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Best Advisor financial information Apps | Panload

Advisor Link

2015-07-24
+24    A tool for Legend Group advisors to monitor advisor and client data.    1 MB    Views 2547

Grow Mobile Banking

2015-08-28
+18    Grow Financial Federal Credit Union’s FREE Mobile Banking Application for the iPhone and iPad. BANK 24/7
 Take care of most banking business via your Apple device. Pay bills and deposit checks, view copies of cleared checks and have instant access to all ...    10 MB    Views 9146
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+4    From the leading domestic financial data provider in the Philippines, Technistock for iPhone delivers authoritative market information to financial professionals by providing realtime quotes data for the Philippine market anytime and anywhere. Note: Stock Quotes, Ticker & Watchlist data is available for ...    1005 kb    Views 8045

Michael's Musings

2015-05-17
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+24    Thoughts and musings on all things financial from the perspective of a Financial Planner based in Perth, Western Australia. The information age has ushered in a new era of mainstream access to news, data, research and interpretations that were once ...    22 MB    Views 498
+2    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

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
advisor mobile
+7    Connects to Croesus v9+. Croesus Mobile Advisor enables investment professionals to view client portfolios, cash balances, maturing bonds and expiring options. The application also allows users to add and share notes with teammates.    26 MB    Views 80
Related Apps investment news personal credit free ira information financial
0    EpicFinancialNews.com is the Nations Largest Online Financial News Company providing news you can use to better your personal finances, credit and investments. Free Credit Restoration, credit repair and management tips. Free personal finance and investment information to keep you up to date ...    10 MB    Views 2279
Related Apps time information liberty blue advisor access account anytime real
-7    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

Aspiriant Connect

2015-06-11
+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 ...    1 MB    Views 2334

Plante Moran

2015-08-31
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+15    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

Kenjol SmartView

2015-09-14
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+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

First Allied

2015-06-08
Related Apps business tools allied advisors holdings access advisor platform financial grow
+23    The First Allied app is a secure portal that allows First Allied financial advisors and assistants access from their mobile device(s) to tools to manage and grow their business. This unique platform provides advisors with a virtual office at their fingertips. ...    2 MB    Views 4866

iRisk YBR Advisor

2015-08-05
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-5    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
Related Apps home software budget personal planning bookkeeping financial control solution spender advisor
+30    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
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+14    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
Related Apps banking financial enjoy information mobile federal
+1    Financial Federal Mobile Banking makes your account information available whenever you need it, instantly and securely. Log in with your online banking credentials and enjoy the same safely encrypted access to your information that you enjoy on the web, optimized ...    1 MB    Views 4177
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+23    The application contains information on the latest operations of the IDB private sector in major infrastructure projects, financial institutions, capital markets, trade finance, companies and mixed capital entities in a variety of economic sectors. Users of this application can access: • Priority ...    79 MB    Views 6460

The M&A Advisor

2015-10-22
+4    The M&A Advisor app contains useful information about their events: · The event program. · Speaker profiles. · An interactive menu with quick view of the latest information. · Event photo and video libraries. · Push notifications on news, social, and media updates · Social network ...    38 MB    Views 8929

FinnSys

2015-02-20
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-1    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
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-7    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

Claringbold

2015-04-10
Related Apps personal financial access client services information
+9    Claringbold Financial Services is a uniquely structured financial planning practice, offering solutions for all your financial needs. As you are a client of Claringbold Financial Services, this App provides you access to your personal and financial information at the touch of ...    3 MB    Views 9192
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-3    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
Related Apps ipad investment portfolio information view advisor date pricing top 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 1736
-8    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

T-Advisor3.0

2015-07-13
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+14    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
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 ...    1 MB    Views 3919
-3    Ameriprise Advisor Mobile, exclusively for Ameriprise Financial advisors, provides you with a secure, integrated way to stay up to date with your clients from your iPhone. Important: Ameriprise Advisor Mobile is for Ameriprise Financial advisor use only and requires a user ...    11 MB    Views 7056

my Money Page

2015-08-26
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0    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
Related Apps liberty information application account group financial
+3    Artifex Financial Group is happy to offer the 'Liberty' Application to our valued clients. Take the Power of Liberty with you and access your account information anytime and from anywhere. With comprehensive views of account positions, transactions and performance, you can ...    9 MB    Views 9716
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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
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
Related Apps management investment magazine advisor active weekly offers
+8    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

Fiona Bevan

2015-06-09
Related Apps management personal latest financial information team
+25    This powerful App has been developed by the team at Fiona Bevan Financial Management to give you key financial information at your fingertips, 24/7. Now you can have instant access to your latest business and personal accountancy facts, dates and calculators. ...    14 MB    Views 9076

Financial Advisor

2015-10-24
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-7    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
Related Apps time personal latest financial information team accountants
0    This powerful App has been developed by the team at Solomons IFA to give you key financial information at your fingertips, 24/7. Now you can have instant access to your latest business and personal accountancy facts, dates and calculators. Using the ...    18 MB    Views 3721

REW Financial

2015-02-07
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+1    Welcome to REW Financial My Liberty. Stay connected, confident and informed no matter where you are. Mobility You have the power to interact with us on your schedule. Anytime. Anywhere. Transparency Enjoy realtime transaction information with comprehensive views of ...    9 MB    Views 1085
0    "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

BankMobile

2015-01-07
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0    Nofee mobile banking. Get your financial freedom back BankMobile for iPhone, iPad and Apple Watch is a free mobile banking app that lets you live free and bank free. “The app’s interface is sleek, modern, and stylish…” – Forbes "America's first nofee mobile ...    28 MB    Views 2732

Mgd Ops

2015-06-28
Related Apps investment tools platform advisors managed reporting portfolio asset advisor proposal
-4    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
Related Apps management investment magazine advisor active weekly offers
+3    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 ...    17 MB    Views 8532
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0    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
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+7    Using the income and expenses that you enter, Fortune Teller can forecast your financial future. The more information that you provide, and the more accurate that information is, the more accurate your forecast will be. This is a basic forecasting tool that ...    1 MB    Views 3652

WealthBar

2015-05-03
Related Apps personal investing time financial portfolio advisor
+11    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
Related Apps ipad investment portfolio view information advisor financial top pricing picture
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 1435
financial israel transfer 2000 information
+10    שקיפות ויציבות מעל הכל כל המידע, מכל מקום בכל זמן צמרת מימונים גאה להציג שירות מתקדם המאפשר לקבל את המידע הנחוץ לך בצורה מאובטחת, באמצעות מכשיר הסמארטפון שברשותך, מכל מקום ובזמן שנוח לך. האפליקציה מאפשרת לצפות בנתוני ההעברה האחרונה שבוצעה, נתוני הזיכוי הקרוב ונתוני ...    4 MB    Views 6383

WealthVue

2015-10-15
advisor portfolio data
+3    WealthVue allows you ondemand access to your portfolio data from your independent investment advisor. Does your advisor offer WealthVue? Ask them today WealthVue provides current portfolio reports with interactive features that include dynamic charts, drilldown capabilities, and integrated market data. In ...    7 MB    Views 1469
Related Apps calculations calculators information financial
0    "Want to know how your business will be evaluated by potential lenders? Our financial calculators will help you understand and compute the most commonly used evaluation metrics. Biz2Credit does not make any express or implied warranties or representations with respect to ...    1 MB    Views 6622
advisor accounts mobile
+7    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

NFP

2015-02-28
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-3    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
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

Claim it back!

2015-10-27
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+13    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

SCBS Stock Advisor

2015-05-08
Related Apps stock time iphone advisor real store portfolio indicators trendline
+10    "SCBS Stock Advisor for iPhone" โปรแกรมวิเคราะห์หุ้นอัจฉริยะบน iPhone 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 ...    27 MB    Views 1564

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

True Potential

2015-10-24
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+6    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
Related Apps media relations information press releases ing latest financial investor
+5    The ING Group Investor Relations and Media app gives you convenient access to the latest financial information and press releases both online and offline. Features include: • Latest press releases, presentations and financial/annual reports • Share price information • Calendar with date export function • ...    3 MB    Views 140

Money2Budget

2015-10-10
budget financial information
0    Money2Budget is a free budget app developed by the Financial Counselling Team at Centacare Catholic Family Services Country SA. By using the app you will be able to monitor your weekly, fortnightly or monthly income and expenses. If you are ...    2 MB    Views 9453
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+4    The Intrinsic Taxbriefs App provides users with instant access to the latest tax news, UK tax rate data along with useful tax and financial calculators. This free app provided by Intrinsic is continuously updated with all Tax information, rates and data ...    1 MB    Views 7105

Advisor Gadget

2015-05-23
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+24    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
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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
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