Best Advisors Application Ipad Apps

AdvisorNet

2015-06-03

+16 The AdvisorNet iPad application enables authorized AdvisorNet clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a AdvisorNet client that has been authorized for the iPad application. ... 1 MB Views 5061

8.5

RMB Capital Management

2015-12-18

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+15 The RMB Capital Management iPad application enables authorized RMB clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a RMB client that has been authorized for the ... 1 MB Views 7535

8.5

Watermark Asset Management

2015-12-13

Related Apps ipad management asset access authorized application

+7 The iPad application enables authorized Watermark clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Watermark Asset Management client that has been authorized for the iPad ... 1 MB Views 9005

9.1

Cascade Financial Management Mobile App

2015-11-13

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+8 The Cascade Financial Management iPad application enables authorized Cascade clients to access their portfolio data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Cascade Financial Management, Inc. client that has been ... 1 MB Views 1291

8.4

Sugarloaf WM

2015-06-11

Related Apps management ipad wealth access authorized application

+2 The Sugarloaf Wealth Management iPad application enables authorized Sugarloaf Wealth Management clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Sugarloaf Wealth Management client that has ... 1 MB Views 9784

8.2

ThirtyNorth

2015-07-18

Related Apps ipad access authorized application

0 The ThirtyNorth Mobile iPad application enables authorized ThirtyNorth clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a ThirtyNorth user that has been authorized for the iPad ... 1 MB Views 9682

8.4

Aveo Capital

2015-10-06

Related Apps ipad capital access authorized application

+9 The Aveo Capital iPad application enables authorized Aveo Capital clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Aveo Capital client that has been authorized for the ... 1 MB Views 2584

9.5

Tilden CM

2015-12-14

Related Apps management ipad capital access authorized application

-4 The Tilden Capital Management iPad application enables authorized Tilden Capital Management clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Tilden Capital Management client that has ... 1 MB Views 5865

9.3

Dimensional Advisor App

2015-03-06

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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

8.9

Wells Fargo for iPad

2015-12-17

+12 Wells Fargo for iPad is a fast, secure, and free app for Wells Fargo and Wells Fargo Advisors clients. It is available 24/7 using your existing Wells Fargo Online Username and Password. Your security is our priority — Mobile data transmissions ... 17 MB Views 6739

8.4

ONE Retirement, LLC

2015-04-11

Related Apps retirement ipad llc authorized client application access

+18 The ONE Retirement, LLC iPad application enables authorized ONE Retirement, LLC clients to access their accounts and performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a ONE Retirement, LLC client ... 1 MB Views 954

8.8

CLARFELD

2015-06-05

Related Apps ipad access application

-6 The Clarfeld iPad application enables authorized Clarfeld clients to access their investment data in a simple, elegant interface that was custom designed for the iPad application. If you would like to request access, please contact your Clarfeld advisor. 1 MB Views 3308

8.3

NJ Trading Account

2015-03-25

Related Apps application wealth trading network advisors

+21 NJ Group launches NJ Online Trading. This application helps you to transact while you are on move. You can also check your Transactions & Portfolio Reports. Note: To access this application, you require loginID & password provided by NJ Wealth Advisors ... 1 MB Views 4953

8.7

Garde Capital

2015-01-09

Related Apps ipad capital access authorized application

-9 The Garde Capital iPad application enables authorized Garde Capital clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Garde Capital client that has been authorized for ... 1 MB Views 8957

9.7

Efficient Advisors

2015-03-29

efficient mobile application advisors

-3 Efficient Advisors' mobile application allows authorized users to view account information and balances in an application developed specifically mobile devices. 3 MB Views 7397

9.3

Chesney & Co

2015-05-16

Related Apps ipad company access authorized application

+8 The Chesney & Company iPad application enables authorized Chesney clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Chesney & Company client that has been authorized ... 1 MB Views 7513

8.4

TTP Investments

2015-12-19

Related Apps ipad investments authorized access application

-6 The TTP Investments iPad application enables authorized TTP Investment clients to access their performance data in a simple, elegant interface that is custom designed for the iPad. Requirements: You need to be a TTP Investments client that has been authorized for ... 1 MB Views 2884

9.1

Avondale Wealth

2015-07-24

Related Apps management ipad wealth access authorized application

-2 The Avondale Wealth Management iPad application enables authorized Avondale Wealth Management clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be an Avondale Wealth Management client that has ... 1 MB Views 3391

8.6

Amicus Financial Advisors, LLC

2015-08-27

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+21 The Amicus Financial Advisors, LLC iPad application enables authorized Amicus clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be an Amicus Financial Advisors, LLC client that has ... 1 MB Views 8906

9.4

NJ Client Desk

2015-01-17

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+12 NJ Group launches Client Desk Mobile Application. This application helps you to check your Networth, Valuation Report, P&L Report and Last 10 Transactions while on the move. Note: To access this application, you require loginID & password provided by NJ Wealth ... 2 MB Views 2044

6.9

PERMANENS CAPITAL

2015-11-13

Related Apps ipad capital access authorized application

+11 The PERMANENS CAPITAL iPad application enables authorized PERMANENS CAPITAL clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a PERMANENS CAPITAL client that has been authorized ... 1 MB Views 8119

8.5

Vivaldi Capital Management

2015-08-01

Related Apps ipad management capital access authorized application

-1 Vivaldi Capital Management’s iPad application enables authorized users to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a client of Vivaldi Capital Management authorized for the iPad application. ... 1 MB Views 485

7.9

Sigma Planning Corporation

2015-06-11

Related Apps ipad authorized application

-6 The SPC iPad application enables authorized SPC clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a SPC client that has been authorized for the iPad application. 1 MB Views 8779

8.1

DKE, Inc.

2015-04-26

Related Apps ipad application

+2 The DKE iPad application enables DKE clients to access their investment metrics in a simple interface that was custom designed for the iPad using the Black Diamond Performance Reporting system. Requirements: You must be an DKE Client who has been authorized ... 1 MB Views 9851

7.8

Compass Financial Strategies

2015-11-13

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-6 The Compass Financial Strategies iPad application enables authorized Compass Financial Strategies clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. Requirements: You need to be a Compass Financial Strategies client that has ... 1 MB Views 178

6.9

BH Debt Investors, LLC

2015-09-21

Related Apps investors ipad debt access authorized application

-4 The BH Debt Investors iPad application enables authorized BH Debt Investors clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a BH Debt Investors client that has ... 1 MB Views 1919

9.9

Boon Capital

2015-06-05

Related Apps ipad capital advisors access authorized application

-4 The Boon Capital Advisors iPad application enables authorized Boon Capital Advisors clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Boon Capital Advisors client that has ... 1 MB Views 1549

7.5

CFANY

2015-12-13

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+25 The Capital Financial Advisors of New York iPad application enables authorized Capital Financial Advisors of New York clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a ... 1 MB Views 5825

9.8

Vanguard for Advisors

2015-10-12

Related Apps ipad iphone research information access advisors product commentary mutual

-3 As a financial advisor, you need uptotheminute information, no matter where you are. Vanguard’s industryleading mobile app for advisors gives you access to the latest product information, investment research, and economic commentary when you’re away from the office. Vanguard for ... 16 MB Views 6368

8.1

DLK Investment Management

2015-09-03

Related Apps ipad management investment access authorized application

0 The DLK Investment Management iPad application enables authorized DLK clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a DLK client that has been authorized for the ... 1 MB Views 4701

9.1

Dimensional for Advisors

2015-08-27

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+13 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 ... 28 MB Views 4561

8.2

Thomas Financial Advisors

2015-06-25

Related Apps ipad thomas advisors financial access authorized application

-9 The Thomas Financial Advisors iPad application enables authorized Thomas Financial Advisors clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Thomas Financial Advisors client that has ... 1 MB Views 152

9.0

Maryland Cap

2015-06-21

Related Apps ipad capital application access authorized

+23 The Maryland Capital Advisors iPad application enables authorized Maryland Capital clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Maryland Capital client that has been authorized ... 1 MB Views 8990

9.3

Refined Wealth Management

2015-10-01

Related Apps management ipad wealth access authorized application

+20 The Refined Wealth Management iPad application enables authorized Refined Wealth Management clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Refined Wealth Management client that has ... 1 MB Views 9093

9.5

FOCUS Wealth Advisors

2015-12-10

Related Apps ipad focus advisors wealth access authorized application

+12 The FOCUS Wealth Advisors iPad application enables authorized FOCUS Wealth Advisors clients to access their performance, asset allocation, holding and transaction data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a FOCUS ... 1 MB Views 8195

9.0

AUA Capital Management

2015-10-01

Related Apps management ipad capital access authorized application

0 The AUA Capital Management iPad application enables authorized AUA Capital Management clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be an AUA Capital Management client that has ... 1 MB Views 2640

8.3

Berman McAleer

2015-11-19

Related Apps ipad access authorized application

+20 The Berman McAleer iPad application enables authorized Berman McAleer clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Berman McAleer client that has been authorized for ... 1 MB Views 8283

9.3

Odyssey WM

2015-04-29

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+28 The Odyssey Wealth Management iPad application enables authorized Odyssey Wealth Management clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be an Odyssey Wealth Management client that has ... 1 MB Views 4613

8.5

Brand AMG

2015-02-27

Related Apps ipad brand amg authorized application

+12 The Brand AMG iPad application enables authorized Brand AMG clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Brand AMG client that has been authorized for ... 1 MB Views 5705

7.5

Versant Capital Management, Inc.

2015-11-17

Related Apps management ipad capital authorized access application

+17 TheVersant iPad application enables authorized Versant Capital Management, Inc. clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Versant Capital Management, Inc. client that has been ... 2 MB Views 8675

7.8

LORAN GRAHAM Co.

2015-01-30

Related Apps ipad graham access authorized application

+11 The LORAN GRAHAM Co. iPad application enables authorized LORAN GRAHAM Co. clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a LORAN GRAHAM Co. client that has ... 1 MB Views 5178

8.7

Schwab Advisor Center® Mobile

2015-06-28

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+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

9.0

Edmonds Duncan

2015-12-13

Related Apps ipad authorized application access

+1 The Edmonds Duncan iPad application enables authorized Edmonds Duncan clients to access their portfolio data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You must be an Edmonds Duncan client who has been authorized for the ... 1 MB Views 3890

8.2

Legacy Financial Advisors

2015-07-10

Related Apps ipad legacy advisors financial access authorized application

+18 The Legacy Financial Advisors iPad application enables authorized Legacy Financial Advisors clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Legacy Financial Advisors client that has ... 1 MB Views 6032

8.9

Nautilus Advisors LLC

2015-07-07

Related Apps ipad llc advisors access authorized application

-5 The Nautilus Advisors LLC iPad application enables authorized Nautilus Advisors LLC clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Nautilus Advisors LLC client that has ... 1 MB Views 8059

9.1

Halpern Financial Performance Reporting

2015-11-20

Related Apps ipad financial authorized application access performance

+5 The Halpern Financial iPad application enables authorized Halpern Financial clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Halpern Financial client that has been authorized for ... 1 MB Views 7011

8.2

Penwealth

2015-10-06

Related Apps ipad wealth access authorized application

+18 The Peninsula Wealth iPad application enables authorized Peninsula Wealth clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Peninsula Wealth client that has been authorized for ... 1 MB Views 2882

9.4

The Corcoran Group

2015-06-11

Related Apps ipad group authorized access application

0 The Corcoran Group iPad application enables authorized financial planning and investment management clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a client of The Corcoran Group ... 1 MB Views 8214

8.2

Smith Anglin Financial

2015-01-25

Related Apps ipad smith access authorized application

+2 The Smith Anglin iPad application enables authorized Smith Anglin clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Smith Anglin client that has been authorized for ... 1 MB Views 3552

9.2

All Star Financial

2015-05-23

ipad star financial access authorized application

+23 The All Star Financial iPad application enables authorized ASF clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a ASF client that has been authorized for the ... 1 MB Views 7712

8.3

Cahaba Wealth

2015-09-05

Related Apps management ipad wealth access authorized application

+5 The Cahaba Wealth Management iPad application enables authorized Cahaba Wealth Management clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Cahaba Wealth Management client that has ... 1 MB Views 5233

9.3

F.I.G. Financial Advisory Services, Inc.

2015-11-13

Related Apps ipad financial services advisory access authorized application

-4 The F.I.G. for iPad application enables authorized F.I.G. Financial Advisory Services, Inc. clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a F.I.G. Financial Advisory Services, Inc. ... 1 MB Views 8163

8.3

Concentrum

2015-05-16

Related Apps management ipad wealth access authorized application

-9 The Concentrum Wealth Management iPad application enables authorized Concentrum Wealth Management clients to access their performance data in a simple, elegant interface that was custom designed for the iPad Requirements: You need to be a Concentrum Wealth Management client that has ... 1 MB Views 3633

9.6

Caerus Investment Advisors, LLC

2015-08-31

Related Apps investment ipad advisors authorized access application

+7 The Caerus Investment Advisors iPad application enables authorized Caerus clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Caerus Investment Advisors client that has been authorized ... 1 MB Views 5246

7.4

Dynamic Capital Management

2015-11-13

Related Apps management ipad dynamic capital access authorized application

-8 The Dynamic Capital Management iPad application enables authorized Dynamic Capital Management clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Dynamic Capital Management client that has ... 1 MB Views 1474

8.0

Mariaca Wealth Management

2015-06-06

Related Apps management ipad wealth access authorized application

+22 The Mariaca Wealth Management iPad application enables authorized Mariaca Wealth Management clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Mariaca Wealth Management client that has ... 1 MB Views 3180

8.8

TideRock Financial

2015-01-20

Related Apps ipad financial access authorized application

+26 The TideRock Financial iPad application enables authorized TideRock Financial clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a TideRock Financial client that has been authorized for ... 1 MB Views 1508

8.6

NF Wealth Management

2015-01-11

Related Apps management ipad wealth access authorized application

-8 The NF Wealth Management iPad application enables authorized NF Wealth Management clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a NF Wealth Management client that has ... 2 MB Views 9536

9.2

TCG Advisors

2015-06-05

Related Apps ipad advisors access authorized application

+4 The TCG Advisors iPad application enables authorized TCG Advisors clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a TCG Advisors client that has been authorized for ... 1 MB Views 6612

9.5

Texas Legacy Wealth Management

2015-04-12

Related Apps ipad access authorized application

0 The TLWM iPad application enables authorized TLWM clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a TLWM client that has been authorized for the iPad application. ... 1 MB Views 2495

Efficient Advisors

NF Wealth Management

Refined Wealth Management

AUA Capital Management

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