Best Client Data Wealth Apps | Panload iOS Finance

Wealth Calculator

2015-08-01

calculator wealth

+14 ช่วยคำนวณง่ายๆ กับโปรแกรม Wealth Calculator ในเรื่อง คุณอยากมีเงินในอนาคตอันใกล้เท่าไหร่ คุณควรออมเงินกี่บาทต่อเดือน 3 MB Views 5212

8.2

Schneider Downs Wealth Management Advisors

2015-07-07

management advisors downs wealth

+5 This Mobile App allows clients of Schneider Downs Wealth Management Advisors to view account balances and reports across custodians plus connect with your advisor. 3 MB Views 3702

8.6

NF Wealth Management

2015-01-11

Related Apps management ipad wealth access authorized application

+30 The NF Wealth Management iPad application enables authorized NF Wealth Management clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a NF Wealth Management client that has ... 2 MB Views 9536

9.8

Baillie Gifford

2015-08-16

institutional client access

+5 Baillie Gifford presents ‘Looking Back. Going Forward’, an app which delivers relevant thought pieces from senior Baillie Gifford investors to our institutional clients. To access this service you have to be an institutional client of Baillie Gifford and have a registered ... 3 MB Views 6518

9.0

Echo Wealth Management Mobile

2015-07-31

management wealth llc mobile

+8 This Mobile App allows you to view account information, positions, balances and performance reports. You can contact your advisor easily. This is designed for the clients of Echo Wealth Management, LLC. To learn more about Echo Wealth Management, LLC, visit ... 3 MB Views 3310

7.7

Comarch Wealth Manager

2015-07-08

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

+4 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

7.5

Mag Life Wealth

2015-12-04

life wealth

+2 Life & Wealth magazine, providing information on people's livelihood, finance, fashion, shopping. 民生财智杂志，提供民生，理财，时尚购物方面的资讯。 18 MB Views 775

7.9

2ATR

2015-07-09

Related Apps management risk wealth clients

+6 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

7.1

Sage View

2015-07-20

business view sage client alerts access subscription data specific

+1 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

9.1

MileageMarker

2015-03-27

+10 Tracking your mileage in MileageMarker is a breeze. From the List, add an entry, select your vehicle, and update your start mileage if necessary. You can select the client, purpose for the trip, and add a quick note. Save and ... 4 MB Views 3111

9.0

KMH Wealth Management, LLC

2015-12-28

management mobile llc wealth

-3 This mobile application allows clients of KMH Wealth Management, LLC to view account valuation, performance, and reporting information who are authorized users. This is an applicaiton developed specifically for mobile devices. 3 MB Views 8610

8.3

Mobius Wealth

2015-04-10

Related Apps management security market investment time wealth data service portfolio existing mobile white

-3 Mobius Wealth is a top level mobile app offering easy access to both your RMs and their clients providing a compelling digital experience across all mobile channels. It is a whitelabelled solution that you can brand with your own logo ... 5 MB Views 7433

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

7.3

HA&W Wealth LLC

2015-08-27

Related Apps ipad llc wealth

-4 The HA&W Wealth LLC iPad application enables authorized HA&W Wealth LLC clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. 1 MB Views 5123

9.2

WealthRank

2015-11-30

Related Apps rank rich latest data net worth wealth

+23 How does your net worth compare? What does it take to make it into the 99th percentile? How rich are you compared to everyone else? See where you rank against the 115 million US households. Using the latest data from the ... 25 kb Views 7162

6.9

Redrock Wealth Management, LLC

2015-06-21

management wealth

-4 View your Redrock Wealth Management investment account holdings and performance on your mobile phone. 6 MB Views 4119

7.3

Texas Legacy Wealth

2015-03-11

texas wealth legacy

+2 This app allows clients of Texas Legacy Wealth Management (TLWM) to view account values, performance reports, and allocations. 4 MB Views 2523

7.3

Wagner Wealth Management

2015-01-02

Related Apps management wealth mobile accounts

+15 The Wagner Wealth Management Mobile Application makes it easy for you to connect with Wagner Wealth Management and monitor your accounts anytime, anywhere. With this app, you can: Read the latest news from Wagner Wealth Management Quickly access important contact details ... 723 kb Views 6223

7.2

IMSplus Mobility

2015-04-17

management market investment profile security client mobility access platform wealth service Find Iphone Service Auf Banking Und Easily Mobile Vista Monthly Stock Years Account Banks Premier Accounts Online Service Planner Software User Bills Cnb Pay Check Federal View Calculator Email Mortgage Access Liberty Real Account Mobile Receive

-8 PROFILE Software’s IMSplus Mobility, enables mobile access to your investment management platform. Specifically, this new module of IMSplus provides a set of client relationship and portfolio management tools, which may be whitelabeled, to better promote business and sales objectives of ... 4 MB Views 822

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

9.9

Wheaton Wealth Partners

2015-10-24

wheaton partners wealth

+2 View your Wheaton Wealth Partners aggregated account valuation, performance, and reporting information, in an application developed specifically for mobile devices. 461 kb Views 9349

9.7

Point of Service

2015-09-09

point service wealth

+4 Established in 2010, The Point of Service Pte Ltd (TPS) is a boutique Consultancy & Advisory firm whose mission is to create and protect wealth for its clients by maximising the value of their current assets in Singapore. This is the ... 29 MB Views 9847

9.3

TimeTracker - Time Sheet

2015-05-24

Related Apps time email excel job client reporting data entries easy log powerful screen

0 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

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

8.3

Client Axcess

2015-03-05

client document accounting professional Categories Email Expenses Business Finance Services Mobile Options Web Calculate Credit Financial Ipad Line Support Chart Options Stock Card Merchant Transaction Iphone Search Title Friends Split Time Enter Mobile Select Access Mobile Phone Bank Currencies Exchange

+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

7.9

GFS Private Wealth, LLC

2015-09-24

Related Apps ipad wealth private

-6 The GFS Private Wealth iPad application enables authorized GFS Private Wealth clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. 1 MB Views 8879

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

8.7

Apple Wealth HD Trade for iPad

2015-08-07

apple ipad wealth data increase securities trade Buyer Home Pre Branch Contact Mobile Bill Tip Tips Pay Service Time Bank Find Marin Een Notarissen Tot Claims Device Mobile Financial Investment Securities Fund Markets Top Bank National Privacy Accounts Iphone Union Bills Business Deposit

+3 Apple Wealth HD Trade for iPad Trading Program for Apple Wealth Securities Increase channel to get security’s data and news via iPad. Also, can increase opportunity investment for investor and meet all requirements in every time with quickly and accurately data. โปรแกรมซื้อขายหุ้นของบริษัทซื้อขายหลักทรัพย์ Apple ... 18 MB Views 8707

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

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

8.1

Wealth+ Net Worth

2015-12-21

security time wealth data net worth financial charts touch current passcode

0 Wealth+ makes it simple to track your net worth over time. Beautiful charts let you see how your wealth is trending over a number of categories: banking, investments, auto, mortgage, loans and more. Add your own categories, too. At a ... 5 MB Views 4901

9.2

Momentum WIT

2015-01-09

investment tool wealth momentum point application internet offline client online

-9 This application provides an investment tool for financial advisers which is a simple, visual pointofsale guide for voluntary and compulsory investment products available on the Momentum Wealth investment platform. It gives you easy online or offline access to a Wealth ... 7 MB Views 3292

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

7.5

Vector Wealth Management

2015-07-09

Related Apps management wealth mobile accounts

-5 The Vector Wealth Management Mobile Application makes it easy for you to connect with Vector Wealth Management, LLC and monitor your accounts anytime, anywhere. With this app, you can: Quickly access important contact details to email, visit Vector Wealth Management View ... 8 MB Views 7975

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

9.1

Ledford Freedom Index

2015-07-05

Related Apps management index freedom wealth

+4 The Ledford Freedom Index is an application built for clients of Ledford Wealth Management. This free app will give you a snapshot of your financial journey and your risk tolerance. Your personal login information will be given directly to you ... 5 MB Views 2391

8.6

Avendus Wealth for Phone

2015-12-30

returns wealth

+8 The Avendus Wealth App for iOS gives you secure access to your investment portfolio, allowing you to view asset allocation, returns, comparison with benchmark returns and holdings conveniently at anytime from your mobile devices. 4 MB Views 9136

9.8

Wealth Breakthrough

2015-09-18

money tracker wealth manage Bills Pay View Easy Mobile Trading Conversion Currencies View Add Data Money Accounts Bills Savings Accounts Bank Surcharge Auf Pro Und Banking Online Touch Amount Photo Receipt Email Receive Set Bwa Die Und Account Money National

+19 Wealth Breakthrough is a new wealth management app from mentoring company Unlimited Success. Providing you with useful and essential tools to improve your wealth and manage your money. Utilising the innovative ‘Money Bucketing’ technique a spend tracker, receipt tracker and ... 5 MB Views 1268

9.7

Wealth Projector

2015-06-30

wealth

-4 Interactive game that allows users to create a personalised wealth report through dragging and dropping icons. NAN Views 3497

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

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

9.8

Iron Point

2015-04-15

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

+23 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

7.6

Ritholtz Wealth Mobile

2015-05-11

mobile wealth

-1 Ritholtz Wealth Mobile allows you to view your account information, balances, and easily contact your advisor. 3 MB Views 1076

8.8

Appetite For Risk

2015-04-10

investment office mutual risk wealth authority financial limited online client score

+6 This app is for UK financial advisers only. Getting your clients to understand and agree their ‘appetite for risk’ is one of the key stages in the investment process. The task of risk profiling and risk discussion can however be time ... NAN Views 7958

8.5

Citadel Investment Services

2015-04-30

management wealth clients access insights team financial client

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

9.9

WealthCalc

2015-10-28

time wealth required interest

0 This handy companion is an invaluable tool for the investor looking to build up wealth. WealthCalc will show you the enormous power of compound interest (reinvested profits) and how it manifests in several scenarios. Have WealthCalc to calculate your desired parameter in ... 155 kb Views 6099

8.5

Ignition Weath

2015-09-04

wealth

0 Ignition Wealth is an online, automated investing service, helping people to better manage and grow their wealth for a fraction of the cost of traditional financial services. NAN Views 7655

8.9

Avendus Wealth for Tablet

2015-12-30

returns wealth

+15 The Avendus Wealth App for iOS gives you secure access to your investment portfolio, allowing you to view asset allocation, returns, comparison with benchmark returns and holdings conveniently at anytime from your mobile devices. 49 MB Views 5539

6.9

LeConte Wealth Mobile

2015-02-05

mobile wealth

-6 The LeConte Wealth mobile app allows our asset management clients to access their investment data via their Apple device. 3 MB Views 319

9.4

Dow Wealth Management Mobile

2015-07-17

management dow mobile requests wealth

0 Dow Wealth Management Mobile is a fast, secure, and free service for Dow Wealth Management clients. It is optimized for iOS devices and is available 24/7. TRACK INVESTMENTS • Monitor balances and holdings. INITIATE REQUESTS • Check requests. • Consolidate accounts. • Forms requests. INVESTMENT AND INSURANCE ... 17 MB Views 3964

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

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

7.6

Reality Wealth Mobile

2015-02-26

reality wealth portfolio deals

+3 Welcome to the Reality Wealth App for iPad. This app enables you to monitor progress on your Live Deals, review the details of your Completed Deals, and check upcoming loan covenants, which require attention across your portfolio, via My Diary. The content ... 12 MB Views 5476

7.5

7300 Wealth Management, LLC

2015-12-09

management investors liberty information 7300 rias representatives access client wealth

-9 7300 Wealth Management, 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 access your account information anytime and from anywhere. Representatives and RIAs ... 875 kb Views 9725

8.3

Cahaba Wealth

2015-09-05

Related Apps management ipad wealth access authorized application

+5 The Cahaba Wealth Management iPad application enables authorized Cahaba Wealth Management clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Cahaba Wealth Management client that has ... 1 MB Views 5233

8.9

Wealth Foundation

2015-06-11

investors wealth foundation steps returns

+28 Formed by a team of passionate investment professionals, Wealth Foundation believes that financial independence is a reality that one can achieve. The path to wealth need not be an emotional roller coaster ride. It is not about taking 3 steps ... 37 MB Views 3909

9.4

PPi Asia

2015-05-03

wealth asia

+23 Professional Portfolio International (PPI) strives to help each client grow, protect, and enjoy their wealth in their own way. With its team of very knowledgeable and experienced Advisers, PPI delivers the highest level of financial planning and wealth management services ... 32 MB Views 9444

8.9

The Passive Wealth for iPad

2015-07-31

marketing wealth

-7 This marketinginabox app is for the Passive Wealth App Group members to stay updated and use it for marketing. 47 MB Views 7259

8.5

Artorius Wealth Mobile

2015-05-13

Related Apps information wealth portfolio mobile access data client

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

8.5

Wealth & Beyond

2015-11-11

wealth

0 Wealth & Beyond is a digital magazine dedicated for HSBC customers to share information about lifestyle and wealth management. Wealth & Beyond presents the inspiring stories about education, entrepreneurship, and assist your strategic financial planning. This app also features alternative ... 6 MB Views 6105

Ignition Weath

Echo Wealth Management Mobile

Schneider Downs Wealth Management Advisors

NAV Wealth Management TCA

Best Client data wealth Apps | Panload

Best Client data wealth Apps Related

Popular Client data wealth

Categories