Best Account Advisor Financial Apps

The M&A Advisor

2015-10-22

+2 The M&A Advisor app contains useful information about their events: · The event program. · Speaker profiles. · An interactive menu with quick view of the latest information. · Event photo and video libraries. · Push notifications on news, social, and media updates · Social network ... 38 MB Views 8929

8.6

KT Financial Mobile Trader

2015-04-04

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+14 KT Financial Mobile Trader offers online traders live access to their trading account via iPhone. The application is highly customizable, and fully synchronized with KT Financial Web Trader. With KT Financial Mobile Trader, both registered traders and guests may: Watch live market ... 4 MB Views 1756

8.1

Petersen Hastings Navigator

2015-04-20

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+3 Petersen Hastings Navigator provides a secure, anytime, anywhere account detail for clients to monitor their progress on their personal journey down The Trusted Financial Path™. This one stop client resource provides insight and information including: • Custodial Statements (select providers) • Daily ... 4 MB Views 7881

7.0

Account Balance

2015-06-14

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+6 If you are just getting started managing your financial accounts or have a new business and need a quick solution for tracking expenses and account transactions, Account Balance is the best app for you. You can record all kinds of ... 12 MB Views 6220

7.7

Xceed Mobile

2015-04-23

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-1 Manage your accounts securely, anytime, anywhere with Xceed's Mobile Banking. Access your account information safely and securely anytime, anywhere with the convenience of Mobile Banking from Xceed Financial Credit Union. This FREE service for Online Banking members gives you the opportunity ... 10 MB Views 9777

6.9

WealthVue

2015-10-15

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+1 WealthVue allows you ondemand access to your portfolio data from your independent investment advisor. Does your advisor offer WealthVue? Ask them today WealthVue provides current portfolio reports with interactive features that include dynamic charts, drilldown capabilities, and integrated market data. In ... 7 MB Views 1469

9.1

iRisk YBR Advisor

2015-08-05

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+4 Increase sales and efficiency. iRisk Advisor is a tool for advisors looking to improve their personal insurance client engagement process. It allows the advisor to collect client information (fact find) and then display a programmable "house view" of policy requirements for ... NAN Views 9741

8.1

Financial Resources FCU Mobile Banking

2015-05-01

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-3 Financial Resources FCU Mobile Banking service includes the following Internet Banking services: Account Summaries, Account Transaction History, Account transfers, Pay Bills, view and activate your cash back offers and find ATM and Branch Locations. Your finances on the go. All ... 10 MB Views 4651

9.5

SigFig Investing – The smartest way to manage & improve your portfolio, 401k, and brokerage accounts

2015-07-02

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+7 Track all your investment accounts for free, or let SigFig invest for you in a low cost automated ETF portfolio, in one secure personal finance app. See why people use SigFig to manage over 300 billion: “The datadriven financial planner of ... 24 MB Views 7365

7.3

Blue Flamingo Wlth Mgmt

2015-08-05

+2 Blue Flamingo Wealth Management LLC offers the Trust Company of America 'Liberty' Application to authorized investors. Take Blue Flamingo with you and access your account information anytime and from anywhere. With comprehensive views of account positions, transactions and performance, you can ... 8 MB Views 6723

8.3

St. Louis Financial Planners, Inc.

2015-10-29

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-5 St. Louis Financial Planners, Inc. is happy to offer the 'Liberty' Application to our valued clients. Take the Power of Liberty with you and access your account information anytime and from anywhere. With comprehensive views of account positions, transactions and performance, ... 993 kb Views 9553

7.4

Advisor Link for iPad

2015-12-14

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+28 A tool for Legend Group advisors to monitor advisor and client data. 1 MB Views 624

8.6

Sacramento Financial Advisor

2015-09-22

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+2 Download this App to keep uptodate with the latest Market Reports and Economic Commentary provided by LPL Financial Research. Stay in contact with your Hometown Advisor, Dru Torvend, with the following features: 1.) Onetouch Call 2.) Onetouch Email 3.) Map to your Advisor 4.) Schedule ... 4 MB Views 5236

8.2

Proactive Advisor Magazine

2015-02-07

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+3 Proactive Advisor Magazine is dedicated to providing a weekly look at active investment management topics and discussions. Distribution reaches a wide audience of financial professionals who advise clients on investments and portfolio management. Each issue features a prominent investment advisor ... 17 MB Views 8532

9.2

Matter Family Office

2015-09-15

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+22 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 1892

7.0

Learn Automated Forex Trading HD

2015-09-30

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+3 Want to avoid staring at forex charts/graphs for long periods of time with mechanical trading rules that you know can be implemented by a robot? With this education app, you will learn the basics of how to create your own automated ... 12 MB Views 1520

9.1

SCBS Stock Advisor HD

2015-11-28

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0 "SCBS Stock Advisor for iPad" โปรแกรมวิเคราะห์หุ้นอัจฉริยะบน iPad ผู้แนะนำการลงทุนอัจฉริยะ พร้อมระบบแจ้งเตือนแบบเรียล์ไทม์ จาก บล.ไทยพาณิชย์ โมบายแอปพิเคชั่นใหม่ล่าสุดจาก SCBS เปรียบเสมือนผู้แนะนำการลงทุนส่วนบุคคลบนมือถือ ติดตามคุณไปทุกที ด้วยระบบค้นหาหุ้นตามเงื่อนไขที่คุณสนใจทั้งข้อมูลพื้นฐาน และ สัญญาณทางเทคนิค พร้อมข้อมูลประกอบการตัดสินใจครบครัน อาทิเช่น ราคาเป้าหมาย งบการเงินของหุ้นรายตัวย้อนหลัง 5 ปี สามารถตั้งค่า Indicators ลากเส้น Trendline แนวรับ/แนวต้าน ง่ายๆได้ด้วยตนเอง พร้อมระบบแจ้งเตือนแบบเรียล์ไทม์ แม้ว่าคุณไม่ได้อยู่ที่หน้าจอเทรด ดาวน์โหลดได้แล้ววันนี้ผ่าน App Store และ Play Store ผู้สนใจสามารถทดลองใช้ได้ฟรีได้ 7 วัน Functions 1. Advisor: ผู้แนะนำการลงทุนอัจฉริยะ ... 54 MB Views 7061

7.3

Crédit Yamaska

2015-07-23

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+10 Credit Yamaska A financial institution offering you personal loans ranging from 500 to 1000, allowing you to solve your financial problems. Accessing your account through the application at any time and make your loan applications in a few minutes. On your ... NAN Views 3823

6.9

Merriman Client Portal

2015-12-03

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-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

9.8

Home Bookkeeping. Personal finance, money management, budget planner, financial planning.

2015-07-29

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+30 You say you don't have the discipline to control your budgeting? With Home Bookkeeping, it's a snap It's your chance to finally become a savvy spender and protect yourself from the danger of debt. Unlike the usual paper and electronic ... 13 MB Views 2968

9.7

StratWealth - What's Your Next

2015-08-28

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+7 The StratWealth Advisor Mobile Application makes it easy for you to connect with StratWealth Advisor and monitor your accounts anytime, anywhere. With this app, you can: Read the latest news from StratWealth Advisor Quickly access important contact details to email, visit, ... 1 MB Views 3447

9.3

Dimensional Advisor App

2015-03-06

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+26 Designed for financial advisors who work with Dimensional, this iPad app features select clientsite content, providing an intuitive tool for client communication, prospecting, and professional education. You must have a Dimensional clientsite account to use this app. Advisors can use the ... NAN Views 5663

8.0

Croesus Mobile Advisor

2015-08-18

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-1 Connects to Croesus v9+. Croesus Mobile Advisor enables investment professionals to view client portfolios, cash balances, maturing bonds and expiring options. The application also allows users to add and share notes with teammates. 26 MB Views 80

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

8.3

SA Mobile

2015-06-14

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+30 SA Mobile provides all financial advisors access to RSS feeds from Securities America’s online properties like Advisorpod.com. Financial advisors affiliated with Securities America can access the Daily eStar and Account Manager CRM information. Account Manager CRM includes accountrelated information such ... 465 kb Views 2853

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

9.1

Financial Advisor

2015-10-24

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-7 Financial Advisor Investment by FinGuru is basic calculator for the profitability of regular savings or investments. The result is total saved amount, based on the monthly regular investments. For different evaluation percentage chosen, the type of investment would automatically ... 463 kb Views 2941

8.6

Ameriprise Advisor Mobile

2015-07-15

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-3 Ameriprise Advisor Mobile, exclusively for Ameriprise Financial advisors, provides you with a secure, integrated way to stay up to date with your clients from your iPhone. Important: Ameriprise Advisor Mobile is for Ameriprise Financial advisor use only and requires a user ... 11 MB Views 7056

9.9

FinnSys

2015-02-20

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-1 FinnSys App is the coolest, lightest and the safest onestop window to your Live Investments with your Financial Advisor in India. If you have an Independent Financial Advisor (IFA) registered in India managing your portfolio, all you need is locate ... 4 MB Views 8599

9.4

The Stock Advisor STG

2015-01-19

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-2 ON SALE Daily stock picks from a pro trader Making app users money since 2010 The Stock Advisor STG aims for a 1264% annual yield No prior experience necessary Receive daily stock picks directly from a professional equities trader with The ... 6 MB Views 3014

9.4

my Money Page

2015-08-26

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0 Build your financial plan online, set your goals, manage your budget and track your net worth all in one place. Get the news and market information as well as exclusive content to keep you informed. The best part is that ... 23 MB Views 4164

9.4

Hip Pocket Trust Advisor

2015-01-27

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+4 Hip Pocket Trust Advisor brings knowledge of Personal Trust concepts right to you wherever you are. Cannon Financial Institute, the leading provider of Personal Trust training in the financial services industry, has created a video library of critical trust topics that ... 17 MB Views 1064

8.6

Convergent Wealth Client Log In

2015-06-25

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-4 DESCRIPTION Gain a complete picture of your financial portfolio right when you need it. Advisor View™ for iPad is a convenient and secure way for our investors to monitor their financial portfolios. TOP FEATURES Stay on top of your investments even when ... 2 MB Views 1736

9.0

myMBFS - China

2015-12-17

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+6 Catching the latest finance promotion anytime and anywhere?It‘s close at your hand. Touch the screen to view the latest MercedesBenz Financing and Agility offers to ensure that you're always within your financial comfort zone wisely. · Payment estimator: select your preferred model, ... 29 MB Views 9710

7.0

Advisor Gadget

2015-05-23

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+24 The Advisor Gadget is a brand new way to experience Global Financial Private Capital's 'Compleat Advisor' information from multiple devices. It brings together all the essential information you need to support your role as an Advisor for Global Financial ... 19 MB Views 3570

7.5

Holvi

2015-09-10

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+13 Your bank account should be more than just a list of transactions. Holvi is the world’s first digital current account for Makers and Doers, the entrepreneurs of Europe. The account combines ecommerce, invoicing and financial reporting all under the same ... NAN Views 2625

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

7.6

FCFB for iPad

2015-11-01

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+4 FCFB for iPad is a mobile banking application for First Community Financial Bank with locations in Joliet, Channahon, Naperville, Plainfield, Homer Glen and Burr Ridge Bank and Trust, a division of First Community Financial Bank, that allows bank clients to ... 11 MB Views 8876

8.9

Advisor's Voice from Jefferson National

2015-06-17

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-7 Financial Advisors have heard us talk about how Jefferson National products bring real value to consumers...How we, like you, commit to transparency and flexibility because everyone wins...How easy it is to do business with Jefferson National. Enough from us. Let's let ... 50 MB Views 5639

9.9

Star Financial Systems Demo

2015-10-28

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0 The Star Financial Systems Demo App showcases the Swan trading platform. Features: Select from a CFD or Spread betting Account Search and Navigate thousands of markets View live updating prices Execute demo trades Place demo orders View, edit and close open positions View account history Please note, you will ... 12 MB Views 4999

8.4

Aspiriant Connect

2015-06-11

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+11 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 2334

8.1

Clipper Advisor - Global Investing Made Easy

2015-03-11

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-1 Clipper Advisor helps you make global investing easy, intelligent, and fun. With Clipper Advisor, you can allocate your assets across the globe, perform a check up on your current portfolios, and monitor and rebalance your investments. You can also talk to ... 17 MB Views 4751

8.4

Mgd Ops

2015-06-28

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-4 Securities America Advisors, through Managed Opportunities offers a turnkey platform to help 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 ... 2 MB Views 7284

9.8

RegentAtlantic Client Portal

2015-12-03

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

+11 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 6948

7.4

WealthBar

2015-05-03

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+11 WealthBar makes online investing simple and easy. Our expert portfolio managers manage your investments for you using timetested diversified portfolio strategies and at a cost that is a fraction of what expensive mutual funds and traditional financial advisors charge you. ... 15 MB Views 1974

8.8

Financial Decisions

2015-10-25

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-3 Know the balance in your retirement account anywhere, anytime with your Financial Decisions mobile app. The app provides quick and easy access to your retirement account so you can easily monitor investment activity, balances and transactions from anywhere. 494 kb Views 9138

8.6

Millionaire Blueprint Instant Stock Advisor

2015-02-01

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+10 Millionaire Blueprint’s Instant Stock Advisor uses proprietary fundamental analysis to determine the probability that a stock’s price will rise or fall based on a value to growth calculation. Instant Stock Advisor works on all stocks listed on a U.S. Stock Exchange, ... 725 kb Views 4186

7.7

Fidelity Investments Professional App

2015-01-14

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0 As a financial advisor, you need access to product information whenever and wherever you want. If you use an iPad, iPhone and/or iPod Touch, this free app gives you instant access to the latest fund and pool information from Fidelity ... NAN Views 1127

8.7

ADVISOR ONLINE

2015-10-30

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+6 ADVISOR – newsmagazine della consulenza finanziaria è il primo mensile italiano interamente dedicato alla consulenza finanziaria. Nato nel 2004, in questi anni il mensile ha cambiato veste sia graficamente che contenutisticamente seguendo tutte le evoluzioni e i cambiamenti che hanno caratterizzato ... 20 MB Views 6457

7.6

Wausau Deposit 24/7 Mobile

2015-07-29

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+1 Wausau's Deposit 24/7 Mobile allows Financial Institutions to offer their account holders a mobile capture application for use in capturing images of checks (front and back) and depositing those checks into their account. Deposit 24/7 Mobile is secure, brandable, easy ... 9 MB Views 8776

7.9

The Stock Advisor MTG

2015-04-12

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+25 ATTENTION: This app has been replaced with The Stock Advisor Elite, which can be downloaded here: https://itunes.apple.com/us/app/thestockadvisorelite/id427905312?mt=8&ls=1 Trade like a pro with The Stock Advisor MTG (Mid Term Growth) iPhone App Receive weekly stock picks from a professional equities trader. No subscription ... 2 MB Views 4829

9.6

MobiTrader

2015-08-14

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+29 Trade on the move with MobiTrader for iOS (iPhone) MobiTrader is one of the most powerful mobile trading applications available. MobiTrader for iOS offers full trading, position and order management across multiple asset classes from a single consolidated trading application. Need to ... 4 MB Views 8666

8.7

First Financial FCU

2015-07-23

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+5 First Financial Federal Credit Union’s mobile banking application provides convenient, easy, and secure banking and bill payment solutions right from your iPhone. Get 24/7 instant access to your First Financial account – including bill payment, transaction history, make transfers, check your ... 1 MB Views 3687

9.6

RepOffice

2015-09-30

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+27 The app is intended for use by independent financial advisors who use Summit Brokerage as their BrokerDealer. RepOffice (also the name of the app) refers to the advisor portal that allows Summit’s advisors to view specific information regarding their business ... 289 kb Views 6546

8.4

MoneyMobile

2015-09-28

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+3 Description Important: You must have a MX MoneyDesktop account to use MoneyMobile Don’t have a MX MoneyDesktop account? Contact us with any questions on how to get one. MoneyMobile is a powerful and engaging financial mobile app that will change the way ... 39 MB Views 4184

9.4

BPI Bankers Online

2015-06-27

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-3 BPI Bankers Online is a free service provided by the Bank of the Philippine Islands to provide financial advice to users. Select from an array of bankers with expertise in money management who can help you reach your financial goals ... 6 MB Views 7464

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8.1

NFP

2015-02-28

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-3 NFP Advisor Services Mobile App is provided free of charge, exclusively for financial advisors and their authorized staff with NFP Advisor Services. It allows secure, mobilefriendly access to AdvisorComplete alerts, notifications and other key features. If you need assistance or have ... 1 MB Views 6351

8.2

Claim it back!

2015-10-27

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+13 At Reach Finance, we treat your claim as if it were our own personal claim. Because we operate on a No Win / No Fee basis we only get paid once the claim has been settled so treating your claim ... NAN Views 4952

8.5

Finance Logix

2015-09-10

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0 This application requires an existing relationship with advisor who subscribes to Finance Logix. Finance Logix Mobile is your gateway to financial health. With access to uptodate account data and a powerful financial engine, you will have a clear view of ... 89 MB Views 3955

7.9

Equity Advisor Solutions

2015-12-15

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-6 This application demonstrates how Advisors can brand and provide their reps and clients with account valuation, performance, and reporting information for their Equity Trust accounts offered in conjunction with Equity Advisor Solutions services, in an application developed specifically for mobile ... 6 MB Views 9429

StratWealth - What's Your Next

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