Best Account Investment Portfolio Apps

Risk Profiler

2015-10-18

+9 Our online Portfolio Builder is the fast, simple way to match your clients' attitude to risk to customised investment solutions. Now our new Risk Profiler app lets you carry out the first part of the process – assessing each clients' attitude ... 4 MB Views 4657

9.5

Thai Funds Today

2015-03-03

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+10 Thai Funds Today is an easytouse app that helps you keep track of your Thai mutual fund investments. With just a few taps and swipes, you can easily view fund information including past performances, create a personal investment portfolio and ... 16 MB Views 9195

7.0

Schwab Intelligent Portfolios

2015-03-09

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+26 SUMMARY Schwab Intelligent Portfolios™ is an automated investment advisory service. This sophisticated technology automatically builds, monitors and rebalances your portfolio– so you don’t have to. And unlike other investment advisory services, there are no advisory fees, commissions or account service fees ... 7 MB Views 920

9.8

RegentAtlantic Client Portal

2015-12-03

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

-2 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

8.0

Stock Investment Guru

2015-08-08

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+4 Special Holiday Promotion 20 OFF Stock Investment Guru is an intelligent and sophisticated, yet simple to use and elegant app that quickly analyzes your stock portfolios and individual stocks in 23 countries and helps you make better investment decisions. PRACTICAL and ... 4 MB Views 5830

9.6

Glassman Wealth

2015-06-16

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-2 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

7.4

QStocksTracker

2015-02-22

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+28 With Q Stocks you will be able to stock tracking to increase the value of your investment portfolio. Manage the value of your portfolios and trading signals in any currency using advanced interactive graphics.Customize the application and manage your stock ... 4 MB Views 5274

7.4

Bullion Investor App

2015-03-06

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-2 RETINA VERSION COMING SOON Precious metals investment tracking made easy. The ONLY iOS app to actively track your gold, silver and platinum investments, through automatic valuations of your bullion portfolio of coins, bars, paper and other digital assets via accurate ... 17 MB Views 6124

8.2

George Soros Tracker

2015-12-20

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-4 Love George Soros? Enjoy his investment style? Want to stay up with George Soros? If so, then this is the app for you George Soros Tracker The Ultimate Fan App Your news source to follow George Soros. "The Man Who Broke the Bank ... 17 MB Views 7132

7.5

My Property Expert

2015-10-04

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+9 My Property Expert (MPE) was designed to help Australian Property Investors analyse their current Property Investment Portfolio and overlay any future Property investments to establish tax effectiveness, cash flows and future earnings. MPE believes informed property investment is a time ... 2 MB Views 4325

9.6

Portfolio Owl

2015-08-24

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+5 Portfolio Owl makes the process of receiving and acting on financial advice faster and easier than ever before. REAL TIME ADVICE Portfolio Owl receives trade recommendations directly from YOUR Financial Advisor. You can act on the advice immediately, reducing timelag and maximising ... 6 MB Views 5016

8.6

USA TODAY Money Portfolio Tracker for iPad

2015-02-04

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-8 The USA TODAY MONEY Portfolio Tracker powered by SigFig is the best free way to manage the most important part of your personal finances: your investments. Sync with your investment accounts and track all your stocks, funds, 401ks, and IRAs ... 3 MB Views 7286

9.5

Investment Portfolio Creator

2015-04-01

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+15 Portfolio creator, create your example portfolio within seconds. Investing in uncertain times can be hard. How should one divide their investments? Portfolio creator can help, this app suggests different portfolios depending on investment amount and economic times. This app features investment portfolios ... 4 MB Views 5265

8.9

Insider RU

2015-07-23

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+12 Insider RU is a unique informational and financial App. This application is intended for a wide range of users looking for investment tools in Russia. Want to get a look at big picture? Sectors? Industry? Compare different assets? It enables you to ... 10 MB Views 4239

8.2

PortfolioView

2015-12-03

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+1 This app is developed for Portfolio Analytics based in Johannesburg, South Africa. The aim of the application is for Analytics clients to login to their branded app and view their monthly portfolio performances. The is comprised of static and dynamic data. ... 5 MB Views 2082

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

9.8

AXA Self-Investor – My Self Investor

2015-06-01

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0 The My Self Investor app is for AXA Self Investor customers to view their portfolio and monitor investment performance whenever they like. You can view your whole AXA Self Investor investment portfolio, get a breakdown by product or by investment ... NAN Views 2868

8.6

Convergent Wealth Client Log In

2015-06-25

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

+14 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

9.6

Stock Slots

2015-12-10

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-1 Stock Slots is a revolutionary new way to track the performance of your stock portfolio, IRA, or 401(k). It provides a set of gamechanging tools that make monitoring your investments and making smart investment choices clear, intuitive, and fun. Traditional stock ... 17 MB Views 7996

8.5

MoneyController PLUS

2015-01-26

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+22 MoneyController is a professional risk analysis and expected yield tool for a stock portfolio. But, you don't have to be a finance expert in order to use MoneyController. MoneyController uses simple language to explain the complex indicators that are usually adopted ... 23 MB Views 105

8.4

KBC-Invest

2015-04-21

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+25 Check the details of your investment portfolio. Quickly, easily and at any time. 24 hours a day, 7 days a week. That's KBC Invest in a nutshell. If you're a KBC Private Banking client, you have a KBC Premium Banking Wealth ... 13 MB Views 604

9.6

DBS Fund Tool

2015-05-30

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-8 DBS Bank (Hong Kong) Limited (“DBS Bank”) has powered up the invest•wise Fund Services in joint forces with global fund research authority Morningstar, helping you to gain unique insights to grasp hold of global investment opportunities Features: • Quick Search lets you ... 4 MB Views 7796

8.9

MoneyController Free

2015-01-24

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+2 MoneyController is a professional risk analysis and expected yield tool for a stock portfolio. But, you don't have to be a finance expert in order to use MoneyController. MoneyController uses simple language to explain the complex indicators that are usually adopted ... 23 MB Views 6539

7.7

iBank Investor

2015-10-14

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+17 The mobile portfolio app for all your iOS devices, iBank Investor lets you keep your portfolio in your pocket, for access at a glance. Whether you sync with iBank for Mac or sync your portfolio across your devices, you'll always ... 3 MB Views 127

7.0

P2strategies Portfolio Simulation Tool

2015-10-31

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-2 P2strategies is an investment solution that is designed to help minimise the impact of market drawdowns and actively reduce portfolio volatility, while allowing dynamic participation in rising markets giving investors the confidence to stay invested for the longterm. The app ... 6 MB Views 9470

9.4

Wealth Engineers

2015-12-03

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+2 24/7/365 realtime account access. No more wondering what's going on with your portfolio or waiting for your financial advisor to send you a quarterly report. This innovative, free app is made available by Wealth Engineers exclusively to its clients, their representatives, ... 8 MB Views 2894

8.2

第一證券

2015-10-18

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+20 First Securities (HK) Limited launched the latest investment information and mobile trading platform. It provides Hong Kong securities trading and allows you to grasp the latest market trend. Also, you can check your global market portfolio wherever and whenever you ... 17 MB Views 5902

8.4

Aspiriant Connect

2015-06-11

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+2 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

8.3

強積金*好幫手(精簡版)

2015-06-13

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+5 MPF buddy provides MPF fund performance for the Hong Kong general public. MPF funds are ranked based on their historical returns, risk, the rate of inflation and the Hong Kong stock market performance. The ranking are based on the ... NAN Views 5803

9.0

AssetMark Advisor

2015-06-08

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+5 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

7.2

Fondsenplatform

2015-02-13

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+10 Fondsenplatforms first Dutch Feasibility Application to access and monitor investment portfolios and objectives. Fondsenplatform has a successful track record over 25 years. Fondsenplatform is ideally placed to help you as a investment planner excel through and beyond 2012. We have a ... NAN Views 6322

8.3

T-Advisor3.0

2015-07-13

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0 TAdvisor is an online suite to manage investment portfolios by everyone. Our platform provides professional tools for all kind of people with an easy and usable interface. Besides, it includes gamification features to motivate the users and has also a ... 9 MB Views 3103

7.6

Portfolio Lab

2015-08-23

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+3 Portfolio Lab for iPad is a companion application to Portfolio Lab, a desktop portfolio research application for financial advisors and investment managers to manage portfolios, evaluate investment tradeoffs and create attractive proposals. 47 MB Views 4976

9.5

AXA Wealth – My Elevate investments

2015-06-01

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+5 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

8.9

FIN - App กองทุนรวม Mutual Fund

2015-03-13

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0 FIN ถูกสร้างมาเพื่อแก้ปัญหาที่มีมาอย่างยาวนานสำหรับผู้ลงทุนในกองทุนรวม โดยใน Version 2.3 นี้มีความสามารถหลัก 5 ด้าน 1. Fund Ranking ตามประเภทของกองทุนรวม (LTF, RMF, หุ้นไทย, กองที่ลงทุนในต่างประเทศ, อื่นๆ) และ ระยะเวลาที่ผ่านมา (เช่น 1 วัน ย้อนหลัง จนถึง 5 ปีย้อนหลัง) โดย update ค่า NAV แบบทันทีทันใดทุกตอนเย็นวันทำการตั้งแต่ 6.00pm เป็นต้นไป และ สามารถเลือกเรียงลำดับ NAV Performance จากมากไปน้อย หรือ น้อยไปมาก ได้ 2. ... 23 MB Views 2339

9.2

TradeSmart

2015-01-07

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+5 TradeSmart is a simple and easy to use tool for keeping track of your trading activity and at the same time helps you implement a combined investment strategy. If you are an active trader, TradeSmart will calculate the Target Sell Price ... 1 MB Views 2362

9.7

Investrack Prof

2015-09-15

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+2 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

9.7

Mobile Portfolio

2015-11-12

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+30 Mobile Portfolio is the core of a portfolio management system designed to assist you in following and analysing your investment portfolio. With it, you can: Create separate portfolios to group your investments List all investments contained in one portfolio Modify the ... 1 MB Views 1867

9.2

VennWell

2015-06-30

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

-1 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

8.6

Interactive Investor - Research, Monitor, Trade

2015-08-16

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+7 Deal shares and funds wherever you are. Our free app lets you monitor your portfolio and gives you access to financial prices, news and research so you can make and act on your trading decisions all on the move. You ... 10 MB Views 9336

8.5

Hewins Financial | Wipfli Hewins Client Portal

2015-04-30

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

+14 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

9.7

實德證券

2015-06-15

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+11 Introduction: Success Finance Group is committed to provide customers with onestop professional and financial services. Success Securities Limited (“Success Securities”) designs a new securities trading platform in mobile version with AAStocks. Customers can easily keep abreast of the latest market trends ... 17 MB Views 6717

8.0

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

2015-01-28

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-2 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

8.0

Vontobel Mobile Private Banking

2015-02-03

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+10 Would you like to experience the future of private banking? The Vontobel Mobile Private Banking app gives you access to your banking at any time on your tablet. Whether you would like to view and analyse your portfolio, check account ... NAN Views 8100

8.8

mCCRC

2015-10-21

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-1 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

9.8

Stock Slots Pro

2015-12-10

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+11 Stock Slots is a revolutionary new way to track the performance of your stock portfolio, IRA, or 401(k). It provides a set of gamechanging tools that make monitoring your investments and making smart investment choices clear, intuitive, and fun. Traditional stock ... 17 MB Views 7348

9.4

Portfolio & Investment Conference

2015-06-07

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+27 The 2013 Portfolio & Investment Conference app. Please download the app to receive the latest information pertaining to this conference. You will receive access to speakers bios, the agenda and much much more. 16 MB Views 9244

9.8

Personal Capital Money and Investing

2015-03-14

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-4 Personal Capital's awardwinning free finance app lets you see all of your accounts in one place and gives you a comprehensive view of your income, spending, and investment performance. Knowing what's happening with your money anytime, anywhere helps you save ... 33 MB Views 2168

8.7

DBS mBanking Hong Kong

2015-08-24

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+16 DBS mBanking lets you enjoy mobile banking services on the go with unparalleled security and flexibility. Be the first to know about DBS’ latest promotions and market updates.  Features: Check account balances Enquire wealth management investment portfolio View transaction history Conduct ... 13 MB Views 8737

9.9

1-Stock : Perform Stock Valuation including Stock Watch List and Investment Portfolio

2015-03-03

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+28 1Stock iOS App for iPad can be used for performing quick or more detailed Stock Valuations. The main features of 1Stock are as follows: • Quick Valuation using simple four valuation parameters. • Detailed Valuation. Start Stock Valuation by performing Quick Valuation and continue ... 12 MB Views 1999

6.9

Merriman Client Portal

2015-12-03

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

-5 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

9.9

Journal of Portfolio Management

2015-02-17

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0 Founded by Peter L. Bernstein in 1974, The Journal of Portfolio Management (JPM) is the definitive source of thoughtprovoking analyses and practical techniques in institutional investing. It offers cuttingedge research on asset allocation, performance measurement, market trends, risk management, portfolio ... 6 MB Views 9999

7.9

Investment Solutions Analyser

2015-12-07

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0 The Investment Solutions Portfolio Analyser app gives registered clients of the Company useful insight into their investment portfolios. With information on: • Performance • Asset allocation • Risk stats • Economic indices and more, The world of portfolio management has become that much more accessible; ... 3 MB Views 129

7.1

Retire-SURE (pro)

2015-03-28

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-6 Control the risks the portfolios are taking. The RetireSURE gives your clients realistic overviews of their retirement plans and enables them to fix their retirement plans by changing their saving/withdrawal patterns. The RetireSURE (pro) is a new generation of retirement requirement calculator ... 38 MB Views 7671

9.5

Spectrum Live Capital Management

2015-01-14

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-9 Spectrum Live™ Portfolio Select is a transparent and flexible way of accessing a broader range of financial markets strategies. The Trading Pursuits Investment Services team actively manages a pooled Income Portfolio and a passive Cash Portfolio. The key feature of Spectrum ... 1 MB Views 6965

8.0

Envestnet

2015-05-03

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-1 Envestnet delivers an endtoend platform to help financial institutions and independent advisors deliver solutions to clients at all asset levels. The stateoftheart platform provides access to multiple investment programs, proposal generation tools, and account management resources. Key features of the ... 195 kb Views 9900

7.1

Client Portfolio Manager

2015-05-23

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+12 Designed for financial advisors who want a clean yet detailed interface that can be easily understood by clients during review meetings and presentations. Client Portfolio Manager will enable you to record your clients’ insurance policies and investment plans information in ... 9 MB Views 5421

9.2

SigFig Investing HD - Manage your stocks, funds, 401k, IRA & other investment

2015-08-07

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0 SigFig is the best free way to manage the most important part of your personal finances: your investments. Sync with your investment accounts and track all your stocks, funds, 401ks, and IRAs in realtime, in one secure personal finance app. ... 6 MB Views 6092

9.0

USA TODAY Money Portfolio Tracker

2015-09-28

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+26 The USA TODAY MONEY Portfolio Tracker powered by SigFig is the best free way to manage the most important part of your personal finances: your investments. Sync with your investment accounts and track all your stocks, funds, 401ks, and IRAs ... 4 MB Views 9910

9.2

Matter Family Office

2015-09-15

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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 ... 1 MB Views 1892

Investrack Prof

Matter Family Office

T-Advisor3.0

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