Best Client Financial Services Apps

PMW Portal

2015-10-21

+24 The PMW Application is designed for existing high net worth clients and potential clients who may be interested in financial advice and wealth management services. The features available currently are financial services documentation, news and views as well as resources. Copyright © ... 9 MB Views 4844

9.7

myLFS - Lexus Financial Services

2015-10-26

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+1 Access your Lexus Financial Services (LFS) account with the myLFS application for iPhone mobile devices. The myLFS application allows an existing Lexus Financial Services customer to make a payment or obtain payoff information on an existing Lexus Financial Services account. LFS account ... 8 MB Views 3447

7.1

TFD Dunhams Financial Services

2015-06-07

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0 This powerful App has been developed by the team at TFD Dunhams Financial Services to give you key financial information at your fingertips, 24/7. Now you can have instant access to your latest business and personal accountancy facts, dates and calculators. ... 32 MB Views 1771

9.5

J.P. Morgan Markets

2015-10-17

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+18 J.P. Morgan’s top rated research is now available to qualified clients of J.P. Morgan on iPad and iPhone. The app is free to download and can be used by qualified J.P. Morgan clients with a J.P. Morgan Markets username and password. Key ... 68 MB Views 6765

9.8

Leaders Credit Union

2015-04-08

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+8 Leaders Credit Union is a notforprofit financial cooperative based in Jackson, Tennessee. We have been serving the West Tennessee community and its citizens for over 50 years. Chartered in 1957 as JacksonMadison County Teachers' Credit Union, we have grown into ... 10 MB Views 2518

8.6

IdealRealty

2015-07-22

Related Apps provide financial services

+24 Ideal Reality & Management, Inc. is located in Glendale, California. We provide Sales, Payroll, Income, Estimate Taxes for all business entities since 1988, with a commitment to the highest quality services to our clients. We take genuine interest in your financial ... 4 MB Views 986

9.2

Helmi Hakim's Financial Advisory Services

2015-11-14

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0 Helmi Hakim's Financial Advisory Services 2 MB Views 612

8.1

myTFS - Toyota Financial Services

2015-10-25

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+1 Access your Toyota Financial Services (TFS) account with the myTFS application for iPhone mobile devices. Former users of the myScionSolutions application may access their account through the myTFS application. The myTFS application allows an existing Toyota Financial Services customer to make ... 8 MB Views 881

8.5

Wealth Solutions

2015-12-19

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+15 This is another feature offered exclusively to clients as we continue to help you build bridges to financial prosperity. You can now take Wealth Solutions with you on the go. We want to keep our clients connected, confident and informed ... 4 MB Views 2535

7.4

Jessie Tan

2015-05-23

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+8 Started Off as a Full timer with AIA since Year 2001, left to seek for more holistic planning for client versus individual product provider. Join 2007 with IPP Financial Advisers Pte Ltd the biggest Independentlyowned Financial Advisory Organization in Singapore and ... 23 MB Views 6674

9.7

FS Connect

2015-03-09

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+11 In this App you will find a wealth of publications, industry insights and news around the financial services sector published in Australia and globally. These publications bring to life the content with their functionality and design for best user experience. ... 11 MB Views 5397

9.5

dntg MT.

2015-09-18

Related Apps money financial services

-4 Ria Financial Services is a recognized financial service leader and leading specialist in international money transfers. Since 1987, the company has provided fast, reliable and secure money transfer services using stateoftheart technology. This app allows the user to search Agents ... 942 kb Views 9095

9.9

SmartOffice Anywhere

2015-08-27

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+22 SmartOffice Anywhere gives onthego professionals fast, ondemand access to their critical client data, appointments and tasks. It's the ultimate mobile customer relationship management (CRM) tool for iPhone users, built especially for insurance agents, financial advisors and other financial services professionals. Smartoffice Anywhere ... 388 kb Views 149

8.2

My Taxaroo

2015-04-16

Related Apps tax personal upload services financial

-5 MYTAXAROO.COM is your online financial file cabinet. My Taxaroo offers tax and financial services all year around. Specializing in personal, small business and non profit organization tax services we will take care of all of your needs. Don't forget our Quick ... 3 MB Views 7932

7.4

True Potential Adviser

2015-10-31

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-7 Use this application to view your client’s portfolio performance data, contact them, share documents and complete recordkeeping whilst on the move. This application is available to all adviser logins of True Potential powered firms. Your access details are the same as ... NAN Views 374

8.6

Limestone Insurance & Financial Services

2015-12-14

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-2 With the vast array of insurance and financial products available, knowing which ones are appropriate to your needs can be a difficult task. At Limestone Insurance and Financial Services our staff will work with you to gain a full understanding of ... 3 MB Views 8286

9.2

The Asian Banker

2015-09-06

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-1 As the leading provider of strategic intelligence on the financial services industry, The Asian Banker has trained and equipped decision makers with the best in class knowledge and understanding of the markets they serve. The Asian Banker Official Mobile Phone App ... 11 MB Views 6162

9.0

Mattioli Woods plc

2015-02-25

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-3 Budget and tax data from Mattioli Woods plc, one of the UK’s leading providers of pension consultancy, wealth management and employee benefit services. Download our FREE app today to experience quick and attainable financial information. Main features include: UK tax rate data ... 2 MB Views 1840

9.4

Hip Pocket Trust Advisor

2015-01-27

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+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

8.7

Sutterfield Financial Group

2015-05-20

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+22 Sutterfield Financial Group offers the Trust Company of America 'Liberty' Application to authorized investors. Take the Power of Liberty with you and stay in touch with Sutterfield Financial Group anytime and from anywhere. Representatives and RIAs rely on Trust Company of ... 788 kb Views 9187

7.6

Cobbs Financial Services

2015-01-28

Related Apps business tax services service financial

+13 Cobb’s Financial Services is a family owned business that began its business in 1997.We serve all customers in all aspects of auditing, accounting, personal & business income tax preparation, small business service, notary service, credit counseling, payroll & bookkeeping service, ... 24 MB Views 3326

9.2

afsonline

2015-06-07

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-5 Al Ansari Financial Services Smart Phone Application is an advanced trading platform for the customers to trade on DFM and ADX Market stocks through their Smart Phone Devices. Major Features Listed Below: Order Placement & Monitoring Real Time Prices Interactive Intraday Charts Historical Charts Personalized Watch ... 20 MB Views 9542

9.0

Evergreen Financial Services

2015-03-18

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-6 Evergreen Financial Services Mobile App allows you to view your account information, balances and easily contact your advisor, Michael L. Helms. 3 MB Views 8140

8.8

Appetite For Risk

2015-04-10

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+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

9.1

BookkeepingM

2015-10-22

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+30 STANDARD BOOKKEEPING SERVICES: Data Entry Reconciliations Invoicing Payroll Debtor Control Your office or our fully equipped office CONSULTING AND ADVICE Xero, Quickbooks Online, MYOB, Reckon Accounts Which software package suits you Troubleshooting End of Year financial & Payroll BAS Preparaton and Lodgement introduce our services provide easy access and contact we ... 13 MB Views 9541

8.9

PpdMoney

2015-10-02

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+23 You must have a Prepaid Money card to use PpdMoney. PpdMoney is a reloadable prepaid card provided by your financial institution. It offers financial services through your Prepaid payment card that allow for increased convenience, control over your finances, and ... 4 MB Views 139

8.3

澳門交行 – 交通銀行澳門分行手機銀行

2015-07-12

Related Apps banking signature client application mobile services service branch

+3 交通銀行澳門分行手機銀行以手機爲載體,以客戶端應用程序爲依托,向客戶提供各類在綫金融服務,是一種全新的電子銀行業務和服務渠道。具有方便快捷、安全高效、操作簡單等特點。交通銀行澳門分行手機銀行實現了門戶式客戶端。客戶端軟件含有數字簽名,如果軟件被黑客或病毒修改或是簽名被修改,將無法運行。有效的杜絕客戶端軟件被惡意修改或病毒傳播。主要服務功能有:我的賬戶、轉賬及匯款、定期服務、外匯兌換、資訊、我的通知、客戶服務、動態令牌緊急挂失、手機港股等。 Mobile banking of BOCOM Macau Branch provides a whole set of online financial services to customers with cellphone as the carrier and client application as the basis, and is a brandnew Ebanking transaction and service channel. It is convenient, quick, safe, ... NAN Views 1103

7.9

Birchwood

2015-06-05

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-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

9.8

Vellum Financial App

2015-03-18

Related Apps investors time information liberty financial representatives account advisors client rias

-5 Vellum Financial 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 7218

9.5

M-F News Reader : Mobile-Financial.com

2015-07-19

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+5 Download the MobileFinancial.com application to access the latest News, Blogs, and Event Information for the Mobile Financial Services Industry. MobileFinancial.com is the leading online resource for the Mobile Financial Services industry. With the MF.com Reader Application, you can stay uptodate with ... 135 kb Views 45

8.8

LifePointe Financial Partners

2015-06-04

Related Apps investors time information liberty financial account access rias user client

+4 LifePointe Financial Partners 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 5258

9.4

DT Client Portal

2015-02-10

Related Apps news access client portal account notifications documents online accounting services

-5 Onthego access to your online accounting services. DT Client Portal offers convenient, onthego access to online accounting services via your mobile device. With this app, you’ll have access to the following DT Client Portal features: ∙ My Account — manage all of ... 5 MB Views 5714

7.2

Eric Tan

2015-05-23

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+23 PHILOSPHY “My Pledge to my clients is to give my best, honest and sincere services, just as the serices that I wish to receive if I were in the same circumstances.” MISSION “With All Sincerity, I will help and ensure that my client’s ... 19 MB Views 9572

8.4

FINANCIAL PLANNING & ASSET MGT

2015-04-15

Related Apps planning services advisory accounts financial asset mobile

+30 The FINANCIAL PLANNING & ASSET MGT Mobile Application makes it easy for you to connect with MADDEN ADVISORY SERVICES, INC and monitor your accounts anytime, anywhere. With this app, you can: Read the latest news from MADDEN ADVISORY SERVICES, INC Quickly ... 655 kb Views 5734

8.8

P. Liddy & Associates

2015-12-19

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+7 P. Liddy & Associates is located in Cronulla, New South Wales. We are a chartered accountancy practice offering competent, prompt, professional service in the traditional areas of auditing, accounting, superannuation, tax and management consulting services. Our services are available for ... 12 MB Views 4088

8.6

Innate Wealth

2015-03-25

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0 Innate Wealth is a boutique financial services advisory firm which specialises in the provision of strategic advice, portfolio management and accounting services. This app provides Innate Wealth clients with a ‘window to their wealth’. Features include: • Net wealth tracking • Portfolio access and ... NAN Views 8886

8.7

Volvo I-Finance

2015-07-01

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+17 Volvo IFinance is an applicative of Volvo Financial Services allowing the monthly parcel calculation of the financing of vehicles of Volvo Group in a practical and agile way. This applicative allows to the Volvo Salesman to perform financing simulations in ... 19 MB Views 7957

9.4

Intouch Finance

2015-08-11

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-4 All your property and finance tools & information in the one handy place. Never miss a beat, with calculators & news updates perfect for homebuyers and investors. Features include; •Government Fees Calculator (all states & territories of Australia) •News feed (keep up to date ... 12 MB Views 4794

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

9.8

Retail Financial Careers app

2015-08-13

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+26 Download your free Retail Financial Careers jobs iPhone app The firstever Retail Financial Careers iPhone jobs app has launched – brought to you by the world’s most powerful financial services jobs board. And…. it’s free It has been designed to give jobseekers the ... NAN Views 6048

9.7

ALF Reliance

2015-05-12

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+5 Founded in 2013, ALF Reliance offers business advisory and financial consultancy services to a wide range of business industries. Our services are focused on business growth and financial management. Our esteemed team of professionals come from various sectors of the financial ... 37 MB Views 4697

9.0

ePFR

2015-09-13

Related Apps time productivity process application find client financial high reduce

+2 ‘EPFR’ (also known as Electronic Personal Financial Review) is a factfind toolkit application designed and developed by Phillip Securities Pte Ltd, specially for our financial advisory consultants in Singapore. This application provides a seamless process between sales advisory and backoffice ... 3 MB Views 7590

8.4

Vincent Kua Organisation

2015-11-18

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+15 Vincent Kua Organisation (VKO) is a team of dedicated financial consultants representing an independently owned financial advisory company, licensed by the Monetary Authority of Singapore. We believe in the value of longterm planning to provide objectivebased financial advisory services to ... 13 MB Views 6954

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

9.6

Digita Client

2015-02-10

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-2 Onthego access to your online accounting services. Digita Client offers convenient, onthego access to online accounting services via your mobile device. With this app, you’ll have access to the following Digita Client portal features: ∙ My Account — manage all of your ... 5 MB Views 316

7.4

BankFirst Financial Services Business Banking

2015-07-31

Related Apps business banking security financial contact services view

+25 With BankFirst Financial Services' Business Banking App you can safely and securely access your accounts anytime, anywhere. Our mobile app is FREE and allows you to: • View your balance • View account activity • Transfer funds • Approve/deny wires and ACH • Locate a ... 12 MB Views 1074

9.0

Cobbs Financial Services HD

2015-01-28

Related Apps business tax services service financial

+15 Cobb’s Financial Services is a family owned business that began its business in 1997.We serve all customers in all aspects of auditing, accounting, personal & business income tax preparation, small business service, notary service, credit counseling, payroll & bookkeeping service, ... 27 MB Views 3190

9.3

F.I.G. Financial Advisory Services, Inc.

2015-11-13

Related Apps ipad financial services advisory access authorized application

-4 The F.I.G. for iPad application enables authorized F.I.G. Financial Advisory Services, Inc. clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a F.I.G. Financial Advisory Services, Inc. ... 1 MB Views 8163

7.1

Jaykay Wealth

2015-11-12

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-6 Welcome to the newest innovation in financial services. With our new app you can reach out anytime with questions, concerns and comments. Need an appointment? Schedule it easily here. Have a question about an investment or a concern about your ... 7 MB Views 2121

9.6

APCU Mobile Branch

2015-01-23

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+9 Atlanta Postal Credit Union (APCU) is a memberowned, notforprofit financial cooperative, built on the premise that working people need a safe and sound place to save and borrow money. Our primary goal is to provide affordable financial services to families ... 10 MB Views 5516

9.3

Merito

2015-11-19

Related Apps auto pensions find services financial company

0 Welcome to Merito’s Auto Enrolment App, the quick and easy way to understand Auto Enrolment and Pensions. We want you to use this App to find out more about Auto Enrolment – why it’s happening and how it will affect you. This ... 14 MB Views 7463

8.6

Braymen Lambert Noel Investment Management

2015-10-17

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+4 Welcome to Braymen, Lambert and Noel Securities, Ltd we are an independent fully disclosed broker / dealer firm with over 100 years of experience in the financial services industry. We are headquartered in San Antonio, Texas with branch offices in ... 6 MB Views 4456

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9.2

AUB

2015-11-16

Related Apps banking aub mobile application view services loan financial branches locate

+11 Asia United Bank (AUB) is a domestic commercial bank that is committed to deliver superior and efficient financial services to the local community as well as the business sector. AUB is known for financial strength and delivery of superior innovative ... 3 MB Views 3312

9.7

iBooking

2015-01-18

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+20 iBooking is THE application for service providers, small business owners and independent contractors looking to better manage their client appointments and revenue stream. After you have selected, or defined, the type of service provider you are, the services you provide, allocated ... 8 MB Views 2067

8.9

Maxi Employee Consultants

2015-11-12

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-4 Maxi Employee Consultants provide custom designed Financial & Insurance Products and Services. Our Core Focus is to exceed the specific Financial and Insurance needs of the Indiviual, Employees and Employers. We are proud that our Core Focus has given us ... 27 MB Views 739

8.7

budget ops

2015-10-30

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+2 This mobile app is not financial advice. It is only a general overview of the subject presented. The USAA Educational Foundation, a nonprofit organization, does not provide professional services for financial, accounting or legal matters. Consult your tax and legal ... 6 MB Views 6857

9.3

Atas App

2015-11-21

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+2 Audrey Tan & Associates is an innovative and professional financial services group, Providing the following services: Financial Planning Wealth Accumulation Retirement Planning Education Planning Mortgage Protection Income Protection Business Insurance Estate Planning This app is developed for our valuable clients and prospects, the ease of contacting us as well ... 8 MB Views 9593

9.7

Destiny Retirement Fund

2015-07-17

Related Apps retirement fund financial account services access

+3 The Destiny Mobile App has been developed in order to provide Destiny members real time access to their fund values and other personal information. To access your account, insert the same username and password you would use to log into the ... 3 MB Views 9317

9.8

WMS Chartered Accountants

2015-10-23

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-4 WMS Chartered Accountants has been established on the Gold Coast, Queensland since 1994. With our key value "Solutions When It Counts", our deep understanding of each WMS client ensures we provide practical, thoughtful and timely integrated services. This understanding of ... 20 MB Views 9168

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7.9

FSI

2015-12-31

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-3 The Financial Services Institute (FSI) was founded in 2004 with a clear mission: to ensure that all individuals have access to competent and affordable financial advice, products and services delivered by a growing network of independent financial advisors and independent ... 8 MB Views 4829

afsonline

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