Best Advisor Information Ipad Apps

Hip Pocket Trust Advisor

2015-01-27

+1 Hip Pocket Trust Advisor brings knowledge of Personal Trust concepts right to you wherever you are. Cannon Financial Institute, the leading provider of Personal Trust training in the financial services industry, has created a video library of critical trust topics that ... 17 MB Views 1064

8.2

J.P. Morgan FundCenter for iPad

2015-02-05

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+13 透過摩根資產管理「FundCenter」應用程式, 協助您即時掌握基金資訊, 包括基金淨值、配息紀錄及休市公告. 此外, 亦可隨時查看市場最新動態, 舉凡市場評論、基金報告及影音節目. 而查閱自身投資組合狀況、自選「我的最愛」基金及瀏覽專屬摩根服務資訊等功能, 皆可藉由本應用程式, 作為您投資理財之參考. 另外, 更有投資訊息推播服務, 讓您可以接收到即時損益警示到價與定期定額扣款通知. 歡迎來到摩根基金中心功能選單： 1.我的最愛 2. 最新訊息 3. 個人訊息 4. 投資組合 5. 基金淨值 6. 配息紀錄 7. 休市公告 8. 基金報告 9. 市場評論 10. 影音節目 11. 摩根活動 12. 理財新知 13. 客戶服務 FundCenter for Taiwan Use： J.P. Morgan Asset Management offers Taiwan retail investors mobile access to keep abreast of ... NAN Views 4332

8.9

MSM touch for iPad

2015-01-10

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+19 Experience MSM touch for iPad which delivers an excited opportunity in accessing the Muscat Securities Market through your apple iPad. This application offers you realtime market data, charts, news, and much more to analyze the performance of your favourite stocks ... 34 MB Views 9509

9.3

GlobalPrime for iPad

2015-12-11

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+14 The Global Prime Mobile application gives Deutsche Bank Global Prime Finance clients access to prime services information while on the go. The app is targeted at principal and chief level personnel at hedge fund and institutional clients. Global Prime Mobile provides ... 3 MB Views 5093

9.7

How Many?

2015-04-10

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-3 Ever wondered how many of your daily lattes you'd have to give up to buy that fancy new gadget you've been geeking out over? Or thought about how many hours you'd have to work to fund the dream cruise you've ... 11 MB Views 4347

9.7

Expert Advisor

2015-01-29

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-3 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

8.2

Proactive Advisor Magazine

2015-02-07

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+14 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

9.3

Tremont CU Mobile for iPad

2015-06-29

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-6 With Tremont CU Mobile, members can safely and securely bank anytime, anywhere Download Tremont CU Mobile app and enjoy access to your accounts on your iPad. Members can check account balances, review account and loan history, transfer funds, pay bills, ... 11 MB Views 963

8.9

Advisor's Voice from Jefferson National

2015-06-17

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+2 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

7.9

Equity Advisor Solutions

2015-12-15

+3 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

8.6

Columbus United FCU Mobile Money for iPad

2015-06-12

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+5 Columbus United Federal Credit Union’s Mobile Money keeps your credit union account at your fingertips. Your account information is available anytime, anywhere you are The Mobile Money iPad App is FREE, simple to use and secure. With Mobile Money you can: View current ... 17 MB Views 686

9.7

StratWealth - What's Your Next

2015-08-28

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+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

9.3

Dimensional Advisor App

2015-03-06

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+26 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

8.5

My Financials

2015-11-19

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+1 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

8.7

Schwab Advisor Center® Mobile

2015-06-28

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+3 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

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8.1

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

8.6

Ameriprise Advisor Mobile

2015-07-15

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-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

7.7

Montgomery Bank Mobile App for iPad

2015-12-09

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+22 MONTGOMERY BANK MOBILE APP Easier and Friendlier is even better with the Montgomery Bank Mobile Banking App. From the convenience of your iPad you can manage your money anytime, anywhere with a free download of the Montgomery Bank Mobile Banking App. ... 18 MB Views 6577

7.9

The M&A Advisor

2015-10-22

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+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

8.0

Morningstar for Advisors℠ – Client Reporting. Portfolio Analysis. Market Data.

2015-01-28

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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

8.7

ADVISOR ONLINE

2015-10-30

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+6 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

8.5

MBT Mobile for iPad

2015-08-09

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-4 Trade Stocks, Futures, Options and FOREX from your iPad. The MBT Mobile iPad app is designed to provide active traders on the go with realtime quotes and information about their accounts along with enabling their ability to place and adjust all ... 11 MB Views 8505

7.2

BofI Advisor Mobile App

2015-12-05

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-5 With the BofI Advisor Mobile Banking app you can check your available balances, view transaction history, transfer funds between accounts, pay your bills, and view and activate your cash back offers. To learn how we protect your privacy, please visit https://www.bofiadvisor.com/PrivacyPolicy.aspx 11 MB Views 9672

8.7

iRisk Advisor

2015-01-28

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+2 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

8.7

ActTrader - iPad

2015-02-08

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-1 ActTrader iPad is the iPad version of the popular ActTrader platform by ActForex, Inc. ActTrader iPad allows you to trade the same instruments you can on the desktop version, including Forex, CFDs, Futures, and ETFs. Simply log in ... 5 MB Views 3737

8.5

Finance Logix

2015-09-10

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0 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

8.5

Hewins Financial | Wipfli Hewins Client Portal

2015-04-30

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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

9.1

SCBS Stock Advisor HD

2015-11-28

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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

7.4

Advisor Link for iPad

2015-12-14

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+28 A tool for Legend Group advisors to monitor advisor and client data. 1 MB Views 624

9.4

The Stock Advisor STG

2015-01-19

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-2 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

8.0

Croesus Mobile Advisor

2015-08-18

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-1 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

7.2

Advisor View Portal

2015-04-28

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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 ... 5 MB Views 7372

9.8

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

2015-07-29

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+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

8.2

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

9.6

Glassman Wealth

2015-06-16

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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 9016

9.2

InvestCloud Blue

2015-03-17

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+26 The InvestCloud Blue wealth management iPad app offers private clients 24/7 access to their portfolio data information, market news and insights from InvestCloud. InvestCloud’s iPad app offers you: Convenient 24/7 access to your portfolio information including your holdings, assets allocation, performance, ... 20 MB Views 7262

9.7

BlackRock Advisor Elite

2015-09-11

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0 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

8.7

Beacon - Ambient stock market information

2015-07-10

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+5 Beacon is an ambient information source for stock market information. ☼ Infinite color range between highs and lows. Set it up and let it glow. A quick glance is all you need to do to get the latest market information. If ... 216 kb Views 957

9.1

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

9.9

Citibank® for iPad - HK

2015-10-22

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+3 The new Citibank iPad App offers you the most convenient way to bank. Here’s what Citibank iPad Banking offers: Graphical Overview of your credits and debits per account Retrieve detailed balances of Banking and Credit Card accounts for up to ... NAN Views 9649

7.3

Financial Advisor Magazine

2015-09-03

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+15 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

6.9

WealthVue

2015-10-15

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+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

9.1

The Stock Advisor LTG

2015-03-17

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-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

9.2

Matter Family Office

2015-09-15

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+22 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

8.4

Aspiriant Connect

2015-06-11

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+11 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

9.5

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

2015-07-02

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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

9.0

Proactive Advisor Mag

2015-02-07

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+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

8.4

Mgd Ops

2015-06-28

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-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

9.8

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

9.8

Vanguard for Advisors

2015-10-12

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-3 As a financial advisor, you need uptotheminute information, no matter where you are. Vanguard’s industryleading mobile app for advisors gives you access to the latest product information, investment research, and economic commentary when you’re away from the office. Vanguard for ... 16 MB Views 6368

7.9

The Stock Advisor MTG

2015-04-12

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+25 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 Trade like a pro with The Stock Advisor MTG (Mid Term Growth) iPhone App Receive weekly stock picks from a professional equities trader. No subscription ... 2 MB Views 4829

8.7

Stock Board Free

2015-02-01

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0 Stock Board lets you easily gather market information on your iPad. Market data includes stocks, indexes, ETFs, and currencies. Organize the information into different portfolios for easy access. The Stock Roll feature turns your iPad into a mobile kiosk. This app ... 2 MB Views 137

8.2

LION Trading Platform for iPad

2015-07-19

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+3 LION iPad Trading Platform is the iPad version of the LION Trader platform by Hirose Financial UK Ltd. It allows you to trade the same instruments you can on the desktop version. Simply log in with your LION Trader username ... 5 MB Views 7952

8.6

Convergent Wealth Client Log In

2015-06-25

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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 ... 2 MB Views 1736

8.1

GMIMarket for iPad

2015-03-31

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-9 GMIMarket is the iPad version of the popular ActTrader platform by ActForex, Inc. GMIMarket allows you to trade the same instruments you can on the desktop version, including Forex, CFDs, Futures, and ETFs. Simply log in with your ActTrader username ... 5 MB Views 3851

9.5

Oak View National Bank for iPad

2015-06-21

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-7 Always Open Just For You Now get 24/7 access to Oak View National Bank account information and services from your iPad. Oak View Mobile Banking is a free service offered to all Oak View National Bank Online Banking customers. (Your mobile ... 12 MB Views 6895

8.6

Sacramento Financial Advisor

2015-09-22

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+2 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

9.4

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

9.8

RegentAtlantic Client Portal

2015-12-03

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+11 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 6948

9.0

Hokanson Advisor App

2015-09-04

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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

Hokanson Advisor App

StratWealth - What's Your Next

Matter Family Office

Tremont CU Mobile for iPad

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