Best Client Information Portfolio Apps

7300 Wealth Management, LLC

2015-12-09

+7 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

7.9

UBS FX Trader Plus

2015-10-28

time history market rates real application ubs information trader client viewer

+25 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

9.2

Land Agent for iPad

2015-05-13

Related Apps business property ipad time land agent reports clients information client real american

+13 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

9.2

Portfolio Wealth Advisors

2015-05-30

Related Apps portfolio wealth information advisors summary point performance mobile

0 Portfolio Wealth Advisors mobile gives you immediate and secure account access from your mobile device. PORTFOLIO SUMMARY HOLDINGS SUMMARY PERFORMANCE REPORTING Point to point performance down to the asset RETIREMENT CALCULATORS Powered by AdvisoryWorld NEWS & MARKET COMMENTARY including CIO notes from ... 3 MB Views 4962

9.1

Shell Capital Management App

2015-04-02

Related Apps management investors time information liberty access rias advisors anytime user client

+7 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

9.8

WealthMark App

2015-12-21

Related Apps investors time liberty information advisors rias anytime client real

+23 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

7.6

RH Wealth Advisors

2015-03-30

Related Apps investors information liberty advisors wealth user anytime client company america

+1 RH Wealth Advisors offers the Trust Company of America 'Liberty' Application to authorized investors. Take the Power of Liberty with you and stay in touch with RH Wealth Advisors anytime and from anywhere. Representatives and RIAs rely on Trust Company of ... 654 kb Views 2176

9.2

Avalan TCA App

2015-03-20

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+24 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

8.1

VTRADE

2015-06-27

Related Apps capital brokerage information clients client

+2 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

9.3

Pollock Advisory Group

2015-05-20

+13 Take the Power of Liberty with you and stay in touch with Pollock Advisory Group anytime and from anywhere. Representatives and RIAs rely on Trust Company of America to provide the information they need to manage client accounts and respond ... 890 kb Views 8893

9.6

BTS Asset Management/TCA App

2015-11-07

Related Apps management investors time information liberty access rias advisors anytime user client

+13 BTS 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 access your account information anytime and from anywhere. With comprehensive views of account ... 7 MB Views 2516

9.0

LPL Financial Mobile

2015-08-02

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+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

8.1

Unison

2015-01-06

Related Apps access account details client ability asset performance portfolio notifications

+14 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

9.9

Liberty App

2015-09-30

Related Apps investors time information liberty account access rias real user client advisors

+2 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

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

8.7

F.I.G. Financial

2015-09-28

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

-7 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

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

8.7

ProFile Connect 2014

2015-03-30

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-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

8.7

Investrack Pro

2015-07-10

Related Apps management investors relationship managers investment portfolio client information view order Atms Credit View Balance Bank Savings Budget Manage Management Bank State Users Expenses Personal Support Die Mit Mobile Signals Tool Trading Code Iphone Mobile People Person Split Easy Mobile Pay Bank Banking Subject Auf Der Wir

+29 Investrack is a client engagement solution that allows Wealth Management and Investment Management companies to provide online portfolio access, reporting and trading capabilities to their clients as well as internal employees. • Investors can securely log in and view their portfolio ... 5 MB Views 3137

7.1

Client Portfolio Manager

2015-05-23

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+1 Designed for financial advisors who want a clean yet detailed interface that can be easily understood by clients during review meetings and presentations. Client Portfolio Manager will enable you to record your clients’ insurance policies and investment plans information in ... 9 MB Views 5421

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

9.7

Мобильный клиент ВТБ

2015-12-20

Related Apps time client mobile bank customers information including accounts corporate receive

+11 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

9.6

Vance Capital Management, LLC

2015-08-27

Related Apps management investors liberty information representatives rias access client account

+5 Vance Capital 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 ... 8 MB Views 6816

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

8.8

Salon Manager for Stylists, Skin Care Professionals, Nail Techs & Massage Therapists

2015-04-19

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-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

7.2

Garrett Capital - TCA

2015-06-04

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

-3 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

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

8.0

Morningstar for Advisors℠ – Client Reporting. Portfolio Analysis. Market Data.

2015-01-28

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-1 Explore new possibilities in practicebuilding with Morningstar for Advisors, a mobile companion to Morningstar Office℠ or Morningstar Advisor Workstation℠. Morningstar for Advisors wraps client account information in an easytouse visual interface to help advisors like you illustrate account details, explain ... 70 MB Views 1580

7.0

Open House Sign-in Sheet

2015-05-16

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

8.5

Bank Gutmann

2015-08-26

personal money lifestyle bank markets information trends client

-6 Money. And how to keep it. Welcome to Bank Gutmann. Your personal magazine on lifestyle, finances and markets: download your free Bank Gutmann app directly on your iPad now and get tips on leisure activities, global economic trends and insights for managing ... 39 MB Views 3305

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

7.0

Affinity Private Wealth Mobile

2015-04-02

affinity information portfolio mobile private wealth access data client

+6 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

9.3

Lehman Capital Advisors App

2015-04-23

Related Apps investors time information liberty advisors access client account anytime real rias

+3 Lehman Capital 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 of ... 8 MB Views 2663

9.3

Horter Investment Management App

2015-03-11

Related Apps investment time investors management information liberty advisors access account real user client

+10 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

9.8

Portfolio Designs

2015-10-23

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-1 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

8.6

Symphony Financial Planning

2015-03-21

Related Apps planning portfolio information application clients financial

+5 This mobile application provides quick access to portfolio information for investment management clients of Symphony Financial Planning, LLC. Account values, performance information, portfolio analysis, and quarterly reports can all be accessed here by authorized users. This application has been developed ... 30 MB Views 856

9.3

Elliott Cove

2015-11-02

Related Apps time investors information liberty account rias advisors anytime user elliott client

0 Elliott Cove Capital 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. With comprehensive ... 11 MB Views 413

7.8

Atlas Capital Management

2015-01-14

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+8 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

8.0

safe-sign.it

2015-04-15

safe sign ability device information securely client capture forms straight

+27 SafeSign is a secure software system designed to give you and your clients the ability to complete application forms and collect mandatory information electronically, anywhere, anytime on any tablet device. It sends the information securely, straight to your systems, saving ... 22 MB Views 8350

9.5

Secure Money Strategies App

2015-04-09

Related Apps money investors time information liberty access rias advisors anytime user secure client

-1 Secure Money Strategies, 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 ... 10 MB Views 3315

8.6

Capital Advisers App

2015-04-09

Related Apps investors time information liberty account access capital real anytime client advisors

+3 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

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

7.3

Limerick Financial

2015-03-26

investors time information liberty account access rias user client real

-7 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

8.2

PortfolioView

2015-12-03

analytics market investment portfolio dynamic information simply client selection

-5 This app is developed for Portfolio Analytics based in Johannesburg, South Africa. The aim of the application is for Analytics clients to login to their branded app and view their monthly portfolio performances. The is comprised of static and dynamic data. ... 5 MB Views 2082

7.2

BRI Wealth Management Mobile

2015-05-30

Related Apps management information wealth portfolio mobile access data client

+14 BRI Wealth Management Mobile allows you to view your BRI Wealth Management account online. If you are a client, BRI Wealth Management Mobile allows you to access information on your portfolios. If you are an investment manager or financial advisor, you ... 12 MB Views 4972

8.4

GIB Pro

2015-11-26

Related Apps investment market trading system information electronic client order account quotes customers

+30 Grand Finance Group Company Limited launched GIB Pro bullion electronic trading platform. With a number of powerful features, allowing users to bring a breakthrough trading experience in precious metals. Capture investment opportunities right now. Powerful Features: Trading account information at a ... 5 MB Views 7354

8.7

Sutterfield Financial Group

2015-05-20

Related Apps investors information liberty financial group user anytime client company

+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

9.1

Colson Financial Group

2015-10-06

Related Apps time investment investors information liberty advisors account access user client

+5 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

9.6

Sojourn App

2015-08-03

Related Apps investors time liberty information access rias advisors anytime user client

0 Sojourn Financial Strategies 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 246

9.6

Jackson Private Wealth Management App

2015-03-18

Related Apps management investors time information liberty access rias advisors anytime user jackson client

+7 Jackson Private 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 ... 9 MB Views 1466

8.7

Monson Financial

2015-11-05

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+3 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

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

8.0

Phase 2 App

2015-03-18

Related Apps time investors investment information liberty access rias advisors account client real anytime

+22 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

8.8

mCCRC

2015-10-21

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0 Comarch Mobile Reporting App provides financial institutions with online reporting on their client investment portfolios and with tools supporting investment decisions taken by the clients. Moreover, the solution empowers client advisors by letting them review details of their client portfolios. Features: Portfolio ... 3 MB Views 7888

8.2

J.P. Morgan FundCenter for iPad

2015-02-05

Related Apps news ipad fund morgan mobile information taiwan portfolio

+11 透過摩根資產管理「FundCenter」應用程式, 協助您即時掌握基金資訊, 包括基金淨值、配息紀錄及休市公告. 此外, 亦可隨時查看市場最新動態, 舉凡市場評論、基金報告及影音節目. 而查閱自身投資組合狀況、自選「我的最愛」基金及瀏覽專屬摩根服務資訊等功能, 皆可藉由本應用程式, 作為您投資理財之參考. 另外, 更有投資訊息推播服務, 讓您可以接收到即時損益警示到價與定期定額扣款通知. 歡迎來到摩根基金中心功能選單： 1.我的最愛 2. 最新訊息 3. 個人訊息 4. 投資組合 5. 基金淨值 6. 配息紀錄 7. 休市公告 8. 基金報告 9. 市場評論 10. 影音節目 11. 摩根活動 12. 理財新知 13. 客戶服務 FundCenter for Taiwan Use： J.P. Morgan Asset Management offers Taiwan retail investors mobile access to keep abreast of ... NAN Views 4332

9.8

Great Pacific Liberty App

2015-10-08

Related Apps time investors information liberty advisors account rias anytime real user great client

+13 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

9.9

J Capital Wealth Advisors

2015-03-18

Related Apps investors time information liberty advisors access account real user capital client

+8 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

8.6

ECM Liberty App

2015-08-05

Related Apps time investors liberty information account access rias real user client advisors

+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

9.0

RMS Wealth Mobile

2015-03-30

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+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

7.5

Signal Research Group App

2015-12-09

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0 Signal Research 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. Representatives and RIAs can ... 3 MB Views 1175

Investrack Pro

NAV Wealth Management TCA

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BRI Wealth Management Mobile

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