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Best Client email log Apps | Panload

MoneyWare

2015-12-03
+3    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

ONE Retirement, LLC

2015-04-11
+5    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

Work Quote

2015-08-05
+13    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

LifecashPro

2015-11-22
+29    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

Claringbold

2015-04-10
Related Apps personal financial access client services information
-2    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

Cash Power

2015-03-11
+26    The user reviews are in: "THIS APP SAVED MY MARRIAGE" Party In Your Honor "this app does everything I wanted from it" Envlelope Budgeter "The update ROCKS" MelainaRN "so easy to work with" rawker617 "So easy to use" Ratibala "intuitive & easy to use" Economywine Cash tracking ...    1 MB    Views 3129

Gas Log

2015-10-02
gas log mpg
+5    Gas Log let's you keep track of your gas. It logs price, odometer, mpg, date and how many gallons you put in. Use it for business travel or use it on a road trip to see what kind of gas ...    3 MB    Views 1215

My BRR Office

2015-01-04
access client clients
+1    The MyBRROffice mobile app provides exclusive access for Budros, Ruhlin & Roe, Inc. clients to their personal MyBRROffice account. MyBRROffice is a private client portal for the use of current Budros, Ruhlin & Roe clients. MyBRROffice provides immediate client access ...    410 kb    Views 5180
+3    If you record the mileage of your cars for tax report, expense reimbursement or whatever reasons, Milog can be your friend. Milog is a mileage log tracker application for your vehicle trips. It's designed to lower the burden of your ...    454 kb    Views 8378
+8    Simple Expenses Receipts Mileage Log Time Income Tracker Receipts Capture + Expense + Mileage + Time + Income Tracker App For iPad is a quick and simple way to track expenses, receipts, mileage, income, log ...    3 MB    Views 2177
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

Home Buying Power

2015-01-07
home calculator house email shopping search property market payment power buying includes client detail amount mortgage price
0    Do you wonder how falling interest rates affect your buying power for your next house? Home Buying Power is a tool that helps you quickly determine how much house you or your client can afford. This is an essential tool ...    548 kb    Views 1531

Invotrak

2015-11-08
iphone email management invoices record clients entries timesheet client professional pdf account
+20    NEW version 2.0 Track and record invoices, timesheets, and clients on the go from your iPhone With the Invotrak app, you can: View and record invoices, and quickly see which ones are overdue. Record timesheet entries as you complete work (using ...    1 MB    Views 4722
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

DriveKeeper

2015-02-15
business time gps family drivers email drive data keeper mileage accurate provide log
-9    DRIVE KEEPER is a must have application for anyone that keeps a log of their time spent behind the wheel for personal or business use. With DRIVE KEEPER you will always have a record of your drive time and mileage. Data ...    1 MB    Views 9055
baby log data logger
+29    Find and Download the PRO Version and Get All Features For One Low Price (33% Savings Over InApp Purchases) Baby Logger is your daily log to keep track of your baby’s feedings, sleep habits, play times, peepee, and bowel movements. • Easy ...    4 MB    Views 6883

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

Ignites

2015-09-10
news research log content subscribers issues mobile
+4    Ignites is the preeminent source for news about the U.S. mutual fund industry. The Ignites mobile app is designed to help busy, onthego subscribers get all the pertinent news they need in one place. The app features: • Daily issues of Ignites • ...    17 MB    Views 318

GPSMilesLogPro

2015-03-17
+5    GPS Mileage LogLite (Free) and GPS Mileage LogPro (1.99) are the fastest ways to track your business mileage for tax purposes, easy as 123. GPS Mileage LogLite is Free and does the following: No need to scribble down or input odometer readings ...    152 kb    Views 557
Related Apps email photos calendar apps insurance payment client contract type record date details plan
+5    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

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

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
money time management library email budget twitter facebook spending log expenses logging features icon easy data pro
+10    Ever wonder where all of your money is going? Ever think how much cash do you spend on groceries, car, home improvement, food, health, education, entertainment, travel, transportation, emergency, fashion & clothes etc? With Spending Log Classic & Pro version, ...    32 MB    Views 6125
photo iphone email work time car invoices expense works receipt mileage client
+17    Never miss billable work because you forgot to record it. Record your mileage while still in your car (or on your bike). Create an invoice and send it to the client before you leave the building. Submit that lunch expense including the ...    27 MB    Views 7378

Birchwood

2015-06-05
-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

iSpeedTrader

2015-04-25
stock usa client
+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
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

Dollars

2015-04-01
+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
finance time tools email investment quotes payment quote client equipment lease customers competitive
-8    Paramount Financial’s PMTQuote allows Equipment Vendors to prepare payment quotes for B2B customers. PMTQuote prepares leasing quotes, finance quotes and return on investment estimates. Results can be viewed and emailed directly to a vendor’s B2B customer in seconds a. Instant Payment ...    4 MB    Views 3835
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
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
Related Apps email stock order transaction report client customized view purchase log sales supplier
-4    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

Vehicular

2015-01-19
health meter vehicle moment log fuel add
+28    Simplest way to maintain health of every vehicle you own. Each and every vehicle you add, has a Health Meter. All you need to do is to keep the Health Meter score up. ━━━━━━━━ Features ━━━━━━━━ + Manage multiple vehicles. + Health Meter for every ...    723 kb    Views 5288
tracker trip gps data log paper
+1    Paper based logbooks are now a thing of the past, with the new FleetPlus Trip Log & Tracker App. The FleetPlus Trip Log & Tracker App has been custom built by FleetPlus to allow drivers to simply calculate and report their percentage of ...    2 MB    Views 7969

Mileage Log+

2015-10-31
Related Apps trips email search mileage log entry quick data sort reports
-2    Mileage Log+ is an essential app for anyone who needs to track mileage for tax deduction or reimbursement. With predictive input, autoentry, autocalculation, and quick access to frequent trips, Mileage Log+ does the hard work for you. A few quick taps ...    5 MB    Views 9092
time tracker http mileage log vehicle logbook
-1    Reduce your taxable income and get your full mileage reimbursement, with this refreshingly simple mileage log and tracker app. No more fumbling around with excess app features and having to work out the steps to get things done. Straight to the point, ...    9 MB    Views 6588
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

BL Banking VEU

2015-11-12
+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

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
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

Ignites Asia

2015-01-04
Related Apps news asia log issues content
+5    Ignites Asia is an online source of news, business intelligence and analysis for and about the asset management industry in Asia. The Ignites Asia app is designed to help busy, onthego subscribers get all the pertinent news they need in ...    17 MB    Views 4445
Related Apps trip search email tracker management time trips logs enabled location mileage log vehicle features
+27    If you record the mileage of your cars for tax report, expense reimbursement or whatever reasons, Milog can be your friend. Milog is a mileage log tracker application for your vehicle trips. It's designed to lower the burden of your ...    449 kb    Views 6847

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

GPSMilesLogLite

2015-03-17
gps trip email log mileage free irs hit lite button background
+23    GPS Mileage LogLite (Free) and GPS Mileage LogPro (1.99) are the fastest ways to track your business mileage for tax purposes, easy as 123. GPS Mileage LogLite is Free and does the following: No need to scribble down or input odometer readings ...    222 kb    Views 3043
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
driving tax log mileage miles full track simple
+14    The perfect app for keeping track of driving miles. With Mileage Log, tax claims and reimbursements become super simple, and the customisable logging and full reporting capabilities means you'll never miss a claiming a cent. Here's what Mileage Log contains: easily ...    3 MB    Views 7411

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

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

Birthday Money

2015-04-17
Related Apps money birthday parents add log
+12    Dear Fellow Money Spenders, There are 2 reasons my dad and I made this app: 1. My parents and I always argue about how much of my birthday (Christmas, Easter etc.) money I have spent. 2. You are probably bad at keeping track ...    4 MB    Views 8121

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

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

RMS Wealth Mobile

2015-03-30
rms information wealth portfolio mobile access data client
+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

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

FactSet

2015-07-24
ipad email consultant desk log enter passcode tap
+7    NOTE The FactSet app is for subscribers to FactSet only FactSet has been Transforming Information Into Intelligence for over 30 years, and is now doing so on the iPhone, iPod Touch, and iPad. FactSet allows you to access up to the minute ...    32 MB    Views 4680
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

F&I Agent HD

2015-04-30
administrators agents product forms agent log administration access
+4    F&I Agent HD provides F&I agents with digital access to all of the forms they need. Integrated with F&I Administration Solution’s administration software, agents can access all documents uploaded by their product administrators. Agents must log in using the information ...    2 MB    Views 6904

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
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
Related Apps email stock order transaction client report customized purchase log sales view cash
+12    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

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
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