealth managers. IMCA's Investments & Wealth Monitor is a bimonthly educational magazine with articles written by awardwinning authors from throughout the financial ... 6 MB Views 7323

7.1

外滩云财富

2015-08-01

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+13 Bund Wealth Financial Services Co., Ltd. (hereinafter referred to as “Bund Wealth”）was established in 2015 in Shanghai. Bund Wealth is committed to build an efficient, trustful, and innovative onestop wealth management platform. We will gradually provide: A full range of ... 12 MB Views 2671

8.4

Sugarloaf WM

2015-06-11

Related Apps management ipad wealth access authorized application

+19 The Sugarloaf Wealth Management iPad application enables authorized Sugarloaf Wealth Management clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Sugarloaf Wealth Management client that has ... 1 MB Views 9784

8.5

Citadel Investment Services

2015-04-30

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0 The Citadel App is a portable, digital briefcase and an essential financial knowledge source. Citadel Wealth Management now offers clients an App specifically designed to deliver online news and personalised product updates via a userfriendly and dynamic platform. Aspirant Citadel ... 25 MB Views 2155

9.3

Investing - Creating Wealth and a Profitable Portfolio By Developing Smart, High Value Investments

2015-04-28

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-6 The pursuit of riches is what many of us are after. Investing in valuable assets is a way of securing that wealth for our future. Putting your money into an asset with a possible risk factor may be a bit ... 27 MB Views 3843

9.7

Old Mutual Wealth - Appetite For Risk for iPad

2015-08-22

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+3 This app is for UK financial advisers only. Getting your clients to understand and agree their ‘appetite for risk’ is one of the key stages in the investment process. The task of risk profiling and risk discussion can however be time ... NAN Views 7667

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

9.7

Goldman Sachs Private Wealth Management

2015-09-25

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+5 The Goldman Sachs Private Wealth Management app offers private clients mobile access to their portfolio data information, market news and insights from across Goldman Sachs. The Private Wealth Management app offers you: Convenient access to your portfolio information, including positions, asset ... 24 MB Views 4947

9.5

U.S. Trust Client Account Access for iPad

2015-10-15

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+1 This completely redesigned U.S. Trust iPad app makes it easier for you to view accounts and our Thought Leadership to give you a more informed experience. With this app you can: • Review balances, holdings and pending and historical transactions • Review historical ... 31 MB Views 165

9.2

Momentum WIT

2015-01-09

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-9 This application provides an investment tool for financial advisers which is a simple, visual pointofsale guide for voluntary and compulsory investment products available on the Momentum Wealth investment platform. It gives you easy online or offline access to a Wealth ... 7 MB Views 3292

7.5

Blantik

2015-10-28

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+8 Wealth planning activities should be fun and practical. Blantik explores the fun side from the seriousness of wealth planning activities. Blantik helps you calculate your funds needed for your investment goal, education and retirement plans. We also help you to calculate ... 2 MB Views 175

8.8

Success Gurus on Wealth Creation + Personal and Business Success

2015-12-15

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+3 GURU one who is regarded as having great knowledge, wisdom, and authority in a certain area, and who uses it to guide others. While some use the word guru to mean teacher, its highest meaning is one who leads ... 3 MB Views 8158

8.5

Wealth Solutions

2015-12-19

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+17 This is another feature offered exclusively to clients as we continue to help you build bridges to financial prosperity. You can now take Wealth Solutions with you on the go. We want to keep our clients connected, confident and informed ... 4 MB Views 2535

7.0

UBS Wealth Management

2015-05-17

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-4 Stay connected to your investment goals while on the go. The UBS Wealth Management app is a new digital offering that provides Wealth Management clients of UBS Singapore and Hong Kong with access to UBS Wealth Management while on the go, ... 29 MB Views 120

8.3

New England Private Wealth Advisors, LLC

2015-12-19

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0 The New England Private Wealth Advisors iPad application enables authorized clients to access their performance data in a simple, elegant interface custom designed for the iPad. REQUIREMENTS: To utilize this application you must be a client of New England Private Wealth ... 1 MB Views 4983

7.3

NowOption

2015-10-21

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+19 Tailored to bring the convenience of excellent online trading to your mobile, NowOption Android app lets you continue with Binary Options Trading even when you are on the move. Designed to give quick access to top Currencies, Commodities, Indices and ... 18 MB Views 6673

9.1

Citywire Wealth Manager

2015-04-08

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+13 The Wealth Manager iPad app provides a new dimension for the favourite information source of Britain’s leading discretionary wealth managers and fund researchers. Powered by Citywire, Wealth Manager provides a rich daily mix of news, comment, insight, investment analysis and insider ... NAN Views 8911

9.6

RBC Global Asset Management Advisor

2015-07-21

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0 Information presented in this app is intended for investment advisors only. Before downloading the app, you must have an Advisor Access account. To create a free account, please visit http://rbcgam.com/advisoraccess No matter where you are, enjoy the simplicity and convenience of ... 36 MB Views 9166

7.8

Left Brain Wealth Management

2015-06-28

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

9.8

AXA Self-Investor – My Self Investor

2015-06-01

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-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

8.6

NF Wealth Management

2015-01-11

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-8 The NF Wealth Management iPad application enables authorized NF Wealth Management clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a NF Wealth Management client that has ... 2 MB Views 9536

8.0

RoseCap Investment Advisors

2015-04-12

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-5 The RoseCap iPad application enables authorized clients of RoseCap Investment Advisors, LLC to access their performance data in a simple, elegant interface that is custom designed for the iPad. Just another reason RoseCap is the "next generation of investment advisors." REQUIREMENTS: ... 2 MB Views 1980

8.5

Artorius Wealth Mobile

2015-05-13

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+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

8.3

Canaccord Genuity GPS

2015-05-30

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+9 Canaccord Genuity Wealth Management’s Optimized Portfolios, part of Canaccord Genuity Global Portfolio Solutions (GPS), aim to provide better returns with less risk by targeting a capped level of volatility. In other words, returns include peace of mind. GPS Optimized Portfolios adjust ... 55 MB Views 8733

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

9.4

Sun Group Wealth Partners

2015-09-10

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-8 Download this Sun Group Wealth Partners communication app. This app features: Direct calling from an iPhone Emailing Requesting an appointment Map address SunGroupWP website Social Media feeds LPL Client Research Publications Account View link Winnie Sun and Brandon Chang are registered ... 27 MB Views 1294

9.4

Wealth Engineers

2015-12-03

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-8 24/7/365 realtime account access. No more wondering what's going on with your portfolio or waiting for your financial advisor to send you a quarterly report. This innovative, free app is made available by Wealth Engineers exclusively to its clients, their representatives, ... 8 MB Views 2894

6.9

MyPortfolio

2015-09-10

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+15 Designed especially for the private clients of BNP Paribas Wealth Management Luxembourg in addition to our "eConnect Wealth Management" web banking service, the MyPortfolio (now available on iPad and iPhone) app allows you to access your accounts and consult detailed ... NAN Views 3769

8.3

Concentrum

2015-05-16

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-9 The Concentrum Wealth Management iPad application enables authorized Concentrum Wealth Management clients to access their performance data in a simple, elegant interface that was custom designed for the iPad Requirements: You need to be a Concentrum Wealth Management client that has ... 1 MB Views 3633

8.1

Strategic Wealth Partners, LLC

2015-11-13

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+8 The Strategic Wealth Partners, LLC (SWP) iPad application enables SWP clients to access their performance data in a simple interface that was designed for the iPad. Requirements: You need to be a SWP client that has been authorized for the iPad ... 1 MB Views 451

9.8

Fairway Wealth Management

2015-11-13

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0 The Fairway Wealth Management iPad application enables authorized Fairway Wealth Management clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Fairway Wealth Management client that has ... 1 MB Views 7348

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

7.1

BNY Mellon Private Banking

2015-01-31

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+8 Mobile Banking is available to existing BNY Mellon Wealth Management Private Banking clients with Private Workbench access. If you are a client who is not currently accessing Private Workbench for your banking accounts, please visit bnymellonwealthmanagement.com to enroll. This free BNY ... 5 MB Views 2171

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

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

9.2

CRA Financial

2015-03-30

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+2 CRA Financial Services, LLC, formed in 2000, is an SECregistered investment advisor and comprehensive wealth management firm whose primary objective is to assist you in accumulating and preserving your family's wealth. We are committed to providing valueadded, wealthenhancing services to ... 218 kb Views 2742

8.0

Envestnet

2015-05-03

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+20 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

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

9.2

Legacy Wealth Management Group Mobile

2015-12-13

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+6 The Legacy Wealth iPad application enables authorized Legacy Wealth Management Group clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Legacy Wealth Management Group client that ... 1 MB Views 992

7.0

BNY Mellon Business Banking

2015-02-18

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+2 Business Mobile Banking is available to existing BNY Mellon Wealth Management Business Banking clients with business Banking access. This free BNY Mellon Wealth Management app for the iPhone allows you to access information for your banking accounts anywhere and anytime. View current ... 5 MB Views 120

8.7

BNY Mellon Private Workbench for iPhone

2015-01-04

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+8 Private Workbench Mobile is available to existing BNY Mellon Wealth Management investment clients with Private Workbench access. If you are a client who is not currently accessing Private Workbench, please visit bnymellonwealthmanagement.com to enroll. This free BNY Mellon Wealth Management app ... 6 MB Views 4357

8.5

Easy Street Investing

2015-03-20

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-9 Easy Street Investing is a free investment enewsletter that discusses the same proven wealthbuilding approaches that many of America's richest investors have employed for years. It was founded by income and retirement expert Nilus Mattive for one simple reason: Helping investors ... 7 MB Views 6305

外滩云财富

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