Best Account Information Portfolio Apps

Aspiriant Connect

2015-06-11

+28 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

9.3

FinanceDesk

2015-02-11

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+25 FinanceDesk is an easy to use finance application which shows win/loss of your purchased stock shares. As displayed in the first screenshot, the portfolio table shows this information in the leftmost column. Red means, you loose money, green means you gain ... 1 MB Views 2563

8.6

Money Planning

2015-03-12

Related Apps money stock history planning calculator management portfolio transaction smart account easy register schedule reports

0 Money Planning help you to keep history of your money transactions and also help you plan your money for life. New Portfolio Management is no like others [New] Portfolio Management Keep your portfolio in units based. Can update stock price, then ... 12 MB Views 9686

9.5

BANKWEST OF KANSAS

2015-06-29

Related Apps banking mobile account access internet information

+15 With the tap of your finger, you have the ability to check balances, view account activity and history, pay bills, and make transfers. Access your account anytime, anywhere. Mobile Banking is as secure as Internet Banking, protected by advanced technology. No ... 10 MB Views 2465

8.9

ayondo

2015-06-24

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-2 ayondo offers the possibility to follow successful traders who share their investment strategies on our platform. In order to invest in selected traders strategies, customers have the option of following with an initial investment of just 100 EUR onwards. Start now ... NAN Views 1089

8.5

Hewins Financial | Wipfli Hewins Client Portal

2015-04-30

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

+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 1435

9.2

VennWell

2015-06-30

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

0 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

9.6

WF Securities (Megahub)

2015-02-21

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0 Wing Fung Securities Smartphone Trading App lets you instantly capture every investment opportunity at anytime anywhere. You can also set up your own “Stock Watch” list to monitor the performance of your portfolio. Highlights include : [Market Information] HK, China & ... 7 MB Views 5116

8.6

Mole Valley Asset Management Mobile

2015-11-02

Related Apps management portfolio information valley asset access mobile data client

-6 Mole Valley Asset Management Mobile allows you to view your Mole Valley account online. If you are a client, Mole Valley Asset Management Mobile allows you to access information on your portfolios. If you are an investment manager or financial advisor, ... 11 MB Views 8986

8.7

Sigmaspecto

2015-11-05

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+27 With the Sigmaspecto app, you can log in to your Sigmaspecto account from your iPhone or iPad. Sigmaspecto enables you to monitor and find early signals and information about your trading partners, portfolio companies, clients and other key counterparties in realtime ... 3 MB Views 6637

8.8

Ticker : Stocks Portfolio Manager for Investors on the move

2015-08-23

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0 Ticker Stocks Portfolio Manager for Investors on the move. Portfolio Management Manage multiple portfolios with beautiful charts, graphs and detailed P&L Enter your trades, dividends, splits and see your positions and P/L live Full Portfolio performance metrics calculated: MWRR, TWRR ... 26 MB Views 408

9.5

HoyleCohen Client Portal

2015-12-30

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

+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

7.6

iFocus on Income

2015-05-28

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-5 Nuveen Investments' iFocus on Income iPad app provides answers to key questions about yield, interest rates, inflation and taxes, as well as portfolio positioning strategies. Use this app to: Evaluate your portfolio to assess market challenges such as yield, rates, inflation, ... 4 MB Views 9926

9.6

GBMhomebroker For iPad

2015-04-01

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0 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

8.9

iBullion - Precious Metal Management

2015-03-09

Related Apps management metal portfolio bar coin information coins precious

0 iBullion is the perfect App for managing your precious metal portfolio. You can easily see the current value of your coins and bars. Features: Management of coins and bars Each purchase will be recorded with date and value You can see ... 1 MB Views 8139

8.7

Investrack Pro

2015-07-10

Related Apps management investors relationship managers investment portfolio client information view order

+29 Investrack is a client engagement solution that allows Wealth Management and Investment Management companies to provide online portfolio access, reporting and trading capabilities to their clients as well as internal employees. • Investors can securely log in and view their portfolio ... 5 MB Views 3137

7.1

Portfolio Cockpit

2015-05-07

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-5 Portfolio Cockpit for iPad is available for existing Credit Suisse Portfolio Net Clients exclusively. Providing online access to performance and risk analyses as well as, holdings and asset allocation reports. All analyses are based on your categorizations and consolidations. In ... NAN Views 7071

9.4

White Rose Credit Union Mobile

2015-03-27

Related Apps information mobile account

+28 WRCU Mobile allows you to access your account information quickly, conveniently, and on the go. Take advantage of the following features: Branch locator, Contact Information, and "FLEXTeller" (Online Banking) which includes Account Balances, Transfers, Holds/Pledges/Pending ACH's, and Bill Payer. 4 MB Views 4214

8.7

Tiedemann

2015-02-03

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0 The Tiedemann wealth management iPad app offers private clients 24/7 access to their portfolio data information, market news and insights from Tiedemann. Tiedemann’s iPad app offers you: Convenient 24/7 access to your portfolio information including your holdings, assets allocation, performance, investment manager ... 7 MB Views 1807

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

9.5

Kenjol SmartView

2015-09-14

ipad investment portfolio information view advisor complete pricing top picture

+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

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

9.2

InvestCloud Blue

2015-03-17

Related Apps news ipad access portfolio offers information insights blue

+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

8.8

Cherry Street Portal

2015-12-18

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

-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

9.3

InDubio

2015-03-06

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+10 In Dubio is reference application for passwords, accounts, or any kind of information. In Dubio means “in doubt” of whether you remember the information correctly. For this purpose it maintains a list of items with a undefined number of ... 346 kb Views 6363

8.6

IndoStocks

2015-03-30

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-6 We are excited to release the new IndoStocks, our first universal app for iOS 8 with nextgeneration features. Invest intelligently with IndoStocks, portfolio manager and market watcher for Indonesian Stocks. Why IndoStocks? 1. A universal app optimized for both iPad and iPhone including ... 5 MB Views 5586

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

9.2

Portfolio Wealth Advisors

2015-05-30

Related Apps portfolio wealth information advisors summary point performance mobile Apply Business Mobile Payoff Phone Solutions Ios Real Time Bcsb Check Mobile Balances Banking Bills Cpa Exam Professor Calculate Monthly Mortgage Account Branch Payments Data Latest Share Access Research Trade Add Calculator Tip Pro Strategies Time

-7 Portfolio Wealth Advisors mobile gives you immediate and secure account access from your mobile device. PORTFOLIO SUMMARY HOLDINGS SUMMARY PERFORMANCE REPORTING Point to point performance down to the asset RETIREMENT CALCULATORS Powered by AdvisoryWorld NEWS & MARKET COMMENTARY including CIO notes from ... 3 MB Views 4962

9.8

TraderLog

2015-03-11

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-7 TraderLog is a simple and easy to use tool for keeping track of your trading activity. Create your stocks and cash portfolio and register your trades in a friendly user interface. TraderLog allows you to keep all of your stocks information and ... 1 MB Views 1268

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

8.6

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

7.5

Tercero Mobile

2015-09-18

Related Apps information portfolio access mobile data client

-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

7.4

Stock Panorama

2015-08-29

Related Apps stock news calendar intelligence time social earnings portfolio stocks information dividends eps events

+7 Stock Panorama brings what 'matters' to an investor’s portfolio combination of 'relevant and key' market data, analyst opinions and social intelligence all on your mobile device. For each stock in your portfolio, Stock Panorama 'follows' key events (earnings, ... 14 MB Views 3124

9.0

Element Mobile

2015-06-21

Related Apps find account element information

-5 The Element Federal Credit Union app is an awesome tool to keep you connected to your account and the innovative products and services available at your fingertips. If you can't find the information that you need, let us know and ... 21 MB Views 4960

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

8.8

Alexis Advisors

2015-09-24

Related Apps account liberty information

0 Take Liberty with you wherever you go and access your account information anytime, from anywhere. With comprehensive views of account positions, transactions and performance, Liberty will provide the information needed to oversee your portfolio. Transparency and efficiency are critical, and ... 8 MB Views 8088

8.2

Piyasalar

2015-12-16

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+4 Piyasalar   WOX Piyasalar iPhone uygulaması ile yatırım piyasalarına ve günlük hayatınızı kolaylaştıracak servislerine erişim sağlayabilirsiniz. Farklı ve kullanımı basit arayüzü ile işlemlerinizi kolayca yapabilirsiniz. Yatırım Piyasalar ı: İMKB hisse senetleri, Vadeli İşlem ve Opsiyon Borsası, dünya endeksleri, serbest piyasa, T.C. Merkez Bankası kurları ve ... 2 MB Views 8182

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

7.2

Advisor View Portal

2015-04-28

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

-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 ... 5 MB Views 7372

8.8

TD Trading

2015-08-20

Related Apps stock investing monitor iphone trading list account watch trade orders stocks portfolio

+3 The updated and redesigned TD Direct Investing for iPhone app offers simple, intuitive, and secure share dealing; allowing you to invest in a variety of investment options including stocks, shares and funds. Our trading app lets you use your TD Trading ... NAN Views 4838

9.1

MPAO Mobile App

2015-07-27

viewing rsa account portfolio mobile

+13 The official Mobile Application for Maldives Pension Administration Office. Features include Viewing RSA(Retirement Savings Account) Balance, Viewing the composition of RSA account, which is the percentage each portfolio such as Investment Portfolio or Sharia Portfolio Viewing the money flow within the RSA Account, ... 7 MB Views 6891

9.0

Harbor Funds

2015-06-20

Related Apps investing fund funds check read quickly information portfolio

-9 When is the best time to check your portfolio? Whenever you have a minute. With the free Harbor Funds App for iPhone, you can quickly and easily: • Check Harbor fund prices • Check your portfolio balance • Submit or review most account transactions • View ... 11 MB Views 9190

8.2

Fiscal Finance

2015-04-22

Related Apps stock market finance news time fiscal holdings portfolio index stocks asx price information

+7 Fiscal is the ultimate Finance reader. Precise, compact and succinct. Monitor major worldwide Indices such as the S&P500 or FTSE100. Quickly ascertain the value of your holdings. Dynamic graphs and constantly refreshing share pricing and news. Fiscal puts the finance ... 2 MB Views 1282

8.2

Dividender

2015-08-15

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+12 Build and perfect your dividend portfolio with Dividender, the DRIP calculation suite for iOS Simply input your stocks and shares, and Dividender will give you all the information you need Stock details are automatically updated with the most uptothesecond data available, ... 2 MB Views 1982

8.6

Symphony Financial Planning

2015-03-21

Related Apps planning portfolio information application clients financial

+5 This mobile application provides quick access to portfolio information for investment management clients of Symphony Financial Planning, LLC. Account values, performance information, portfolio analysis, and quarterly reports can all be accessed here by authorized users. This application has been developed ... 30 MB Views 856

8.2

Mytradebook

2015-07-10

Related Apps time news view real manage account access orders portfolio

-5 Mytradebook is a mobile trading application that provides real time access to your portfolio, market data and news. Trade from anywhere: With Mytradebook you can view the markets in realtime, buy and sell stocks, bonds and manage your holdings and view your ... 3 MB Views 5232

9.6

Glassman Wealth

2015-06-16

ipad investment portfolio information view advisor complete pricing top picture

+3 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 9016

9.7

Investrack Prof

2015-09-15

Related Apps management investors relationship managers investment portfolio client information view order

-9 Investrack is a client engagement solution that allows Wealth Management and Investment Management companies to provide online portfolio access, reporting and trading capabilities to their clients as well as internal employees. • Investors can securely log in and view their portfolio ... 5 MB Views 5467

8.3

My E&P

2015-01-14

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

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

9.5

Portfolio Adviser – Investment strategies for professional advisers

2015-03-25

Related Apps investment managers magazine subscription period pocketmags current portfolio free account charged

+10 Portfolio Adviser is aimed at the mid to top end of the discretionary wealth management community in the UK and Channel Islands. Leveraging multiple channels of distribution and access, Portfolio Adviser is the investment strategy brand for asset managers looking to ... 5 MB Views 6115

9.8

Wealthsimple

2015-12-17

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+2 Wealthsimple is the smartest and easiest way for Canadians to invest their savings. In 10 minutes we'll build you a globally diversified portfolio of Exchange Traded Funds that is automatically rebalanced and optimized for tax efficiency on a daily basis. ... 10 MB Views 7968

9.6

CFS Application

2015-03-08

Related Apps time cfs information application account real anytime

+24 CFS Investment Advisory Services, L.L.C. offers the CFS Application exclusively to our firm’s clients. Take the power of CFS with you and access your account information anytime and from anywhere, with comprehensive views of account positions, transactions, and performance. CFS is ... 8 MB Views 9166

8.9

永豐證券 (ETNet)

2015-01-29

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+12 Wing Fung Securities Smartphone Trading App lets you instantly capture every investment opportunity at anytime anywhere. You can also set up your own “Stock Watch” list to monitor the performance of your portfolio. Highlights include : [Market Information] HK, China & ... 18 MB Views 8859

7.3

J.P. Morgan FundCenter

2015-02-05

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-2 透過摩根資產管理「FundCenter」應用程式, 協助您即時掌握基金資訊, 包括基金淨值,配息紀錄及休市公告. 此外, 亦可隨時查看市場最新動態, 舉凡市場評論、基金報告及影音節目. 而查閱自身投資組合狀況, 自選「我的最愛」基金及瀏覽專屬摩根服務資訊等功能, 皆可藉由本應用程式, 作為您投資理財之參考. 另外, 更有投資訊息推播服務, 讓您可以接收到即時損益警示到價與定期定額扣款通知. 歡迎來到摩根基金中心！功能選單： 1 我的最愛 2 最新訊息 3 個人訊息 4 投資組合 5 基金淨值 6 配息紀錄 7 休市公告 8 基金報告 9 市場評論 10 影音節目 11 摩根活動 12 理財新知 13 客戶服務 FundCenter for Taiwan Use： J.P. Morgan Asset Management offers Taiwan retail investors mobile access to ... NAN Views 6523

9.3

EBL Mobile Banking

2015-06-05

Related Apps banking mobile information customer account access

-9 Now get 24/7 access to EBL account information and services from your iPhone and iPod touch. EBL Mobile Banking is a free service offered to all the EBL customer registered for Mobile Banking. With the EBL Mobile Banking app, you ... 185 kb Views 643

7.7

Money Planning Free

2015-03-06

Related Apps money stock calculator history facebook planning management portfolio smart transaction account easy plan schedule reports report

-5 Money Planning help you to keep history of your money transactions and also help you plan your money for life. New Portfolio Management is no like others [New] Portfolio Management Keep your portfolio in units based. Can update stock price, ... 14 MB Views 1377

9.6

8 Now!

2015-07-24

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+14 8 Now is a simple new way to own and automate a global investment portfolio. 8 Now gives you the benefit of a professional portfolio that is designed just for you. Your portfolio is globally diversified and automatically optimized as ... NAN Views 4796

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

6.9

Portfolio Medics App

2015-12-14

Related Apps investors time information liberty representatives account advisors client rias portfolio

+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

7.4

UTRADE Foreign Trading Mobile

2015-06-09

Related Apps market news trading foreign utrade orders portfolio view information

+7 UTRADE. Online trading made easy. Experience easy mobile trading with UTRADE FOREIGN MY, the latest foreign trading app from UOB Kay Hian. Keep watch on market movement on the go, take immediate action on trading opportunities and monitor your order book and ... 3 MB Views 9774

Investrack Prof

Investrack Pro

BANKWEST OF KANSAS

Kenjol SmartView

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