Best Advisor Investment Top Apps | Panload iOS Finance

Wealth Management

2015-06-16

+9 WM 2.0 is the most comprehensive global financial blog and news aggregator available bringing the top Advisor, Financial, Economist, ETF, Hedge Fund, Mutual Fund, IR, PE and VC blogs to one easy to read location. WM 2.0 is designed for ... 783 kb Views 3210

9.4

SCBS Stock Advisor

2015-05-08

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+4 "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

9.9

FinnSys

2015-02-20

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+4 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

LifeStar Brokerage

2015-04-08

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+16 Free App designed for Independent Life Insurance producers, Independent Life Producer's supertool; instantly compare rates of all top life carriers, start the application process online via our FastApps technology, and order exams; top commissions backed with service guarantee to issue ... 2 MB Views 6717

8.2

Claim it back!

2015-10-27

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0 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

7.3

Talk Penny Stocks

2015-05-13

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+2 50% OFF Sale ends December Thousands and Thousands of users can't be wrong LIVE STOCK CHAT Featured Penny Stock Updated Daily Connections with other investors can make or break a good trader. Learn from other users where to find: The Best place to Get Level ... 50 kb Views 6673

8.3

Capital Markets

2015-06-16

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+23 CM 2.0 is the most comprehensive global financial blog and news aggregator available bringing the top Financial, Economist, Hedge Fund, PE and VC blogs to one easy to read location. CM 2.0 is also a proprietary realtime research platform for Investment ... 786 kb Views 6353

9.1

SCBS Stock Advisor HD

2015-11-28

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+15 "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

9.4

Wealth Engineers

2015-12-03

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+4 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

8.0

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

2015-01-28

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+29 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

7.0

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

8.6

益高證券

2015-09-18

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+4 益高證券至今已擁有接近二十年的投資及管理經驗，多年來堅持其投資理念及穩健作風，為客戶提供專業，穩健及全面的金融服務。益高致力為專業投資者提供更廣闊的電子交易平台，除了現有的電話落盤外，更提供新的交易平台（網上版，下載版，手機版），方便客戶隨時隨地因應個別情況選出最合適自己的交易平台。新平台提供更快捷完善的交易買賣，客戶從而作出更準確及敏捷的投資決定，享受新平台給予的多種新功能及極速落盤的優越快感。 [ 益高手機版 ] 強勢登場，功能包括 : 買賣本地證券股票即時或延遲報價股票排行:網羅二十大活躍港股,包含升跌幅榜、升跌幅率、成交量及成交額等; 投資組合全掌控: 投資者能於iPhone手機查閱其持股量、交易狀況及過往紀錄、購買力。自定股票監察表顯示本地及環球指數 A + H報價及外匯報價顯示公司資料，圖表分析及即時新聞股價圖表,可橫直向顯示,及切換多個時段投資者可自訂多個監察組合,而每個組合最多可包含20隻股票。當股價到達心水價位, 投資者只需輕按手機螢幕即可落盤,分秒不誤本軟件只限益高証券有限公司客戶使用。如有查詢，請在辦公時間與我們聯絡。電話 : (852) 25441055 傳真 : (852) 25444361 電郵 : infoyicko.com Yicko Securities Limited has over 20 years of investment and management experience, insisting on its own investment philosophy and prudent approaches, continues to provide ... 5 MB Views 3156

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

9.4

IGP Mobile

2015-08-26

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-2 This application is strictly for Financial Adviser representatives who are holding valid FA codes maintained with iFAST Global Prestige Platform, a division of iFAST Financial Pte Ltd. Stay on top of markets and unit trusts from your iPad with the free ... NAN Views 9444

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

9.1

StockSpy Stock Market HD - Stocks & Shares Real-time Quotes Portfolio Charts News

2015-07-02

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+5 New Version Now with cloud sync between iPhone, iPad & Mac → More new features... → StockSpy keeps getting more awesome with FREE upgrades StockSpy HD... ►Featured by Apple in Finance New & Noteworthy ►Featured in the “Incredible iPad Apps for Dummies” ... 7 MB Views 291

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

9.3

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

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

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

8.4

StockSpy - Stock Market Investor News & Charts

2015-12-16

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+12 New Version Now with cloud sync between iPhone, iPad & Mac → More new features... → StockSpy keeps getting more awesome with FREE upgrades StockSpy... ►Featured by Apple in Finance New & Noteworthy ►Featured in the “Incredible iPad Apps for Dummies” book ... 6 MB Views 2304

9.6

RepOffice

2015-09-30

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+27 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

9.6

eToro - Social Trading

2015-07-20

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-7 eToro’s revolutionary and awardwinning OpenBook is now available for iPhone & iPad Invest in the markets including Stocks, Indices, Commodities and currencies. eToro OpenBook is the world’s largest social investment network. With OpenBook you can see, follow and automatically copy the ... NAN Views 4916

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

7.8

i理財(繁體版)

2015-03-07

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-2 [i理財]是一個非常易於理解和使用, 但又功能強大的財務管理軟體。界面友好、直覺、清爽, 只需極少量的數據錄入, 就能實現收入、支出、賬戶、預算等全面的財務管理功能。最快僅需點擊屏幕兩次就能添加一筆記錄, 並自動完成相應的收支、賬戶、預算、報表的同步更新。本軟體在全球多個地區被選入財務類New & Noteworthy和What‘s Hot推薦榜榮譽: Taiwan 全區 Top Paid 2 Taiwan 財務軟體 Top Paid 1 Hong Kong 財務軟體 Top Paid 1 Australia 財務軟體 Top Paid 2 China 財務軟體 Top Paid 2 United States 財務軟體 Top Paid 10 ... 2 MB Views 8228

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

8.5

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

9.0

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

8.1

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

7.7

Envestnet Advisor Summit

2015-03-19

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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

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

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

9.1

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

9.9

The Stock Advisor Elite for iPad

2015-01-30

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-1 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

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

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

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

8.3

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

8.4

AFE Info PRO

2015-12-06

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-6 Company Background AFE Solutions Limited is the leading information provider for realtime prices and analytics in Hong Kong financial market. Established since 1983, AFE has been serving major brokerage firms and banks in HK with its high quality stocks market information. ... 4 MB Views 4104

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

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

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

7.9

Equity Advisor Solutions

2015-12-15

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-6 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

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

9.8

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

7.9

Top Stocks by MarketSmith

2015-08-20

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-1 Top Stocks offers both experienced and novice investors strong stock ideas derived from proven research—not opinions. For those wanting to truly understand stocks and the market, Top Stocks also provides a learning path to active investment research. Upgrading Within Top Stocks: By ... 26 MB Views 1279

9.7

Advisor Link

2015-07-24

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+11 A tool for Legend Group advisors to monitor advisor and client data. 1 MB Views 2547

9.4

iGP Mobile HK

2015-09-08

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-2 This application is strictly for Financial Adviser representatives who are holding valid FA codes maintained with iFAST Global Prestige Platform, a division of iFAST Financial (HK) Pte Ltd. Stay on top of markets and unit trusts from your iPad with the ... 12 MB Views 2914

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

7.0

Learn Automated Forex Trading HD

2015-09-30

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+3 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

9.2

GreenThumbs

2015-09-01

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-4 Use your thumbs to earn your way to the top Fire up GreenThumbs at the beach, the mall, at home or anywhere else you have some free time to compete for the highest rewards Tasks for ranking to the top include: Watching ... 81 MB Views 4412

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

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

7.0

Homes by Denise

2015-02-06

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-7 Denise Marks has been a Top 1% Nationwide Platinum member in the real estate and has had MultiMonth Top Sales at Pinnacle Estate Properties in Calabasas. She attended California State University Northridge and has been a licensed realtor for the ... 17 MB Views 4220

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

8.9

Advisor's Voice from Jefferson National

2015-06-17

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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

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

9.8

RegentAtlantic Client Portal

2015-12-03

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

8.9

ayondo

2015-06-24

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+3 ayondo offers the possibility to follow successful traders who share their investment strategies on our platform. In order to invest in selected traders strategies, customers have the option of following with an initial investment of just 100 EUR onwards. Start now ... NAN Views 1089

Hokanson Advisor App

Matter Family Office

Glassman Wealth

Convergent Wealth Client Log In

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