Best Advisors Application Llc Apps

Holloway

2015-03-20

+28 Holloway Wealth Management, LLC offers the Holloway application exclusively to firm clients. Advisory services offered through Holloway Wealth Management LLC. Securities offered through Geneos Wealth Management, Inc. Member FINRA/SIPC. 8 MB Views 4649

7.0

Learn Automated Forex Trading HD

2015-09-30

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0 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

8.6

MYOBeta

2015-09-13

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+5 This App is all about you If you own stock, mutual funds, have an IRA, 401k, or 403b, you are faced with a series of seemingly unanswerable questions about the risk you are taking with your money: what is my ... 6 MB Views 2406

8.0

Envestnet

2015-05-03

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+10 Envestnet delivers an endtoend platform to help financial institutions and 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 the ... 195 kb Views 9900

9.2

Taxessor

2015-02-21

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+8 Taxessor allows the user to estimate their property's possible taxable value for Bernalillo County commercial properties. The underlying data was compiled from resolved cases from the 2010 tax year for apartments, hotels and commercial buildings. It does not include data for single family homes, land ... 1 MB Views 1562

9.2

Halstatt, LLC

2015-04-29

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+29 This custom iPad app enables authorized stakeholders and investors of Halstatt, LLC and its affiliates to view their account valuation and performance metrics in a simple, elegant interface. 1 MB Views 5592

7.1

Design One Creative PMC Mobile

2015-03-02

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+4 Personalize and test PMC Mobile from your iPhone, iPod, and iPad using Picture My Card™ Mobile from Design One Creative, LLC. Choose or take your favorite photo, crop it, and view a preview of your card. Submit your request when you ... 1 MB Views 2571

9.2

Portfolio Wealth Advisors

2015-05-30

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-3 Portfolio Wealth Advisors mobile gives you immediate and secure account access from your mobile device. PORTFOLIO SUMMARY HOLDINGS SUMMARY PERFORMANCE REPORTING Point to point performance down to the asset RETIREMENT CALCULATORS Powered by AdvisoryWorld NEWS & MARKET COMMENTARY including CIO notes from ... 3 MB Views 4962

9.5

FOCUS Wealth Advisors

2015-12-10

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+7 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

9.4

NJ Client Desk

2015-01-17

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0 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

9.8

CV Advisors

2015-05-28

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+23 In 2004, the CV Advisors team embarked on the development of the software platform that would eventually become VIEWS. The Firm's investment team worked side by side with several programmers to develop pragmatic, customized tools that allow the Firm to: Capture ... 126 kb Views 3268

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

9.6

White Horse Advisors

2015-11-20

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+3 The White Horse Advisors iPad application enables authorized White Horse Advisors’ clients to access their investment performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a White Horse Advisors client that ... 1 MB Views 9546

9.8

Cetera Financial Specialists Connect 2015

2015-05-20

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+4 Connect is the premier event hosted by Cetera Financial Specialists for our advisors, client service associates and partners. Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera ... 38 MB Views 748

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

8.6

NPC LLC

2015-04-15

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+15 NPC, LLC has managed the delivery of safe, highquality produce to national and regional restaurant chains, schools, health care organizations and contract feeding organizations for over 20 years. We call our philosophy From Farm to Fork: integrity, food safety and ... 20 MB Views 8886

8.0

Financial Wishboard

2015-03-18

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-8 Designed by a Certified Financial Planner (CFP), this app allows people to put their goals, the ones that will define their financial future, on 'paper'. This way you see the goals in your language, first. Not everyone speaks the language ... 230 MB Views 1950

9.8

Titan Retirement Advisors, LLC

2015-11-05

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-4 Titan Retirement Advisors, LLC offers the 'Liberty' Application to authorized clients, their representatives and Registered Investment Advisors (RIAs). Take the Power the Titan Retirement Advisors App with you and access your account information anytime and from anywhere. With comprehensive views of ... 3 MB Views 4768

9.2

Satovsky Asset Management

2015-06-28

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+9 The MySAM iPad application enables authorized Satovsky Asset Management, 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 Satovsky Asset Management, LLC client that has ... 1 MB Views 9912

8.9

HMS Investment Advisors

2015-11-13

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+5 The HMS Investment Advisors iPad application enables authorized HMS clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a HMS Investment Advisors client that has been authorized ... 1 MB Views 4609

9.0

Echo Wealth Management Mobile

2015-07-31

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+30 This Mobile App allows you to view account information, positions, balances and performance reports. You can contact your advisor easily. This is designed for the clients of Echo Wealth Management, LLC. To learn more about Echo Wealth Management, LLC, visit ... 3 MB Views 3310

9.8

MLC Insurance app

2015-03-18

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+29 Increase sales and efficiency. The MLC Risk App is a tool for advisors looking to improve their personal insurance client engagement process. It allows advisors to collect client information (fact find) and display a programmable 'house view' of policy recommendations for ... NAN Views 8368

9.0

LPL Financial Mobile

2015-08-02

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+23 LPL Financial Mobile, exclusively for LPL Financial advisors, is a fast, secure service that allows you to stay connected to your clients and monitor accounts from your iPhone and iPad. If you are a client of an LPL Financial advisor, please ... 1 MB Views 5390

7.6

MACRO Financial Advisors

2015-03-07

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+10 The MACRO Financial Advisors iPad application enables authorized MACRO 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 MACRO Financial Advisors client that has ... 1 MB Views 4926

8.9

SFG App

2015-06-10

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-3 SFG Asset Management offers the this application to authorized Trust Company of America investors, their representatives and Registered Investment Advisors (RIAs). Take the power of accessing your account information with you anytime and from anywhere. With comprehensive views of account positions, ... 8 MB Views 6789

9.4

MAccess Mobile

2015-02-22

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+9 The Mercer Advisors MAccess Mobile app allows you to check your current account valuation, performance and reporting information using your existing MAccess Online username and password. MAccess Mobile is an application developed specifically for mobile devices and is available for ... 360 kb Views 2994

9.6

Independence Advisors LLC

2015-07-31

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0 The Independence Advisors LLC Mobile Application makes it easy for you to connect with Independence Advisors LLC and monitor your accounts anytime, anywhere. With this app, you can: Read the latest news from Independence Advisors LLC Quickly access important contact details ... 754 kb Views 1116

8.1

CEF Advisors Mobile

2015-09-22

-3 This mobile application for ClosedEnd Fund Advisors allows you to view your account holdings, valuation(s), performance, and reporting information for authorized users, in an application developed specifically for mobile devices. 2 MB Views 1331

8.2

Thomas Financial Advisors

2015-06-25

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-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

8.4

Index Fund Advisors

2015-10-09

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+24 The Index Fund Advisors (IFA) app can help you replace speculation with an education. Read about passive investment strategies from our articles or keep up to date by watching the latest IFA.tv video. Explore our IFA Index Portfolios and historical ... 24 MB Views 4554

9.6

Caerus Investment Advisors, LLC

2015-08-31

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+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

9.7

Sequoia Financial Advisors, LLC

2015-12-09

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+2 The Sequoia Financial Advisors, LLC Mobile Application makes it easy for you to connect with Sequoia Financial Advisors, LLC and monitor your accounts anytime, anywhere. With this app, you can: Read the latest news from Sequoia Financial Advisors, LLC Quickly access ... 688 kb Views 3917

8.3

Prairie Wealth Advisors

2015-05-20

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+21 Mobile portal for clients of Prairie Wealth Advisors to see their performance. 3 MB Views 6453

8.6

DS Wealth Advisors

2015-03-19

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+9 DS Wealth Advisors offers the Trust Company of America 'Liberty' Application to authorized investors and Registered Investment Advisors (RIAs). Take the Power of Liberty with you and stay in touch with DS Wealth Advisors anytime and from anywhere. Representatives and RIAs ... 3 MB Views 606

8.1

Strategic Wealth Partners, LLC

2015-11-13

Related Apps ipad partners access strategic application llc wealth

+8 The Strategic Wealth Partners, LLC (SWP) iPad application enables SWP clients to access their performance data in a simple interface that was designed for the iPad. Requirements: You need to be a SWP client that has been authorized for the iPad ... 1 MB Views 451

8.9

Archetype Investment Advisors

2015-12-11

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+12 Archetype Investment Advisors, a division of Eddleman & Eddleman, LLC, gladly provides your account information with the custodian Trust Company of America. For our clients, and your approved, trusted family advisors such as Registered Investment Advisors (RIAs), Certified Public Accountants ... 968 kb Views 159

7.4

Option Financial, LLC

2015-11-06

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+12 Introducing the Option Financial interactive mortgage application, the perfect app for Realtors, Home Buyers, and Home Owners. This app was developed to make the home buying and mortgage loan process as quick and convenient as possible, as it should be. Our easy to use ... 12 MB Views 4324

9.4

Investment Executive Newspaper

2015-10-20

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+17 Investment Executive (IE) is the goto information source for Canada’s financial advisors — stockbrokers, mutual funds salespeople, financial planners, personal bankers, insurance agents and brokers — as well as other professionals in the financial services business. We provide them with ... 14 MB Views 8894

7.3

HA&W Wealth LLC

2015-08-27

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-4 The HA&W Wealth LLC iPad application enables authorized HA&W Wealth LLC clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. 1 MB Views 5123

9.8

Vanguard for Advisors

2015-10-12

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-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

9.2

Evergreen Advisors

2015-05-30

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+6 This app allows client of Evergreen Advisors to securely view their account valuation, performance, and reporting information in an application developed specifically for mobile devices. Please contact Evergreen Advisors if you need to setup access at contactusevergreenadvisors.com or 4239331814 11 MB Views 9492

9.3

Retirement Advisors of America

2015-06-04

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-8 The Retirement Advisors of America iPad application enables authorized Retirement Advisors of America clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Retirement Advisors of America ... 2 MB Views 8643

7.9

Capital One Investing for iPad

2015-12-03

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+2 Capital One Investing for iPad gives you the straightforward tools and features that you need to make informed investment decisions and take control of your financial future. With easytouse research tools, a simple comparison engine and portfolio analysis features, our ... 24 MB Views 1429

8.9

FUTR Family Management, LLC Mobile

2015-08-27

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-6 The FUTR Family Management, LLC iPad application enables authorized FUTR clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a FUTR client that has been authorized for ... 1 MB Views 339

9.3

ShareBuilder Mobile

2015-06-28

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+23 Investing in your future shouldn't be daunting. With straightforward research tools, a simple comparison engine and portfolio analysis features, ShareBuilder gives you all the power, minus the clutter. And now you can fit your investing neatly into commuting time, wait ... 30 MB Views 1913

8.0

TBA Inc hd

2015-05-21

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+9 Get out from behind that desk The TBA Mobile App allows Life Insurance Advisors to work seamlessly from their smartphone or tablet. Compare term rates and products from some of the top rated carriers in the life insurance industry. You ... 30 MB Views 950

9.0

KMH Wealth Management, LLC

2015-12-28

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-3 This mobile application allows clients of KMH Wealth Management, LLC to view account valuation, performance, and reporting information who are authorized users. This is an applicaiton developed specifically for mobile devices. 3 MB Views 8610

9.0

Mortgage Rates & Calculator

2015-10-24

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+3 PennyMac's easytouse mortgage app stays on top of mortgage rates, products, and estimated monthly payments for you. Don't miss a chance to lock in a low rate create an anonymous personal rate profile and PennyMac automatically displays uptodate rate ... 6 MB Views 7890

8.8

DailyFunder

2015-01-24

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+14 Created for the industry's official print trade magazine, this app connects you to the official social network for alternative business lending. As of 2014, It is used by more than 1,000 industry professionals. Find out where to place deals, catch up ... 5 MB Views 5858

8.4

myNestEgg ~ the retirement calculator

2015-09-17

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+17 My nest egg, my retirement. Retirement planning at finger tip. We believe retirement planning should be available and simple (easy to use) for everyone, with or without access to good financial advisors/planners. myNestEgg is an iPhone (iOS 3.1.2 and above) app that ... 8 MB Views 854

6.9

Duckworth Wealth

2015-06-26

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+5 The Duckworth Wealth Advisors Mobile App allows authorized Duckworth Wealth Advisors clients to access their portfolio data in a format that was custom designed for mobile devices. This Mobile App allows you to view account information, balances and easily contact ... 3 MB Views 1919

8.5

HBW Advisory Services LLC

2015-08-01

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-2 HBW Advisory Services LLC offers the Trust Company of America 'Liberty' application to authorized investors, their representatives and Registered Investment Advisors (RIAs). Take the power of Liberty with you and access your account information anytime and from anywhere. With comprehensive views ... 864 kb Views 8055

8.0

Emergent Investor

2015-12-11

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+11 The Emergent Investor app gives investors and their advisors easy access to realtime information. Emergent Investor Services provides relationship and portfolio management to support licensed financial advisors and their clients. Our emergent blend of caring, experience, and technology delivers: • Advisor/client relationship management • ... 961 kb Views 8950

9.3

Triune Financial Partners, LLC

2015-11-01

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-2 This mobile application allows clients of Triune Financial Partners, LLC to view account valuation, performance, and reporting information for authorized users, in an application developed specifically for mobile devices. 438 kb Views 413

9.6

Sojourn App

2015-08-03

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0 Sojourn Financial Strategies offers the Trust Company of America 'Liberty' application to authorized investors, their representatives and Registered Investment Advisors (RIAs). Take the power of Liberty with you and access your account information anytime and from anywhere. With comprehensive views of ... 9 MB Views 246

9.8

WealthMark App

2015-12-21

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+2 WealthMark LLC offers the Trust Company of America 'Liberty' Application to authorized investors, their representatives and Registered Investment Advisors (RIAs). Take the Power of Liberty with you and stay in touch with WealthMark LLC anytime and from anywhere. Representatives and RIAs ... 6 MB Views 5918

9.1

4College! – College Savings Planner

2015-10-25

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0 The Scholars Choice College Savings Planner helps you prepare a realistic savings plan for yourself or your children. This tool allows you to access the current cost of over 2,200 universities, find gaps in funding, develop savings goals and plan ... 3 MB Views 5541

9.2

Market Advisors

2015-04-23

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-1 This app connects you with the best financial advisors of the country. Our popular "Ask and Advisor" feature enables you to ask anything you want about wealth & money management, the financial markets, and short/long term money investments. This is ... NAN Views 992

8.6

Amicus Financial Advisors, LLC

2015-08-27

Related Apps ipad llc financial advisors access authorized application

+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

7.8

Topturn Capital, LLC

2015-08-09

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+2 The Topturn Capital, LLC iPad application enables authorized Topturn Capital, LLC clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. 1 MB Views 1628

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