Best Client Clients Management Apps

Investrack Prof

2015-09-15

+3 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

9.0

iSpeedTrader

2015-04-25

stock usa client

+24 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

8.1

Linda Rich Properties

2015-11-05

linda clients

+11 Known in the industry as highly professional, Linda provides her clients with refreshingly candid advice, an unexpected level of service, and unparalleled marketing. Her reputable name has been built on two decades of hard work and integrityinaction. She has seen ... 14 MB Views 2131

8.5

Work Quote

2015-08-05

work client simply bid task bids

+10 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

9.0

MinuteWorx Client

2015-08-07

time server access client

+4 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

9.2

Stonewater

2015-01-16

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

+14 Stonewater Wealth Management offers the Trust Company of America 'Liberty' Application to authorized investors, their representatives and Registered Investment Advisors (RIAs). Take the Power of Liberty with you and stay in touch with Stonewater Wealth Management anytime and from anywhere. Representatives ... 1 MB Views 262

9.6

BTS Asset Management/TCA App

2015-11-07

Related Apps management investors time information liberty access rias advisors anytime user client

+25 BTS 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 access your account information anytime and from anywhere. With comprehensive views of account ... 7 MB Views 2516

8.9

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

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

8.9

iSecure Retirement

2015-11-08

management investment services clients company wealth Download Facility Iphone Accounts Mobile Track Accounts Banking National Loan Online Service List Market Shares Loan Payments Principal Category Items Period Account Online Time Day Standard Trailing Multiple Pinoy 2014 Bank Century View Accounts Bills Personal

+4 BondStreet Wealth Management Bio BondStreet Wealth Management offers a widerange of services to our clients with no hidden fees. Because we are an independent Registered Investment Advisor, we are able to offer customized solutions for our clients with no constraints on ... 8 MB Views 1939

9.8

Intrinsic ATR Profiler

2015-05-10

Related Apps investment risk intrinsic client determine financial

+13 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

9.0

NAV Wealth Management TCA

2015-06-06

Related Apps management investors information liberty wealth nav client anytime user america

+8 NAV Wealth Management offers the Trust Company of America 'Liberty' Application to authorized investors. Take the Power of Liberty with you and stay in touch with NAV Wealth Management anytime and from anywhere. Representatives and RIAs rely on Trust Company of ... 660 kb Views 8340

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

9.3

Marsh Risk Management Research

2015-10-01

Related Apps research management risk clients companies advice global solutions

+4 Marsh Risk Management Research features indepth research and analysis on the myriad risks facing the world’s businesses. Based on Marsh’s comprehensive databases and original research, the series includes white papers, briefings, and indepth analytics. A quarterly briefing highlights changes in ... 2 MB Views 63

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

7.2

Morgan Stanley Wealth Management

2015-03-30

Related Apps management morgan stanley accounts online clients wealth access financial application

+15 The Morgan Stanley Wealth Management mobile application is the only mobile solution designed exclusively for Morgan Stanley Wealth Management clients. It provides anyone with a valid Morgan Stanley Online login the ability to: Access their Morgan Stanley accounts, including balances, holdings ... 14 MB Views 2122

8.3

SparkInvoice

2015-09-04

management business tax time ipad invoice invoicing invoices client company create

-5 Spark invoice is the best way to generate your Estimation and invoices offline at anytime anywhere instantly on your iPad. It makes invoicing and your follows up really fast in very less time so you can spend more time to ... 3 MB Views 1233

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

9.1

SmartAdvisor

2015-09-04

business health medical discovery advisers clients applications client opportunities Dashboard Mobile Web Account Ipad Iphone Issues Log News Check Transfer View Credit Internet Mobile Banking Privacy View Company Find Locations Bill Pay Search Automatically Money Spending Calculation Calculator Payment Currencies Supports View Mobile Nearest Transfer

-4 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

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

Jackson Private Wealth Management App

2015-03-18

Related Apps management investors time information liberty access rias advisors anytime user jackson client

+7 Jackson Private Wealth Management offers the Trust Company of America 'Liberty' application to authorized investors, their representatives and Registered Investment Advisors (RIAs). Take the power of Liberty with you and access your account information anytime and from anywhere. With comprehensive views ... 9 MB Views 1466

7.0

Rapid Financing

2015-12-04

financing client rapid

+9 The Rapid FinancingTM B2B app from IBM Global Financing can provide Business Partners financing options in their client deals quickly and easily while on the road. Be more responsive to your client's needs and give yourself a competitive edge. Simply ... 12 MB Views 2770

7.8

Left Brain Wealth Management

2015-06-28

Related Apps management ipad left wealth clients access application

-4 Left Brain Wealth Management iPad application enables authorized Left Brain clients to access their financial performance data in a simple, elegant format that was specifically designed for the iPad. Requirements: Left Brain Wealth Management clients have been approved for this application. ... 1 MB Views 2528

9.6

Vance Capital Management, LLC

2015-08-27

Related Apps management investors liberty information representatives rias access client account

+5 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

9.4

Hip Pocket Trust Advisor

2015-01-27

Related Apps personal trust advisor pocket client financial Briefcase Corporate Share Account Money Online Connection Market Users Calculator Iphone Simple Application Dans Pour Bank Mobile Visit Charts Live Market Fcu Online Password Data Finnovate Show Expenses Incomes Search Live Time Trade Easy Tax Tip

+4 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

7.7

Comarch Wealth Manager

2015-07-08

Related Apps management banking family web personal office finance wealth clients private positions bank data

-7 Personal wealth management based on consolidated information on wealth of individuals or families, in particular the clients of private banking, wealth management or family office services. The most important areas of the wealth management process supported by the solution include: ... 25 MB Views 6577

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

9.8

NoaFX

2015-05-26

retail market managers trading account forex traders clients client fund Arbetsgivaravgift Den Med Access Check Service Accounts Atms Citizens Access Insights Ipad Account Bank Registered Ist Und Wir Cash Estate Real Banking Ipad Transfer Banking Mobile Perform Accounts Category Monitor Account Bank Park Expense Finance Track

+21 NoaFX application provide administrative and back office support to clients of NoaFX brokerage. It gives traders complete control over their forex trading accounts. The following can be performed via the application: Access account backoffice Read timely market insights Use economic ... 4 MB Views 5018

8.8

Salon Manager for Stylists, Skin Care Professionals, Nail Techs & Massage Therapists

2015-04-19

text business email design library apps invoices support client clients document information automatically

-9 Salon Manager is a comprehensive app for stylists, estheticians, nail techs, massage and other personal service providers that is utilized to track clients and their visits. It uses both the Contact and Calendar applications so there is no need to ... 16 MB Views 9508

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

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

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

8.1

BearingPoint Institute

2015-09-10

management business trends institute current decision clients strategies

-4 The BearingPoint Institute’s app contains full access to our entire backcatalogue of Institute reports as well as summary videos from our esteemed authors. Our aim is to contribute to the science of business management by putting forward original ideas which ... 24 MB Views 7831

9.4

NJ Client Desk

2015-01-17

application advisors wealth report client network desk

+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

8.8

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

9.6

HybridPOS 3 +API

2015-03-19

payment client data api

-8 HybridPOS +API is a 'third party' payment processing 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 6296

8.3

Bill4Time - Professional Time Tracking, Expenses & Billing

2015-08-03

time management business security billing expense client free project expenses track account

-6 Bill4Time the professional way to track time, manage projects, organize expenses, invoice clients and accept payment for your business. Bill4Time is your complete time billing solution. Trusted by thousands of law firms, freelancers, small businesses, independent contractors, CPAs, universities and ... 18 MB Views 7583

9.6

NMNetTime

2015-03-25

work system client Las Operaciones Para Date Finance News Forms Irs Schedules Check Iphone Locations Access Account Privacy Account Financial Services Crazynova Rate Rates Banking Bill Funds Check Mobile People Exams Statistics Vocabulary Card Cash Phone Checks Mobile Service

-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

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

6.9

Tax Planning, Compliance and Controversy Conference HD

2015-04-18

Related Apps tax clients

+29 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 ... 10 MB Views 6469

7.0

M. Marsh

2015-04-18

management magazine risk global leader clients 000 content solutions

+1 M. Marsh’s Continental Europe, CIS and Turkey Magazine dedicated to indepth discussions regarding risk management and the world of insurance. Newsletter Features Include: Browse through each issue of the magazine Have access to extra content Search by keywords within the content About ... NAN Views 6770

7.9

2ATR

2015-07-09

Related Apps management risk wealth clients

+5 A mobile version of the 2plan wealth management Ltd attitude to risk calculator. To be used by 2plan Independent Financial Advisers and their clients to facilitate real time assessing of a clients appetite for risk when dealing with pensions and investments. This ... NAN Views 6529

7.0

UBS Wealth Management

2015-05-17

Related Apps investment management singapore market ipad research ubs wealth application client hong kong access

-4 Stay connected to your investment goals while on the go. The UBS Wealth Management app is a new digital offering that provides Wealth Management clients of UBS Singapore and Hong Kong with access to UBS Wealth Management while on the go, ... 29 MB Views 120

7.0

DI Calculator

2015-03-23

calculator insurance disability client coverage amount quote clients

+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

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

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

7.8

Atlas Capital Management

2015-01-14

Related Apps management investors time information liberty access rias advisors anytime user client

+8 Atlas Capital Management Corp. offers the Trust Company of America 'Liberty' application to authorized investors, their representatives and Registered Investment Advisors (RIAs). Take the power of Liberty with you and access your account information anytime and from anywhere. With comprehensive views ... 9 MB Views 7178

9.5

Trader Oracle

2015-07-23

investment management business experience clients solutions trader professionals oracle

-2 Trader Oracle was conceptualized and established in 2011 representing an entrepreneurial spirit and a management team with experience across a growing investment platform. Our philosophy of offering our clients diversified investment solutions is made possible by our dedicated teams of investment ... 5 MB Views 1915

9.1

Chalk Cullum & Associates

2015-06-12

Related Apps management market money clients purpose free finances associates

+11 The official mobile app for Chalk Cullum & Associates. We are an advisory firm that helps our clients filter through the clutter and noise of money stuff to make sure that at “the end of the day” they will have ... 16 MB Views 3491

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

8.7

iRisk Advisor

2015-01-28

client advisor zurich pricing

+2 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

8.7

eobm

2015-03-13

clients existing

+13 FOR EXISTING CLIENTS ONLY This app is a comprehensive bill payment and financial management tool for existing clients of eobm, Inc. Please visit eobm at https://secure.eobm.com/why_eobm.php for questions about our services. 15 MB Views 7507

7.9

IP Quote

2015-04-17

quote client choices protection income

+20 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

9.8

Gatehouse Bank Mobile

2015-11-03

Related Apps access information clients bank client mobile

0 Gatehouse Bank has recognised the need to ensure that its clients have access to their portfolios at the tip of their fingers using the latest technology. The mobile version of “Access Direct” allows the clients to view holdings and transactions, ... 1 MB Views 7868

9.0

MetroFCL

2015-03-03

Related Apps devices application clients

-9 ''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

7.0

Open House Sign-in Sheet

2015-05-16

house map open information client sign sheet

+3 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

9.3

Horter Investment Management App

2015-03-11

Related Apps investment time investors management information liberty advisors access account real user client

+10 Horter Investment Management offers the Trust Company of America 'Liberty' application to authorized investors, their representatives and Registered Investment Advisors. Take the power of Liberty with you and access your account information anytime and from anywhere. With comprehensive views of account ... 8 MB Views 7843

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

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

8.7

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

Investrack Prof

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