Best Asset Client Details Apps | Panload iOS Finance

Beta

2015-08-25

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+3 Key Features: 1. Unlevers asset beta from equity beta, debt beta, debt, equity or leverage and tax rate a. Multiple asset betas can be added b. Average asset beta is determined 2. Relevers average asset beta with desired debt, equity or leverage and debt ... 226 kb Views 6715

7.4

Marketfield Asset Management for iPhone

2015-10-28

Related Apps management asset daily access clients articles free

+10 "The Marketfield Asset Management research app offers Marketfield’s clients and investors easy, uptodate access to articles from its Daily Speculator publication. The Daily Speculator was first published in July 2008 and incorporates macroeconomic and market commentary written by Marketfield’s Chairman ... 1 MB Views 7724

9.7

HomeTome

2015-02-17

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0 The HomeTome selfmanaging tool will allow the home owner to improve document management, aggregate expenditures, and easily verify or access valuations, important papers and major purchases. Do you know what you own? This is primarily a financial tool. It is intended to: 1. Add ... 40 MB Views 4267

8.2

Mopapp

2015-08-06

client

+18 The official client for the Mopapp.com service. Check out your sales dashboard with a UI and resolution tailormade for the iPhone, and save time with the autologin. NOTE: you need an account for the mopapp.com website to use the client app. 447 kb Views 7602

9.3

etfLook

2015-07-12

etfs includes asset ability exchange funds

+18 There are hundreds of Exchange Traded Funds (ETFs) listed on London Stock Exchange (LSE), covering all major asset classes, industry sectors and geographical markets offering a diverse and low cost investment option. The etfLook app enables a user to quickly find, ... 5 MB Views 9613

8.3

Warren Averett Asset Management

2015-01-17

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+6 This mobile application is available exclusively for Warren Averett Asset Management clients. The app allows you to view account valuation, performance, and reporting information for authorized users, in an application developed specifically for mobile devices. 3 MB Views 2003

8.6

AMP Capital

2015-06-27

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-3 AMP Capital is a leading investment house with over A131 billion in funds under management. We have a heritage and strength in real estate and infrastructure and provide clients with contemporary solutions in fixed income, equities and multiasset portfolios. (as ... 4 MB Views 686

8.6

PensionMandate

2015-10-20

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-4 The PensionMandate App powered by Instintell Institutional Investor Intelligence Limited in London delivers timely news alerts about institutional investor activity in Europe, Americas and Asia Pacific. Our service offers an important competitive advantage against those who only use typical mainstream publications. By ... 2 MB Views 3156

9.2

Woodlands Asset Management

2015-11-13

Related Apps management ipad asset access

+1 The Woodlands Asset Management iPad application enables authorized clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. If you would like to request access, please contact Woodlands Asset Management Inc. 1 MB Views 9142

9.1

AG Asset Advisory

2015-08-13

+15 The AG Asset Advisory private mobile application is exclusively for AG Asset Advisory clients. Designed to make important account information available onthego, the app will give all clients with a valid login access to: Information about your accounts, balances, and holdings Download ... 3 MB Views 5961

9.6

PAM-Mobile

2015-02-17

management asset aplikasi transaksi

+8 PAM Mobile adalah aplikasi yang disediakan oleh Panin Asset Management kepada nasabah untuk meningkatkan user experience dalam investasi reksa dana. Melalui aplikasi ini nasabah Panin Asset Management dapat memperoleh fasilitas seperti: 1.Pengecekan saldo investasi 2.Pengecekan historis transaksi 3.Pengecekan status autodebet 4.Memantau kinerja investasi reksa ... 6 MB Views 7116

7.7

Florida Estate Planning and Asset Protection

2015-06-22

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+30 Estate Planning and Asset Protection Information for Florida Residents, including wills and trusts information, probate and trust administration, charitable planning, small business planning, guardianship of incapacitated adults or for the property of minor children. 20 MB Views 6677

9.3

CAPM

2015-06-15

risk asset rate

+11 Calculate required rate of return of asset (or debt) using Capital Asset Pricing Model (CAPM) from Risk Free Rate, Beta of the security and market risk premium (MRP). 53 kb Views 6393

7.0

The Asset Magazine

2015-08-02

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+22 The Asset is the leading finance publication for Asia. Recognized for our knowledge of each Asian market, The Asset specializes in providing inhouse research, analysis and insight into the buying behaviour of global investors in Asia, as well as incisive ... 440 kb Views 6970

9.4

Asset Reg Plus

2015-02-26

asset version

+5 Been burgled, don't know what was stolen? If so then you need Asset Reg Plus. It is a simple Asset Register suitable for personal home use and assists in keeping a record of assets and their value. This 'Plus' version ... 2 MB Views 4644

8.3

Portfolio Asset Tracker

2015-08-06

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+15 Portfolio Asset Tracker allows you to group and track US investments by asset classes that you define. Prices are periodically pulled down and the performance of each asset class is instantly updated. With Asset Tracker you can: View the day's performance ... 2 MB Views 453

8.2

BMTratefinder

2015-09-16

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+3 BMT Rate Finder is an easy to use tool to find out the effective life and depreciation rate for any plant or equipment asset. Using Rate Finder you can search by industry or asset. You will then see the effective life; ... 4 MB Views 9052

7.9

Borro

2015-03-09

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+1 With the Borro mobile app you can now unlock the value from your luxury assets while onthego and use your luxury assets as collateral for a loan of up to 2 million dollars. If you have a luxury asset that ... 3 MB Views 2379

9.6

MiWay Insurance Ltd

2015-03-10

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+20 The MiWay Mobile App puts your policy in your pocket with a full range of services, including accident and other assistance, directions to inspection centres, the ability to submit a claim, and even an indicative quote function for those who ... 55 MB Views 2516

8.4

GS Asset Management

2015-12-05

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+2 This application is available exclusively to those who have received preauthorization. A valid login and password is required to use the GS Asset Management application. Content © 2015 Goldman Sachs. Application technology © 2015 Mediafly, Inc. 8 MB Views 1104

9.5

PIM Insights

2015-04-04

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+29 Explore global and US specific thought leadership on key topics ranging from market and economic outlooks to manager insights from Prudential Investment Management's institutional asset managers specializing in equity, fixed income, private fixed income, real estate, and commercial mortgages. Worldwide, Prudential ... 14 MB Views 8395

9.2

Brinker Capital Mobile

2015-08-28

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+13 Please note: This application is for registered financial professionals currently working with Brinker Capital. It’s difficult to grow without the right resources and that’s why Brinker Capital provides advisors with the tools needed to succeed. As an advisor, you know your ... 4 MB Views 9192

8.4

RiskApp

2015-09-05

risk portfolio level asset exposure

+12 Keep in touch with risk Prometeia presents RiskApp, advanced portfolio analysis at your fingertips. Use a predefined portfolio or create your own and check complexity and market risk, credit exposure and liquidity risk at portfolio level and on every position. Compile the ... NAN Views 4104

7.4

Metric Advisors

2015-08-13

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-8 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

7.4

MiBizz

2015-05-19

+15 This App is specially designed for the small business. Set up your client files in a simple manner. List individual client details. Create invoices and financial reports. Print invoices wireless. Make your own invoice layout. Enter up invoices. 13 MB Views 8424

9.3

Global Macro Investor Reader

2015-01-06

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+19 This application has been design exclusively for the clients of "The global macro investor". To be given access to this application membership to GMI is required. The Global Macro Investor is a monthly Global Macro advisory publication with frequent intramonthly updates ... 6 MB Views 5913

8.1

Unison

2015-01-06

Related Apps access account details client ability asset performance portfolio notifications

+14 Unison gives you real time access to the platform while you're on the move. Advisers and account holders simply use your online ID and password to access Unison's many features. Unison for advisers Access full platform functionality, including the ability to ... 168 kb Views 8781

8.8

Asset.

2015-03-05

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+8 Asset, the simple way to manage your Money. 428 kb Views 1038

7.7

Asset Class

2015-09-05

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+5 Our goal with Asset Class is to reinforce asset class investing principles and assist you in “staying the course” with your diversified asset class portfolio. The articles published in Asset Class offer a view of our investment philosophy and strategies, ... 5 MB Views 6377

9.2

Marketfield Asset Management

2015-11-20

Related Apps management asset daily access clients articles offers

+18 The Marketfield Asset Management research app offers Marketfield’s clients and investors easy, uptodate access to articles from its Daily Speculator publication. The Daily Speculator was first published in July 2008 and incorporates macroeconomic and market commentary written by Marketfield’s Chairman ... 1 MB Views 2942

9.5

Research by UniCredit HD

2015-09-22

Related Apps research unicredit access asset

+24 Get access to our hotoffthepress expert insights while on the go The UC Research app offers you quick and easy access to UniCredit's awardwinning Research franchise of more than 100 analysts in 14 locations around the globe. With just a few ... 1 MB Views 1745

8.6

Mole Valley Asset Management Mobile

2015-11-02

Related Apps management portfolio information valley asset access mobile data client

-2 Mole Valley Asset Management Mobile allows you to view your Mole Valley account online. If you are a client, Mole Valley Asset Management Mobile allows you to access information on your portfolios. If you are an investment manager or financial advisor, ... 11 MB Views 8986

9.2

Bordier (UK)

2015-09-18

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+20 Professional advisers and clients of Bordier (UK) now have the opportunity to see up to date portfolio valuations and asset allocation across all their accounts in a new App for the iPhone and iPad. Bordier (UK) have harnessed some of ... 936 kb Views 9642

9.5

Ladenburg Thalmann Asset Management

2015-12-28

Related Apps management information financial obtain performance asset

+25 Ladenburg Thalmann Asset Management (LTAM) now provides its latest commentaries, managed solution information and other tools for financial advisors within a mobile app. The app is free to download and can only be used by financial professionals affiliated through one ... 12 MB Views 4915

8.0

Paprika Contacts

2015-12-07

software contact client tasks details notes update edit contacts

+12 ==== IMPORTANT ==== To use this application you must have Paprika running as your agency management system including the "iPhone" module and have a valid useraccount for your database, along with the REACT option in your menu group. For further details please ... 642 kb Views 1530

8.6

UK Compound Interest Calculator

2015-12-05

Related Apps calculator interest years compound enter amount asset current number future

+17 A really simple calculator to allow you to instantly work out the future growth of your current savings or investments over a specified number of years taking compound interest into account. Simply enter the current amount of the asset in question, ... 133 kb Views 7386

7.0

CapRate Calc

2015-08-07

rental fees cash real estate asset

+23 We have all read and seen how the nation's largest investors are now going into the home rental market. We have developed an app that gives you a detailed and decisionmaking information on your next real estate purchase at the ... 950 kb Views 1020

8.3

Natixis AM

2015-06-04

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0 L’application Natixis Asset Management vous propose un accès privilégié à ses expertises et gamme de produits. Elle vous permet également de suivre toute l’actualité des marchés financiers commentée et analysée par nos experts. CARACTERISTIQUES : Accédez à l’ensemble des fonds de ... 13 MB Views 6433

8.6

RBinary

2015-04-17

time trade asset trading

+28 We provide access to wide range of trading options, including Commodities, Currencies, Indices and Stocks. Our Experienced Team of Trading Account Managers are always one click away to serve you. Our unique platform is User Friendly and the registration process is FREE ... 9 MB Views 7336

8.4

Mgd Ops

2015-06-28

Related Apps investment tools platform advisors managed reporting portfolio asset advisor proposal

-4 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

8.8

Sum of Years Digits

2015-08-19

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+2 This application generates depreciation schedule using SumofYears' Digits depreciation method. Input: (a) Asset Value (b) Asset Life (c) Salvage Value Output: Depreciation table with Beginning Book Value, Total Depreciation Cost, Depreciation Expense, Accumulated Depreciation and Ending Book Value. Accumulated Depreciation (AD) and ending Book Value (BV) graph Print ... 891 kb Views 758

8.7

UniCredit Leasing Asset Stock

2015-04-02

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-4 UniCredit Leasing Asset Stock aplikacija omogučava pristup vraćenim automobilima, opremi i nekretninama UniCredit Leasinga. Pruža detaljne informacije o predmetima, kao i adresu i kontkat brojeve osoba zaduženih za prodaju predmeta. Trenutno obuhvaća Bosnu i Hercegovinu, Hrvatsku i Srbiju. 11 MB Views 9737

9.8

Depreciation

2015-08-20

asset depreciation life digits years sum schedule balance

-2 Comprehensive Depreciation Application Key Features: Supported Depreciation Methods: 1. Straight Line 2. Production or Use 3. SumofYears' Digits 4. Double Declining Balance 5. MACRS Input For straight line, sum of years digits, declining balance (a) Asset Value (b) Asset Life (c) Salvage Value For Production or Use (a) Asset Value (b) Asset Life (c) ... 2 MB Views 8498

9.4

Dollars

2015-04-01

Related Apps job email photos signature select add invoice details client enter quote pdf

+6 Dollars is Free to Download, BUT you will need to Purchase the App once to email PDF documents to your clients. It has been done this way so you can test the app out before you buy. Import all your products ... 17 MB Views 8964

7.5

Verity Asset Management

2015-01-16

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+10 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

9.4

AIAG

2015-03-08

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+5 AIAG Family Office Consolidation System (FOCS) allows a worldwide secure and encrypted access to online valuations of total assets bankable and non bankable, disaggregated per bank and typology of asset or overall consolidated. The consolidation tool includes the real assets ... 3 MB Views 9494

9.0

Infor Lawson Mobile Assets

2015-08-20

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+5 Lawson Mobile Assets from Infor helps your assets team and other staff to quickly look up assets, perform inventory and update asset information through their Apple iOS devices, which can free them from their desks and make them more productive. ... 5 MB Views 5990

9.2

Double Declining Balance

2015-08-19

depreciation double book balance schedule mail print asset

+17 Double Declining Balance application generates depreciation schedule using double declining balance method of depreciation. AD and remaining BV graph is displayed. Input: (a) Book Value of Asset (b) Useful life of asset (c) Salvage value of asst Output: Table with beginning book value, depreciation expense, depreciation rate, ... 906 kb Views 9392

8.7

LGT Bank

2015-07-21

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+2 The LGT Publications App provides currently updated market information and a library containing annual reports, company profiles and the latest editions of LGT’s client journal CREDO. LGT Group is the largest Private Banking and Asset Management group in the world that ... 11 MB Views 5437

9.6

RBC Global Asset Management Advisor

2015-07-21

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0 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

9.8

Quilter Cheviot

2015-12-12

asset portfolios features consolidated valuation allocation information statements

+2 Clients and professional advisers of Quilter are able to view portfolio valuations, asset allocations and cash statements across their portfolios App Main Features •A summary by value of all portfolios at a consolidated level •Asset allocation charts •Portfolio valuation by asset class, holdings and ... 11 MB Views 768

7.9

MoneyWare

2015-12-03

client enable

+11 MoneyWare Mobile App, contains sophisticated tools that enable ‘Wealth Management on the Go’ for relationship managers and clients. Intuitive, easy to use features facilitate collaboration and enable responsiveness in client interactions taking client engagement to the next level. 31 MB Views 3879

8.8

Track5000s

2015-06-21

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+1 Track5000s works with Real Asset Management's Series4000 serverbased solution, providing organisations with a paperless and fully integrated asset tracking solution. The application works in real time via a wireless connection and allows users to view, update and complete events remotely. ... 6 MB Views 7158

8.5

MyWill India

2015-03-16

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-1 The Mobile way to make a Will in just few steps. Everything is encrypted because we understand your data confidentiality. Systematic capturing of Assets and other properties let our professional lawyers draft your will in the most Simple and Convenient ... 18 MB Views 2605

9.9

Money Manager Pro Lite – Financial Budget Planner, Expense Management Tracking

2015-01-21

Related Apps money management budget card function asset expenditure account debit amount category

+15 “Money Manager Pro” is an optimized application for personal asset management. ※ PC editing function You can view ‘“Money Manager Pro” application by WiFi or 3G. You can see the data sorted by date, category and asset group on the screen of ... 19 MB Views 6699

7.2

PartMine

2015-10-12

work asset owners easily create important shared assets maintenance

-9 Managing shared assets can be challenging and timeconsuming. It requires organization, clear communication, and detailed record keeping. PartMine is an app specifically designed to help coowners work together and easily manage the most important aspects of their shared assets. Log in ... 3 MB Views 9322

8.1

iProtect

2015-03-26

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+5 Create and control your own bespoke portfolio "iProtect Serious Investors Only Need Apply" AppleCraver BEGINNERS USE BASIC MODE. ADVANCED INVESTORS/ADVISORS USE FUND MODE. iProtect is a new tool with which you can create your own tailormade, capitalprotected portfolio. There is a mistaken belief ... 2 MB Views 7781

7.5

Standard Life Investments UK Adviser

2015-08-08

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-7 The latest UK Adviser app from Standard Life Investments. Instant access to live fund prices, performance data as well as a wealth of other useful facilities, including interactive charts, factsheets, fund manager videos and conference calls. No need to register. Download now ... NAN Views 8325

9.9

iUMA

2015-10-03

Related Apps access account details client ability asset performance portfolio notifications

-5 iUMA gives you real time access to the platform while you're on the move. Advisers and account holders simply use your online ID and password to access iUMA's many features. iUMA for advisers Access full platform functionality, including the ability to ... 194 kb Views 6799

8.5

sunXman PV Asset Manager

2015-07-14

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-1 Controlla lo stato ed il rendimento dei tuoi impianti fotovoltaici direttamente sul tuo smartphone con l'estensione mobile dell'applicazione sunXman PV Asset Manager. PV Asset Manager elabora automaticamente il Business Plan dell'impianto, ne effettua automaticamente il Rating e fornisce: gli scostamenti rispetto ... 478 kb Views 6285

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