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Best Adviser Apps | Panload

+5    The RidgeWorth Investments app can be a great way for investment professionals and investors to get instant access to the latest RidgeWorth information. App features: Customize content based on your specific interest Automatic content updates with an internet connection View and ...    190 MB    Views 7563
+15    Use this application to view your client’s portfolio performance data, contact them, share documents and complete recordkeeping whilst on the move. This application is available to all adviser logins of True Potential powered firms. Your access details are the same as ...    NAN    Views 374
+3    The Margetts Risk Profiler App is aimed at authorised and regulated financial advisers in the United Kingdom of Great Britain and Northern Ireland. The App asks a series of questions to help financial advisers assess the level of risk that an ...    3 MB    Views 8070
+6    Wij adviseren al jaren met succes het regionale midden en kleinbedrijf, vrije beroepsbeoefenaars en dga’s. Omdat vraagstukken vaak complex zijn hanteren wij een multidisciplinaire aanpak.Daarbij werken onze accountants, fiscalisten en personeelsadviseur nauw samen. Door het toepassen van innovaties op automatiseringsgebied ...    12 MB    Views 1973

iFactFind

2015-08-26
quickly advisers
+12    Designed by advisers for advisers, iFactFind is a handy iPad app for anyone offering financial advice in the life and pensions industry. You can quickly capture Photo ID and Proof of Address (AML) documents at the same time, sign and certify ...    NAN    Views 4826

Life Insurances

2015-11-06
life insurance advisers
+1    Life insurance advisers can scan the marketplace for the lowest cost term and Guaranteed UL rates conveniently with this app. In addition your life insurance applications and contracting can be completed online from the most competitive A and A+ carriers ...    14 MB    Views 4162

BFS IP

2015-04-16
financial full advisers
+5    Welcome to British Friendly’s income protection calculator app for financial advisers, available on both iPad and iPhone. This app provides financial advisers with simple functionality offering a snapshot of premium or benefit based calculations across our full product range. This app is ...    2 MB    Views 2771

Wealthtrac Wrap

2015-10-16
adviser wrap find
+5    The Wealthtrac Wrap app is an outstanding investor and advisor solutions package introducing a range of financial products, including superannuation, pension and portfolio services. Log in to your MoneyOne dashboard, find an adviser, stay up to date with the latest ...    3 MB    Views 4964

ReferralMate

2015-02-10
0    Cut through the endless email trail, stop wasting time on phone calls. Collaborate and connect with a social application for financial industry. Brought to you by Financial Life Advisers, ReferralMate is a social application dedicated to the Financial Services Industry. It ...    5 MB    Views 4751

AdviserLogic Mobile

2015-03-09
+8    AdviserLogic Mobile is a convenient app that allows users of the AdviserLogic CRM easytonavigate mobile access to their client data and workflow details. Call or email clients from the app or Google Maps directions to their home or office.    8 MB    Views 9104

True Potential

2015-10-24
financial adviser contact access details firms information true powered
+20    Use this application to view your portfolio performance data, contact your financial adviser, share documents and access revolutionary impulsesave technology. This application is available to all clients of True Potential powered firms. Your access details are the same as your personalised ...    3 MB    Views 4502
software business insurance life advisers risk tool free solutions omnium
-2    FREE for first 31 days only. Then you can choose to continue usage for a monthly cost. Or you can use it completely free if you subscribe to our online risk research tool OmniLife. Contact us for a free ...    5 MB    Views 9470

AlphaGlider

2015-10-28
investment portfolio adviser
+8    This free app allows AlphaGlider clients to securely view current portfolio holdings, monitor portfolio performance, read quarterly statements and run numerous reports on their portfolio. Data is generally up to date as of the previous business day. AlphaGlider is a modern, ...    3 MB    Views 5462

Intrinsic LifeCash

2015-09-25
intrinsic goals adviser financial fund advice
+6    At Intrinsic our approach to investment advice is based on clearly understanding the client’s financial situation, their goals and how much risk they are prepared to take with their money. The Intrinsic LifeCash app provided exclusively to Intrinsic financial advisers ...    NAN    Views 1642

iSourceMortgages

2015-07-29
mortgage ability broker advisers fsa
+6    FOR UK MORTGAGE ADVISERS ONLY iSourceMortgages is an app for use by UK mortgage advisers who are authorised by the Financial Services Authority (FSA) to give mortgage advice. Brokers need to register to use this app and provide details of their ...    NAN    Views 348

LifecashPro

2015-11-22
planning financial advisers client clients
+22    LifeCashPro is a financial planning app for financial advisors from lifecashapps.com. The LifeCashPro App is an informative and innovative way of presenting your recommendations to your clients using the iPad. Cash flow has never been easier to present. At a touch, clients ...    NAN    Views 5034

SmartAdvisor

2015-09-04
business health medical discovery advisers clients applications client opportunities
-7    Discovery has developed a solution to make it easier for financial advisers to do their business. With a few swipes and taps, the SmartAdvisor app allows financial advisers to effortlessly access their Discovery client portfolio in minutes. You need iOS7 or ...    12 MB    Views 611

MyLifetime

2015-05-10
work adviser financial portfolio lifetime products situation website free spending
+9    Looking for the easy way to manage and organise your finances? Keeping track of your financial position is no easy task, understanding where you stand now as well as where you might be in the future can be overwhelming. MyLifetime lets ...    8 MB    Views 1107
+5    An easytouse, user friendly application designed for AITI Chartered Tax Advisers (CTA), Tax Technicians, Irish taxpayers and individuals with an interest in tax. The app consists of a number of useful features including: 1. Tax Calculator The tax calculator estimates ...    NAN    Views 1218

ProAdmin Mobile

2015-10-29
news time mobile platform alerts advisers share review
-1    Aiva introduces the mobile application of its management platform. With ProAdmin Mobile you can be connected no matter where you are and regardless of the time in a fast and easy way. CLIENTS You can check your clients’ portfolios, pending notes, review their ...    5 MB    Views 1301

Accelerated iQuote

2015-06-27
client advisers adviser quote centre life
+1    The Accelerated iQuote by TAL provides a unique tool for advisers to initiate a sales discussion anywhere, anytime. The Accelerated iQuote also allows the adviser to initiate an email to their client with the client's quote reference number and premium. The ...    NAN    Views 3433
news finance markets commerzbank capital adviser insight minute corporate
-8    Wherever you are, be the first to know. Success in today’s markets demands advanced insight into competitors, customers, industries and markets. So we created the Commerzbank Capital Markets Adviser App – giving you unlimited, minutebyminute access to the news, views and ...    4 MB    Views 957
london tax llp advisers free accountants
+9    This app is provided free by London Accountants Arram Berlyn Gardner LLP. Our app provides you with important and up to date UK tax rate information as well as daily news relevant to individuals, entrepreneurs and SME’s. It has a number ...    2 MB    Views 6926

Sagars Tax Tools

2015-11-10
tax clients businesses enjoy firms advisers team
-9    With a team of more than 80 including five partners, Sagars is one of the largest independent firms of accountants, tax and business advisers in Yorkshire. Our team is a mix of home grown talent and senior advisers who've joined ...    11 MB    Views 145
-8    At Positive Solutions our approach to investment advice is based on clearly understanding the client’s financial situation, their goals and how much risk they are prepared to take with their money. The Positive Solutions LifeCash app provided exclusively to Positive ...    NAN    Views 564

BT Wrap

2015-08-25
ipad email information wrap client reports financial application adviser access user report
-8    Enhance your client review experience with BT Wrap Snapshot for iPad. BT Wrap Snapshot is the next step in the future of client reporting, with an innovative design that brings the client review process to life As a registered BT ...    8 MB    Views 9778
personal calculator australia home loan mortgage advisers clients free rate
+8    Smartline's Free Loan Calculator makes it easy to work out your loan repayments. Simply enter your loan amount, interest rate and term, and see your loan repayments weekly, fortnightly or monthly. It will also show you how much interest you're paying plus ...    702 kb    Views 97
+1    Advanced Life Insurance Quotes provides Australian financial advisers with a powerful life insurance comparison tool on their iPads. Ideal when sitting down with clients this app provides instant premium results across 120 products from all major insurers. It also offers ...    NAN    Views 5611
Related Apps insurance claim risk contact information advisers lodge
-2    The Megalines Insurance and Risk Advisers client app has been developed to provide useful information when you need to contact us, lodge a claim, or just have fast access to your insurance portfolio details. As well as general contact and claims ...    6 MB    Views 6434
research market advisers financial trusted consumers independent based latest
+20    We listen carefully to what consumers say about their financial advisers. This app lists the most trusted Advisers in Australia as rated by their own clients. Find, connect and share Trusted Advisers ensuring that: • Advisers in this app are all licensed. • Advisers ...    5 MB    Views 8329

SortRefer

2015-02-04
Related Apps business conveyancing advisers earning access services built
-3    The SortRefer App gives you quick and easy access to quoting, case tracking and our notification system will update you on any advances with your active cases. SortRefer is a unique resource facility. Built by advisers for advisers. We have taken ...    NAN    Views 2925
finance personal australia home mortgage clients advisers life
+6    SmartGuide to mortgage finance that gives YOU the "low down" on home finance. It is full of invaluable advice, informative articles and the reallife stories of our clients from all walks of life. There is also a handy “How much ...    14 MB    Views 9395

Smartreturn

2015-01-09
financial adviser
+4    Get more control, insight and transparency with your investments and their performance. Enjoy direct onetoone access with your financial adviser, when and how you want. Review all your investment portfolio and financial products (loans, insurance, SMSF etc) in one place anywhere, ...    NAN    Views 6194

Smart Refer

2015-12-09
details adviser simple smart
+5    Overview:
 Smart Refer is a simple App that allows details to be easily referred to Smartline.
 Any details sent to Smartline Advisers will be automatically routed to your preferred Smartline Adviser.
 The Smartline Adviser will get both an email and text and will ...    NAN    Views 8666
retirement clients advisers financial
+12    An interactive presentation designed for financial advisers to use with clients to demonstrate the value of ‘at retirement’ financial advice. It enables advisers to guide clients through the important options to consider before making lifelong retirement income decisions. Please speak ...    6 MB    Views 8477

Life Calc

2015-02-20
life calc protection indicative advisers results analysis
-2    Life Calc is a Protection needs analysis App for Openwork financial advisers. Life Calc will help you quickly assess your client’s protection needs (indicative only), based on their current circumstances. Results are presented graphically and can be emailed to the client, ...    5 MB    Views 819

Moneyinfo

2015-03-11
property money car time retirement messaging financial information adviser secure investments place simple spending
+7    Moneyinfo is a service available through your employer or financial adviser that gives you a complete picture of your financial life. With Moneyinfo you can view all of your financial information in one place. Convenient and simple. Moneyinfo makes understanding and ...    NAN    Views 299

BT Panorama

2015-06-22
-9    The BT Panorama mobile app allows advisers and investors account access on their mobile – anytime, anywhere. ¹ Simply enter your BT Panorama username and password to log in. BT Panorama mobile app for advisers Allows advisers easy access to business overview details ...    3 MB    Views 9933
Related Apps tax taxation adviser leading articles online
-6    Tax Adviser is the UK’s leading monthly magazine presenting articles of interest to the widest range of tax professionals. It is the journal of the Chartered Institute of Taxation and the Association of Taxation Technicians. Well respected for its broad and ...    2 MB    Views 9835
planning adviser dynamic financial planner distribution application include technology advice
+8    Want to know how much your investments are worth? Need some help from your financial adviser? Dynamic Planner – My Planning makes it easy for you to keep in touch with your wealth. Each time you login, it will update your investment ...    5 MB    Views 427

New Model Adviser

2015-06-25
news adviser model financial stories favourite
+7    The New Model Adviser iPad app provides a new dimension for the favourite information source of Britain’s leading independent financial advisers and holistic financial planners. Powered by Citywire, New Model Adviser provides a rich daily mix of news, comment, insight, ...    32 MB    Views 8871
Related Apps tax business tips advisers
+17    This App provides you with important UK Tax rate information and dates for the current and previous year, get this app and you'll never be hunting for that tax card you've put in a 'safe place'. A nice tax tips area ...    4 MB    Views 3132

BFS IP for iPhone

2015-04-29
Related Apps iphone financial full advisers
-2    Welcome to British Friendly’s income protection calculator app for financial advisers, available on both iPad and iPhone. This app provides financial advisers with simple functionality offering a snapshot of premium or benefit based calculations across our full product range. This app is ...    2 MB    Views 7368

Life Insurances HD

2015-11-06
life insurance advisers
+9    Life insurance advisers can scan the marketplace for the lowest cost term and Guaranteed UL rates conveniently with this app. In addition your life insurance applications and contracting can be completed online from the most competitive A and A+ carriers ...    15 MB    Views 955
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