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Best Advisers Apps | Panload

SmartAdvisor

2015-09-04
+11    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
0    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

Life Insurances HD

2015-11-06
life insurance advisers
0    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

BFS IP for iPhone

2015-04-29
+14    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

LifecashPro

2015-11-22
planning financial advisers client clients
+12    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
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
Related Apps insurance claim risk contact information advisers lodge
+10    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

BFS IP

2015-04-16
financial full advisers
0    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
-4    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

iFactFind

2015-08-26
+11    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

iSourceMortgages

2015-07-29
mortgage ability broker advisers fsa
-4    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
london tax llp advisers free accountants
+4    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

SortRefer

2015-02-04
Related Apps business conveyancing advisers earning access services built
0    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
tax calculator body media irish institute ireland chartered application advisers
0    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
finance personal australia home mortgage clients advisers life
-3    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
financial risk investor advisers profiler objectives advice
+14    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
Related Apps tax business tips advisers
-1    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

Life Calc

2015-02-20
life calc protection indicative advisers results analysis
-6    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

ProAdmin Mobile

2015-10-29
-3    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
-7    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
software research business insurance life comparison risk advisers solutions free premiums
+5    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

BT Panorama

2015-06-22
investors iphone history business view mobile accounts advisers cash payments client
-3    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
retirement clients advisers financial
+2    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

Sagars Tax Tools

2015-11-10
tax clients businesses enjoy firms advisers team
-6    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

ReferralMate

2015-02-10
-9    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

Life Insurances

2015-11-06
life insurance advisers
-5    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
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