Best Client Email Apps | Panload iOS Finance

MLC Insurance app

2015-03-18

+9 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

7.0

Affinity Private Wealth Mobile

2015-04-02

affinity information portfolio mobile private wealth access data client

+1 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

9.9

iUMA

2015-10-03

Related Apps access account details client ability asset performance portfolio notifications

+15 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

8.1

Unison

2015-01-06

Related Apps access account details client ability asset performance portfolio notifications

+12 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

8.3

Accelerated iQuote

2015-06-27

client advisers adviser quote centre life

+5 The Accelerated iQuote by TAL provides a unique tool for advisers to initiate a sales discussion anywhere, anytime. The Accelerated iQuote also allows the adviser to initiate an email to their client with the client's quote reference number and premium. The ... NAN Views 3433

8.3

Client Axcess

2015-03-05

client document accounting professional

+5 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

8.9

QuickAcctSales

2015-12-10

chinese support pdf client goods

+8 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

8.1

eprivateclient

2015-11-05

news top private practitioners client companies firms fast

+10 eprivateclient is the leading news service for private client practitioners, including lawyers, accountants, trustees and feebased IFAs. The regulatory environment in which private client practitioners operate is becoming ever more pressured, fuelled by the seemingly relentless pace of legislative change. The ... 15 MB Views 8901

7.0

Rapid Financing

2015-12-04

financing client rapid

0 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

8.3

22 Groups Client

2015-02-04

transactions trading groups client Monitor Prices Stock Check Credit Free Iphone Portfolio Pro Mobile Password Transactions Bill Percentage Tip Credit Million Sell Fnb Pay Phone Market Push Time Atm Find Locations Bill Time Track Application Transactions User Accounts Bills Federal

+2 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

9.0

Alfa Forex Online

2015-06-15

forex online company client application full cabinet call

+4 Alfa Forex Online for iOS offers free information about forex market, quotes and the ability to engage in dialogue with the company where you are. Clients Alpha Forex application ensures full access to the management of their accounts, input / ... 3 MB Views 9360

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

7.2

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

8.0

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

7.8

mobileAgent - for FreeAgent, IRIS Openbooks and MyBusinessWorks

2015-10-20

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

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

9.8

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

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

Invotrak

2015-11-08

iphone email management invoices record clients entries timesheet client professional pdf account Credits Easy Jackpot Account Find History Budget Category Track Calculator Home Tool Home Information Usd Als Der Und Accounts Deposits Ipad Iphone Online Tools Accounts Balances State Fcu Information Mobile Business Express Mobile Secure Security View

+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

8.1

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

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

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

Baillie Gifford

2015-08-16

institutional client access

+13 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

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

9.9

Coheris CRM for iPhone

2015-04-12

crm iphone vos client des votre les gestion Card Contact View Credit Member Perks Easy Stock Stocks Manage Module Search Pay Service Time Access Federal Information Accounts Closest Mobile Add Category Graph Charges Mobile Pay Accounts Iphone Multiple Office Paid Work Free Income Tax

+1 Solution globale de gestion de la relation client, Coheris CRM vous permet de structurer et exploiter au mieux la connaissance client dans l’entreprise, afin d’accroître vos ventes, optimiser vos actions commerciales et fidéliser vos clients. Simple et efficace, la déclinaison iPhone ... 3 MB Views 9149

9.0

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

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

9.3

TimeTracker - Time Sheet

2015-05-24

Related Apps time email excel job client reporting data entries easy log powerful screen Sort Strategy Support Hong Stock Stocks Currency Peso Pound Choice Market Time Email Finance Top Inventory Pos Sale Chips Free Roulette Diagram Strategy Time Amount Interest Period Account Internet Union Iphone Money Period Access Clients Information

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

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

7.0

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

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

9.1

MileageMarker

2015-03-27

trip trips email mileage export entry vehicle add data client purpose

+4 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

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

9.7

HoursWiz Pro - Personal hours keeper, time tracker & timesheet manager

2015-07-17

Related Apps time entries client project track spent earnings task notes

-9 If you are looking for a smart, easy to use and featurerich financial App to track your hourly earnings and the time spent on the job, HoursWiz Pro is the one. With HoursWiz Pro application, you can save favorite time ... 9 MB Views 747

9.6

Clothing Store Master Pro

2015-06-28

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

8.0

Mortgage Calculator Courtesy of Nadalee Nunnelly

2015-03-14

Related Apps calculator home loan mortgage total payment amount products rate client

-2 This calculator is to determine the total amount and monthly payment one will need to pay based on the sales price, loan type, loan term, and interest rate. It will automatically calculate PMI, Down Payment, and other details which are ... 12 MB Views 6800

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

7.9

Paprika Timesheet

2015-06-08

job iphone time tasks client choose task code full Bills Mobile User Budget Finances Graphs Closing Lending Provide Including Posts Twitter Clock Mode Quote Bank Iphone Money Contact Mobile Questions Llp Mileage Personal Investment Performance Track Check Messages Transactions Graphs Income Money Application Failures Time

-2 The easy way for Paprika users to enter their timesheets on the move. Never get behind with your timesheets again. Features : Calendar view shows which days you are missing on your timesheet. Book planned time into your diary. Book time ... 594 kb Views 4129

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

9.5

iHUB24

2015-10-18

Related Apps account access details client ability asset performance portfolio notifications

-1 iHUB24 gives you real time access to the HUB24 platform while you're on the move. Advisers and account holders simply use your HUB24 online ID and password to access iHub24's many features. iHUB24 for advisers Access full platform functionality, including the ... 157 kb Views 3095

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

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

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

8.7

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

Store Master Pro

2015-07-06

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

-9 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 9053

9.0

CAM Liberty App

2015-05-13

Related Apps investors liberty information rias client access account user representatives

+29 Classic Asset 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 ... 9 MB Views 3310

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

9.4

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

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

9.4

Morgan Stanley Research for iPhone

2015-08-20

Related Apps research investment iphone stanley morgan application account client link valid

+6 This application is for Morgan Stanley institutional clients with a valid Client Link account. Morgan Stanley clients can access the firm's investment research virtually anywhere, at any time with the new Morgan Stanley Research application for the iPad or iPhone. The ... 1 MB Views 7344

7.4

Alegeus Technologies Client Conference 2013 HD

2015-04-10

healthcare technologies product payment client conference 2013

-9 Join us as at the 2013 Alegeus Technologies Client Conference as we highlight recent market developments, regulatory updates, emerging business opportunities and upcoming product enhancements. Network with peers about the issues you are facing today and participate in presentations by ... 8 MB Views 6524

8.5

PGR Solutions LLC App

2015-05-26

Related Apps investors information liberty rias representatives access account user client

+16 PGR Solutions 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. With comprehensive views of ... 8 MB Views 9405

7.5

Morgan Stanley Research for iPad

2015-08-21

Related Apps research investment ipad stanley morgan application account client link valid

+2 This application is for Morgan Stanley institutional clients with a valid Client Link account. Morgan Stanley clients can access the firm's investment research virtually anywhere, at any time with the new Morgan Stanley Research application for the iPad or iPhone. The ... 1 MB Views 4025

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

9.0

LPL Financial Mobile

2015-08-02

lpl financial mobile application view subject information client advisors access

+23 LPL Financial Mobile, exclusively for LPL Financial advisors, is a fast, secure service that allows you to stay connected to your clients and monitor accounts from your iPhone and iPad. If you are a client of an LPL Financial advisor, please ... 1 MB Views 5390

8.0

Paprika Contacts

2015-12-07

software contact client tasks details notes update edit contacts

+12 ==== IMPORTANT ==== To use this application you must have Paprika running as your agency management system including the "iPhone" module and have a valid useraccount for your database, along with the REACT option in your menu group. For further details please ... 642 kb Views 1530

7.3

Singletrack Mobile

2015-08-01

research platform client side edge mobile

+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

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

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

9.0

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

Artorius Wealth Mobile

Retiremax Software LLC

Treasury Management

MoneyWare

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