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Best Advisors management user Apps | Panload

+13    What’s Behind the Numbers? STOCK GRADER TM is a risk management App for investors in the largest 750 US listed stocks. FUNCTIONALITY The User inputs ticker symbols for favorite stocks, the maximum number determined by subscription level. The App assigns letter grades and number rank. ...    3 MB    Views 5110
+2    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

ISC Advisors

2015-10-18
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+18    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
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+12    The RoseCap iPad application enables authorized clients of RoseCap Investment Advisors, LLC to access their performance data in a simple, elegant interface that is custom designed for the iPad. Just another reason RoseCap is the "next generation of investment advisors." REQUIREMENTS: ...    2 MB    Views 1980

Shadowridge AM

2015-09-12
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+11    Shadowridge Asset Management, LLC offers the Liberty application to authorized investors, their representatives, and Registered Investment Advisors (RIAs). Take the power of the Shadowridge app with you and access your account information anytime and from anywhere. With comprehensive views of account ...    8 MB    Views 2351

RH Wealth Advisors

2015-03-30
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0    RH Wealth Advisors offers the Trust Company of America 'Liberty' Application to authorized investors. Take the Power of Liberty with you and stay in touch with RH Wealth Advisors anytime and from anywhere. Representatives and RIAs rely on Trust Company of ...    654 kb    Views 2176
0    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
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+11    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
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+4    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

Hg Capital App

2015-10-04
-7    Hg Capital Advisors 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 ...    8 MB    Views 3720

Gold Price Now

2015-11-10
-4    Hello everyone, in the new year to continue for the majority of new and old customers worldwide service, Gold Price Now really happy, Gold Price Now as fine a worldwide launch by user support, it is in a purple sea ...    470 kb    Views 2044
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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
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+4    Great Pacific Wealth Management 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 ...    3 MB    Views 9248
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-6    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

MAccess Mobile

2015-02-22
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-2    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

Efficient Advisors

2015-03-29
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+2    Efficient Advisors' mobile application allows authorized users to view account information and balances in an application developed specifically mobile devices.    3 MB    Views 7397
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-6    The GEMS (GCP Expense Management System) is an application that assists large and small business users streamline their reconciliation and expense management processes, saving users time and money. Users can track and manage their expenses from “Spend to End™”. Users are ...    3 MB    Views 3269

Clarity 365

2015-10-17
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0    Here at Data Clarity we're a passionate, forwardthinking organisation who have worked exceptionally hard researching technologies to ensure the end product is fit for your business today and tomorrow. Clarity365 is an innovative cloud based business management solution developed to improve ...    NAN    Views 722
-8    Ryan Mirzaei established Factels Accountants & Business Advisors in 2013. A Registered Tax Agent, Ryan brings to Factels a Bachelor of Accounting, and professionsl affiliations including membership of the Institute of Chartered Accountants in Australia. Ryan is committed to providing ...    18 MB    Views 1647
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+4    NAV Wealth Management offers the Trust Company of America 'Liberty' Application to authorized investors. Take the Power of Liberty with you and stay in touch with NAV Wealth Management anytime and from anywhere. Representatives and RIAs rely on Trust Company of ...    660 kb    Views 8340

Boon Capital

2015-06-05
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+25    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

Taxessor

2015-02-21
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+27    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

Sojourn App

2015-08-03
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+9    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
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-8    Atlas Capital Management Corp. 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 ...    9 MB    Views 7178

Duckworth Wealth

2015-06-26
+4    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
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-5    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
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+2    Oracle Enterprise Performance Management (EPM) Mobile provides users of Hyperion Financial Management, Hyperion Planning, and Hyperion Tax Provision with easy access to key business information for faster decisionmaking and improved process flow. EPM Mobile helps onthego managers and executives to ...    44 MB    Views 2117
+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

Atlas Peak Advisors

2015-06-14
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+14    Atlas Peak Advisors, Inc.’s mobile application allows you to view account valuation, performance, and reporting information for authorized users of the firm. Available on the Apple operating system, clients can access the following data: Account Value Snapshots Performance reports Account positions by asset ...    3 MB    Views 3512
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+3    Verity Asset Management 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 Verity Asset Management anytime and from anywhere. Representatives ...    870 kb    Views 4975

Metric Advisors

2015-08-13
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-1    Metric Advisors Mobile App allows you to view account information, balances and easily connect to your Metric Advisors Account info. Metric Advisors believes every investor should have access to professionally managed, dynamic, low cost, asset allocation strategies. Our mission is to ...    3 MB    Views 9224
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+2    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

MYOBeta

2015-09-13
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0    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

Liberty App

2015-09-30
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-9    Trust Company of America offers the 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 positions, transactions ...    2 MB    Views 5299

SFG App

2015-06-10
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-8    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
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-2    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

TBA Inc

2015-05-21
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+8    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 ...    21 MB    Views 8196
-1    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

Avant-Garde

2015-02-27
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-1    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

TCG Advisors

2015-06-05
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+5    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
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+17    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
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-1    Colson Financial Group, Inc. offers the Trust Company of America 'Liberty' application to authorized investors, their representatives and Registered Investment Advisors. Take the power of Liberty with you and access your account information anytime and from anywhere. With comprehensive views of ...    8 MB    Views 741
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+24    GEMS will help users to track and manage their expenses from “Spent to End”. The GEMS (Global Expense Management System) is the perfect solutions to assist you capture and complete your expense capture as you transact in as little as three ...    13 MB    Views 1886

Emergent Investor

2015-12-11
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+7    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

CFANY

2015-12-13
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-9    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

Market Advisors

2015-04-23
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0    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

Prism Capital App

2015-09-13
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+30    Prism Capital Management 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 302

WealthMark App

2015-12-21
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-8    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
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+8    Horter Investment Management offers the Trust Company of America 'Liberty' application to authorized investors, their representatives and Registered Investment Advisors. Take the power of Liberty with you and access your account information anytime and from anywhere. With comprehensive views of account ...    8 MB    Views 7843
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+21    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

MWS Sales

2015-06-15
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+14    The Amazon seller order management for your iPad. This useful management tool allows your Amazon seller's account activity to be linked on your iPad. Manage your Amazon seller's account activity anytime and anywhere. MWS Sales features a very clean userinterface that allows ...    5 MB    Views 5206
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+6    Weatherstone Capital Management 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 ...    2 MB    Views 7526

Trademen

2015-12-02
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+14    Trade Men is Simple and Powerful Accounting app with complete Project Management features, users should enter the daily dealings of their business income and expenses, at backend your details were modified and keep it ready for Tax Filing (Iphone app is supporting app ...    2 MB    Views 2261

Index Fund Advisors

2015-10-09
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-7    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

Irish Life - Ask UW

2015-07-14
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-6    Ask Underwriting is the Irish Life Underwriting Information Resource for Financial Advisors. This application is only available to advisors who hold an agency with Irish Life. It provides you with the following up to date information: 1. Medical Conditions: descriptions of illnesses, likely ...    NAN    Views 4056

Acumen

2015-07-22
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+4    This powerful App has been developed by the team at Acumen Accountants & Advisors to give you key financial information at your fingertips, 24/7. Now you can have instant access to your latest business and personal accountancy facts, dates and calculators. ...    9 MB    Views 1420

Infor SunSystems

2015-03-21
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+1    The Infor SunSystems mobile application (app) empowers you to perform your work on your mobile device anywhere, at any time, with no restrictions to the SunSystems business functionality and reports that you normally access. For example, you can start a ledger ...    3 MB    Views 7345

Sandy Cove Advisors

2015-07-23
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-7    This Mobile App allows you to view account information, balances and easily contact your advisor at Sandy Cove Advisors.    3 MB    Views 1660

Avalan TCA App

2015-03-20
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0    Avalan 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 information anytime and from anywhere. Representatives and RIAs can rely on Liberty ...    2 MB    Views 1942
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-6    Manage Your Forex Position Size. Naturally. Smartly. Beautifully. FX Trade Sizer helps you to calculate position size in a simple and efficient way given your Money Management and Trade Management rules.  Features: Forex Position size calculator Pip value calculator User Interface designed to maximize the user ...    6 MB    Views 7818
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