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Best Beeg client insurance Apps | Panload

IP Quote

2015-04-17
+14    Welcome to the Income Protection app by Exeter Family Friendly. For financial advisers only, this app provides an instant quote for our 3 awardwinning income protection products. It highlights the simple choices your client needs to make and the impact these ...    NAN    Views 8629

iSpeedTrader

2015-04-25
stock usa client
+25    SpeedTrader is a division of Stock USA Execution Services, Inc. (Stock USA). Stock USA is a New York based broker/dealer and a member of FINRA and NFA. The company specializes in the electronic trading field. Our goal is to provide the ...    2 MB    Views 6940

Tercero Mobile

2015-09-18
+7    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
0    Vance Capital Management, LLC 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 ...    8 MB    Views 6816

Accelerated iQuote

2015-06-27
client advisers adviser quote centre life
-1    The Accelerated iQuote by TAL provides a unique tool for advisers to initiate a sales discussion anywhere, anytime. The Accelerated iQuote also allows the adviser to initiate an email to their client with the client's quote reference number and premium. The ...    NAN    Views 3433
+28    If you are looking for a smart, easy to use and featurerich financial App to track your hourly earnings and the time spent on the job, HoursWiz is the one. With HoursWiz application, you can save favorite time entries for ...    9 MB    Views 2909

QuickAcctSales

2015-12-10
+4    This app helps business traveler on the move and needs to create the account sales document for your client instantly. ( This is one of the "goods on consignment" 's procedure. Statement of Goods Sold) QuickAcctSales creation in PDF format, ...    2 MB    Views 8609

Compass

2015-12-14
+8    Compass 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 Compass's many features. Compass for advisers Access full platform functionality, including the ability to ...    204 kb    Views 1433

CAM Liberty App

2015-05-13
Related Apps investors liberty information rias client access account user representatives
+9    Classic Asset Management, LLC 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 ...    9 MB    Views 3310

MiBizz

2015-05-19
+14    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

MX HUB24

2015-12-07
Related Apps access account details client ability asset performance portfolio notifications
+30    MX HUB24 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 MX HUB24's many features. MX HUB24 for advisers Access full platform functionality, including ...    109 kb    Views 8577

iRisk Advisor

2015-01-28
-8    Increase sales and efficiency. iRisk Advisor is a tool for advisors looking to improve their personal insurance client engagement process. It allows the advisor to collect client information (fact find) and then display a programmable "house view" of policy requirements for ...    10 MB    Views 6837

ONE Retirement, LLC

2015-04-11
+27    The ONE Retirement, LLC iPad application enables authorized ONE Retirement, LLC clients to access their accounts and performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a ONE Retirement, LLC client ...    1 MB    Views 954
contact adviser client access details financial powered true firms login
+13    Use this application to view your client’s portfolio performance data, contact them, share documents and complete recordkeeping whilst on the move. This application is available to all adviser logins of True Potential powered firms. Your access details are the same as ...    NAN    Views 374
bank state store perks great client
+25    CSBLocalEdge provides great savings on dining, recreation, entertainment, fitness, home goods, and much more for Chelsea State Bank clients. This free app automatically sends you a notification when you are near a discount, so you never miss out on a deal ...    35 MB    Views 9479

Paprika Timesheet

2015-06-08
job iphone time tasks client choose task code full
+3    The easy way for Paprika users to enter their timesheets on the move. Never get behind with your timesheets again. Features : Calendar view shows which days you are missing on your timesheet. Book planned time into your diary. Book time ...    594 kb    Views 4129

MiWay Insurance Ltd

2015-03-10
directions gps assistance accident claim details insurance mobile client features
+29    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

ING Research

2015-10-28
research ing access password reports content view registered client
+20    The ING Research App provides clients with up to the minute access to a range of award winning research and commentary from the leading banking Group ING Commercial. You must be a registered client of ING Commercial Bank with a valid ...    7 MB    Views 4599

Treasury Management

2015-12-19
+21    This App can be used by Commercial Banks to manage the performance and risk of their Proprietor and Client desks for FOREX, Interest Rate and Money Market trading.  Analysis areas include Client and Trader specific analysis, providing a comprehensive, consolidated ...    94 MB    Views 2088
Related Apps research investment iphone stanley morgan application account client link valid
-4    This application is for Morgan Stanley institutional clients with a valid Client Link account. Morgan Stanley clients can access the firm's investment research virtually anywhere, at any time with the new Morgan Stanley Research application for the iPad or iPhone. The ...    1 MB    Views 7344
Related Apps banking signature client application mobile services service branch
-8    交通銀行澳門分行手機銀行以手機爲載體,以客戶端應用程序爲依托,向客戶提供各類在綫金融服務,是一種全新的電子銀行業務和服務渠道。 具有方便快捷、安全高效、操作簡單等特點。 交通銀行澳門分行手機銀行實現了門戶式客戶端。 客戶端軟件含有數字簽名,如果軟件被黑客或病毒修改或是簽名被修改,將無法運行。有效的杜絕客戶端軟件被惡意修改或病毒傳播。 主要服務功能有:我的賬戶、轉賬及匯款、定期服務、外匯兌換、資訊、我的通知、客戶服務、動態令牌緊急挂失、手機港股等。 Mobile banking of BOCOM Macau Branch provides a whole set of online financial services to customers with cellphone as the carrier and client application as the basis, and is a brandnew Ebanking transaction and service channel. It is convenient, quick, safe, ...    NAN    Views 1103

iUMA

2015-10-03
Related Apps access account details client ability asset performance portfolio notifications
+20    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

LifecashPro

2015-11-22
planning financial advisers client clients
+22    LifeCashPro is a financial planning app for financial advisors from lifecashapps.com. The LifeCashPro App is an informative and innovative way of presenting your recommendations to your clients using the iPad. Cash flow has never been easier to present. At a touch, clients ...    NAN    Views 5034

WHMCS+

2015-04-18
tickets feedback support dashboard client easy free working
+7    We are aware of some features not working WHMCS had done some API changes that broke some parts, we're working on a fix WHMCS+ is the unofficial WHMCS client for iPhone. Once bought the app is free to use on any WHMCS ...    5 MB    Views 4441

Mopapp

2015-08-06
-2    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

WealthMark App

2015-12-21
Related Apps investors time liberty information advisors rias anytime client real
-4    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
Related Apps investment risk intrinsic client determine financial
-2    At Intrinsic our approach to investment advise is based on clearly understanding the client's financial situation, their goals and how much risk they are prepared to take with their money. A key factor when investing is to determine the client's ...    12 MB    Views 668

Client Axcess

2015-03-05
+8    Connect and collaborate with CCH Client Axcess. Client Axcess brings collaboration with your accounting professional in the palm of your hands. Quickly and easily provide document management to streamline your interactions with your account professionals. With the ability to take a ...    6 MB    Views 1333
access client clients
+1    The MyBRROffice mobile app provides exclusive access for Budros, Ruhlin & Roe, Inc. clients to their personal MyBRROffice account. MyBRROffice is a private client portal for the use of current Budros, Ruhlin & Roe clients. MyBRROffice provides immediate client access ...    1020 kb    Views 837

智汇宝钱包

2015-05-26
Related Apps card bank transfer users order recharge account client payment
-8    Dinpay Wallet is the Thirdparty mobile payment client of DDbill Payment Co ., LTD Main Function 1.Recharge : The user can through the client online recharge on account. 2.Transfer :Users can transfer an internal transactions between members through purse system, or transfer to ...    9 MB    Views 8832

Easy Time Tracker

2015-05-08
Related Apps time tracker easy track client tasks clients task
+4    "Easy Time Tracker" is an easy way to keep track of your time, your tasks and your clients. Quickly create a task and start tracking your time. Add new clients to your client list at any time and sort ...    3 MB    Views 4358

東英證券

2015-02-10
investment client
+5    Oriental Patron Securities Limited (“OPSL”) is pleased to launch its iOS app (“OP Mobile”) to improve client services to seize investment opportunities with convenience, speed and ease while you are on the road. Designed specifically for Apple mobile devices, you can ...    9 MB    Views 4409
planning retirement client
+23    A retirement planning app designed to make your daily work quicker and easier. RetireMax takes all the confusing and complicated calculations surrounding a wide range of planning decisions. Answer client questions quickly and efficiently; draft consistently high quality retirement plans; and save, ...    12 MB    Views 8388
Related Apps email photos calendar apps insurance payment client contract type record date details plan
+14    myInsurances is a must have for insurance agents. It helps you to manage clients, contracts and payment plans. You will know when a premium must be paid simply by looking in calendar mode. You can plan your day looking to a single ...    NAN    Views 1234
Related Apps information liberty client user anytime group advisory
0    Take the Power of Liberty with you and stay in touch with Pollock Advisory Group anytime and from anywhere. Representatives and RIAs rely on Trust Company of America to provide the information they need to manage client accounts and respond ...    890 kb    Views 8893
investment portfolio access focus insurance client manager easy coverage plans summary
-2    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
Related Apps management information wealth portfolio mobile access data client
+6    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

Alfa Forex Online

2015-06-15
+3    Alfa Forex Online for iOS offers free information about forex market, quotes and the ability to engage in dialogue with the company where you are. Clients Alpha Forex application ensures full access to the management of their accounts, input / ...    3 MB    Views 9360
information portfolio mobile access data client
-4    Myddleton Croft Mobile allows you to view your Myddleton Croft account online. If you are a client, Myddleton Croft Mobile allows you to access information on your portfolios. If you are an investment manager or financial advisor, you can access your ...    20 MB    Views 2635
Related Apps personal trust advisor pocket client financial
+28    Hip Pocket Trust Advisor brings knowledge of Personal Trust concepts right to you wherever you are. Cannon Financial Institute, the leading provider of Personal Trust training in the financial services industry, has created a video library of critical trust topics that ...    17 MB    Views 1064

MLC Insurance app

2015-03-18
client insurance efficiency advisors
+26    Increase sales and efficiency. The MLC Risk App is a tool for advisors looking to improve their personal insurance client engagement process. It allows advisors to collect client information (fact find) and display a programmable 'house view' of policy recommendations for ...    NAN    Views 8368

theStateBank

2015-12-05
fitness bank state perks great client store
+11    theStateBank Perks+ provides great savings on dining, recreation, entertainment, fitness, home goods, and much more for State Bank clients. This free app automatically alerts you when you are near a discount so you never miss out on a deal you deserve. There ...    15 MB    Views 7808

Paprika Contacts

2015-12-07
software contact client tasks details notes update edit contacts
+23    ==== 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

Client List

2015-01-01
business email list client sales contact save address phone clients
-9    Need to create a client list? Whether trying to keep track of all your clients or putting together a phone or address list for a specific marketing event, Client List can help you get organized. Great for sales department, clubs, ...    NAN    Views 8756

HybridPOS 4 Connect

2015-11-06
card payment credit data connect client
0    HybridPOS 4 Connect is a 'third party' paymentprocessing app. The 'client app' initiates the transaction, and then calls the 'hybrid app' to process the payment. The payment data is processed in the 'hybrid app', then the results are sent back ...    6 MB    Views 3612

SmartAdvisor

2015-09-04
business health medical discovery advisers clients applications client opportunities
-7    Discovery has developed a solution to make it easier for financial advisers to do their business. With a few swipes and taps, the SmartAdvisor app allows financial advisers to effortlessly access their Discovery client portfolio in minutes. You need iOS7 or ...    12 MB    Views 611

22 Groups Client

2015-02-04
transactions trading groups client
+4    22 Groups Client is an iPhone compatible trading platform, which allows full trading via mobile. The app allows : Login with desktop username / password Enter instant and Pending transactions View past transactions Monitor live transactions    5 MB    Views 1283

BL Banking VEU

2015-11-12
banking signature orders bank client ebics
+3    An EBICS client for using the Distributed Electronic Signature (VEU). An existing installation of BL Banking Client is required. BL Banking VEU allows to fetch a list of orders from a bank over an EBICS connection, for which a signature can ...    4 MB    Views 7837
tax retirement services client track latest expertise understanding financial
+10    WMS Chartered Accountants has been established on the Gold Coast, Queensland since 1994. With our key value "Solutions When It Counts", our deep understanding of each WMS client ensures we provide practical, thoughtful and timely integrated services. This understanding of ...    20 MB    Views 9168
healthcare technologies product payment client conference 2013
+30    Join us as at the 2013 Alegeus Technologies Client Conference as we highlight recent market developments, regulatory updates, emerging business opportunities and upcoming product enhancements. Network with peers about the issues you are facing today and participate in presentations by ...    8 MB    Views 9135

1st Global

2015-04-30
business global 1st ios client view
+6    The 1st Global iOS app offers qualified members of affiliated firms the ability to stay connected with their business and their clients while away from their office or onthego. Features of the 1st Global app include: • View and create service requests • ...    5 MB    Views 4960

Connections 2013

2015-07-11
including 000 client partners connections partner sessions financial solutions
-3    Harland Financial Solutions serves as a strategic technology partner to more than 6,000 financial institutions of all sizes, including commercial banks, thrifts, credit unions and mortgage companies. The company supplies software solutions and services that help increase institutional performance and ...    2 MB    Views 5530
management wealth clients access insights team financial client
+4    The Citadel App is a portable, digital briefcase and an essential financial knowledge source. Citadel Wealth Management now offers clients an App specifically designed to deliver online news and personalised product updates via a userfriendly and dynamic platform. Aspirant Citadel ...    25 MB    Views 2155
crm iphone vos client des votre les gestion
-3    Solution globale de gestion de la relation client, Coheris CRM vous permet de structurer et exploiter au mieux la connaissance client dans l’entreprise, afin d’accroître vos ventes, optimiser vos actions commerciales et fidéliser vos clients. Simple et efficace, la déclinaison iPhone ...    3 MB    Views 9149

Singletrack Mobile

2015-08-01
research platform client side edge mobile
+20    iPhone app for the Singletrack Edge platform offering mobile access to key data and core functionality. Singletrack Edge is a flexible, ondemand platform that enables sellside firms to maximise the return on their sales, research and corporate services in an increasingly ...    7 MB    Views 4923
house map open information client sign sheet
+20    Open house signin sheet is designed for all real estate agents to assist with getting potential buyers or sellers to signin and obtain all of their information, and also track their properties. It is a great introduction and rapport builder that ...    5 MB    Views 470

NMNetTime

2015-03-25
work system client
+8    The NM NetTime app is an interface for NM NetTime Backoffice System. The app is for registering your office activity. It is supporting a company where is important the possible best client service. It is in your and your client's interest to obtain ...    3 MB    Views 1966

eprivateclient

2015-11-05
news top private practitioners client companies firms fast
-6    eprivateclient is the leading news service for private client practitioners, including lawyers, accountants, trustees and feebased IFAs. The regulatory environment in which private client practitioners operate is becoming ever more pressured, fuelled by the seemingly relentless pace of legislative change. The ...    15 MB    Views 8901

DT Client Portal

2015-02-10
Related Apps news access client portal account notifications documents online accounting services
-4    Onthego access to your online accounting services. DT Client Portal offers convenient, onthego access to online accounting services via your mobile device. With this app, you’ll have access to the following DT Client Portal features: ∙ My Account — manage all of ...    5 MB    Views 5714

VTRADE

2015-06-27
Related Apps capital brokerage information clients client
+2    VTRADE is a powerful direct market access (DMA) trading and portfolio management system for clients of Verdmont Capital, Panama's leading international brokerage firm. Verdmont is regulated and supervised by Panama's National Securities Commission and licensed to operate as a Brokerage House. ...    9 MB    Views 5901
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