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Best Client financial time Apps | Panload

MinuteWorx Client

2015-08-07
+12    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

Appetite For Risk

2015-04-10
+10    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

Liberty App

2015-09-30
0    Trust Company of America 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 ...    2 MB    Views 5299

Plan&Bill

2015-05-13
-1    Plan&Bill is designed to plan clients and create invoices the easiest way possible. Don't worry about invoice or client numbers. Setup pricing tiers, VAT rates and discount in a flash and start working ONE TIME PURCHASE NO InApp purchase needed ...    44 MB    Views 7632

Phase 2 App

2015-03-18
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-1    Phase 2 Investment Advisers 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 ...    8 MB    Views 7480

SparkInvoice Lite

2015-12-15
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+14    Spark invoice is the best way to generate your Estimation and invoices offline at anytime anywhere instantly on your iPad. It makes invoicing and your follows up really fast in very less time so you can spend more time to ...    3 MB    Views 4926
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-3    Financial Management Corporation is located in Liverpool, NSW. We're a team of qualified and experienced chartered accountants and financial advisers who are different from your everyday firm of accountants. Our integrated package of business and financial solutions helps our clients ...    22 MB    Views 4810
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+5    Great Pacific Wealth Management 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 ...    3 MB    Views 9248
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+10    The system of "Mobile client VTB" is a complete solution for corporate customers, which allows corporate customers remotely manage the finances of their organizations with the tablet. Using portable device, the client has the opportunity at any time and anywhere ...    10 MB    Views 147
+25    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
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-6    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 ...    288 kb    Views 8745
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+4    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

WealthMark App

2015-12-21
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-4    WealthMark 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 stay in touch with WealthMark LLC anytime and from anywhere. Representatives and RIAs ...    6 MB    Views 5918
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-8    This powerful App has been developed by the team at Solomons IFA 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. Using the ...    18 MB    Views 3721
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+12    Garrett Capital 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 1072

UBS FX Trader Plus

2015-10-28
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-9    The FX Trader Plus app for the iPhone offers you access to the latest market rates as well as your current order book and recent trade history. The app contains the following functions: The Rates Ticker provides real time live ...    791 kb    Views 7929

iHartsClient

2015-05-10
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+7    iHarts Client App About HFS: Harts Financial Solutions is Perth's leading pure Fee for Service financial management advice firm and has significant experience in advising business owners & executives. Most are highly suspicious of the financial services industry due to the lack ...    NAN    Views 3492
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+23    American Eagle Title Group and Buffalo Land Abstract are proud to introduce a custom developed and powerful new real estate analytics tool to the market. Meet the American Eagle “Land Agent”. The Land Agent is a proprietary technology that gives ...    4 MB    Views 2393

Birchwood

2015-06-05
+3    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
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+14    Atlas Capital Management Corp. 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 ...    9 MB    Views 7178
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-8    Shell Capital Management 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 ...    10 MB    Views 3111
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+16    Secure Planning, Inc. 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 ...    9 MB    Views 9012

Limerick Financial

2015-03-26
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+20    Limerick 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 ...    10 MB    Views 8173

RANsquawk

2015-04-23
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+3    BE ON TOP OF ALL BREAKING FINANCIAL NEWS & RUMOURS WITH THIS FANTASTIC APP Bring the power of the market leader for realtime financial news and analysis to your fingertips More than 20,000 professional traders around the world trust RANsquawk to give ...    3 MB    Views 1301

Claringbold

2015-04-10
-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

Incight

2015-02-12
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+5    Video is everywhere: TVs, computers, smartphones and tablets. With so many online sources to search, and with so many devices on which to view, finding relevant video can be time consuming and frustrating. But it doesn't have to be, thanks ...    9 MB    Views 6131

BT Wrap

2015-08-25
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-8    Enhance your client review experience with BT Wrap Snapshot for iPad. BT Wrap Snapshot is the next step in the future of client reporting, with an innovative design that brings the client review process to life As a registered BT ...    8 MB    Views 9778

Wealth Solutions

2015-12-19
0    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

Rogers & Kirby

2015-12-17
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+21    Rogers & Kirby offers the Trust Company of America 'Liberty' Application to their authorized investors. Take the Power of Liberty with you and stay in touch with Rogers & Kirby anytime and from anywhere. Rogers & Kirby rely on Liberty to ...    952 kb    Views 4344
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-1    Verity Asset Management 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 stay in touch with Verity Asset Management anytime and from anywhere. Representatives ...    870 kb    Views 4975
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+1    J. Capital Wealth Advisors 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 ...    9 MB    Views 8749

Jessie Tan

2015-05-23
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+4    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
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+10    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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+19    Introduction to Steve Tallo: I am a licensed Mortgage Agent with Oriana Financial Group of Canada, working from the Whitby office. Providing fast, professional and courteous advice on volume discounted rates, I am available to help you at anytime and in ...    11 MB    Views 2562

ECM Liberty App

2015-08-05
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+1    Ebert Capital Management 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 and ...    8 MB    Views 9336

ePFR

2015-09-13
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0    ‘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

Avalan TCA App

2015-03-20
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+30    Avalan 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 information anytime and from anywhere. Representatives and RIAs can rely on Liberty ...    2 MB    Views 1942

TriNet Expense

2015-08-05
+25    Eliminate the hassle of collecting, storing, submitting and tracking cumbersome paper expense reports, receipts and timesheets. TriNet Expense automates the expense report process and timesheet management. TriNet Expense eliminates the need to carry around stacks of receipts and prevents lost ...    12 MB    Views 2641
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+23    Capital Advisers, Inc. 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 and ...    9 MB    Views 3136
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-2    Portfolio Medics 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 ...    12 MB    Views 719

F.I.G. Financial

2015-09-28
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0    F.I.G. Financial Advisory Services, Inc. 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 ...    12 MB    Views 6387
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+10    RT Jones Capital Equities 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 ...    10 MB    Views 3879

Land Agent for iPad

2015-05-13
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+14    American Eagle Title Group and Buffalo Land Abstract are proud to introduce a custom developed and powerful new real estate analytics tool to the market. Meet the American Eagle “Land Agent”. The Land Agent is a proprietary technology that gives ...    4 MB    Views 12
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-5    Horter Investment Management offers the Trust Company of America 'Liberty' application to authorized investors, their representatives and Registered Investment Advisors. Take the power of Liberty with you and access your account information anytime and from anywhere. With comprehensive views of account ...    8 MB    Views 7843

Monson Financial

2015-11-05
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-5    Monson 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 ...    835 kb    Views 1137

Life Xplorer

2015-03-24
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0    WELCOME TO EVOLUTION. GENUINE HUMAN INSIGHT THROUGH A DIGITAL MEDIUM. LIFE EXPLORER: Enabling real connection to events & goals in people’s lives. We are empowering individual's to have more control of their life and finances to achieve their goals. This App supports ...    10 MB    Views 3610
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-4    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

SFG App

2015-06-10
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+7    SFG Asset Management offers the this application to authorized Trust Company of America investors, their representatives and Registered Investment Advisors (RIAs). Take the power of accessing your account information with you anytime and from anywhere. With comprehensive views of account positions, ...    8 MB    Views 6789

Expenses Tracker

2015-09-18
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+20    Expensit is a simple and beautiful utility to help you keep track of your financial inputs and outputs. It provides matrix summaries that will let you browse your expenses yearly, monthly, daily and finally a list of all the entries. In ...    1 MB    Views 7411
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-3    Storehouse FInancial 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 and performance, ...    11 MB    Views 2929
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+11    Colson Financial Group, Inc. offers the Trust Company of America 'Liberty' application to authorized investors, their representatives and Registered Investment Advisors. Take the power of Liberty with you and access your account information anytime and from anywhere. With comprehensive views of ...    8 MB    Views 741
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+19    Weatherstone Capital Management 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 ...    2 MB    Views 7526

Libertus

2015-03-23
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+13    Come and play the best turnbased financial game. Play with up to 4 players in a single match. Libertus is a 24 multiplayer game. You can play with your friends or with a random player. It’s possible that you might have a ...    15 MB    Views 2538
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+15    TAPINVOICE Invoicing Software BASE VERSION: Print invoices;
 Print receipts; Print credit notes; Print debit notes; Print cash sales; Print trough the AirPrint; MultiCurrency; MultiUser; Pin Login (just enter a pin); Inventory; Paypal integration; Print PDF invoices with multiple pages for large number of invoice lines;
 Sales Diary;
 Annual sales analysis;
 Trimestral sales analysis;
 Top sales by ...    21 MB    Views 9738

Portfolio Designs

2015-10-23
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+17    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
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+12    Stop entering your time Capture.it Capture.it is the easiest way to automatically track time. We track where you spend your time and we automatically create time entries for you so that you never have to worry about lost time ...    26 MB    Views 6163

Financial Spreads

2015-04-24
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+26    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

LPCM Mobile

2015-11-21
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+22    Liberty Partners Capital Management 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 ...    6 MB    Views 748

Put

2015-09-05
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-5    Extremely simple. Slight slide down to record expenses/incomes. Background color will be changed along with your expenses/incomes. You can tell your financial status directly from the background color. Pay attention if your background color turns red or deep red. ...    3 MB    Views 3194
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+4    Coastal Advisory Group 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 ...    10 MB    Views 57
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