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Best Account advisor investment Apps | Panload

+7    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
+6    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
0    MGO Investment Advisors offers the Trust Company of America 'Liberty' application to authorized investors, their representatives and Registered Investment Advisors. Take the power of Liberty with you and access your account information anytime and from anywhere. With comprehensive views of account ...    8 MB    Views 2228
+20    ON SALE Daily, weekly, yearly stock picks A winning strategy since 2010 Why focus only on short term trades? Or midterm? Or long term? Become the ultimate investor and make money in all time frames No prior experience necessary The Stock ...    7 MB    Views 5312
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+16    เพิ่มอำนาจการลงทุนของท่าน ด้วยโปรแกรม POEMS Mobile ซึ่งเป็นบริการซื้อขายหุ้นและอนุพันธ์ผ่าน Apple iPad พัฒนาโดยบริษัทหลักทรัพย์ ฟิลลิป (ประเทศไทย) จำกัด (มหาชน) ช่วยให้ท่านไม่พลาดการเคลื่อนไหวของตลาดหลักทรัพย์ฯ และตลาดอนุพันธ์ สะดวก รวดเร็ว ทุกที่ทุกเวลา เพียงใช้โปรแกรม POEMS อำนาจแห่งการลงทุนจะอยู่ในมือของท่าน ทุกที่ ทุกเวลา จุดเด่นของโปรแกรม: •ท่านสามารถซื้อขายหุ้นและอนุพันธ์ โดยใช้เลขที่บัญชีซื้อขายเดียวกัน (Single Account) •ตรวจสอบราคาหุ้น ราคาอนุพันธ์ และราคาสินค้าอ้างอิงของสัญญาอนุพันธ์ (Underlying Assets) เช่น ราคาทองคำปัจจุบัน (Spot Gold Price) แบบ Realtime •ข้อมูลข่าวการลงทุนแบบ Real time • Watch list ...    18 MB    Views 8623
advisor mobile
+29    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

iRisk Advisor

2015-01-28
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0    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 ...    10 MB    Views 6837

Claim it back!

2015-10-27
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+5    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
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+4    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
+11    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

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

Advisor Link

2015-07-24
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+11    A tool for Legend Group advisors to monitor advisor and client data.    1 MB    Views 2547
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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
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+14    The Hokanson Associates Inc Mobile Application makes it easy for you to connect with Hokanson Associates Inc and monitor your accounts anytime, anywhere. With this app, you can: Read the latest news from Hokanson Associates Inc Quickly access important contact details ...    645 kb    Views 4140

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
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+2    Envestnet’s 2015 Advisor Summit will speak to our legacy of innovation and our commitment to helping our clients grow and stay competitive. Over 1,400 attendees will gather on May 68, 2015 at the Hilton Chicago – making our event one ...    47 MB    Views 3977

Plante Moran

2015-08-31
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+15    Experience Accounting Beyond Bean Counting Download the Plante Moran app and receive every issue of our Universal Advisor magazine for free. The Universal Advisor is published three times a year and provides timely advice to businesses across a variety of industries. ...    7 MB    Views 918

Schnitman Group

2015-06-28
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+4    Keep in touch with your retirement portfolio with the FREE Schnitman Group Mobile app. The app provides fast access to your workplace retirement account so you can monitor your investment activity wherever you go. Tap into Schnitman Group Mobile for current ...    666 kb    Views 1166
+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

VennWell

2015-06-30
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+27    DESCRIPTION Gain a complete picture of your financial portfolio right when you need it. Advisor View™ for iPad is a convenient and secure way for our investors to monitor their financial portfolios. TOP FEATURES Stay on top of your investments even when ...    2 MB    Views 9592
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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

BMO InvestorLine

2015-07-13
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-8    The BMO InvestorLine Mobile Investing app gives you a comprehensive platform to place trades securely on the go. Here’s what the app offers you: Flexibility
 Equities, ETFs, Mutual funds, Foreign exchange and Options (including Option Chains) are all available for trading. You can ...    NAN    Views 5311
advisor
+28    A tool for Legend Group advisors to monitor advisor and client data.    1 MB    Views 624
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-3    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
+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
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+6    This application is for Morgan Stanley institutional clients with a valid Client Link account. Morgan Stanley clients can access the firm's investment research virtually anywhere, at any time with the new Morgan Stanley Research application for the iPad or iPhone. The ...    1 MB    Views 7344

BankMobile

2015-01-07
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0    Nofee mobile banking. Get your financial freedom back BankMobile for iPhone, iPad and Apple Watch is a free mobile banking app that lets you live free and bank free. “The app’s interface is sleek, modern, and stylish…” – Forbes "America's first nofee mobile ...    28 MB    Views 2732
+13    DESCRIPTION Gain a complete picture of your financial portfolio right when you need it. Advisor View™ for iPad is a convenient and secure way for our investors to monitor their financial portfolios. TOP FEATURES Stay on top of your investments even when ...    1 MB    Views 4115

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
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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
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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

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
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0    BlackRock Advisor Elite è l’App di BlackRock Italia pensata per i Promotori Finanziari e Private Banker italiani. Questa applicazione è gratuita, e puoi accedere con le stesse credenziali utilizzate per BlackRock Advisor Elite. Se non sei registrato, puoi farlo direttamente dall’App. RESTA ...    NAN    Views 7547

GIB Pro

2015-11-26
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+30    Grand Finance Group Company Limited launched GIB Pro bullion electronic trading platform. With a number of powerful features, allowing users to bring a breakthrough trading experience in precious metals. Capture investment opportunities right now. Powerful Features: Trading account information at a ...    5 MB    Views 7354

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
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+1    Experience the Next Generation Trading App for your iPhone. The all New iPhone Trading App by HDFC securities Limited, is easier to use, easier to navigate with latest markets update, investment ideas, real time charts, and more— best optimized for your iPhone screen. ...    15 MB    Views 4135

My Financials

2015-11-19
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+1    Your small business faces unique financial hurdles to grow and prosper. As your trusted business advisor, we provide you instant access to your financial at your fingertips. With realtime financial insights, you will be able to run your business worry free, ...    2 MB    Views 1785
+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

WealthVue

2015-10-15
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+3    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
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+5    Colson Financial Group, Inc. offers the Trust Company of America 'Liberty' application to authorized investors, their representatives and Registered Investment Advisors. Take the power of Liberty with you and access your account information anytime and from anywhere. With comprehensive views of ...    8 MB    Views 741

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
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+3    The Schwab Advisor Center Mobile Application makes it easy for independent registered investment advisors with a valid login to monitor and manage client accounts from their iPhone and iPad. This application is for advisors whose firms custody assets with Schwab, ...    6 MB    Views 637

SCBS Stock Advisor

2015-05-08
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+10    "SCBS Stock Advisor for iPhone" โปรแกรมวิเคราะห์หุ้นอัจฉริยะบน iPhone 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 ...    27 MB    Views 1564
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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 ...    9 MB    Views 3208
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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

HRAgo

2015-01-11
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-6    The HRAgo smartphone application allows you to manage your health reimbursement account (HRA) from the convenience of your mobile devices. Review your account balance and daily activity, manage your investment allocation, review the status of reimbursement claims and submit a ...    10 MB    Views 6606

iRisk YBR Advisor

2015-08-05
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-5    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
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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

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
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0    國泰世華銀行創新行動銀行服務 My MobiBank HD 我的隨身銀行HD版 全新改版! 功能特色: NEW ●自選外匯及人民幣匯利率、基金等客製化功能 ●最新財經新聞 ●快速交易選單 ●介面優化 HOT ●COSTCO聯名卡累積多利金查詢 ●OTP非約定轉帳服務 ●國內外基金情報:完整豐富的基金資訊、新聞及比較工具。 ●交易推播服務通知 ●臺幣帳戶服務:約定/非約定轉帳、臺幣存款帳戶餘額及交易明細、借款查詢、i刷金融卡交易明細查詢。 ●繳費: (1)中華電信費。 (2)國泰世華信用卡費。 (3)國泰人壽保費。 ●外匯服務: (1)外匯轉帳及兌換。 (2)查詢持有幣別之餘額及交易明細。 ●信用卡服務: (1)帳單及消費明細。 (2)新增消費查詢。 (3)最新紅利積點。 (4)額度繳款查詢。 (5)最新累積COSTCO多利金查詢 ●基金服務 (1)國內外基金申購與贖回。 (2)國內外基金情報。 (3)基金投資組合查詢:掌握持有的基金淨值與報酬率。 (4)自選基金觀察:比較各種基金及指數之走勢,投資理財更方便。 ●國泰金融服務: (1)保單查詢。 (2)保單借/還款。 (3)理財型房貸。 (4)證券庫存查詢。 ●交易推播服務通知(僅支援iOS 5以上作業系統) ●即時市場金融資訊 ●牌告匯率:查詢最新匯率,並能使用即時換算工具。 ●理財小幫手:定存各期利率及試算功能、基金投資報酬率試算。 ●分行及ATM據點查詢:透過GPS定位地圖,自動尋找最近的分行及ATM位置。 ●信用卡特約商店優惠查詢。 ●最新消息。 ●客服中心。 ●國泰集團APP互連功能。 Cathay United Bank presents all new mobile banking serviceMy MobiBank. Features: ●Chunghwa Telecom Bill Payment ●Credit Card Bill Payment ●Mutual Fund Investment Information ●Personal Account:Check your own account balance and transaction details. ●Transfer to Designated Account:Make fund transfers to designated accounts ...    9 MB    Views 7224

Millionaire Account

2015-01-30
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-4    Asset Management Method for being rich. Five of the bank account can manage apps for become rich ( Millionaire ) Millionaire and real celebrities We are doing , "Asset Management Law " If you do not do this way , Money is decremented Now , Let's ...    4 MB    Views 6165

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

Voya Retire

2015-01-28
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+6    Voya Retire Voya Financial Whether you’re on the go a little or a lot, the Voya retirement account app allows you to view and manage your retirement plan account whenever and wherever you want. Featuring the myOrangeMoney experience, you’ll see your estimated ...    15 MB    Views 7058
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+8    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 ...    4 MB    Views 1710

s Kontakt

2015-12-19
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+5    Always well advised: s Kontakt is your personal direct communication channel with Erste Bank and Sparkassen. It provides personal banking and advising in an innovative app – and with a human face. Let’s talk about money. In a safe way. s Kontakt ...    11 MB    Views 463

TRUSTtrak

2015-09-18
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-4    Always on the go with little time to check your investment accounts? Curious how your account is performing against the market? The TRUSTtrak app lets you quickly view your portfolio balances without interrupting your daily life. With stunning visuals and account ...    11 MB    Views 5395
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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

BOCI-Prudential MPF

2015-02-15
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0    As the first MPF Account Management iPhone App, BOCIPrudential MPF iPhone App provides uptodate fund prices and other firsthand information for your better planning. As our valuable customer, you can log in the App to access various valueadded services : 1. Account ...    11 MB    Views 5235

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
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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
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