Best Advisor Investment View Apps

Advisor's Voice from Jefferson National

2015-06-17

+13 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

9.7

Investrack Prof

2015-09-15

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0 Investrack is a client engagement solution that allows Wealth Management and Investment Management companies to provide online portfolio access, reporting and trading capabilities to their clients as well as internal employees. • Investors can securely log in and view their portfolio ... 5 MB Views 5467

9.4

J.P. Morgan Mobile (SM)

2015-05-27

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0 Access to J.P. Morgan Private Bank and J.P. Morgan Securities accounts on your iPad. Eligible clients can view accounts, make transactions and access market intelligence. For J.P. Morgan Private Banking and J.P. Morgan Securities clients, it’s easy to manage your investment, banking, ... 31 MB Views 8414

8.7

T. Rowe Price Personal® for iPad®

2015-04-05

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+26 Connect with your accounts and indepth investment information—while on the go or from the comfort of your couch. Manage all of your account information in one streamlined view—including workplace retirement and personal investing: IRAs, brokerage, college savings and small business ... 29 MB Views 4957

7.0

Advisor Gadget

2015-05-23

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+4 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

9.3

CalcRE

2015-11-16

investment view

-2 CalcRE gives you powerful real estate investment analysis in your pocket. Tap in the basic numbers and let CalcRE give you an instant graphical and analytical view of how your investment stacks up from a capital and cashflow point of view. Separate ... 1 MB Views 6563

7.9

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

8.7

Investrack Pro

2015-07-10

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-6 Investrack is a client engagement solution that allows Wealth Management and Investment Management companies to provide online portfolio access, reporting and trading capabilities to their clients as well as internal employees. • Investors can securely log in and view their portfolio ... 5 MB Views 3137

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

7.7

Fidelity Investments Professional App

2015-01-14

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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

9.7

Advisor Link

2015-07-24

advisor

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

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

AXA Self-Investor – My Self Investor

2015-06-01

Related Apps investment investor axa portfolio access view

-7 The My Self Investor app is for AXA Self Investor customers to view their portfolio and monitor investment performance whenever they like. You can view your whole AXA Self Investor investment portfolio, get a breakdown by product or by investment ... NAN Views 2868

9.6

RBC Global Asset Management Advisor

2015-07-21

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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

6.9

RHB Futures

2015-10-28

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+12 RHB Investment Bank now offers you mobile futures trading allowing you to trade futures via your iPhone and iPad. Download RHB Futures now to start trading at anywhere and anytime. Features: 1) View live contract prices 2) Buy and sell contracts 3) Create and ... 8 MB Views 919

9.3

Sberbank Investment Research

2015-08-09

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0 The Sberbank Investment Research App provides clients with up to the minute access to a range of award winning research and commentary from Sberbank Investment Research. You must be a registered client of Sberbank to access the content. The Sberbank Investment ... 24 MB Views 3663

8.8

BPI Asset Management Research

2015-03-13

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-5 The BPI Asset Management Research iPad application provides 24/7 access to informed insights and thoughtful analyses of the macroeconomy and financial markets. Our latest service allows you to access timely information on local and global financial markets right at your ... 3 MB Views 6938

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

8.6

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

9.1

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

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

7.4

Advisor Link for iPad

2015-12-14

advisor

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

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

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

9.1

myCAMS for iPad

2015-06-05

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-6 At CAMS, we are always looking to make your Mutual Fund Information management faster, easier and smarter.  Accessing your Mutual Fund investment information on the go from your smart phones is now possible with myCAMS… the Mutual Fund app made ... 15 MB Views 111

8.5

Hewins Financial | Wipfli Hewins Client Portal

2015-04-30

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

8.2

Proactive Advisor Magazine

2015-02-07

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+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

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

9.3

Investorside

2015-10-24

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0 Investorside members constitute the world's leading investment research firms that provide individual and institutional investors with ideas and recommendations that are untainted by investment banking, consulting or researchforhire interests. Our members cover the entire spectrum of research methodologies, markets, and ... 6 MB Views 7493

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

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

8.7

DBS mBanking Hong Kong

2015-08-24

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-8 DBS mBanking lets you enjoy mobile banking services on the go with unparalleled security and flexibility. Be the first to know about DBS’ latest promotions and market updates.  Features: Check account balances Enquire wealth management investment portfolio View transaction history Conduct ... 13 MB Views 8737

7.8

CryBix GHash.IO

2015-06-02

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+1 InApp buying/selling and automated reinvestment profiles has been submitted to the app store. Buy now to get the update for the current price, as the price for the app will be going up for version 2. The CryBix GHash.IO app is ... 628 kb Views 4378

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

7.8

Standard Online Share Trading

2015-03-16

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-9 The Standard Online Share Trading mobile devices application is a fast, secure and free application (OST App) that allows you to conduct realtime trading in shares, derivatives and other investment instruments which are listed on the JSE Limited and are ... 50 MB Views 9378

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

9.1

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

8.0

Croesus Mobile Advisor

2015-08-18

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

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

9.9

Marketplace

2015-05-01

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+20 Real Capital Markets (RCM1) is the leading commercial real estate platform for both commercial property and note sales. The RCM1 Mobile Marketplace app allows you to quickly search, filter, and view details for Commercial Real Estate listings, Bank REO, and ... 6 MB Views 7849

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

8.7

BNY Mellon Private Workbench for iPhone

2015-01-04

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+8 Private Workbench Mobile is available to existing BNY Mellon Wealth Management investment clients with Private Workbench access. If you are a client who is not currently accessing Private Workbench, please visit bnymellonwealthmanagement.com to enroll. This free BNY Mellon Wealth Management app ... 6 MB Views 4357

9.2

Matter Family Office

2015-09-15

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

8.4

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

9.5

TRUSTtrak

2015-09-18

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-4 Always on the go with little time to check your investment accounts? Curious how your account is performing against the market? The TRUSTtrak app lets you quickly view your portfolio balances without interrupting your daily life. With stunning visuals and account ... 11 MB Views 5395

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

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

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

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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

7.0

Alerus Retirement Solutions

2015-09-30

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+9 Alerus Retirement Solutions Mobile App for iPhone, iPod Touch, and iPad. View demo at http://www.alerusretirementsolutions.com/appdemo/MobileAppVideo.htm With the Alerus Retirement Solutions mobile application, participants of our employersponsored plans receive fast, free, and secure inquiry access to their account information. You can view account activity, ... 8 MB Views 9270

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

9.4

SCBS Stock Advisor

2015-05-08

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+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

8.6

Convergent Wealth Client Log In

2015-06-25

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

8.2

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

9.3

Private Passport Mobile

2015-10-01

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+11 Northern Trust Private Passport Mobile is an extension of Private Passport, our online wealth management suite. Built for ease of use, Private Passport Mobile allows you to transfer funds, view account balances, make deposits, see how current market activity is ... 20 MB Views 2613

9.6

Track My Pension

2015-10-26

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+25 The Towers Watson ‘Track My Pension’ application makes it easy for you to keep up to date with your pension arrangements. If you have a defined contribution pension administered by Towers Watson and your employer has signed up to receive ... 3 MB Views 1416

8.6

HRAgo

2015-01-11

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-6 The HRAgo smartphone application allows you to manage your health reimbursement account (HRA) from the convenience of your mobile devices. Review your account balance and daily activity, manage your investment allocation, review the status of reimbursement claims and submit a ... 10 MB Views 6606

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

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

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Matter Family Office

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