Best Asset Client Portfolio Apps | Panload iOS Finance

8.8

Asset.

2015-03-05

asset

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

8.8

Sum of Years Digits

2015-08-19

depreciation schedule book asset accumulated sum print mail digits years

+4 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

7.9

P&IQ Searches and Hires Database

2015-01-28

searches view subscribers country region class database leads asset

+2 Note: P&IQ is only available to P&I Daily and P&I Research Center subscribers and is brought to you by Pensions & Investments. The P&IQ Searches and Hires Database keeps subscribers informed of the latest searches, hires and terminations from pension funds ... 8 MB Views 5529

9.6

RBC Global Asset Management Advisor

2015-07-21

management investment advisor access asset convenience rbc account global

-1 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

9.2

Brinker Capital Mobile

2015-08-28

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+30 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

9.7

Investrack Prof

2015-09-15

Related Apps management investors relationship managers investment portfolio client information view order

-2 Investrack is a client engagement solution that allows Wealth Management and Investment Management companies to provide online portfolio access, reporting and trading capabilities to their clients as well as internal employees. • Investors can securely log in and view their portfolio ... 5 MB Views 5467

8.3

Investment Pal

2015-07-02

Related Apps investment asset performance

0 Track your investment. See the real performance of your investment. Compare performance between your portfolios in graph view. See your asset allocation and growth of your total asset. 5 MB Views 2533

7.2

Straight Line Depreciation

2015-08-21

depreciation book schedule asset straight print mail accumulated life line

-2 This application generates depreciation schedule for straight line depreciation. Input: (a) Book Value of Asset (b) Asset Life (c) Useful Life of Asset Output: Depreciation Schedule with beginning book value, total depreciation, depreciation expense, accumulated depreciation, ending book value. Graph of accumulated depreciation (AD) and ending book ... 869 kb Views 1172

7.2

BRI Wealth Management Mobile

2015-05-30

Related Apps management information wealth portfolio mobile access data client

+10 BRI Wealth Management Mobile allows you to view your BRI Wealth Management account online. If you are a client, BRI Wealth Management Mobile allows you to access information on your portfolios. If you are an investment manager or financial advisor, you ... 12 MB Views 4972

8.8

mCCRC

2015-10-21

investment news funds client reporting portfolio information allocation find contact Business Transaction Transactions Data Malaysia Stock Logix Magazine 100 Application Banking Credit Check Parkway Search Balance Interest Snowball Accounts Business Expenses Accounts Balances Union Add Calculator Rate Heritage Mobile View Financial Information Notes Account Check Company

0 Comarch Mobile Reporting App provides financial institutions with online reporting on their client investment portfolios and with tools supporting investment decisions taken by the clients. Moreover, the solution empowers client advisors by letting them review details of their client portfolios. Features: Portfolio ... 3 MB Views 7888

9.3

Global Macro Investor Reader

2015-01-06

global macro analysis investor covers recommendations asset monthly trade

+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

7.1

Client Portfolio Manager

2015-05-23

investment portfolio access focus insurance client manager easy coverage plans summary

+1 Designed for financial advisors who want a clean yet detailed interface that can be easily understood by clients during review meetings and presentations. Client Portfolio Manager will enable you to record your clients’ insurance policies and investment plans information in ... 9 MB Views 5421

7.5

Tercero Mobile

2015-09-18

Related Apps information portfolio access mobile data client

-6 Tercero Mobile allows you to view your Tercero account online. If you are a client, Tercero Mobile allows you to access information on your portfolios. If you are an investment manager or financial advisor, you can access your client’s details and ... 20 MB Views 6075

7.7

Asset Class

2015-09-05

management asset class published

+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

8.7

SlickFunds

2015-08-04

personal house fund scheme portfolio class updates asset portfolios based

-9 If you are an investor in Indian Mutual Funds looking for a single tool that helps you track all your MF holdings across different Fund Houses, SlickFunds will do the needful. It doesn't come with the inherent limitation of a ... NAN Views 9587

7.4

Metric Advisors

2015-08-13

advisors metric managed account asset

-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

8.3

Warren Averett Asset Management

2015-01-17

management warren application mobile asset

-5 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

7.4

Marketfield Asset Management for iPhone

2015-10-28

Related Apps management asset daily access clients articles free

+15 "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

8.5

Efficient Frontier

2015-11-21

portfolio assets risk return returns efficient expected frontier asset level Everyday Save Solutions Mobile Transaction View Business Iphone Search Check Market Trends Sich Sie Und Payments Service Time Module Study Time Alle Kunt Van Investment Investors Market Banking Business Customer Banking Citizens Locations Create Expense Reports

+2 Modern Portfolio Theory (MPT) recognizes that investment returns also carry risks. When assembling a portfolio of risky assets, it is necessary to account for these two components as well as the correlation among the assets. When risky assets are combined in ... 930 kb Views 8405

9.0

RMS Wealth Mobile

2015-03-30

rms information wealth portfolio mobile access data client

+2 RMS Wealth Mobile allows you to view your RMS Wealth account online. If you are a client, RMS Wealth Mobile allows you to access information on your portfolios. If you are an investment manager or financial advisor, you can access your ... 11 MB Views 6040

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

8.7

LGT Bank

2015-07-21

family management banking private group assets asset

+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

8.7

Investrack Pro

2015-07-10

Related Apps management investors relationship managers investment portfolio client information view order

+29 Investrack is a client engagement solution that allows Wealth Management and Investment Management companies to provide online portfolio access, reporting and trading capabilities to their clients as well as internal employees. • Investors can securely log in and view their portfolio ... 5 MB Views 3137

9.8

Portfolio Designs

2015-10-23

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-1 Portfolio Designs 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 7968

9.3

etfLook

2015-07-12

etfs includes asset ability exchange funds Bank Deposits Pay Paiement Vos Vous Calculate Calculator Maximum Chart Price Profile News Real Stock Expense Finance Setting Deposit Mobile Priority Deposit Mobile Pioneer Account Funds Union Document Documents Facility Bank Online User Balance Reload Transfer

-2 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

8.5

MyWill India

2015-03-16

user assets add details fund asset properties

-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

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

8.4

Mgd Ops

2015-06-28

Related Apps investment tools platform advisors managed reporting portfolio asset advisor proposal Create Funds Messages Converter Currency Update Access Accounts Easy Desired Price Search Future Income News Merchant Merchants Mobile Amount Calculator Click Banking Checking View Account Easy Transaction Account Claims Time Finance Latest News Application Information Ipad

-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

9.4

JLT IM Investor Portal

2015-07-05

Related Apps information portfolio portal investor access data client

0 JLT IM Investor Portal allows you to view your JLT account online. If you are a client, JLT IM Investor Portal allows you to access information on your portfolios. If you are an investment manager or financial advisor, you can access ... 11 MB Views 6744

7.2

Sigma Trading

2015-03-12

Related Apps time trading traders detailed real view asset

+19 Description: The true multiasset functionality of Sigma Trading is available for iPhone and iPad Gain access to all the major asset classes such as Stocks, CFDs, FX, Futures and Commodities. Real time trading. View level 2 quotes, advance charts and scanners. An intelligent order ... 10 MB Views 3222

8.5

Artorius Wealth Mobile

2015-05-13

Related Apps information wealth portfolio mobile access data client

+2 Artorious Wealth Mobile allows you to view your Artorious Wealth account online. If you are a client, Artorious Wealth Mobile allows you to access information on your portfolios. If you are an investment manager or financial advisor, you can access your ... 21 MB Views 9305

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

9.0

Infor Lawson Mobile Assets

2015-08-20

assets mobile lawson update infor inventory asset

+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

9.6

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

8.3

Portfolio Asset Tracker

2015-08-06

tracker asset define portfolio performance investments glance

+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

9.2

Voya Global Perspectives

2015-12-16

Related Apps investment management global insights markets clients asset perspectives provide

-9 A big challenge we all face is distilling massive amounts of information into coherent messages for clients. The Voya Global Perspectives app does just that – delivering timely, concise and consolidated insights to provide a practical framework for client reporting ... 37 MB Views 1042

7.7

Florida Estate Planning and Asset Protection

2015-06-22

planning information florida protection asset estate

+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

7.5

Standard Life Investments UK Adviser

2015-08-08

funds fund standard investments life performance asset charts manager calls Farmers Mobile View Company Locations Search Debt Debts Email Betting Market Trading Categories Category Expense Free Money Travel Charged Current Period Contact Mobile User Based Income Tax Money Savings Time Market Money Options Check Commercial Pay

-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

9.0

AssetMark Advisor

2015-06-08

investment work videos portfolios create client clients portfolio

+16 Please note: For registered financial advisors currently working with AssetMark, Inc. Tell your story anywhere, anytime. The AssetMark Advisor app makes it easy to communicate the “why” and “how” of your investment approach, helping you win new clients and enhance relationships ... 37 MB Views 610

8.5

BLT Homes

2015-11-01

Related Apps rental asset fees cash homes estate real

-2 BLT Homes is proud to sponsor a custom Cap Rate Calculator. Visit us online at www.bltoffice.com 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 ... 1 MB Views 1955

8.6

AMP Capital

2015-06-27

Related Apps investment market capital amp asset information provide

+4 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

7.0

Affinity Private Wealth Mobile

2015-04-02

affinity information portfolio mobile private wealth access data client

+6 Affinity Private Wealth Mobile allows you to view your Affinity account online. If you are a client, Affinity Private Wealth Mobile allows you to access information on your portfolios. If you are an investment manager or financial advisor, you can access ... 11 MB Views 3920

9.5

Beta

2015-08-25

beta equity asset debt leverage average

+12 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

9.2

Bordier (UK)

2015-09-18

history full level features asset cash portfolios portfolio

+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

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

8.2

BMTratefinder

2015-09-16

search property rate depreciation effective asset finder life start

+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

8.2

AMOS Mobile

2015-10-15

manage asset assets

+2 Anywhere, Anytime, Asset Management Manage all of your business assets online. Dashboard provides high level account data. View portfolio value and metrics, upcoming maturities, assets by manufacturer and more Manage location and serial number changes. Terminate leases, request asset buyouts and ... 25 MB Views 6702

8.4

Asset Insurance Brokerapp

2015-09-25

Related Apps insurance claim lodge asset contact information

+4 The Asset Insurance Brokers client app has been developed to provide useful information when you need to contact us, lodge a claim, or just have fast access to your insurance portfolio details. As well as general contact and claims information you ... 6 MB Views 6704

8.7

UniCredit Leasing Asset Stock

2015-04-02

stock leasing unicredit asset

-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

9.2

Imbu

2015-08-06

data assets asset demo operational type location operation

-9 What if we could redesign Asset Monitoring with today's state of the art technology? That is how we developed IMBU, using today's technologies, centered around the users and their organization. Some of IMBU's features: Aggregation: Data is aggregated by machinetype and by location. This results in ... 3 MB Views 8062

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

7.5

NAI Listings

2015-07-26

investment search listings view asset information listing filter

-2 NAI Global Investment/Capital Markets is an integrated investment services group that enhances value and brings key intelligence to the sales process with indepth market research, acquisition & disposition expertise, due diligence processes, asset optimization solutions, customized analytics and appraisal and ... 13 MB Views 1275

9.7

Find bargain stock

2015-05-29

stock current assets information cash company liabilities asset financial price

+15 "Find Bargain Stock" is an APP easy to those who wish to practice investment theory of wellknown investor Warren Buffett. A bargain stock is a thing of a stock with a low stock price compared with the value which the company has. Indices, such ... 829 kb Views 4947

7.5

Verity Asset Management

2015-01-16

Related Apps management investors time liberty information asset rias advisors real client

+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

9.7

HomeTome

2015-02-17

home building access organize assets asset documents purchase insurance attach

-1 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

7.2

ETF Investor

2015-07-02

time etf etfs investor contact individual asset features short

0 Seeking Alpha's ETF coverage is read by millions of investors each month. The ETF Investor app features: INSTANT NEWS ...covering what's moving individual ETFs, ETF fundamentals, ETF dividend payouts, shifting expense ratios, competing fund launches, moves in and out of ETFs by hedge ... 13 MB Views 7322

8.5

sunXman PV Asset Manager

2015-07-14

manager asset con dell

-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

9.2

Satovsky Asset Management

2015-06-28

Related Apps management ipad asset llc authorized access application

+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

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

8.0

Morningstar for Advisors℠ – Client Reporting. Portfolio Analysis. Market Data.

2015-01-28

office investment monitor market research building morningstar advisor client advisors practice portfolio account information

-1 Explore new possibilities in practicebuilding with Morningstar for Advisors, a mobile companion to Morningstar Office℠ or Morningstar Advisor Workstation℠. Morningstar for Advisors wraps client account information in an easytouse visual interface to help advisors like you illustrate account details, explain ... 70 MB Views 1580

Investrack Prof

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sunXman PV Asset Manager

Investrack Pro

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