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Best Advisor portfolio view Apps | Panload

+1    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
+27    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

StockTrace

2015-01-20
+3    StockTrace is the simplest way to monitor your investment portfolio. See the current value of your holdings at a glance, or dig deeper to keep tabs on individual stocks and funds. SIMPLE INTERFACE StockTrace provides a clear and concise interface, allowing you ...    837 kb    Views 6058
+3    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

Financial Advisor

2015-10-24
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+2    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

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

Wealth Engineers

2015-12-03
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0    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
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+15    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

iSGStocks

2015-03-11
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+10    We are excited to release the new iSGStocks, our first universal app for iOS 8 with nextgeneration features. Invest intelligently with iSGStocks,, portfolio manager and market watcher for Singapore Stocks. Why iSGStocks? 1. A universal app optimized for both iPad and iPhone including ...    4 MB    Views 1413

VennWell

2015-06-30
+20    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
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+1    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

WealthBar

2015-05-03
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+8    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

Legal & General IPS

2015-11-29
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+9    Keep a close eye on your Legal & General Investor Portfolio Service (IPS) investments while you're on the move it's all there to view securely at your convenience. The IPS App enables you to: View your up to date portfolio ...    2 MB    Views 4450
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+4    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

Arab Finance

2015-04-24
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+6    The Arab Finance iPhone application provides unparalleled access to the Egyptian Stock Market Arab Finance iPhone application including the following features : Market stocks prices watch list – throw which you can modify and monitor certain stocks. Market Lists – see ...    4 MB    Views 5158
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+5    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
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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 ...    2 MB    Views 1435
Related Apps management investment magazine advisor active weekly offers
+24    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

Kenjol SmartView

2015-09-14
-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 ...    1 MB    Views 945

Expert Advisor

2015-01-29
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+2    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
Related Apps personal trust advisor pocket client financial
+28    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 management investment magazine advisor active weekly offers
+10    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

Investrack Prof

2015-09-15
Related Apps management investors relationship managers investment portfolio client information view order
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
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+27    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
-9    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

my Money Page

2015-08-26
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+9    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
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+14    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

SCBS Stock Advisor

2015-05-08
+5    "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
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+26    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

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

Investrack Pro

2015-07-10
Related Apps management investors relationship managers investment portfolio client information view order
+4    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

Mgd Ops

2015-06-28
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-3    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

WealthVue

2015-10-15
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-2    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

Advisor View Portal

2015-04-28
Related Apps ipad investment view portfolio information advisor pricing top financial date
-9    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
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+9    We are excited to release the new StocksPad (formerly HD), our first universal app for iOS 8 with nextgeneration features. Invest intelligently with StocksPad, portfolio manager and market watcher for US Stocks. Why StocksPad? 1. A universal app optimized for both iPad and ...    5 MB    Views 1779
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-9    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

iRisk YBR Advisor

2015-08-05
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+8    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

iRisk Advisor

2015-01-28
-8    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
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+2    Stock Wars puts you in the fast paced world of traders and big money. Take your shot and beat the markets Set up your portfolio and watch how your stocks would perform in the real world. Analyze companies, place your ...    4 MB    Views 1173

Portfolio Alerts

2015-06-14
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-4    "Portfolio Alerts” app brings to you, stock quotes & historical data for stocks (1 week 2 year trend), mutual funds & currencies. It also provides easy stock price tracking and notification based alerts for your portfolio monitoring. It does ...    3 MB    Views 2456
Related Apps ipad investment portfolio view information advisor pricing financial top date
+2    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

iPhilStocks Pro

2015-09-27
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+1    Invest wisely with iPhilStocks Pro, the easy yet powerful Market Watcher and Portfolio Manager developed specifically for the Philippine Stock Market. Why iPhilStocks? Easy to use Designed for Philippines stocks Multiple portfolio managers to view profits Provides BOTH headline and company news Numerous market summaries and ...    5 MB    Views 6969

ADVISOR ONLINE

2015-10-30
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+30    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
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+18    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
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-6    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
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+17    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

FinnSys

2015-02-20
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+26    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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+20    The My Elevate investments app is for AXA Wealth customers who have online access to their Elevate account. It enables you to view your Elevate portfolio and monitor investment performance whenever you like. You can view your whole Elevate investment ...    NAN    Views 2345
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-9    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
advisor
+28    A tool for Legend Group advisors to monitor advisor and client data.    1 MB    Views 624

Beaufort Portfolio

2015-04-21
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+6    Introducing the new iPhone App for clients of Beaufort Sharedealing and Beaufort Securities. As an online execution only client of Beaufort Sharedealing, you can use the app to view your portfolio and trade in real time wherever you are, giving you ...    480 kb    Views 641

IndoStocks

2015-03-30
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-5    We are excited to release the new IndoStocks, our first universal app for iOS 8 with nextgeneration features. Invest intelligently with IndoStocks, portfolio manager and market watcher for Indonesian Stocks. Why IndoStocks? 1. A universal app optimized for both iPad and iPhone including ...    5 MB    Views 5586
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+29    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
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-4    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

IRESS

2015-10-21
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+22    View realtime financial market news and pricing, trade orders and track your portfolio and holdings directly from your iPhone and iPad. This app requires a valid IRESS license. Content and specific functions depend on your provider’s configuration. Leverage proven IRESS infrastructure to ...    3 MB    Views 3812

MiPortfolio

2015-01-09
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-5    The MiPortfolio by Mcube Investment Technologies, LLC, provides institutional investors with a tailored reporting platform that gives CIOs/Boards/CEOs a diverse view of the portfolio at their fingertips. Mcube works with the client’s various data sources and the client to build ...    871 kb    Views 7685
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+28    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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+3    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
Related Apps investment ipad apple iphone security schwab advisors advisor mobile client independent easy
+17    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

Thai Funds Today

2015-03-03
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-5    Thai Funds Today is an easytouse app that helps you keep track of your Thai mutual fund investments. With just a few taps and swipes, you can easily view fund information including past performances, create a personal investment portfolio and ...    16 MB    Views 9195
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