Best Advisor Date Investment Apps

SigFig Investing – The smartest way to manage & improve your portfolio, 401k, and brokerage accounts

2015-07-02

+4 Track all your investment accounts for free, or let SigFig invest for you in a low cost automated ETF portfolio, in one secure personal finance app. See why people use SigFig to manage over 300 billion: “The datadriven financial planner of ... 24 MB Views 7365

8.5

Finance Logix

2015-09-10

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+8 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

8.8

Glide Path Analyzer

2015-10-02

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+25 PIMCO Glide Path Analyzer: the next generation of targetdate analysis designed for investment professionals. PIMCO's GPA app delivers the ability to access, analyze and compare the glide paths of major target date providers, over varied market environments. GPA can be ... 32 MB Views 3888

9.7

Take Home Pay and Tax (PAYE) Calc 2015

2015-01-06

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+30 A simple, easy to use salary calculator based on the UK tax system (fully up to date, updated and verified). This App takes into account National Insurance, student loan repayments, pension contributions and age. Variable allowances for ages 65+ are included, ... 8 MB Views 847

8.2

Claim it back!

2015-10-27

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-3 At Reach Finance, we treat your claim as if it were our own personal claim. Because we operate on a No Win / No Fee basis we only get paid once the claim has been settled so treating your claim ... NAN Views 4952

7.5

ScanTicket - Budget Tracker - Receipt Scanner

2015-08-30

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0 Scan your tickets, coupons and online orders right into your smartphone to track your expenses. ScanTicket automatically sort your scans by date and categories for fastest access anytime anywhere. ScanTicket has a monthly view and cumulatives views by categories like Foods, Clothes, ... 8 MB Views 5575

8.1

Clipper Advisor - Global Investing Made Easy

2015-03-11

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+1 Clipper Advisor helps you make global investing easy, intelligent, and fun. With Clipper Advisor, you can allocate your assets across the globe, perform a check up on your current portfolios, and monitor and rebalance your investments. You can also talk to ... 17 MB Views 4751

9.3

s Kontakt

2015-12-19

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+4 Always well advised: s Kontakt is your personal direct communication channel with Erste Bank and Sparkassen. It provides personal banking and advising in an innovative app – and with a human face. Let’s talk about money. In a safe way. s Kontakt ... 11 MB Views 463

9.8

Plante Moran

2015-08-31

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+14 Experience Accounting Beyond Bean Counting Download the Plante Moran app and receive every issue of our Universal Advisor magazine for free. The Universal Advisor is published three times a year and provides timely advice to businesses across a variety of industries. ... 7 MB Views 918

9.1

Financial Advisor

2015-10-24

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-6 Financial Advisor Investment by FinGuru is basic calculator for the profitability of regular savings or investments. The result is total saved amount, based on the monthly regular investments. For different evaluation percentage chosen, the type of investment would automatically ... 463 kb Views 2941

9.4

my Money Page

2015-08-26

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+9 Build your financial plan online, set your goals, manage your budget and track your net worth all in one place. Get the news and market information as well as exclusive content to keep you informed. The best part is that ... 23 MB Views 4164

8.4

Mgd Ops

2015-06-28

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-3 Securities America Advisors, through Managed Opportunities offers a turnkey platform to help 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 ... 2 MB Views 7284

8.2

Erste Investment - Erste Bank / Sparkasse Österreich

2015-05-05

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-2 Erste Investment App of Erste Bank / Sparkasse Oesterreich keeps you uptodate on our offered securities, and delivers the latest market information. You can learn more about our offers of bonds, structured products, certificates, warrants and interest rate caps. Put your ... NAN Views 7202

7.0

Dictionnaire Business anglais / français Harrap

2015-07-04

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-4 A specialist dictionary to feel more at ease with business English • Over 30, 000 words and phrases related to the business world (finance, marketing, IT, accounting, law…) • All the uptodate and everyday business vocabulary (bluechip, actifs toxiques, empreinte écologique, cloud ... 54 MB Views 3470

9.6

RepOffice

2015-09-30

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0 The app is intended for use by independent financial advisors who use Summit Brokerage as their BrokerDealer. RepOffice (also the name of the app) refers to the advisor portal that allows Summit’s advisors to view specific information regarding their business ... 289 kb Views 6546

8.3

Financial Snapshot

2015-05-23

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+1 Designed for individuals who want to understand your financial health and plan for financial goals without the hassle. A simple interface to enable you to input financial data at your fingertips ang generate the financial computations to give you a ... 4 MB Views 5533

7.2

Advisor View Portal

2015-04-28

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-9 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

9.2

The Stock Advisor Elite

2015-04-04

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-8 ON SALE Daily, weekly, yearly stock picks A winning strategy since 2010 Why focus only on short term trades? Or midterm? Or long term? Become the ultimate investor and make money in all time frames No prior experience necessary The Stock ... 7 MB Views 5312

9.0

Proactive Advisor Mag

2015-02-07

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+24 Proactive Advisor Magazine is dedicated to providing a weekly look at active investment management topics and discussions. Distribution reaches a wide audience of financial professionals who advise clients on investments and portfolio management. Each issue features a prominent investment advisor ... 4 MB Views 1710

9.1

The Stock Advisor LTG

2015-03-17

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+30 ATTENTION: This app has been replaced with The Stock Advisor Elite, which can be downloaded here: https://itunes.apple.com/us/app/thestockadvisorelite/id427905312?mt=8&ls=1 Consistently grow your portfolio with The Stock Advisor LTG (Long Term Growth) iPhone App No subscription or InApp purchases necessary Uniting O’Shaughnessy’s successful Cornerstone Growth and ... 2 MB Views 1211

9.8

Home Bookkeeping. Personal finance, money management, budget planner, financial planning.

2015-07-29

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-9 You say you don't have the discipline to control your budgeting? With Home Bookkeeping, it's a snap It's your chance to finally become a savvy spender and protect yourself from the danger of debt. Unlike the usual paper and electronic ... 13 MB Views 2968

9.9

FinnSys

2015-02-20

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+26 FinnSys App is the coolest, lightest and the safest onestop window to your Live Investments with your Financial Advisor in India. If you have an Independent Financial Advisor (IFA) registered in India managing your portfolio, all you need is locate ... 4 MB Views 8599

9.7

StratWealth - What's Your Next

2015-08-28

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+3 The StratWealth Advisor Mobile Application makes it easy for you to connect with StratWealth Advisor and monitor your accounts anytime, anywhere. With this app, you can: Read the latest news from StratWealth Advisor Quickly access important contact details to email, visit, ... 1 MB Views 3447

9.2

Infor Lawson Mobile Grants

2015-08-04

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+29 Infor Lawson Mobile Grants provides ability for Lawson users to access Lawson Grant management application in realtime through their mobile devices. Key features include: Search for grants or awards Filter on grant date or fund source Filter on award sponsor, ... 2 MB Views 3262

9.2

Matter Family Office

2015-09-15

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-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 1892

9.0

YourStripe - A Dashboard for Stripe

2015-06-21

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0 YourStripe allows you to easily see key analytics for your Stripe account in a simple and elegant way. YourStripe shows your most recent payment and the date it was made on. Furthermore, it shows you the amount of money your next ... 7 MB Views 8210

8.7

Schwab Advisor Center® Mobile

2015-06-28

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+17 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

9.6

Glassman Wealth

2015-06-16

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+9 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

8.2

Mobile Ta-Retirement

2015-08-24

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+19 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

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8.1

NFP

2015-02-28

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+15 NFP Advisor Services Mobile App is provided free of charge, exclusively for financial advisors and their authorized staff with NFP Advisor Services. It allows secure, mobilefriendly access to AdvisorComplete alerts, notifications and other key features. If you need assistance or have ... 1 MB Views 6351

8.6

Millionaire Blueprint Instant Stock Advisor

2015-02-01

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+5 Millionaire Blueprint’s Instant Stock Advisor uses proprietary fundamental analysis to determine the probability that a stock’s price will rise or fall based on a value to growth calculation. Instant Stock Advisor works on all stocks listed on a U.S. Stock Exchange, ... 725 kb Views 4186

9.5

Kenjol SmartView

2015-09-14

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-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 ... 1 MB Views 945

9.6

RBC Global Asset Management Advisor

2015-07-21

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-4 Information presented in this app is intended for investment advisors only. Before downloading the app, you must have an Advisor Access account. To create a free account, please visit http://rbcgam.com/advisoraccess No matter where you are, enjoy the simplicity and convenience of ... 36 MB Views 9166

8.6

Convergent Wealth Client Log In

2015-06-25

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

-9 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

7.7

Envestnet Advisor Summit

2015-03-19

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+1 Envestnet’s 2015 Advisor Summit will speak to our legacy of innovation and our commitment to helping our clients grow and stay competitive. Over 1,400 attendees will gather on May 68, 2015 at the Hilton Chicago – making our event one ... 47 MB Views 3977

9.5

HoyleCohen Client Portal

2015-12-30

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-9 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

9.7

BlackRock Advisor Elite

2015-09-11

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-2 BlackRock Advisor Elite è l’App di BlackRock Italia pensata per i Promotori Finanziari e Private Banker italiani. Questa applicazione è gratuita, e puoi accedere con le stesse credenziali utilizzate per BlackRock Advisor Elite. Se non sei registrato, puoi farlo direttamente dall’App. RESTA ... NAN Views 7547

7.0

Advisor Gadget

2015-05-23

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0 The Advisor Gadget is a brand new way to experience Global Financial Private Capital's 'Compleat Advisor' information from multiple devices. It brings together all the essential information you need to support your role as an Advisor for Global Financial ... 19 MB Views 3570

9.0

Hokanson Advisor App

2015-09-04

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+18 The Hokanson Associates Inc Mobile Application makes it easy for you to connect with Hokanson Associates Inc and monitor your accounts anytime, anywhere. With this app, you can: Read the latest news from Hokanson Associates Inc Quickly access important contact details ... 645 kb Views 4140

8.7

iRisk Advisor

2015-01-28

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-8 Increase sales and efficiency. iRisk Advisor is a tool for advisors looking to improve their personal insurance client engagement process. It allows the advisor to collect client information (fact find) and then display a programmable "house view" of policy requirements for ... 10 MB Views 6837

8.8

Cherry Street Portal

2015-12-18

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 ... 9 MB Views 3208

7.4

WealthBar

2015-05-03

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+8 WealthBar makes online investing simple and easy. Our expert portfolio managers manage your investments for you using timetested diversified portfolio strategies and at a cost that is a fraction of what expensive mutual funds and traditional financial advisors charge you. ... 15 MB Views 1974

9.3

Dimensional Advisor App

2015-03-06

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+1 Designed for financial advisors who work with Dimensional, this iPad app features select clientsite content, providing an intuitive tool for client communication, prospecting, and professional education. You must have a Dimensional clientsite account to use this app. Advisors can use the ... NAN Views 5663

7.1

ecoHome

2015-10-21

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+10 EcoHome enables to manage the energy consumption data of electricity, gas and water for multiple buildings. You see immediately changes of your consumption, cost, forecast, payment and repayment to the end of defined period. The termination reminder will notify you to ... 6 MB Views 4271

7.3

Blue Flamingo Wlth Mgmt

2015-08-05

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+14 Blue Flamingo Wealth Management LLC offers the Trust Company of America 'Liberty' Application to authorized investors. Take Blue Flamingo with you and access your account information anytime and from anywhere. With comprehensive views of account positions, transactions and performance, you can ... 8 MB Views 6723

8.4

Money Date

2015-04-02

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0 See how much money you have on any future date 3 MB Views 7904

9.2

T-Advisor

2015-04-30

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+5 TAdvisor is an online solution to manage easily your investment portfolio for every people, regardless of his or her financial knowledge or experience. Enjoy the investment experience with confidence thanks to our advanced wealth management tools: My Portfolio: All figures and reports ... 7 MB Views 7362

7.9

BlueChips@SG

2015-12-16

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0 New Feature added Never miss an exdiv date again with this new reminder feature. Simply set the date you wish to be alerted so that you can make your move. A blue chip is defined as a stock in a ... 5 MB Views 7629

8.2

Future Deposit

2015-07-30

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+2 From the income and expenses, calculate the future deposit. Please help us to design future unwise. 1. Add button to add items. Added support for 295 foreign currencies. Please enter the smallest currency unit (ex. cents in the USD). 2. Set a date. 3. Tap ... 1 MB Views 2002

8.5

My Financials

2015-11-19

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-3 Your small business faces unique financial hurdles to grow and prosper. As your trusted business advisor, we provide you instant access to your financial at your fingertips. With realtime financial insights, you will be able to run your business worry free, ... 2 MB Views 1785

8.9

Advisor's Voice from Jefferson National

2015-06-17

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+3 Financial Advisors have heard us talk about how Jefferson National products bring real value to consumers...How we, like you, commit to transparency and flexibility because everyone wins...How easy it is to do business with Jefferson National. Enough from us. Let's let ... 50 MB Views 5639

7.7

Fidelity Investments Professional App

2015-01-14

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+17 As a financial advisor, you need access to product information whenever and wherever you want. If you use an iPad, iPhone and/or iPod Touch, this free app gives you instant access to the latest fund and pool information from Fidelity ... NAN Views 1127

8.2

iAccounts - Income + Expense Tracker, Budget, Cashflow app

2015-10-12

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+11 The iAccounts application provides the facility to maintain all your transaction records credits and debits. User can add bank account within the application and add the opening balance to it and add your debit and credit transaction and keep ... 3 MB Views 9832

8.4

City Remit

2015-03-10

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+7 City Remit provides you the up to date AED INR conversion rate offered by City Exchange to their high value customers for a given value date and also provides the current Board Rate. 4 MB Views 1954

7.9

Equity Advisor Solutions

2015-12-15

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-8 This application demonstrates how Advisors can brand and provide their reps and clients with account valuation, performance, and reporting information for their Equity Trust accounts offered in conjunction with Equity Advisor Solutions services, in an application developed specifically for mobile ... 6 MB Views 9429

8.5

My Pension

2015-09-09

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-5 ‘My Pension’ is an easytouse Application for iPhones designed to help you with your retirement planning. As a member of a pension scheme, you have already taken a key step to plan for your finances in retirement. This App will help ... 24 MB Views 105

9.4

The Stock Advisor STG

2015-01-19

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+27 ON SALE Daily stock picks from a pro trader Making app users money since 2010 The Stock Advisor STG aims for a 1264% annual yield No prior experience necessary Receive daily stock picks directly from a professional equities trader with The ... 6 MB Views 3014

9.1

SCBS Stock Advisor HD

2015-11-28

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+11 "SCBS Stock Advisor for iPad" โปรแกรมวิเคราะห์หุ้นอัจฉริยะบน iPad ผู้แนะนำการลงทุนอัจฉริยะ พร้อมระบบแจ้งเตือนแบบเรียล์ไทม์ จาก บล.ไทยพาณิชย์ โมบายแอปพิเคชั่นใหม่ล่าสุดจาก SCBS เปรียบเสมือนผู้แนะนำการลงทุนส่วนบุคคลบนมือถือ ติดตามคุณไปทุกที ด้วยระบบค้นหาหุ้นตามเงื่อนไขที่คุณสนใจทั้งข้อมูลพื้นฐาน และ สัญญาณทางเทคนิค พร้อมข้อมูลประกอบการตัดสินใจครบครัน อาทิเช่น ราคาเป้าหมาย งบการเงินของหุ้นรายตัวย้อนหลัง 5 ปี สามารถตั้งค่า Indicators ลากเส้น Trendline แนวรับ/แนวต้าน ง่ายๆได้ด้วยตนเอง พร้อมระบบแจ้งเตือนแบบเรียล์ไทม์ แม้ว่าคุณไม่ได้อยู่ที่หน้าจอเทรด ดาวน์โหลดได้แล้ววันนี้ผ่าน App Store และ Play Store ผู้สนใจสามารถทดลองใช้ได้ฟรีได้ 7 วัน Functions 1. Advisor: ผู้แนะนำการลงทุนอัจฉริยะ ... 54 MB Views 7061

7.7

Irish Life - MyBiz

2015-05-30

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-1 The MyBiz app is an app for Financial Brokers and Financial Advisers who have an agency with Irish Life. The app allows you to keep up to date with your customer’s plans while on the move: Keeps you right up to ... NAN Views 2627

9.1

iRisk YBR Advisor

2015-08-05

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+8 Increase sales and efficiency. iRisk Advisor is a tool for advisors looking to improve their personal insurance client engagement process. It allows the advisor to collect client information (fact find) and then display a programmable "house view" of policy requirements for ... NAN Views 9741

Hokanson Advisor App

StratWealth - What's Your Next

Matter Family Office

Kenjol SmartView

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