Best Client Clients Email Apps | Panload iOS Finance

myInsurances for Agents - Insurance Organizer

2015-05-11

+30 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

7.0

Open House Sign-in Sheet

2015-05-16

house map open information client sign sheet

0 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

9.0

MetroFCL

2015-03-03

Related Apps devices application clients

0 ''Document management system application for the clients of Metro financial Consultancy Ltd, London. Clients could use this application accesed by login details provided, to upload their documents by taking a picture on their devices or adding from their devices' storage, ... 378 kb Views 1190

9.1

Young Haggis

2015-11-20

young clients

0 Young & Haggis is proud to be one of the few independent insurance brokers in Calgary to provide their clients with an iPhone app. Our app gives clients instant access to quotes, claim submissions, office contact, payments, document requests, home content ... NAN Views 6961

7.3

Singletrack Mobile

2015-08-01

research platform client side edge mobile

+1 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

9.6

Clothing Store Master Pro

2015-06-28

Related Apps email stock order transaction report client customized view purchase log sales supplier

0 Clothing Store Master is designed for Small clothing/shoes store owner to manage their inventory and sales with iPad. It has almost all features you need. It's easy,quick and flexible Main functionality Estimate, Invoice, Purchase order, receive, delivery, Pay order. Sell,Purchase,Relocate stock,Add ... 12 MB Views 1516

9.2

myInsurances for Agents Lite

2015-09-30

email photos calendar apps insurance payment client contract agents record plan type

+1 Try myInsurances for Agents for FREE. myInsurances for Agents Lite has almost all functionality from myInsurances for Agents. It is limited to allow only 5 clients, 5 insurance types and 5 contacts. myInsurances is a must have for insurance agents. It helps you ... 1 MB Views 9912

8.4

ONE Retirement, LLC

2015-04-11

Related Apps retirement ipad llc authorized client application access

+10 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

8.8

Store Master

2015-07-01

email stock order transaction report client customized purchase log cash sales view

-3 Store Master is designed for store owner to manage their inventory and sales with iPad. It has almost all features you need. It's easy,quick and flexible Main functionality Estimate, Invoice, Purchase order, receive, delivery, Pay order. Sell,Purchase,Relocate stock,Add stock, Unstock, Refund, ... 12 MB Views 3988

9.6

Clothing Store Master

2015-08-09

Related Apps email stock order transaction client report customized purchase log sales view cash Account Contact Deposit Accounts Bank Bill Accounts Device State Claim Information Report Check Information Time Federal Transaction View Data Information Stocks Time Tools Vat Money Simple Track Banking Internet Rates Bills Deposits Payments Banking Company Online

+2 Clothing Store Master is designed for Small clothing/shoes store owner to manage their inventory and sales with iPad. It has almost all features you need. It's easy,quick and flexible Main functionality Estimate, Invoice, Purchase order, receive, delivery, Pay order. Sell,Purchase,Relocate stock,Add ... 11 MB Views 4246

8.7

BL Banking VEU

2015-11-12

banking signature orders bank client ebics

+4 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

7.2

Store Master Full Edition

2015-04-30

Related Apps email stock order transaction client report customized view sales purchase cash log

-7 Store Master is designed for store owner to manage their inventory and sales with iPad. It has almost all features you need. It's easy,quick and flexible Main functionality Estimate, Invoice, Purchase order, receive, delivery, Pay order. Sell,Purchase,Relocate stock,Add stock, Unstock, Refund, ... 12 MB Views 1022

9.3

Land Agent for iPhone

2015-05-13

Related Apps business property iphone time land agent reports clients information client real american

+26 American Eagle Title Group and Buffalo Land Abstract are proud to introduce a custom developed and powerful new real estate analytics tool to the market. Meet the American Eagle “Land Agent”. The Land Agent is a proprietary technology that gives ... 4 MB Views 2393

8.7

Invoice Professional

2015-12-19

email photo invoices statements invoice create professional clients print view filter date

+4 Invoice Professional enables small businesses to quickly create tax invoices and statements on the go. Invoice Professional allows you to manage and create a list of client/customers and products. With clients/customer management in Invoice Professional, you have the the ability to store ... 3 MB Views 1457

9.2

iHartsClient

2015-05-10

time management business client real advice service industry financial clients

0 iHarts Client App About HFS: Harts Financial Solutions is Perth's leading pure Fee for Service financial management advice firm and has significant experience in advising business owners & executives. Most are highly suspicious of the financial services industry due to the lack ... NAN Views 3492

8.3

LoanQ Mortgage Rate Calculator and Interest Rate Publication

2015-09-02

office calculator email news time forecast home property mortgage rate information interest loan publication quote clients realtor

+25 Get this 4.99 per month subscription based intuitive "Mortgage Office On The Go" app for MLO mortgage rate and fee loan estimate quotes. Be more productive in a day and spend quality time with your clients. Provide fast loan estimates ... 8 MB Views 2053

8.8

Treasury Management

2015-12-19

client analysis treasury

+17 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

8.5

Myddleton Croft Mobile

2015-07-05

information portfolio mobile access data client

+3 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

7.0

DI Calculator

2015-03-23

calculator insurance disability client coverage amount quote clients Finance News Notifications Account News Real Canadian Income Software Calculator Number Tip Financial Investors Stocks Account Business Deposit Balance Check Information Banking Business Information Facebook Money Personal Accept Account Payment Live Price Rates Convert Converter Currency

+20 Resource Brokerage’s Disability Insurance Calculator. Not sure how much Disability Insurance your clients need? This application is designed exclusively for the Insurance Broker to help determine your client's Disability Insurance needs and to help you design a plan that satisfies that shortfall. Calculates ... 9 MB Views 6720

9.2

Land Agent for iPad

2015-05-13

Related Apps business property ipad time land agent reports clients information client real american

+16 American Eagle Title Group and Buffalo Land Abstract are proud to introduce a custom developed and powerful new real estate analytics tool to the market. Meet the American Eagle “Land Agent”. The Land Agent is a proprietary technology that gives ... 4 MB Views 12

8.6

Online Rapid Update System

2015-03-11

Related Apps email business application address asset update process clients industry pictures

-1 ORUS is a breakthrough application solving a huge void in the repossession, recovery, private investigating, and insurance investigation business just to name a few. This application streamlines the field agents job enabling them to process an update on the mobile app ... 5 MB Views 1606

9.6

NMNetTime

2015-03-25

work system client

-1 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

9.3

Clothing Store Mater Full Edition

2015-04-30

Related Apps email stock order transaction client report customized purchase view sales log cash

+8 Clothing Store Master is designed for Small clothing/shoes store owner to manage their inventory and sales with iPad. It has almost all features you need. It's easy,quick and flexible Main functionality Estimate, Invoice, Purchase order, receive, delivery, Pay order. Sell,Purchase,Relocate stock,Add ... 11 MB Views 1463

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

8.1

BARID BANK MOBILE

2015-12-05

mobile bank clients Fund Markets Performance Car Interest Rate Forms Online Program Access Account Market Bill Due Pay Entreprise Votre Vous Contact Loan Phone Account Accounts Data Features Mobile Online Check Find Marquette Information Savings Tax Coins Metal Silver

+5 Barid Bank Mobile est la nouvelle solution de Mobile Banking mise à la disposition des clients et non clients d’AL Barid Bank. Barid Bank Mobile permet d’accéder 24/24, à travers un téléphone portable, à un ensemble de services qui vous simplifient ... 2 MB Views 5151

8.9

東英證券

2015-02-10

investment client

0 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

7.2

Client Manager Accounting, Billing and CRM Tool

2015-04-24

Related Apps email text business design library management apps estimates invoices client support service services spreadsheet clients

-2 This is a complete invoicing, financial and contact management app designed for service oriented independent businesses that need to record sales and services. Manage Your Clients on your IPhone or iPad without the need for a server or monthly fee. This ... 15 MB Views 5222

8.5

Citadel Investment Services

2015-04-30

management wealth clients access insights team financial client Bills Full Money Access Pin Union Ihnen Und Wir Index Market Volume Banking Freedom Pay Bitcoin Market Price Index Market Time Ihr Und Von Fully Power Web Mobile Platform Trade Los Para Una Hong Securities Trading

0 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

8.9

AgentFlux - Search Property, MLS listings for Real Estate Agents

2015-08-09

property search scheduling photos client clients info appointment mls properties

+2 AgentFlux is the easiest way to manage and communicate with your client. The app is unique and is the only one in the market connecting agent and client, while improving the experience of property search. Additionally, it seamlessly integrated with ... 16 MB Views 2759

9.6

Positive Solutions ATR

2015-12-09

investment client risk solutions determine positive

0 At Positive Solutions 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 ... 5 MB Views 3396

8.4

Financial Spreads

2015-04-24

Related Apps money market tax investment financial trade spread spreads trading orders client information clients funds

+7 FINANCIAL SPREADS PLUS TRADING APP Trade over one thousand spread betting and CFD markets with our user friendly mobile app. Using the app clients can: • Open and close trades • Amend existing positions • Access live prices • Analyse, and add technical indicators to, the ... 31 MB Views 4854

9.1

OUTsurance

2015-09-18

Related Apps clients client features application request

+14 An application for OUTsurance clients and nonclients. The application contains various features which allow clients and nonclients to interact with OUTsurance. Features: This application provides the client with the ability to: •suggest a pointsman at a certain intersection; •request emergency roadside and home assistance; •additional ... 56 MB Views 3691

9.1

iRisk YBR Advisor

2015-08-05

advisor client pricing zurich

-5 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 ... NAN Views 9741

8.8

theStateBank

2015-12-05

fitness bank state perks great client store

+4 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

8.1

VTRADE

2015-06-27

Related Apps capital brokerage information clients client

+4 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

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

7.9

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

9.4

NJ Client Desk

2015-01-17

application advisors wealth report client network desk Credit Easily Union Client Customized Log Easy Email Report Eur Gbp Usd Banking Farmers View Irs Online Program Financial Real Trade Banking Ipad Tablet Apply Bank View Alerts Real Time Banking Fly Transfers Price Time Volume

+12 NJ Group launches Client Desk Mobile Application. This application helps you to check your Networth, Valuation Report, P&L Report and Last 10 Transactions while on the move. Note: To access this application, you require loginID & password provided by NJ Wealth ... 2 MB Views 2044

7.8

BT Wrap

2015-08-25

ipad email information wrap client reports financial application adviser access user report

-2 Enhance your client review experience with BT Wrap Snapshot for iPad. BT Wrap Snapshot is the next step in the future of client reporting, with an innovative design that brings the client review process to life As a registered BT ... 8 MB Views 9778

8.5

Work Quote

2015-08-05

work client simply bid task bids

-2 Work Bids is an easy to use app using which you can submit an offer/bid to your client, to do the work for a certain amount of money. Simply enter the descriptions of the task and the cost associated with each ... 11 MB Views 2635

8.5

SEI BusinessBuilder Mobile

2015-03-09

sei client practice mobile

+21 For Registered Investment Advisors (RIAs) with access to SEI BusinessBuilder© from SEI Advisor Network. SEI BusinessBuilder Mobile allows you to stay connected with your clients while you’re on the move, with our new app for your iPhone and iPad. With just ... 9 MB Views 3455

8.4

1003 Helper

2015-03-14

email word information form 1003 client collect easily application features

-1 1003 Helper is the easy way to collect client information for filling out the Fannie Mae Universal Residential Loan Application (Form 1003). The application allows you to easily collect all the most commonly required information to populate the form. It ... 2 MB Views 7904

8.8

Retiremax Software LLC

2015-06-11

planning retirement client

+24 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

8.4

LifecashPro

2015-11-22

planning financial advisers client clients

-7 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

8.0

My BRR Office

2015-01-04

access client clients

+4 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 ... 410 kb Views 5180

7.3

Tax Planning, Compliance and Controversy Conference

2015-04-18

Related Apps tax clients

+3 Included are sessions on how tax regulations affect your business clients. You will receive the technical knowhow from standard setters. The focus is on helping you serve your clients as a trusted advisor, so that you can offer them topnotch ... 11 MB Views 6473

7.1

Simplybill

2015-02-10

email invoices invoicing review clients create push address book

+9 Simplybill provides a great invoicing solution in your pocket. Designed to run alongside the Simplybill online invoicing service, the Simplybill App provides all the functions you need on the go. In order to use the Simplybill iPhone App, you need a ... 402 kb Views 4571

7.4

MiBizz

2015-05-19

Related Apps invoices client

+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

7.4

Option Financial, LLC

2015-11-06

home realtors calculator email mortgage option financial loan llc rates clients

+12 Introducing the Option Financial interactive mortgage application, the perfect app for Realtors, Home Buyers, and Home Owners. This app was developed to make the home buying and mortgage loan process as quick and convenient as possible, as it should be. Our easy to use ... 12 MB Views 4324

9.0

1st Global

2015-04-30

business global 1st ios client view

+4 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

9.0

MinuteWorx Client

2015-08-07

time server access client

+6 The MinuteWorx Client app is used to connect to the MinuteWorx time clock server. NOTE: This app is intended for existing MinuteWorx users who require server access from the iPhone or iPad devices. You will need your MinuteWorx username and password ... 273 kb Views 40

8.0

BBSP

2015-01-02

Related Apps research technical clients

+18 The BBSP Research app, available for IPhone, provides our clients with access to our awardwinning research anywhere and at any time. This application is provided free of charge to clients with a BBSP TAO website account. About BBSP. Established in 1990, with analyst ... 3 MB Views 9850

9.2

Claringbold

2015-04-10

Related Apps personal financial access client services information

+9 Claringbold Financial Services is a uniquely structured financial planning practice, offering solutions for all your financial needs. As you are a client of Claringbold Financial Services, this App provides you access to your personal and financial information at the touch of ... 3 MB Views 9192

8.7

My BRR Office Tablet

2015-01-04

access client clients

-9 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

7.0

AFG In Touch

2015-01-15

planning financial clients touch

-5 Artifex Financial Group, a feeonly registered investment advisor and financial planning firm, offers this app to our clients, fans, and prospective clients. Stay in touch with one of the most cuttingedge financial planning firms in the industry. Setup and monitor ... 35 MB Views 4970

7.9

Birchwood

2015-06-05

Related Apps ipad partners financial access client application authorized

-1 The Birchwood Financial Partners iPad application enables authorized Birchwood Financial Partners clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Birchwood Financial Partners client that has ... 1 MB Views 2929

8.3

22 Groups Client

2015-02-04

transactions trading groups client

-8 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

9.8

MLC Insurance app

2015-03-18

client insurance efficiency advisors

+29 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

8.7

ProFile Connect 2014

2015-03-30

profile tax email work access client clients information contact connect intuit data

-9 Instantly view your client tax return data with the touch of a button. ProFile Connect allows ProFile users to securely access and view their client data and tax returns from their mobile device. ProFile Connect provides you with instant access to your ... NAN Views 607

8.6

Keystone

2015-03-21

search email mortgage keystone buy illustration mortgages clients results

-4 Keystone is a FREE APP that helps brokers and other intermediaries find the best buy to let mortgage for their clients’ circumstances from the Keystone range. It is the musthave app for brokers who want to create a comprehensive, professionally produced ... 3 MB Views 3936

Financial Spreads

MetroFCL

Retiremax Software LLC

Treasury Management

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