Best Access Portfolio Wealth Apps

Legacy Wealth Management Group Mobile

2015-12-13

+18 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

9.2

IRESS

2015-10-21

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+5 View realtime financial market news and pricing, trade orders and track your portfolio and holdings directly from your iPhone and iPad. This app requires a valid IRESS license. Content and specific functions depend on your provider’s configuration. Leverage proven IRESS infrastructure to ... 3 MB Views 3812

9.4

ANGOR Owner

2015-03-19

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+9 The ANGOR application is simple to use and provides a convenient way to access your property’s information – anytime, anywhere. Application features This application’s features help you to do the following: View levy statements and/or balances on all units managed by Angor within ... 4 MB Views 2114

8.6

Alpha Fiduciary Wealth

2015-12-09

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+13 Alpha Fiduciary Wealth Management 2 MB Views 1286

9.1

Jones Collombin

2015-09-14

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+14 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

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

8.3

New England Private Wealth Advisors, LLC

2015-12-19

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+9 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

9.6

GBMhomebroker For iPad

2015-04-01

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+26 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 ... 13 MB Views 4866

9.4

Chessman Wealth Portal

2015-11-13

Related Apps ipad wealth authorized strategies portal access

-5 The Chessman Wealth Portal iPad application enables authorized Chessman Wealth Strategies clients to access their account position and performance data in a simple, elegant interface that was custom designed for the iPad. Requirements: You need to be a Chessman Wealth Strategies ... 1 MB Views 3314

9.8

Fairway Wealth Management

2015-11-13

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-3 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

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

6.9

Duckworth Wealth

2015-06-26

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+5 The Duckworth Wealth Advisors Mobile App allows authorized Duckworth Wealth Advisors clients to access their portfolio data in a format that was custom designed for mobile devices. This Mobile App allows you to view account information, balances and easily contact ... 3 MB Views 1919

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

9.8

BNY Mellon Business Banking for iPad

2015-02-18

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-4 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 iPad allows you to access information for your banking accounts anywhere and anytime. View current ... 8 MB Views 9548

9.3

Odyssey WM

2015-04-29

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+28 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

Morgan Stanley Wealth Management for iPad

2015-11-04

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-4 The Morgan Stanley Wealth Management mobile application, now optimized for iPad, is the only mobile solution designed exclusively for Morgan Stanley Wealth Management clients. It provides anyone with a valid Morgan Stanley Online login the ability to: Access their Morgan Stanley ... 15 MB Views 6841

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

8.5

Wealth & Beyond

2015-11-11

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0 Wealth & Beyond is a digital magazine dedicated for HSBC customers to share information about lifestyle and wealth management. Wealth & Beyond presents the inspiring stories about education, entrepreneurship, and assist your strategic financial planning. This app also features alternative ... 6 MB Views 6105

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

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

8.7

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

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

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

9.5

FOCUS Wealth Advisors

2015-12-10

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+12 The FOCUS Wealth Advisors iPad application enables authorized FOCUS Wealth Advisors clients to access their performance, asset allocation, holding and transaction data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a FOCUS ... 1 MB Views 8195

8.1

Cornerstone Wealth Portal

2015-03-26

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+4 Cornerstone Asset Management brings you their Wealth Portal. 34 MB Views 9131

9.5

iHUB24

2015-10-18

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

8.6

Innate Wealth

2015-03-25

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

8.2

Penwealth

2015-10-06

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+18 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

8.0

Mariaca Wealth Management

2015-06-06

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+22 The Mariaca Wealth Management iPad application enables authorized Mariaca 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 Mariaca Wealth Management client that has ... 1 MB Views 3180

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

9.1

Avondale Wealth

2015-07-24

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-2 The Avondale Wealth Management iPad application enables authorized Avondale 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 Avondale Wealth Management client that has ... 1 MB Views 3391

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

8.5

Myddleton Croft Mobile

2015-07-05

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+3 Myddleton Croft Mobile allows you to view your Myddleton Croft account online. If you are a client, Myddleton Croft Mobile allows you to access information on your portfolios. If you are an investment manager or financial advisor, you can access your ... 20 MB Views 2635

8.0

The Wealth Pilot

2015-08-27

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+9 Wealth Pilot Account Information 8 MB Views 9800

9.2

T-Advisor

2015-04-30

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-6 TAdvisor is an online solution to manage easily your investment portfolio for every people, regardless of his or her financial knowledge or experience. Enjoy the investment experience with confidence thanks to our advanced wealth management tools: My Portfolio: All figures and reports ... 7 MB Views 7362

9.2

Wealth Calculator

2015-08-01

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-2 ช่วยคำนวณง่ายๆ กับโปรแกรม Wealth Calculator ในเรื่อง คุณอยากมีเงินในอนาคตอันใกล้เท่าไหร่ คุณควรออมเงินกี่บาทต่อเดือน 3 MB Views 5212

7.9

SornemPW

2015-11-12

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-4 Sornem Private – The App for Private Clients of Sornem Private Wealth. This App allows Private Clients to securely access information regarding their portfolio via a tablet. Specifically, it provides access to the following: Portfolio Valuation Reporting; Portfolio Transactions & Data Analysis; Quarterly Review ... 9 MB Views 3579

8.3

My E&P

2015-01-14

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-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

8.3

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

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

9.8

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

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

7.5

Tercero Mobile

2015-09-18

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-6 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

8.7

FutureAdvisor - Intelligent Portfolios and Real Wealth Management

2015-03-05

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+1 "One of the 5 best financial apps.” CNNMoney "Cuts through the complexity of retirement investing.” Reuters Get a personalized financial checkup in 2 minutes. The advice 200,000 households use to grow 26 billion. Upgrade to Managed Investing to save even more ... 23 MB Views 157

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

9.2

InvestCloud Blue

2015-03-17

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

8.6

BNY Mellon Private Workbench Mobile

2015-08-30

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0 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 ... 5 MB Views 2156

9.8

CenterPoint

2015-07-02

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+17 You can now access our portfolio from the palm of your hand Download CenterPoint's iPhone app and you'll be able to: Search our portfolio Browse our available space Locate buildings near you Find buildings for sale Access company news Contact ... 2 MB Views 1698

7.5

7300 Wealth Management, LLC

2015-12-09

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-9 7300 Wealth Management, LLC. 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. Representatives and RIAs ... 875 kb Views 9725

7.1

Client Portfolio Manager

2015-05-23

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

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

8.0

HORAN Wealth Mobile

2015-08-12

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0 The HORAN Wealth iPad application enables authorized HORAN Wealth clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. 1 MB Views 8850

7.9

FS Gold Spot

2015-10-14

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

7.6

Reality Wealth Mobile

2015-02-26

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+3 Welcome to the Reality Wealth App for iPad. This app enables you to monitor progress on your Live Deals, review the details of your Completed Deals, and check upcoming loan covenants, which require attention across your portfolio, via My Diary. The content ... 12 MB Views 5476

7.3

HA&W Wealth LLC

2015-08-27

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-4 The HA&W Wealth LLC iPad application enables authorized HA&W Wealth LLC clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. 1 MB Views 5123

8.0

Vontobel Mobile Private Banking

2015-02-03

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

7.0

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

9.9

iUMA

2015-10-03

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

8.5

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

7.7

Salem Partners Wealth Management

2015-05-24

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+1 The Salem Partners Wealth Management iPad application enables authorized Salem Partners 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 Salem Partners Wealth Management ... 1 MB Views 8427

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