Best Advisors Authorized Financial Apps

Vellum Financial App

2015-03-18

+4 Vellum Financial 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 account ... 9 MB Views 7218

9.4

Nomura iCB

2015-06-29

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+15 Nomura iCB brings the converts market to the mobile arena. It allows Nomuraauthorized clients to stay up to date with all that is happening in the CB world, no matter where they are. Nomura iCB is available for the iPhone and ... 4 MB Views 8964

8.1

DLK Investment Management

2015-09-03

Related Apps ipad management investment access authorized application

+23 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

9.3

Odyssey WM

2015-04-29

Related Apps management ipad wealth access authorized application

+11 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

8.2

Schneider Downs Wealth Management Advisors

2015-07-07

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0 This Mobile App allows clients of Schneider Downs Wealth Management Advisors to view account balances and reports across custodians plus connect with your advisor. 3 MB Views 3702

8.4

myNestEgg ~ the retirement calculator

2015-09-17

Related Apps retirement planning income saving advisors post rate financial

+8 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

9.2

HO Quote

2015-10-10

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-1 Unbehagen Advisors,established 1992 Taxes, Accounting, Investments, & Insurance. Your Success = Our Success General Information Welcome to Unbehagen Advisors We are an accounting, tax, and financial planning firm located in Tarpon Springs that has been serving North Pinellas/South Pasco and Hillsborough for ... 18 MB Views 5162

9.0

Maryland Cap

2015-06-21

Related Apps ipad capital application access authorized

+4 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

7.8

Compass Financial Strategies

2015-11-13

Related Apps compass ipad strategies financial access authorized application

+21 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

9.3

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

2015-11-13

+8 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

9.5

Jacobson & Breen

2015-08-18

Related Apps ipad access authorized application

-9 The Jacobson & Breen Wealth Management, LLC iPad application enables authorized Jacobson & Breen clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: Individuals must be a Jacobson & Breen client ... 1 MB Views 695

9.6

RepOffice

2015-09-30

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+27 The app is intended for use by independent financial advisors who use Summit Brokerage as their BrokerDealer. RepOffice (also the name of the app) refers to the advisor portal that allows Summit’s advisors to view specific information regarding their business ... 289 kb Views 6546

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

9.7

ISC Advisors

2015-10-18

advisors

-9 The ISC Advisors app allows you to view your managed account information such as balances, activity, as well as run reports right from your mobile device. 3 MB Views 9467

8.3

Your Reason

2015-01-09

Related Apps ipad financial access authorized application

+12 The Reason Financial iPad application enables authorized Reason 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 Reason Financial client that has been authorized for ... 2 MB Views 3953

9.0

Sandy Cove Advisors

2015-07-23

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0 This Mobile App allows you to view account information, balances and easily contact your advisor at Sandy Cove Advisors. 3 MB Views 1660

9.1

AdvisorNet

2015-06-03

Related Apps ipad authorized application access

+27 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

8.8

Jacob William Advisory

2015-12-18

Related Apps ipad advisory william access authorized application

-5 The Jacob William Advisory iPad application enables authorized Jacob William Advisory clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Jacob William Advisory client that has ... 1 MB Views 2488

9.3

Retirement Advisors of America

2015-06-04

Related Apps retirement ipad america advisors access authorized application Devices Savings Secure Market Mobile User Bank Funds Phone Automatically Data System Deposit Including Transactions Aus Und Werden Investment Picture Portfolio Account Check Trust Categories Easy Money Bills Privacy Transactions Banking Data Security Gps Mileage Vehicle

-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

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

8.5

Justice Financial Services

2015-01-16

Related Apps investors time information liberty services financial advisors real anytime rias

-9 Justice Financial Services 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 Justice Financial Services anytime and from anywhere. Representatives and RIAs ... 901 kb Views 7185

9.2

Northwood Group

2015-05-16

Related Apps ipad group authorized access application

-5 The Northwood Group iPad application enables authorized Northwood Group clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Northwood Group client that has been authorized for ... 1 MB Views 5492

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

9.1

Kreitler MyDashboard

2015-06-05

Related Apps ipad investment financial authorized access application

+9 The Kreitler Financial MyDashboard iPad application enables authorized clients to access their investment performance on their consolidated accounts on the Kreitler Financial investment platform in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be ... 1 MB Views 6391

8.3

Concentrum

2015-05-16

Related Apps management ipad wealth access authorized application Crisis Hints Situation Account Data News Car Rate Years Accept Ipad Payments Check Iphone Phone Data Stock Trend Fcu Login Mobile Financial Rate Retirement Coin Coincalc Count Banking Log Online Application Property Valuation Currency Rates Tap

-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

7.2

Lindbrook Capital

2015-01-09

Related Apps ipad capital access authorized application

0 The Lindbrook Capital iPad application enables authorized Lindbrook 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 Lindbrook Capital client that has been authorized for ... 1 MB Views 9222

7.5

CFANY

2015-12-13

Related Apps ipad york advisors financial capital authorized access application

+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

8.6

Avant-Garde

2015-02-27

Related Apps ipad access designed authorized advisors application Finance Home Mortgage Forex Trading Video Cash Properties Screen Features Mobile Phone Ipad Touch Transactions Data Market Rates Bank Home View Account Atms Trust Information Iphone Personal Bills Freedom Mobile Automatically Fixed Record Balances Bills State

0 The AvantGarde Mobile iPad application enables authorized clients of AvantGarde Advisors to access their performance data on the go. Knowing how your investments are doing in a beautifully designed and easy to access app designed specifically for the iPad. REQUIREMENTS: You ... 1 MB Views 2756

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

8.3

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

9.2

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

9.1

Karsten Advisors Mobile

2015-01-09

Related Apps ipad advisors access authorized application

+19 The Karsten Advisors iPad application enables authorized clients to access their performance data in a simple and elegant interface which was custom designed for the iPad. REQUIREMENTS: You must be a Karsten Advisors client that has been authorized for the iPad ... 1 MB Views 9211

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

RMB Capital Management

2015-12-18

Related Apps ipad management rmb access application authorized capital

+3 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

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

9.5

Tilden CM

2015-12-14

Related Apps management ipad capital access authorized application

+11 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

9.5

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

8.6

Richmond Brothers

2015-10-01

+27 The Richmond Brothers iPad application enables authorized Richmond Brothers, Inc. clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You must be a Richmond Brothers, Inc. client that has been authorized ... 1 MB Views 4206

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

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

8.2

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

9.1

Cascade Financial Management Mobile App

2015-11-13

Related Apps management ipad cascade financial authorized application access

-1 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

9.7

Efficient Advisors

2015-03-29

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-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

9.6

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

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

9.0

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

9.6

First Allied

2015-06-08

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+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

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

7.9

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

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

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

8.4

Sugarloaf WM

2015-06-11

Related Apps management ipad wealth access authorized application

+19 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

8.6

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

9.6

White Horse Advisors

2015-11-20

Related Apps horse ipad white advisors access authorized application

+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

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

7.5

Certified Advisory Corp

2015-11-20

Related Apps ipad certified corp advisory access authorized application

-7 The Certified Advisory Corp iPad application enables authorized Certified Advisory Corp clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Certified Advisory Corp client that has ... 1 MB Views 3425

8.6

Real Estate Advisors

2015-09-16

Related Apps real estate advisors

+8 Real Estate Advisors App has many powerful tools such as a Mortgage Calculator, Virtual Tours, Contact Info, Property Searches and much more, all in this free app So even if you're a buyer, a seller or just a real estate ... 15 MB Views 9456

9.1

Vicus Capital

2015-02-27

Related Apps ipad capital access authorized application

+5 The Vicus Capital iPad application enables authorized Vicus 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 Vicus Capital client that has been authorized for ... 1 MB Views 7661

7.6

MACRO Financial Advisors

2015-03-07

Related Apps ipad macro advisors financial access authorized application

+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

8.7

F.I.G. Financial

2015-09-28

Related Apps investors time information liberty representatives account advisors client rias anytime financial

-7 F.I.G. Financial Advisory Services, Inc. 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 ... 12 MB Views 6387

Sandy Cove Advisors

Schneider Downs Wealth Management Advisors

Efficient Advisors

Justice Financial Services

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