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Best Client investment portfolio Apps | Panload

0    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

Aspiriant Connect

2015-06-11
0    DESCRIPTION Gain a complete picture of your financial portfolio right when you need it. Advisor View™ for iPad is a convenient and secure way for our investors to monitor their financial portfolios. TOP FEATURES Stay on top of your investments even when ...    1 MB    Views 2334
+1    Spectrum Live™ Portfolio Select is a transparent and flexible way of accessing a broader range of financial markets strategies. The Trading Pursuits Investment Services team actively manages a pooled Income Portfolio and a passive Cash Portfolio. The key feature of Spectrum ...    1 MB    Views 6965
+2    The USA TODAY MONEY Portfolio Tracker powered by SigFig is the best free way to manage the most important part of your personal finances: your investments. Sync with your investment accounts and track all your stocks, funds, 401ks, and IRAs ...    4 MB    Views 9910

Portfolio Optimizer

2015-11-22
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+20    Portfolio Optimizer (Portopt) uses Modern Portfolio Theory (MPT) to optimize your investment portfolio. MPT is a mathematical theory, invented by Harry Markowitz, that earned him the Nobel prize in economics. MPT is often used in the financial industry to find ...    927 kb    Views 4480
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0    The Investment Solutions Portfolio Analyser app gives registered clients of the Company useful insight into their investment portfolios. With information on: • Performance • Asset allocation • Risk stats • Economic indices and more, The world of portfolio management has become that much more accessible; ...    3 MB    Views 129

GIB Pro

2015-11-26
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+6    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

Advisor View Portal

2015-04-28
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+29    DESCRIPTION Gain a complete picture of your financial portfolio right when you need it. Advisor View™ for iPad is a convenient and secure way for our investors to monitor their financial portfolios. TOP FEATURES Stay on top of your investments even when ...    5 MB    Views 7372

Portfolio Lab

2015-08-23
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+1    Portfolio Lab for iPad is a companion application to Portfolio Lab, a desktop portfolio research application for financial advisors and investment managers to manage portfolios, evaluate investment tradeoffs and create attractive proposals.    47 MB    Views 4976

AlphaGlider

2015-10-28
+5    This free app allows AlphaGlider clients to securely view current portfolio holdings, monitor portfolio performance, read quarterly statements and run numerous reports on their portfolio. Data is generally up to date as of the previous business day. AlphaGlider is a modern, ...    3 MB    Views 5462

VennWell

2015-06-30
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+27    DESCRIPTION Gain a complete picture of your financial portfolio right when you need it. Advisor View™ for iPad is a convenient and secure way for our investors to monitor their financial portfolios. TOP FEATURES Stay on top of your investments even when ...    2 MB    Views 9592
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-7    The 2013 Portfolio & Investment Conference app. Please download the app to receive the latest information pertaining to this conference. You will receive access to speakers bios, the agenda and much much more.    16 MB    Views 9244
Related Apps management portfolio information valley asset access mobile data client
-2    Mole Valley Asset Management Mobile allows you to view your Mole Valley account online. If you are a client, Mole Valley Asset Management Mobile allows you to access information on your portfolios. If you are an investment manager or financial advisor, ...    11 MB    Views 8986

IMSplus Mobility

2015-04-17
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-8    PROFILE Software’s IMSplus Mobility, enables mobile access to your investment management platform. Specifically, this new module of IMSplus provides a set of client relationship and portfolio management tools, which may be whitelabeled, to better promote business and sales objectives of ...    4 MB    Views 822

Unison

2015-01-06
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+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
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

T-Advisor3.0

2015-07-13
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+14    TAdvisor is an online suite to manage investment portfolios by everyone. Our platform provides professional tools for all kind of people with an easy and usable interface. Besides, it includes gamification features to motivate the users and has also a ...    9 MB    Views 3103

Portfolio Owl

2015-08-24
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+3    Portfolio Owl makes the process of receiving and acting on financial advice faster and easier than ever before. REAL TIME ADVICE Portfolio Owl receives trade recommendations directly from YOUR Financial Advisor. You can act on the advice immediately, reducing timelag and maximising ...    6 MB    Views 5016
+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

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
Related Apps history investment investments prices check unit based review latest portal client
+20    The ClearView Client Portal provides a secure, userfriendly environment that lets you check the current value of your ClearView investments and transaction history at any time based on the latest available unit prices. It’s simple and easy to use ...    2 MB    Views 2061

MyStock Pro

2015-08-14
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0    Your Stocks. Your Money. Track how your investment portfolio is performing in a value that means something to you. Find your stock on any market in the world, enter the quantity you purchased and the value you purchased it for and see ...    8 MB    Views 1125
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+20    Golden Eight's mission is to offer to everyone high profitable investment opportunities without requiring financial knowledge and high account minimums. Our algorithms will take care of trades for you, managing automatically your diversified portfolio of spot currencies and commodities. We make ...    6 MB    Views 655
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

TradeAlert

2015-11-15
+19    Mr. Robert Lichello, (Sep 12, 1926 – Feb. 01, 2001), in his book “How To Make 1,000,000 in the Stock Market” created a mathematical investment method for the Stock Market that he called Automatic Investment Management or AIM. This method is ...    4 MB    Views 8541

DBS Fund Tool

2015-05-30
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-4    DBS Bank (Hong Kong) Limited (“DBS Bank”) has powered up the invest•wise Fund Services in joint forces with global fund research authority Morningstar, helping you to gain unique insights to grasp hold of global investment opportunities Features: • Quick Search lets you ...    4 MB    Views 7796

Investrack Prof

2015-09-15
Related Apps management investors relationship managers investment portfolio client information view order
-9    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 5467

iHUB24

2015-10-18
-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

東英證券

2015-02-10
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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
Related Apps ipad investment portfolio view information advisor pricing financial top date
-8    DESCRIPTION Gain a complete picture of your financial portfolio right when you need it. Advisor View™ for iPad is a convenient and secure way for our investors to monitor their financial portfolios. TOP FEATURES Stay on top of your investments even when ...    9 MB    Views 3208
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

AssetMark Advisor

2015-06-08
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+16    Please note: For registered financial advisors currently working with AssetMark, Inc. Tell your story anywhere, anytime. The AssetMark Advisor app makes it easy to communicate the “why” and “how” of your investment approach, helping you win new clients and enhance relationships ...    37 MB    Views 610
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-5    MPF buddy provides MPF fund performance for the Hong Kong general public. MPF funds are ranked based on their historical returns, risk, the rate of inflation and the Hong Kong stock market performance. The ranking are based on the ...    NAN    Views 5803
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+15    1Stock iOS App for iPad can be used for performing quick or more detailed Stock Valuations. The main features of 1Stock are as follows: • Quick Valuation using simple four valuation parameters. • Detailed Valuation. Start Stock Valuation by performing Quick Valuation and continue ...    12 MB    Views 1999
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+3    Myddleton Croft Mobile allows you to view your Myddleton Croft account online. If you are a client, Myddleton Croft Mobile allows you to access information on your portfolios. If you are an investment manager or financial advisor, you can access your ...    20 MB    Views 2635

Dogs of the Dow

2015-02-18
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0    With this new DOGS of the DOW App: investing in North America's easiest, most popular & consistent investment strategy just got easier. Stresstested with over 100 years of proven performance, the Dogs of the Dow strategy has shown that anyone can ...    7 MB    Views 1942
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-3    Portfolio creator, create your example portfolio within seconds. Investing in uncertain times can be hard. How should one divide their investments? Portfolio creator can help, this app suggests different portfolios depending on investment amount and economic times. This app features investment portfolios ...    4 MB    Views 5265

Kenjol SmartView

2015-09-14
+12    DESCRIPTION Gain a complete picture of your financial portfolio right when you need it. Advisor View™ for iPad is a convenient and secure way for our investors to monitor their financial portfolios. TOP FEATURES Stay on top of your investments even when ...    1 MB    Views 945

Mobile Portfolio

2015-11-12
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+15    Mobile Portfolio is the core of a portfolio management system designed to assist you in following and analysing your investment portfolio. With it, you can: Create separate portfolios to group your investments List all investments contained in one portfolio Modify the ...    1 MB    Views 1867

Envestnet

2015-05-03
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+20    Envestnet delivers an endtoend platform to help financial institutions and independent advisors deliver solutions to clients at all asset levels. The stateoftheart platform provides access to multiple investment programs, proposal generation tools, and account management resources. Key features of the ...    195 kb    Views 9900

CBC-Invest

2015-04-21
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0    Check the details of your investment portfolio. Quickly, easily and at any time. 24 hours a day, 7 days a week. That's CBC Invest in a nutshell. If you're a CBC Private Banking client, you have a CBC Premium Banking Wealth ...    12 MB    Views 2456
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0    At Positive Solutions our approach to investment advise is based on clearly understanding the client's financial situation, their goals and how much risk they are prepared to take with their money. A key factor when investing is to determine the ...    5 MB    Views 3396

ClavisTrader

2015-09-06
Related Apps investment news market portfolio data transactions application
-7    PLEASE NOTE THAT THIS APPLICATION IS FOR PRESENTATION PURPOSE ONLY. FOR TRADING PLEASE CONTACT YOUR INVESTMENT PROVIDER. For user name and password please register at www.dorsum.eu. With Dorsum Ltd’s ClavisTrader application you can follow up your portfolio and the market. You can ...    7 MB    Views 7614
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
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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
Related Apps ipad investment portfolio view information advisor pricing financial top date
+13    DESCRIPTION Gain a complete picture of your financial portfolio right when you need it. Advisor View™ for iPad is a convenient and secure way for our investors to monitor their financial portfolios. TOP FEATURES Stay on top of your investments even when ...    1 MB    Views 4115

Wealth Solutions

2015-12-19
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+17    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

Insider RU

2015-07-23
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+27    Insider RU is a unique informational and financial App. This application is intended for a wide range of users looking for investment tools in Russia. Want to get a look at big picture? Sectors? Industry? Compare different assets? It enables you to ...    10 MB    Views 4239

My Property Expert

2015-10-04
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+9    My Property Expert (MPE) was designed to help Australian Property Investors analyse their current Property Investment Portfolio and overlay any future Property investments to establish tax effectiveness, cash flows and future earnings. MPE believes informed property investment is a time ...    2 MB    Views 4325

iBank Investor

2015-10-14
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-6    The mobile portfolio app for all your iOS devices, iBank Investor lets you keep your portfolio in your pocket, for access at a glance. Whether you sync with iBank for Mac or sync your portfolio across your devices, you'll always ...    3 MB    Views 127
Related Apps ipad investment portfolio view information advisor pricing financial top date
+11    DESCRIPTION Gain a complete picture of your financial portfolio right when you need it. Advisor View™ for iPad is a convenient and secure way for our investors to monitor their financial portfolios. TOP FEATURES Stay on top of your investments even when ...    1 MB    Views 6948

Portfolio Register

2015-12-13
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-8    Do you feel the need to organize your stocks and funds portfolio in a simple and an organized way? Do you find it difficult to keep a track of the loss or gain earned on a particular stock investment? Are ...    20 MB    Views 5223
Related Apps investment ipad portfolio view information advisor pricing financial top date
+22    DESCRIPTION Gain a complete picture of your financial portfolio right when you need it. Advisor View™ for iPad is a convenient and secure way for our investors to monitor their financial portfolios. TOP FEATURES Stay on top of your investments even when ...    1 MB    Views 1892

Tercero Mobile

2015-09-18
Related Apps information portfolio access mobile data client
-6    Tercero Mobile allows you to view your Tercero account online. If you are a client, Tercero Mobile allows you to access information on your portfolios. If you are an investment manager or financial advisor, you can access your client’s details and ...    20 MB    Views 6075
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0    Love George Soros? Enjoy his investment style? Want to stay up with George Soros? If so, then this is the app for you George Soros Tracker The Ultimate Fan App Your news source to follow George Soros. "The Man Who Broke the Bank ...    17 MB    Views 7132

Thai Funds Today

2015-03-03
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+4    Thai Funds Today is an easytouse app that helps you keep track of your Thai mutual fund investments. With just a few taps and swipes, you can easily view fund information including past performances, create a personal investment portfolio and ...    16 MB    Views 9195

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

第一證券

2015-10-18
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+17    First Securities (HK) Limited launched the latest investment information and mobile trading platform. It provides Hong Kong securities trading and allows you to grasp the latest market trend. Also, you can check your global market portfolio wherever and whenever you ...    17 MB    Views 5902

PortfolioView

2015-12-03
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-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
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+7    P2strategies is an investment solution that is designed to help minimise the impact of market drawdowns and actively reduce portfolio volatility, while allowing dynamic participation in rising markets giving investors the confidence to stay invested for the longterm. The app ...    6 MB    Views 9470
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