Best Account Client Investment Apps

PGR Solutions LLC App

2015-05-26

+4 PGR Solutions 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. With comprehensive views of ... 8 MB Views 9405

9.5

AXA Wealth – My Elevate investments

2015-06-01

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+3 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

8.7

Mack Investment Securities App

2015-03-18

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+13 Mack Investment Securities 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 ... 10 MB Views 5157

9.3

J.P. Morgan Mobile

2015-04-22

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+1 Access to J.P. Morgan Private Bank and J.P. Morgan Securities accounts on your iPhone or iPod touch Eligible clients can view accounts, make transactions and access market intelligence. For J.P. Morgan Private Banking and J.P. Morgan Securities clients, it’s easy to manage ... 24 MB Views 1343

8.8

Voya Retire

2015-01-28

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+1 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

7.7

MX HUB24

2015-12-07

Related Apps access account details client ability asset performance portfolio notifications

+12 MX HUB24 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 MX HUB24's many features. MX HUB24 for advisers Access full platform functionality, including ... 109 kb Views 8577

9.4

DT Client Portal

2015-02-10

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0 Onthego access to your online accounting services. DT Client Portal offers convenient, onthego access to online accounting services via your mobile device. With this app, you’ll have access to the following DT Client Portal features: ∙ My Account — manage all of ... 5 MB Views 5714

8.0

KTrack

2015-11-27

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-6 Often, managing Mutual Funds investments becomes a tedious task. To get to know your NAV or order for your account statement requires considerable time and effort. And if you are on the move, it becomes all the more difficult, juggling ... 2 MB Views 9400

8.5

Paramount Financial - PMTQuote

2015-02-28

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+1 Paramount Financial’s PMTQuote allows Equipment Vendors to prepare payment quotes for B2B customers. PMTQuote prepares leasing quotes, finance quotes and return on investment estimates. Results can be viewed and emailed directly to a vendor’s B2B customer in seconds a. Instant Payment ... 4 MB Views 3835

8.4

Financial Spreads

2015-04-24

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+1 FINANCIAL SPREADS PLUS TRADING APP Trade over one thousand spread betting and CFD markets with our user friendly mobile app. Using the app clients can: • Open and close trades • Amend existing positions • Access live prices • Analyse, and add technical indicators to, the ... 31 MB Views 4854

9.5

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

9.1

DST Vision

2015-10-12

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-8 With DST Vision Mobile, financial intermediaries can harvest the power of DSTVision.com on their mobile device. DST Vision Mobile makes it easier than ever to stay informed and address client inquiries while on the go. Designed with ease of use ... 767 kb Views 2591

8.8

Appetite For Risk

2015-04-10

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+6 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

9.8

Portfolio Designs

2015-10-23

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-1 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

9.1

ClearView Client Portal

2015-12-08

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+20 The ClearView Client Portal provides a secure, userfriendly environment that lets you check the current value of your ClearView investments and transaction history at any time based on the latest available unit prices. It’s simple and easy to use ... 2 MB Views 2061

9.9

J Capital Wealth Advisors

2015-03-18

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+8 J. Capital Wealth Advisors 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 ... 9 MB Views 8749

7.9

RT Jones Capital Equities

2015-05-17

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+13 RT Jones Capital Equities 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 ... 10 MB Views 3879

9.6

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

8.8

mCCRC

2015-10-21

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0 Comarch Mobile Reporting App provides financial institutions with online reporting on their client investment portfolios and with tools supporting investment decisions taken by the clients. Moreover, the solution empowers client advisors by letting them review details of their client portfolios. Features: Portfolio ... 3 MB Views 7888

8.7

Schwab Advisor Center® Mobile

2015-06-28

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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

9.8

Iron Point

2015-04-15

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+23 This mobile application allows you to view account valuation, performance, and reporting information for authorized users, in an application developed for Iron Point Capital Management specifically for mobile devices. Information contained herein is derived from and based upon data obtained from ... 961 kb Views 3748

8.3

Bill4Time - Professional Time Tracking, Expenses & Billing

2015-08-03

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-6 Bill4Time the professional way to track time, manage projects, organize expenses, invoice clients and accept payment for your business. Bill4Time is your complete time billing solution. Trusted by thousands of law firms, freelancers, small businesses, independent contractors, CPAs, universities and ... 18 MB Views 7583

9.9

iUMA

2015-10-03

Related Apps access account details client ability asset performance portfolio notifications

-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

9.0

CAM Liberty App

2015-05-13

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+29 Classic Asset Management, LLC offers the 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 positions, transactions ... 9 MB Views 3310

7.9

GuideStone

2015-01-26

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0 Stay in touch with your MyGuideStone account whenever you want. This free MyGuideStone app for iPhone and iPod Touch provides 24hour access to your GuideStone retirement account(s), investments and insurance plans. Retirement/Investments · Access your investment overview · View accounts, plans and funds · ... 2 MB Views 8379

9.8

LPCM Mobile

2015-11-21

Related Apps time investors liberty information rias advisors representatives account anytime user client

-4 Liberty Partners Capital Management 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 ... 6 MB Views 748

8.4

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

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

9.0

AssetMark Advisor

2015-06-08

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+16 Please note: For registered financial advisors currently working with AssetMark, Inc. Tell your story anywhere, anytime. The AssetMark Advisor app makes it easy to communicate the “why” and “how” of your investment approach, helping you win new clients and enhance relationships ... 37 MB Views 610

9.3

Loan and Investment Calculator

2015-01-29

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+11 The 'Loan & Investment Calculator' allows you to easily ● calculate your monthly payments for your mortgage or car loan, ● calculate how much you can borrow, given the monthly payment you can afford, ● track the account balance and interest growth of ... 3 MB Views 3293

9.6

Forex Corporate

2015-08-26

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-7 Forex Corporate, powered by Forex On The Go Technology, allows free mobile MT4 trading for all new and existing Forex Corporate clients. Features Include: Trading from a realtime live tick chart Forex majors preselected, with ability to add / customize list ... 3 MB Views 1716

8.0

Phase 2 App

2015-03-18

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+22 Phase 2 Investment Advisers 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 ... 8 MB Views 7480

7.6

Weatherstone Capital Mgmt TCA

2015-11-13

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-7 Weatherstone Capital Management 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 ... 2 MB Views 7526

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

9.8

Intrinsic ATR Profiler

2015-05-10

Related Apps investment risk intrinsic client determine financial

+13 At Intrinsic our approach to investment advise is based on clearly understanding the client's financial situation, their goals and how much risk they are prepared to take with their money. A key factor when investing is to determine the client's ... 12 MB Views 668

8.5

HDFC securities MobileTrading

2015-06-28

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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

9.3

Lehman Capital Advisors App

2015-04-23

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+3 Lehman Capital Advisors 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 ... 8 MB Views 2663

8.6

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

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

7.4

國泰世華銀行HD

2015-01-30

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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

7.9

Storehouse Financial

2015-10-16

Related Apps investors time information liberty access real account anytime client advisors

+7 Storehouse FInancial offers the 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 positions, transactions and performance, ... 11 MB Views 2929

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

8.6

ECM Liberty App

2015-08-05

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+1 Ebert Capital Management offers the 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 positions, transactions and ... 8 MB Views 9336

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

9.3

Horter Investment Management App

2015-03-11

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+10 Horter Investment Management 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 7843

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

9.6

Digita Client

2015-02-10

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-2 Onthego access to your online accounting services. Digita Client offers convenient, onthego access to online accounting services via your mobile device. With this app, you’ll have access to the following Digita Client portal features: ∙ My Account — manage all of your ... 5 MB Views 316

8.6

Capital Advisers App

2015-04-09

Related Apps investors time information liberty account access capital real anytime client advisors

+3 Capital Advisers, Inc. offers the '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 positions, transactions and ... 9 MB Views 3136

6.9

Portfolio Medics App

2015-12-14

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+7 Portfolio Medics 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 ... 12 MB Views 719

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

8.2

Mobile Ta-Retirement

2015-08-24

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0 Transamerica Retirement Services ("Transamerica") offers customized retirement plan solutions designed to fit the growing business needs of today’s companies This free app, for the Apple iPhone or iPod touch, allows retirement savings plan Participants to access account information using their existing ... 345 kb Views 6682

9.6

股沛通 TanGuTrader

2015-03-12

Related Apps stock market apps iphone investment trading securities information service users account

+3 敦沛證券手機買賣港股程式敦沛證券提供一站式股票買賣服務,全面滿足客戶的需要。設有網上交易及資訊平台「財訊網」(www.tanrich.com),提供詳盡市場資訊、貼市的專家評論、專業的研究報告以及股票、期貨及期權的買賣。敦沛證券向以不斷求進,為客戶提供優質服務為宗旨,竭力開拓更多新的渠道,讓客戶投資買賣更便捷,現增設iPhone/iPad免費應用程式,客戶可以隨時隨地即時買賣港股及瀏覽市場最新資訊,坐享投資優勢。敦沛證券應用程式為您即時提供: 【港股買賣】點擊或串流大利市報價技術分析圖表,包括多層圖表分析工具及超過20項技術分析指標二十大活躍股票排行榜用家自行設定「我的投資組合」,更新個股走勢查詢賬戶資料及結餘查詢戶口交易狀況【市場資訊】香港、中國及國際指數財經新聞派息紀錄、突破52週高/低、行業表現、業內十大市值股票上市公司資料,包括公司概括、盈利摘要、資產負債表等新股上市立即下載如您已擁有敦沛證券的「股沛通」網上交易賬戶,即可利用現有登入名稱及密碼登入敦沛證券港股買賣報價程式。如客戶尚未開立戶口或有任何查詢,可致電本公司的客戶服務熱線(852) 2238 9225。 Tanrich Securities HK Stock Trading Apps Tanrich Securities provides onestop stock trading service, completely satisfying the clients’ need. “Tanrich.com” is our online stock, futures and stock option trading platform, providing comprehensive market information, commentaries and professional research reports. To ... 17 MB Views 9946

8.1

Your Investment Property

2015-10-18

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+14 Experience Australia’s leading property investment magazine, Your Investment Property, directly from your iPad. Your Investment Property is a mustread for anyone who is passionate about wealth creation through property investment. It contains exclusive research data and commentary from Australia’s most ... 4 MB Views 5181

8.0

Morningstar for Advisors℠ – Client Reporting. Portfolio Analysis. Market Data.

2015-01-28

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-1 Explore new possibilities in practicebuilding with Morningstar for Advisors, a mobile companion to Morningstar Office℠ or Morningstar Advisor Workstation℠. Morningstar for Advisors wraps client account information in an easytouse visual interface to help advisors like you illustrate account details, explain ... 70 MB Views 1580

7.0

NFP Exec Mobile

2015-07-02

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-3 With our NFP Exec mobile app you can easily take your company benefits accounts with you. Important: This release is available only to a limited number of current account holders. Please contact your Plan Sponsor for more information. Features: Multiple ways to ... 2 MB Views 4570

9.5

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

7.2

Garrett Capital - TCA

2015-06-04

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-3 Garrett Capital 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 1072

9.2

Secure Planning, Inc.

2015-05-06

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-1 Secure Planning, Inc. 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 ... 9 MB Views 9012

9.4

Morgan Stanley Research for iPhone

2015-08-20

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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

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

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