Best Access Mobile Portfolio Apps

Client Portfolio Manager

2015-05-23

+17 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

8.5

TodayStocks

2015-05-25

portfolio

+7 TodayStocks is a lightweight stocks app that shows you your portfolio in a minimalist today extension. No need to scroll to find the stock you're looking for like in other applications. TodayStocks will sort your portfolio by percent change so you ... 940 kb Views 7855

7.8

My Community FCU

2015-09-30

Related Apps access mobile account free

+14 My Community’s free mobile application provides you instant access to your account directly from your smart phone. You get 24/7 access to view your balances, monthly statements, transfer funds between your accounts, make a loan payment and it will even ... 4 MB Views 5678

8.0

S-net Mobile

2015-09-27

Related Apps banking mobile access net

+13 Snet Mobile, the Banque et Caisse d’Epargne de l’Etat, Luxembourg (BCEE)’s free mobile banking app allows you to: • view the transactions on your accounts and credit cards, • execute payments (Eurotransferts), • send secure messages to the BCEE and access your received ... 37 MB Views 650

9.8

SNB 401(k) Mobile

2015-04-11

Related Apps access information mobile 401

+4 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

9.8

Portfolio Designs

2015-10-23

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+10 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

8.3

Haalbaarheid

2015-09-03

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

+4 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

9.4

Portfolio Assistant

2015-06-05

portfolio assistant

-2 Easily track stocks for free with Portfolio Assistant. Quickly see your portfolio status with custom notifications, the Today View Extension, and Apple Watch App and Glance. 8 MB Views 5394

9.2

InvestCloud Blue

2015-03-17

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+25 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

8.8

Afrinvestor Mobile

2015-04-06

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+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

9.8

onePOS Mobile Dashboard

2015-09-06

access dashboard mobile

0 onePOS Mobile Dashboard allows restaurants running the onePOS Point of Sale version 3.3 or higher to access their store's sales information from any remote location with Internet access. 23 MB Views 568

8.7

Stock4Q

2015-02-09

Related Apps stock time web quotes portfolio real price portfolios access

-7 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

7.0

ETX Capital Trader & TraderPro

2015-08-19

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+1 A live financial App from ETX Capital, allowing you to spread bet and trade CFDs on the world’s financial markets. Access our comprehensive range of markets. Live streaming prices allow you to open and close trades, place orders and check your ... 9 MB Views 4470

9.7

Mobile Portfolio

2015-11-12

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+15 Mobile Portfolio is the core of a portfolio management system designed to assist you in following and analysing your investment portfolio. With it, you can: Create separate portfolios to group your investments List all investments contained in one portfolio Modify the ... 1 MB Views 1867

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

7.3

CSE Mobile App

2015-06-18

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0 Obtain insights in to the Colombo Stock Exchange while on the move The CSE iOS Mobile Application enables you to access a range of features as provided through the CSE Web Portal, but through a mobile interface designed for heightened user ... 33 MB Views 3823

8.2

Mobiele Portefeuille

2015-10-29

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-9 If you are an Insinger de Beaufort client, the Mobile Portfolio App will provide you with access to your portfolio, wherever you are, and whenever you like. The application is suitable for iPad and gives you direct insight into your ... 5 MB Views 8682

8.3

Stocks Stack

2015-07-22

stocks portfolio stack

+14 Keep track of your portfolio in no fuss, with no fancy features, but just in the most plain and simple way. Start with an initial balance, and record your portfolio ins and outs, and adjustments (income & expenses). STOCKS STACK will ... 2 MB Views 8153

9.4

JLT IM Investor Portal

2015-07-05

Related Apps information portfolio portal investor access data client Means Operational Order Categories Expenses Search Bill Bills Mobile Business Income Latest Claims Information Mobile Latest Price View Des Les Une Atm Location Showing Account Iphone Pay Checks Mobile Pay Corporate Download Library Access Contact Device

0 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

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

8.9

UTRADE SG for iPhone

2015-09-21

Related Apps iphone stock monitor trading easy utrade access find order portfolio book

-8 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

9.7

G3 My Portfolio

2015-08-07

portfolio

+27 G3 My Portfolio is an application that provides financial information and services to authorized users by Lombard Odier. NAN Views 9597

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

8.2

Mytradebook

2015-07-10

Related Apps time news view real manage account access orders portfolio

-5 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

8.6

FNBC Mobile Banking for iPad

2015-06-18

-1 FNBC Mobile Banking for the iPad is the ultimate ondemand service. With it, users can access their account information 24/7 from the iPad with Mobile Web access or through the downloadable APP (application). View accounts, pay bills and even transfer ... 18 MB Views 2936

7.0

Portfolio mobile Lite - Stock Tracking & Market Analysis for iPad

2015-10-23

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-3 Portfolio mobile is the 1 stock portfolio tracking solution with more features and better support than any other app. With realtime P&L and value calculation of your actual positions and support for more than 6 different online quote sources, you're ... 6 MB Views 8220

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

9.5

iHUB24

2015-10-18

Related Apps account access details client ability asset performance portfolio notifications Market User View Clients Ipad Research Currency Peso South Alliance Bank Find Branch Pay Transfer Balance Real Transfer Auto Magazine Period Live Stock Watch Atm Choose Mobilbank Bank Bills Privacy Application Check Choice Abonnement Eur Und

-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

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

7.3

Bridges Portfolio Watch

2015-12-18

portfolio

+16 Access your investment portfolio from your iPad including valuations, recent transactions and market information. View file notes, update your contact inforamtion, key details and generate reports. 490 kb Views 3173

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

7.2

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

8.2

Qtrade Mobile

2015-09-15

Related Apps iphone ipad investor account manage accounts mobile portfolio orders information touch

+4 Never miss an investment opportunity. Stay connected to the markets and manage your Qtrade Investor accounts from wherever you are. Qtrade Mobile allows you to execute trading orders quickly and easily. Compatible with iPhone, iPad and iPod Touch. From a wellorganized ... NAN Views 5982

9.5

Practical Applications

2015-03-25

practical portfolio applications

-7 With the growing amount of literature available in the industry, researchers and portfolio managers face the daunting challenge of prioritizing what they should read. Practical Applications, focusing on portfolio management, takes IIJournals research articles a step further. 6 MB Views 415

7.9

SornemPW

2015-11-12

portfolio private access clients

-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

8.3

Stock Smart

2015-10-08

Related Apps stock portfolio smart

+10 EASY FAST and always FREE Stock smart will provide real time updates for your stock portfolio. It’s the fastest, easiest and most elegant way to manage your personal stock portfolio. 1 MB Views 4283

8.3

CDS Webtools

2015-03-21

Related Apps time cds atm mobile location real portfolio manage application

+8 The CDS Webtools application brings the best of our industry leading ATM Management application to your mobile device. •Access to the overall health of your ATM portfolio is now at your fingertips with real time information on terminal status, cash balances ... 8 MB Views 8853

7.9

FNBC Mobile Banking

2015-10-01

-9 FNBC Mobile Banking is the ultimate ondemand service. With it, users can access their account information 24/7 from any mobile phone with either text messaging, Mobile Web access or through a downloadable APP (application). Receive alerts, view accounts, and even ... 2 MB Views 129

8.3

My E&P

2015-01-14

Related Apps ipad history market research evans company information clients access partners portfolio

-7 My E&P provides Evans and Partners clients access to their investment data including portfolio information, market data and Evans & Partners market research. Clients will have access to: Portfolio Valuations Asset Allocation breakdown Stock Quotes Company Dividend History Company Historical Charting Company News Headlines Market Summary Transaction History Latest research ... 9 MB Views 853

8.2

Financial Center First Credit Union for iPad

2015-08-24

Related Apps access mobile financial center

0 Financial Center Mobile Banking allows you 24/7 access to your accounts. Enjoy convenient access to the following features: • View Balances • Transfer Funds • Deposit Checks by Mobile • Pay Bills • Find a Branch location 13 MB Views 9032

8.4

iRietumu HD

2015-04-25

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+5 iRietumu HD is a new banking application of Rietumu Bank (Riga, Latvia) with builtin authentication device Digipass for Mobile. The app allows quick and simple, yet fully secure access to your funds: Same day international and domestic payments in EUR, USD ... 55 MB Views 884

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

8.8

UTRADE SG Mobile

2015-11-19

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+14 UTRADE. Online trading made easy. Experience easy mobile trading with UTRADE Mobile, the webbased stock trading app from UOB Kay Hian. With UTRADE Mobile, you can keep watch on market movement on the go, take immediate action on trading opportunities and monitor ... 299 kb Views 838

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

8.6

Mole Valley Asset Management Mobile

2015-11-02

Related Apps management portfolio information valley asset access mobile data client

-2 Mole Valley Asset Management Mobile allows you to view your Mole Valley account online. If you are a client, Mole Valley Asset Management Mobile allows you to access information on your portfolios. If you are an investment manager or financial advisor, ... 11 MB Views 8986

7.3

Portfolio.hu Magazin

2015-07-06

portfolio

+2 2012ben indítjuk útjára legújabb gazdasági témájú digitális tartalmunkat, a Portfolio.hu Magazint. A rendszeresen megjelenő kiadványban a pénzügyi szektor legfontosabb szereplőivel készített interjúkon és elemzéseken túl további exkluzív tartalmakat galériákat, videointerjúkat, irodakörképeket, interktív grafikonokat és dinamikusan kereshető listákat – is ... 58 MB Views 7473

7.2

Fondsenplatform

2015-02-13

Related Apps investment business monitor 2012 application objectives portfolio access easy

-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

8.2

J.P. Morgan FundCenter for iPad

2015-02-05

Related Apps news ipad fund morgan mobile information taiwan portfolio

+11 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

9.3

Fin-Soft Mobile Application

2015-06-23

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-8 Mobile app to view your portfolio valuation FinSoft Mobile app by FinSoft Solutions gives you access to your portfolio on your iPhone. What can you do? View Portfolio valuation Get Summary of Investment report with XIRR and Absolute return. Latest transaction and ... 4 MB Views 5563

8.9

MyLacamas Mobile Banking

2015-03-19

Related Apps mobile access finances

-8 MyLacamas Mobile With MyLacamas Mobile, you’ll have a fast, secure and convenient way access your finances online and best of all it’s free. Why stand in line at a branch when you can access your finances anywhere at any time ... 538 kb Views 7639

9.1

ACFCU Mobile Access

2015-07-24

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-3 Arlington Community FCU Mobile Access allows you to manage your finances on the go Features: Check Balances View Transaction History Transfer Funds Pay Loans Deposit Checks If you have any questions about this application, please contact ACFCU at 7035260200. 11 MB Views 4691

9.9

Hometown Mobile Banking

2015-08-03

Related Apps banking hometown mobile access customers

0 Hometown Mobile Banking allows bank customers to access and manage their funds wherever they are. Hometown mobile banking offers the functionality found on the banks website in an easy to your and access application for both retail and commercial customers. 978 kb Views 5949

7.6

Financial Center First Credit Union

2015-01-29

financial mobile access center

+3 Financial Center Mobile Banking allows you 24/7 access to your accounts. Enjoy convenient access to the following features: • Balances • Transfer Funds • Loan Payments • Mobile Check Deposit • Pay Bills • Find a Branch location 2 MB Views 4876

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

8.0

PenFed Mobile

2015-09-08

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+16 Wherever you go, take PenFed with you The PenFed Mobile banking app provides aroundtheclock access to your PenFed accounts. Get transaction details, transfer balances, track loan application status, and much more Deposit checks quickly and easily with your smartphone. Need an ATM? ... 8 MB Views 8350

9.3

Croesus For Investors

2015-04-30

Related Apps investors portfolio

-3 The Croesus for Investors app allows investors whose portfolios are managed using the Croesus Portfolio Management & CRM Solution to easily access their portfolio information, view their financial reports and communicate directly with their advisors. 12 MB Views 4963

9.7

RHB TradeSmart

2015-03-16

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+12 Now you can trade where and when you want. The new generation TradeSmart Mobile app lets you carry out a variety of tasks related to online trading anywhere and anytime on your iPhone and iPad devices Download the TradeSmart Mobile app ... 7 MB Views 1147

7.0

Portfolio mobile Lite - Stock Tracking & Market Analysis for iPhone

2015-08-01

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-1 Portfolio mobile is the 1 stock portfolio tracking solution with more features and better support than any other app. With realtime P&L and value calculation of your actual positions and support for more than 6 different online quote sources, you're ... 6 MB Views 9320

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

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

Financial Center First Credit Union for iPad

Fin-Soft Mobile Application

BRI Wealth Management Mobile

TodayStocks

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