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Best Advisor ipad portfolio Apps | Panload

Portfolio Cockpit

2015-05-07
+4    Portfolio Cockpit for iPad is available for existing Credit Suisse Portfolio Net Clients exclusively. Providing online access to performance and risk analyses as well as, holdings and asset allocation reports. All analyses are based on your categorizations and consolidations. In ...    NAN    Views 7071
+21    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

my Money Page

2015-08-26
+17    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

Portfolio Tracker

2015-10-04
Related Apps tracker portfolio
+15    Keep track of your portfolio with the portfolio tracker. This app enables you to keep your portfolio in your pocket at all times. This allows you to see the value of it and the profit. Free so why not try?    564 kb    Views 1846
+5    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

UTRADE TH Mobile

2015-02-27
+22    คำอธิบาย 
 UTRADE เป็นโปรแกรมซื้อขายหุ้นและอนุพันธ์แบบ MultiMarket โดยบริษัทหลักทรัพย์ยูโอบี เคย์เฮียน (ประเทศไทย) จำกัด(มหาชน) ด้วยเทคโนโลยีที่ทันสมัย พร้อมสรรพด้วยข้อมูลราคา กราฟ ข่าวสารเรียลไทม์ที่ฉับไว ส่งคำสั่งซื้อขายง่ายเพียงปลายนิ้ว 
ลูกค้า UOBKH จะได้รับทราบข้อมูล ความเคลื่อนไหวของราคาหุ้นที่ติดอันดับใน SET50 ผ่านทางเมนู HOT แบบเรียลไทม์ โดยท่านสามารถปรับเปลี่ยนข้อมูลการแสดงราคาได้เองตามความต้องการ 
จุดเด่นของโปรแกรม: รองรับการซื้อขายหุ้นและอนุพันธ์ แบบ MultiMarket ผ่าน UTRADE App
 แสดงข้อมูลแบบเรียลไทม์ ทำให้ท่านสามารถรับทราบความเคลื่อนไหวของราคาหลักทรัพย์ และไม่พลาดโอกาสในการลงทุน 
 ข้อมูลหุ้นเด่นประจำวัน ทำให้ท่านทราบความเคลื่อนไหวของดัชนีตลาดหลักทรัพย์ SET50 ได้อย่างทันท่วงที และยังสามารถปรับเปลี่ยนชื่อหลักทรัพย์ หรือเลือกดูข้อมูลได้ตามความต้องการ
 รายงานข่าวและบทวิคราะห์หลักทรัพย์ประจำวัน โดยบล.ยูโอบี ...    8 MB    Views 616

Streaming for iPad

2015-06-10
Related Apps ipad time research market portfolio real support trading quotes orders charts price
+29    Settrade Streaming for iPad, a MultiMarket Trading Application which is specially developed using the cuttingedge technology. With userfriendly interface, you can easily track portfolio movement, realtime quotes, price charts and news while placing orders at your fingertips. Most functions are ...    7 MB    Views 2568
management investment advisor access asset convenience rbc account global
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
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0    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

Tiedemann

2015-02-03
0    The Tiedemann wealth management iPad app offers private clients 24/7 access to their portfolio data information, market news and insights from Tiedemann. Tiedemann’s iPad app offers you: Convenient 24/7 access to your portfolio information including your holdings, assets allocation, performance, investment manager ...    7 MB    Views 1807

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

InvestCloud Blue

2015-03-17
Related Apps news ipad access portfolio offers information insights blue
+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

FinnSys

2015-02-20
Related Apps market portfolio financial advisor live investments india device view stay
-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    StockWatch is the best App to keep an eye on the stock market, track your portfolios and holdings, and much more. With an easytouse interface built around iOS7, you will have all your investments and research tools just a few ...    6 MB    Views 6940

Mgd Ops

2015-06-28
Related Apps investment tools platform advisors managed reporting portfolio asset advisor proposal
-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
advisor
+28    A tool for Legend Group advisors to monitor advisor and client data.    1 MB    Views 624

The M&A Advisor

2015-10-22
social event advisor information
+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    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
+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
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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

Qtrade Mobile

2015-09-15
Related Apps iphone ipad investor account manage accounts mobile portfolio orders information touch
+4    Never miss an investment opportunity. Stay connected to the markets and manage your Qtrade Investor accounts from wherever you are. Qtrade Mobile allows you to execute trading orders quickly and easily. Compatible with iPhone, iPad and iPod Touch. From a wellorganized ...    NAN    Views 5982
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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

My E&P

2015-01-14
Related Apps ipad history market research evans company information clients access partners portfolio
-7    My E&P provides Evans and Partners clients access to their investment data including portfolio information, market data and Evans & Partners market research. Clients will have access to: Portfolio Valuations Asset Allocation breakdown Stock Quotes Company Dividend History Company Historical Charting Company News Headlines Market Summary Transaction History Latest research ...    9 MB    Views 853

DaVinci Money

2015-10-25
Related Apps ipad financial product portfolio order risk markets unique
-5    DaVinciMoney is a unique product to manage your financial investments via iPad. Designed for those who want to invest in an independent and really proactive way, DaVinciMoney allows you to build multiple portfolios, including multicurrency, taking advantage of all possible opportunities in the ...    8 MB    Views 4495
0    Assidium helps you know more about your share portfolio in realtime. Monitor live profit/losses and see your portfolio broken down by country, currency and sector. Value at risk, betas and liquidity complete this professional trading package for the discerning ...    20 MB    Views 1585
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
Related Apps ipad investment portfolio view information advisor pricing financial top date
+13    DESCRIPTION Gain a complete picture of your financial portfolio right when you need it. Advisor View™ for iPad is a convenient and secure way for our investors to monitor their financial portfolios. TOP FEATURES Stay on top of your investments even when ...    1 MB    Views 4115

WealthBar

2015-05-03
+11    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

Wealth Engineers

2015-12-03
Related Apps engineers web time monitor home investment advisor financial account access wealth clients real portfolio
-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

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
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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
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

Expert Advisor

2015-01-29
knowledge expert advisor based
+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

G3 My Portfolio

2015-08-07
portfolio
+27    G3 My Portfolio is an application that provides financial information and services to authorized users by Lombard Odier.    NAN    Views 9597

VennWell

2015-06-30
Related Apps ipad investment view information portfolio advisor pricing top picture date
+27    DESCRIPTION Gain a complete picture of your financial portfolio right when you need it. Advisor View™ for iPad is a convenient and secure way for our investors to monitor their financial portfolios. TOP FEATURES Stay on top of your investments even when ...    2 MB    Views 9592

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
Related Apps equity solutions application advisor
-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
-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

Jones Collombin

2015-09-14
Related Apps ipad news jones information insights portfolio access offers
+18    The Jones Collombin iPad app offers private clients 24/7 access to their portfolio data information, market news and insights from Jones Collombin. JCIC’s iPad app offers you: Convenient 24/7 access to your portfolio information including your holdings, assets allocation, performance, investment manager ...    17 MB    Views 6961

First Allied

2015-06-08
Related Apps business tools allied advisors holdings access advisor platform financial grow
+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
Related Apps privacy view advisor mobile
-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
Related Apps investment ipad apple iphone security schwab advisors advisor mobile client independent easy
+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
Related Apps stock instant advisor analysis millionaire
+10    Millionaire Blueprint’s Instant Stock Advisor uses proprietary fundamental analysis to determine the probability that a stock’s price will rise or fall based on a value to growth calculation. Instant Stock Advisor works on all stocks listed on a U.S. Stock Exchange, ...    725 kb    Views 4186

Kenjol SmartView

2015-09-14
ipad investment portfolio information view advisor complete pricing top picture
+12    DESCRIPTION Gain a complete picture of your financial portfolio right when you need it. Advisor View™ for iPad is a convenient and secure way for our investors to monitor their financial portfolios. TOP FEATURES Stay on top of your investments even when ...    1 MB    Views 945

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
Related Apps time information liberty blue advisor access account anytime real
-3    Blue Flamingo Wealth Management LLC offers the Trust Company of America 'Liberty' Application to authorized investors. Take Blue Flamingo with you and access your account information anytime and from anywhere. With comprehensive views of account positions, transactions and performance, you can ...    8 MB    Views 6723

Bolero for iPad

2015-09-03
Related Apps market stock ipad news investment time monitor portfolio view analysis
0    Monitor the stock market and your portfolio in real time and don’t miss any investment opportunity with the quick and easytouse Bolero iPad app. React instantly to important stock market news and invest securely in a broad range of shares, ...    NAN    Views 3774
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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
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+25    "... the single most featurerich title we’ve seen yet in the App Store with stocks in mind." 4 1/2 stars, The iPhone App Review Portfolio mobile is the 1 stock portfolio tracking solution with more features and better support than any ...    6 MB    Views 5924
Related Apps magazine subscription financial advisor current conference period renewal account charged subscriptions
+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

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

Portfolio Assistant

2015-06-05
portfolio assistant
+3    Easily track stocks for free with Portfolio Assistant. Quickly see your portfolio status with custom notifications, the Today View Extension, and Apple Watch App and Glance.    8 MB    Views 5394

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

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

TodayStocks

2015-05-25
portfolio
+9    TodayStocks is a lightweight stocks app that shows you your portfolio in a minimalist today extension. No need to scroll to find the stock you're looking for like in other applications. TodayStocks will sort your portfolio by percent change so you ...    940 kb    Views 7855
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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

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
Related Apps management investment magazine advisor active weekly offers
+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
Related Apps ipad investment portfolio view information advisor pricing financial top date
-8    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 ...    9 MB    Views 3208
Related Apps management ipad software investments charts portfolios individual performance risk portfolio system
-9    Insa Portfolio Management System clients and their customers now have worldwide secure access to online valuations of their portfolios via the iPad. Users are able to select individual portfolios or consolidate all. INSA for iPad provides: • Display of individual investments ...    4 MB    Views 20
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