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WealthBar

2015-05-03
+17    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

First Security CU

2015-02-19
+12    First Security Credit Union Mobile Banking is designed to make it easy and convenient for you to manage your finances. We'll continue to make enhancements to ensure you'll enjoy the benefits of membership and access to your accounts 24/7. •View current ...    40 MB    Views 3319

Greater Metro FCU

2015-02-18
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-1    Greater Metro FCU Mobile Banking is designed to make it easy and convenient for you to manage your finances. We'll continue to make enhancements to ensure you'll enjoy the benefits of membership and access to your accounts 24/7. • View current balance ...    34 MB    Views 5551
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+4    Take us with you Mobile Banking allows you to conveniently and securely access your Bank of Arkansas account(s) anytime, which means you can literally do your banking wherever you are. With our app you can: Access balance information Deposit checks with ...    17 MB    Views 6043

Rockford Postal ECU

2015-02-17
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-2    Rockford Postal Employees Credit Union Mobile Banking is designed to make it easy and convenient for you to manage your finances. We'll continue to make enhancements to ensure you'll enjoy the benefits of membership and access to your accounts 24/7. •View ...    33 MB    Views 2587

Financial Advisor

2015-10-24
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+25    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
+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 ...    4 MB    Views 1710
Related Apps banking view information checks credit mobile
+5    With WESTconsin Credit Union’s Mobile Banking app, you have immediate account access to check balances, view transaction history, view cleared checks, transfer funds, make bill payments, deposit checks, view and activate your cash back offers (phone only), contact your local ...    11 MB    Views 5294
+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
+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
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-7    This app provides meeting information for the Principal Financial Group USIS Distribution National Conference. Maximize your meeting experience with access to meeting information right from your mobile device. Key features: View the meeting agenda Download and follow along with meeting materials View attendee directory ...    13 MB    Views 3173
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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

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

Plante Moran

2015-08-31
+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

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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0    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

Financial Snapshot

2015-05-23
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-4    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
Related Apps banking union commercial bank mobile financial information initiate view users
+1    Access your accounts and perform certain timesensitive treasury management activities securely and conveniently using Union Bank’s Commercial Mobile Banking. This application is for commercial customers only. To use Commercial Mobile Banking, users must have the appropriate entitlements to the services ...    2 MB    Views 3193

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
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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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+2    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
Related Apps stock money blog strategy market iphone advisor trader term page elite
+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

Expert Advisor

2015-01-29
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+12    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

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
+3    Take us with you Mobile Banking allows you to conveniently and securely access your Bank of Albuquerque account(s) anytime, which means you can literally do your banking wherever you are. With our app you can: Access balance information Deposit checks with ...    17 MB    Views 889
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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
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
-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
advisor
+28    A tool for Legend Group advisors to monitor advisor and client data.    1 MB    Views 624
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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
advisor mobile
-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

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

First Allied

2015-06-08
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+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

SalesToGo

2015-06-09
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0    This is a business application that will keep you up to date of your company's important sales data or other such vital information for managerial and strategic decision making. The application plots comparative line graphs, comparative bar plots and a ...    1 MB    Views 4449

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

Mutual CU

2015-04-27
Related Apps banking iphone mobile transactions system login mutual information existing view
-7    Mutual CU has gone Mobile Can't come to the branch? Take the branch with you. Our iPhone webapp gives users the ability to: Check Balances View Recent Transactions Transfer Funds Pay Bills to Existing Payees To get started, you'll need to be ...    2 MB    Views 1761
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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
0    First Illinois Credit Union Mobile Banking is designed to make it easy and convenient for you to manage your finances. We'll continue to make enhancements to ensure you'll enjoy the benefits of membership and access to your accounts 24/7. •View current ...    29 MB    Views 1186
associates accounts mobile advisor
+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 bank community mobile information service access view
-7    Community Bank, Parkersburg WV's Mobile Banking allows you to access your account information anywhere your phone goes Access your information anytime, anywhere. Features: Check Balances View Transactions Transfer Funds Pay Bills View Alerts Find Locations Mobile Banking is a free service available to customers of Community Bank, Parkersburg ...    13 MB    Views 2941
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

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

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
Related Apps investment ipad portfolio view information advisor pricing financial top date
+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

Aspiriant Connect

2015-06-11
ipad investment portfolio information view advisor complete pricing top picture
+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

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

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
elite advisor prodotti puoi italia
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
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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

MiMillers Mobile

2015-07-17
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-5    Policyholders: •View and download proof of insurance documents for auto policies •Pay your bill •Easy access to agent contact information •View Claim information •Access convenient road trouble assistance NOTE: to utilize these features and log into the app you must: •Have an insurance policy with Michigan Millers ...    2 MB    Views 980

Wealth Engineers

2015-12-03
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-8    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
Related Apps banking security mobile access information today bank view enroll
0    Take us with you Mobile Banking allows you to conveniently and securely access your Bank of Texas account(s) anytime, which means you can literally do your banking wherever you are. With our app you can: Access balance information Deposit checks with ...    17 MB    Views 8887
Related Apps branch transactions view information credit union mobile
-2    SafeAmerica Credit Union has gone mobile. A branch you can take with you. Our Mobile app gives users the ability to: Check Balances View Recent Transactions Transfer Funds Pay Bills to Existing Payees Search for a Branch/Shared Branch/ATM locations The system will confirm your login information ...    1 MB    Views 7124
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
Related Apps banking security mobile access information today bank view enroll
+15    Take us with you Mobile Banking allows you to conveniently and securely access your Bank of Oklahoma account(s) anytime, which means you can literally do your banking wherever you are. With our app you can: Access balance information Deposit checks with ...    17 MB    Views 9995
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+5    Your iPad is a trusted companion. Now, it's a trusted way to do all your banking from anywhere at any time. Monitor your accounts….receive alerts, view accounts, even transfer funds whenever you need to. Wherever you happen to be. • View balances • View ...    20 MB    Views 5330
Related Apps stock strategy blog advisor term cornerstone growth long strategies
-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

s Kontakt

2015-12-19
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+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
Related Apps ipad investment portfolio view information advisor pricing financial top date
+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
Related Apps personal trust advisor pocket client financial
+4    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
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