Best Client Data Portfolio Apps | Panload iOS Finance

Portfolio Beta

2015-02-20

0 Portfolio Beta is ideal for anyone needing current beta values for their portfolio. This app pulls historical data from Yahoo Finance (USA) and calculates: • 10day trailing beta • 30day trailing beta • 60day trailing beta Additionally, a graph tracking the 10day trailing beta over ... 3 MB Views 5052

9.1

iRisk YBR Advisor

2015-08-05

advisor client pricing zurich

+19 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

9.6

Positive Solutions ATR

2015-12-09

investment client risk solutions determine positive

+11 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

9.0

1st Global

2015-04-30

business global 1st ios client view

+18 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

8.9

QuickAcctSales

2015-12-10

chinese support pdf client goods

+3 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

9.3

TimeTracker - Time Sheet

2015-05-24

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-1 Track time spent on the job with this powerful, customizable and easy to use app. TimeTracker is your allinclusive time tracking and reporting application. It will simplify your life and save you money Major update includes many customer requested features. ... 6 MB Views 9363

9.4

Portfolio VaR

2015-02-20

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+24 Portfolio VaR is ideal for anyone needing current VaR values for their portfolio. This app pulls historical data from Yahoo Finance (USA) and calculates: • 10day VaR (5% and 1%) • 30day VaR (5% and 1%) • 60day VaR (5% and 1%) Additionally, a graph ... 3 MB Views 6394

8.5

SEI BusinessBuilder Mobile

2015-03-09

sei client practice mobile

+1 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

9.8

Iron Point

2015-04-15

Related Apps writing performance client account fees information data expenses parties totals

-7 This mobile application allows you to view account valuation, performance, and reporting information for authorized users, in an application developed for Iron Point Capital Management specifically for mobile devices. Information contained herein is derived from and based upon data obtained from ... 961 kb Views 3748

7.1

Sage View

2015-07-20

business view sage client alerts access subscription data specific Financial Functions Registers Deposit Find Ipad Checks Mobile Transactions Access Mobile Search Customers Mobile Sales Brick Charts Prices Money Stock Stocks Banking Branches Union Credit Mobile Rates Investment Market Money Banks Bills Check Bills Personal Transactions

+8 Designed for “onthego” accountants, bookkeepers, and consultants that have an active subscription to the Sage View business intelligence dashboard solution, this app provides access to predefined alerts and an easytoview recap of client Key Performance Indicators (KPIs). With the Sage View ... 63 MB Views 7221

8.3

Client Axcess

2015-03-05

client document accounting professional

+4 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

7.0

Samjong kpmg FlexSolutionVer3

2015-08-10

Related Apps web time iphone client users erp user based data modules team

+30 Samjong KPMG Flexsolutions Mobile App. This app is not for public users but for our client users including British Petroleum Korea, Chanel Korea, etc … Flexsolutions is a fully web based ERP solution including payroll, Financial Accounting and Business(Inventory/Purchase/Sales) modules. Mobile App provides ... 404 kb Views 1520

9.7

Investrack Prof

2015-09-15

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

-9 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

8.6

Stock Gains

2015-05-13

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+10 Stock Gains is free for a limited time Stock Gains shows you the value of your portfolio. Monitor daybyday changes and calculate your net gains after taxes, while studying historical data and reading news about your stocks. Featured on the ... 3 MB Views 1886

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

8.6

Portfolio Alerts

2015-06-14

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-8 "Portfolio Alerts” app brings to you, stock quotes & historical data for stocks (1 week 2 year trend), mutual funds & currencies. It also provides easy stock price tracking and notification based alerts for your portfolio monitoring. It does ... 3 MB Views 2456

9.2

iStock (Stock, Stock Market, Global Market)

2015-12-10

Related Apps stock market time iphone news add day watchlist istock data change portfolio

0 iStock Sweet iPhone Stock App As a professional equity investor, would you need a sweet app that whenever you need it, it can tell you information of any stocks or indices of all over the world as well as their ... 2 MB Views 8292

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

8.1

Unison

2015-01-06

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+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

9.0

AssetMark Advisor

2015-06-08

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+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

7.6

Portfolio Standard Deviation HD

2015-02-20

Related Apps finance standard deviation portfolio yahoo day trailing data jones

+22 Portfolio Standard Deviation HD is ideal for anyone needing current standard deviation values for their portfolio. This app pulls historical data from Yahoo Finance (USA) and calculates: • 10day trailing Standard Deviation • 30day trailing Standard Deviation • 60day trailing Standard Deviation Additionally, a graph ... 2 MB Views 5226

8.2

Mopapp

2015-08-06

client

+15 The official client for the Mopapp.com service. Check out your sales dashboard with a UI and resolution tailormade for the iPhone, and save time with the autologin. NOTE: you need an account for the mopapp.com website to use the client app. 447 kb Views 7602

9.7

Portfolio Manager App

2015-09-18

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+20 Fastest and safest way to control your shares Portfolio Manager let you quickly view all your stocks valuable data at once. You add, delete or modify shares of companies you own. We retrieve data and do necessary calculations to show you ... 7 MB Views 6997

9.7

Mobex Portfolio

2015-09-24

health time portfolio data

+10 Mobex Portfolio combines your uploaded portfolio data with realtime data feeds to receive live updates to PnL, issuer exposure, and overall account health. Includes graphs for timeseries views of PnL, and instant health charting. 11 MB Views 6897

7.3

Singletrack Mobile

2015-08-01

research platform client side edge mobile Banking Contact Iphone Accounts Pay Transfers Banking Check View Interface List Single Market Time Usd Money Payment Transfer Balance Card Transaction Content Facility Features Charts Technical Trade Analysis Application Business Rate Twitter Writing Check Fcu Loans

+7 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

7.6

FSM Mobile+: Unit Trusts & Mutual Funds

2015-12-13

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0 Experience the cutting edge of unit trust investing with Fundsupermart’s free ipad app. Not only will account holders be kept up to date with the latest research and fund analysis on Fundsupermart, account holders will have the power to keep ... 16 MB Views 4076

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

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

9.6

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

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

9.2

HybridPOS 4 Connect

2015-11-06

card payment credit data connect client

+7 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

7.0

Affinity Private Wealth Mobile

2015-04-02

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+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

8.1

iPhilStocks+

2015-01-03

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+13 We are excited to release iPhilStocks+ (formerly HD), our first universal app for iOS 8 with nextgeneration features. Invest intelligently with iPhilStocks+, portfolio manager and market watcher for the Philippines stock market: Why iPhilStocks +? 1. A universal app optimized for both iPad ... 6 MB Views 1101

8.7

BL Banking VEU

2015-11-12

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+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

9.9

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

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

7.1

Portfolio Cockpit

2015-05-07

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-5 Portfolio Cockpit for iPad is available for existing Credit Suisse Portfolio Net Clients exclusively. Providing online access to performance and risk analyses as well as, holdings and asset allocation reports. All analyses are based on your categorizations and consolidations. In ... NAN Views 7071

9.0

iSpeedTrader

2015-04-25

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+5 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

8.0

Stockify Portfolio Tracker

2015-08-02

Related Apps stock portfolio stocks easy fast updates data

+5 Do you own stocks? if yes then Stockify is for you. Keep a close eye on your stocks, know immediately the total and daily gain on your portfolio and on every stock you own. No hard limit on the number of stocks ... 701 kb Views 6380

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

9.8

FSM Mobile - Unit Trusts & Mutual Funds

2015-03-29

Related Apps managers house market research funds fund performance markets track indices top data portfolio

+3 Invest globally and profitably from your iPhone with the free Fundsupermart mobile application. Fundsupermart now arms you with even more features, including: Idea of the week: A weekly investment idea to help build your portfolio Research: Leverage on the independent, exclusive research ... 13 MB Views 9018

6.9

WealthVue

2015-10-15

advisor portfolio data

+3 WealthVue allows you ondemand access to your portfolio data from your independent investment advisor. Does your advisor offer WealthVue? Ask them today WealthVue provides current portfolio reports with interactive features that include dynamic charts, drilldown capabilities, and integrated market data. In ... 7 MB Views 1469

9.8

Stock Market Pro: Stocks & Shares Portfolio Tracker

2015-07-05

Related Apps stock market time ipad news stocks pro track data portfolio gains portfolios

-7 Featuring timely market data from highly reliable sources, Stock Market Pro is the simplest way to track a range of stocks and have all the key data you need at your fingertips. This is the Pro version which lets you manage ... 17 MB Views 448

8.3

Compass

2015-12-14

Related Apps compass access account details client ability asset performance portfolio notifications

0 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

7.2

BRI Wealth Management Mobile

2015-05-30

Related Apps management information wealth portfolio mobile access data client

+14 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

8.3

22 Groups Client

2015-02-04

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-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

8.2

Portfolio Beta HD

2015-02-20

Related Apps finance beta portfolio yahoo day trailing data dow jones

+25 Portfolio Beta HD is ideal for anyone needing current beta values for their portfolio. This app pulls historical data from Yahoo Finance (USA) and calculates: • 10day trailing beta • 30day trailing beta • 60day trailing beta Additionally, a graph tracking the 10day trailing beta ... 2 MB Views 4582

9.9

1-Stock : Perform Stock Valuation including Stock Watch List and Investment Portfolio

2015-03-03

Related Apps stock investment market valuation portfolio data detailed list watch results quick

+15 1Stock iOS App for iPad can be used for performing quick or more detailed Stock Valuations. The main features of 1Stock are as follows: • Quick Valuation using simple four valuation parameters. • Detailed Valuation. Start Stock Valuation by performing Quick Valuation and continue ... 12 MB Views 1999

7.7

iBank Investor

2015-10-14

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-6 The mobile portfolio app for all your iOS devices, iBank Investor lets you keep your portfolio in your pocket, for access at a glance. Whether you sync with iBank for Mac or sync your portfolio across your devices, you'll always ... 3 MB Views 127

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

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

Work Quote

2015-08-05

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-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

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

8.6

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

9.4

Hip Pocket Trust Advisor

2015-01-27

Related Apps personal trust advisor pocket client financial

+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

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

6.9

iPhilStocks Pro

2015-09-27

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0 Invest wisely with iPhilStocks Pro, the easy yet powerful Market Watcher and Portfolio Manager developed specifically for the Philippine Stock Market. Why iPhilStocks? Easy to use Designed for Philippines stocks Multiple portfolio managers to view profits Provides BOTH headline and company news Numerous market summaries and ... 5 MB Views 6969

9.3

iSGStocks

2015-03-11

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+30 We are excited to release the new iSGStocks, our first universal app for iOS 8 with nextgeneration features. Invest intelligently with iSGStocks,, portfolio manager and market watcher for Singapore Stocks. Why iSGStocks? 1. A universal app optimized for both iPad and iPhone including ... 4 MB Views 1413

9.0

RMS Wealth Mobile

2015-03-30

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+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

ClavisTrader

2015-09-06

Related Apps investment news market portfolio data transactions application

-7 PLEASE NOTE THAT THIS APPLICATION IS FOR PRESENTATION PURPOSE ONLY. FOR TRADING PLEASE CONTACT YOUR INVESTMENT PROVIDER. For user name and password please register at www.dorsum.eu. With Dorsum Ltd’s ClavisTrader application you can follow up your portfolio and the market. You can ... 7 MB Views 7614

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