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Best Advisor financial portfolio Apps | Panload

Financial Advisor

2015-10-24
+4    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

VennWell

2015-06-30
+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 ...    2 MB    Views 9592
+22    Financial Advisor is published exclusively for independent advisors by one of the most experienced and respected publishing teams in the industry. FA offers advisors unparalleled ideas and strategies to help them better invest for their clients and manage their practices. ...    21 MB    Views 6873

s Kontakt

2015-12-19
+5    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
advisor accounts mobile
+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
+30    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

Kenjol SmartView

2015-09-14
ipad investment portfolio information view advisor complete 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 ...    1 MB    Views 945
+15    Want to avoid staring at forex charts/graphs for long periods of time with mechanical trading rules that you know can be implemented by a robot? With this education app, you will learn the basics of how to create your own automated ...    12 MB    Views 1520

實德證券

2015-06-15
investment time market news stock financial including customers trading success analysis quotes portfolio real
-1    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

FinnSys

2015-02-20
+23    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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+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

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
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0    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
Related Apps investors portfolio
-9    The Croesus for Investors app allows investors whose portfolios are managed using the Croesus Portfolio Management & CRM Solution to easily access their portfolio information, view their financial reports and communicate directly with their advisors.    12 MB    Views 4963

Portfolio Owl

2015-08-24
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+2    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

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
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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
Related Apps management investment magazine advisor active weekly offers
+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
+14    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 stock instant advisor analysis millionaire
+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

Expert Advisor

2015-01-29
knowledge expert advisor based
+2    The Expert Advisor app provides access to the content of knowledgebased applications developed using XpertRule's Knowledge Builder and deployed to XpertRule's cloud server. Please obtain your login details from the developers of your XpertRule knowledgebased application to use this app. XpertRule Software ...    3 MB    Views 4267
Related Apps management investment magazine advisor active weekly offers
+10    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

Wealthsimple

2015-12-17
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-6    Wealthsimple is the smartest and easiest way for Canadians to invest their savings. In 10 minutes we'll build you a globally diversified portfolio of Exchange Traded Funds that is automatically rebalanced and optimized for tax efficiency on a daily basis. ...    10 MB    Views 7968

Portfolio Assistant

2015-06-05
portfolio assistant
+11    Easily track stocks for free with Portfolio Assistant. Quickly see your portfolio status with custom notifications, the Today View Extension, and Apple Watch App and Glance.    8 MB    Views 5394
-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

Portfolio Tracker

2015-10-04
Related Apps tracker portfolio
+4    Keep track of your portfolio with the portfolio tracker. This app enables you to keep your portfolio in your pocket at all times. This allows you to see the value of it and the profit. Free so why not try?    564 kb    Views 1846

Glassman Wealth

2015-06-16
ipad investment portfolio information view advisor complete 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 ...    1 MB    Views 9016

Aspiriant Connect

2015-06-11
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 2334

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
voice jefferson national advisor
+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

ZT Wealth IRDB

2015-09-03
Related Apps investors management investment wealth application financial portfolio
-6    Investor Relations Database is an investment portfolio management portal developed by ZT Wealth. The mobility application is designed to allow ZT Wealth’s investors to have onthego access to their investment portfolios. Features of this application include: Investment portfolio Entitywise drill ...    313 kb    Views 5540
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

T-Advisor3.0

2015-07-13
investment tools portfolio community portfolios reports advisor
+25    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 financial top pricing picture
-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 ...    2 MB    Views 1435
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+9    Optimist Investment Services is an Investment Portfolio Management Firm. Our range of services extends from basic Tax Planning to Investment & Portfolio Management Services for Companies and Individuals. Our service bouquet includes Insurance Planning, Retirement Planning and Investment Planning for ...    18 MB    Views 2396
Related Apps ipad investment portfolio view information advisor pricing financial top date
-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 3919

The M&A Advisor

2015-10-22
social event advisor information
+3    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
-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
Related Apps time market news real quote financial hong information portfolio ipo
0    AASTOCKS is the most authoritative financial information and analysis solutions provider in Hong Kong and has been well recognized by investors. According to comScore statistics 2012, AASTOCKS always has the highest impression count among all Hong Kong’s financial websites. Quote Services ...    45 MB    Views 6182
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+11    What is your best asset management or portfolio? Answer a few questions ,and this application will show your best portfolio and your FQ points immediately. F.Q is short for " Financial Quotient " which estimate your your financialportfolio and indicates how stable ...    327 kb    Views 5737

WealthBar

2015-05-03
Related Apps personal investing time financial portfolio advisor
+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

TradeSmart

2015-01-07
investment strategy trading information portfolio aim target financial price user
+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

ADVISOR ONLINE

2015-10-30
advisor che della
+30    ADVISOR – newsmagazine della consulenza finanziaria è il primo mensile italiano interamente dedicato alla consulenza finanziaria. Nato nel 2004, in questi anni il mensile ha cambiato veste sia graficamente che contenutisticamente seguendo tutte le evoluzioni e i cambiamenti che hanno caratterizzato ...    20 MB    Views 6457
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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

Advisor Link

2015-07-24
advisor
+2    A tool for Legend Group advisors to monitor advisor and client data.    1 MB    Views 2547
Related Apps time information liberty blue advisor access account anytime real
+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

WealthVue

2015-10-15
advisor portfolio data
-2    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
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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
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+4    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 ...    2 MB    Views 6149
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0    The My Bank Personal Investors application from BNP Paribas Personal Investors/The Bank For Expats gives you free access to your bank at all times. The application, in addition to the transactional website (http://www.bnpparibaspersonalinvestors.lu), allows you to make banking transactions on your ...    24 MB    Views 7367
financial portfolio
+13    Obtain a consolidated view of all your financial information within PSG from this secure application. This includes investment portfolio values, profiles, premiums, cover amounts as well as direct access to your share portfolio and watchlist. This app is the key ...    1 MB    Views 1738
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0    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

TodayStocks

2015-05-25
portfolio
+23    TodayStocks is a lightweight stocks app that shows you your portfolio in a minimalist today extension. No need to scroll to find the stock you're looking for like in other applications. TodayStocks will sort your portfolio by percent change so you ...    940 kb    Views 7855
Related Apps stock strategy blog advisor term cornerstone growth long strategies
+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
Related Apps planning portfolio information application clients financial
-1    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
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+18    Download this App to keep uptodate with the latest Market Reports and Economic Commentary provided by LPL Financial Research. Stay in contact with your Hometown Advisor, Dru Torvend, with the following features: 1.) Onetouch Call 2.) Onetouch Email 3.) Map to your Advisor 4.) Schedule ...    4 MB    Views 5236
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+28    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
advisor
+28    A tool for Legend Group advisors to monitor advisor and client data.    1 MB    Views 624
portfolio
-8    Access your investment portfolio from your iPad including valuations, recent transactions and market information. View file notes, update your contact inforamtion, key details and generate reports.    490 kb    Views 3173

Innate Wealth

2015-03-25
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-7    Innate Wealth is a boutique financial services advisory firm which specialises in the provision of strategic advice, portfolio management and accounting services. This app provides Innate Wealth clients with a ‘window to their wealth’. Features include: • Net wealth tracking • Portfolio access and ...    NAN    Views 8886
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