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Best Client investment Apps | Panload

+10    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
+16    Join us as at the 2013 Alegeus Technologies Client Conference as we highlight recent market developments, regulatory updates, emerging business opportunities and upcoming product enhancements. Network with peers about the issues you are facing today and participate in presentations by ...    8 MB    Views 6524

Accelerated iQuote

2015-06-27
+17    The Accelerated iQuote by TAL provides a unique tool for advisers to initiate a sales discussion anywhere, anytime. The Accelerated iQuote also allows the adviser to initiate an email to their client with the client's quote reference number and premium. The ...    NAN    Views 3433

VTRADE

2015-06-27
+25    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
-1    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

東英證券

2015-02-10
investment client
+28    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

Singletrack Mobile

2015-08-01
research platform client side edge mobile
+22    iPhone app for the Singletrack Edge platform offering mobile access to key data and core functionality. Singletrack Edge is a flexible, ondemand platform that enables sellside firms to maximise the return on their sales, research and corporate services in an increasingly ...    7 MB    Views 4923

MX HUB24

2015-12-07
+1    MX HUB24 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 MX HUB24's many features. MX HUB24 for advisers Access full platform functionality, including ...    109 kb    Views 8577

iRisk YBR Advisor

2015-08-05
+4    Increase sales and efficiency. iRisk Advisor is a tool for advisors looking to improve their personal insurance client engagement process. It allows the advisor to collect client information (fact find) and then display a programmable "house view" of policy requirements for ...    NAN    Views 9741

DST Vision

2015-10-12
+16    With DST Vision Mobile, financial intermediaries can harvest the power of DSTVision.com on their mobile device. DST Vision Mobile makes it easier than ever to stay informed and address client inquiries while on the go. Designed with ease of use ...    767 kb    Views 2591

theStateBank

2015-12-05
fitness bank state perks great client store
+4    theStateBank Perks+ provides great savings on dining, recreation, entertainment, fitness, home goods, and much more for State Bank clients. This free app automatically alerts you when you are near a discount so you never miss out on a deal you deserve. There ...    15 MB    Views 7808
office investment monitor market research building morningstar advisor client advisors practice portfolio account information
+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

Alfa Forex Online

2015-06-15
forex online company client application full cabinet call
+14    Alfa Forex Online for iOS offers free information about forex market, quotes and the ability to engage in dialogue with the company where you are. Clients Alpha Forex application ensures full access to the management of their accounts, input / ...    3 MB    Views 9360

Work Quote

2015-08-05
work client simply bid task bids
0    Work Bids is an easy to use app using which you can submit an offer/bid to your client, to do the work for a certain amount of money. Simply enter the descriptions of the task and the cost associated with each ...    11 MB    Views 2635

Connections 2013

2015-07-11
including 000 client partners connections partner sessions financial solutions
+1    Harland Financial Solutions serves as a strategic technology partner to more than 6,000 financial institutions of all sizes, including commercial banks, thrifts, credit unions and mortgage companies. The company supplies software solutions and services that help increase institutional performance and ...    2 MB    Views 5530

NJ Client Desk

2015-01-17
application advisors wealth report client network desk
+10    NJ Group launches Client Desk Mobile Application. This application helps you to check your Networth, Valuation Report, P&L Report and Last 10 Transactions while on the move. Note: To access this application, you require loginID & password provided by NJ Wealth ...    2 MB    Views 2044

Momentum WIT

2015-01-09
investment tool wealth momentum point application internet offline client online
+5    This application provides an investment tool for financial advisers which is a simple, visual pointofsale guide for voluntary and compulsory investment products available on the Momentum Wealth investment platform. It gives you easy online or offline access to a Wealth ...    7 MB    Views 3292

Mopapp

2015-08-06
client
+12    The official client for the Mopapp.com service. Check out your sales dashboard with a UI and resolution tailormade for the iPhone, and save time with the autologin. NOTE: you need an account for the mopapp.com website to use the client app.    447 kb    Views 7602

Rapid Financing

2015-12-04
+5    The Rapid FinancingTM B2B app from IBM Global Financing can provide Business Partners financing options in their client deals quickly and easily while on the road. Be more responsive to your client's needs and give yourself a competitive edge. Simply ...    12 MB    Views 2770

iSpeedTrader

2015-04-25
stock usa client
+6    SpeedTrader is a division of Stock USA Execution Services, Inc. (Stock USA). Stock USA is a New York based broker/dealer and a member of FINRA and NFA. The company specializes in the electronic trading field. Our goal is to provide the ...    2 MB    Views 6940

Baillie Gifford

2015-08-16
institutional client access
-5    Baillie Gifford presents ‘Looking Back. Going Forward’, an app which delivers relevant thought pieces from senior Baillie Gifford investors to our institutional clients. To access this service you have to be an institutional client of Baillie Gifford and have a registered ...    3 MB    Views 6518
Related Apps information wealth portfolio mobile access data client
-9    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
Related Apps research investment ipad stanley morgan application account client link valid
+4    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

iHUB24

2015-10-18
Related Apps account access details client ability asset performance portfolio notifications
+9    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

MLC Insurance app

2015-03-18
-8    Increase sales and efficiency. The MLC Risk App is a tool for advisors looking to improve their personal insurance client engagement process. It allows advisors to collect client information (fact find) and display a programmable 'house view' of policy recommendations for ...    NAN    Views 8368
lpl financial mobile application view subject information client advisors access
+27    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

Tercero Mobile

2015-09-18
Related Apps information portfolio access mobile data client
+11    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

22 Groups Client

2015-02-04
-5    22 Groups Client is an iPhone compatible trading platform, which allows full trading via mobile. The app allows : Login with desktop username / password Enter instant and Pending transactions View past transactions Monitor live transactions    5 MB    Views 1283

eprivateclient

2015-11-05
news top private practitioners client companies firms fast
-4    eprivateclient is the leading news service for private client practitioners, including lawyers, accountants, trustees and feebased IFAs. The regulatory environment in which private client practitioners operate is becoming ever more pressured, fuelled by the seemingly relentless pace of legislative change. The ...    15 MB    Views 8901

BL Banking VEU

2015-11-12
banking signature orders bank client ebics
-5    An EBICS client for using the Distributed Electronic Signature (VEU). An existing installation of BL Banking Client is required. BL Banking VEU allows to fetch a list of orders from a bank over an EBICS connection, for which a signature can ...    4 MB    Views 7837

1st Global

2015-04-30
business global 1st ios client view
+8    The 1st Global iOS app offers qualified members of affiliated firms the ability to stay connected with their business and their clients while away from their office or onthego. Features of the 1st Global app include: • View and create service requests • ...    5 MB    Views 4960

MinuteWorx Client

2015-08-07
time server access client
+10    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
house map open information client sign sheet
+11    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
Related Apps investment ipad apple iphone security schwab advisors advisor mobile client independent easy
+27    The Schwab Advisor Center Mobile Application makes it easy for independent registered investment advisors with a valid login to monitor and manage client accounts from their iPhone and iPad. This application is for advisors whose firms custody assets with Schwab, ...    6 MB    Views 637
planning retirement client
+4    A retirement planning app designed to make your daily work quicker and easier. RetireMax takes all the confusing and complicated calculations surrounding a wide range of planning decisions. Answer client questions quickly and efficiently; draft consistently high quality retirement plans; and save, ...    12 MB    Views 8388

Investrack Pro

2015-07-10
Related Apps management investors relationship managers investment portfolio client information view order
+25    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
Related Apps information liberty client user anytime group advisory
-1    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
0    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

DI Calculator

2015-03-23
calculator insurance disability client coverage amount quote clients
-8    Resource Brokerage’s Disability Insurance Calculator. Not sure how much Disability Insurance your clients need? This application is designed exclusively for the Insurance Broker to help determine your client's Disability Insurance needs and to help you design a plan that satisfies that shortfall. Calculates ...    9 MB    Views 6720

Treasury Management

2015-12-19
client analysis treasury
+1    This App can be used by Commercial Banks to manage the performance and risk of their Proprietor and Client desks for FOREX, Interest Rate and Money Market trading.  Analysis areas include Client and Trader specific analysis, providing a comprehensive, consolidated ...    94 MB    Views 2088

RMS Wealth Mobile

2015-03-30
rms information wealth portfolio mobile access data client
-8    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

IMSplus Mobility

2015-04-17
management market investment profile security client mobility access platform wealth service
+6    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

iRisk Advisor

2015-01-28
client advisor zurich pricing
-7    Increase sales and efficiency. iRisk Advisor is a tool for advisors looking to improve their personal insurance client engagement process. It allows the advisor to collect client information (fact find) and then display a programmable "house view" of policy requirements for ...    10 MB    Views 6837
information portfolio mobile access data client
+1    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

Appetite For Risk

2015-04-10
investment office mutual risk wealth authority financial limited online client score
-8    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

Wealth Solutions

2015-12-19
investment retirement solutions wealth clients financial website visit client www
+4    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

Phase 2 App

2015-03-18
Related Apps time investors investment information liberty access rias advisors account client real anytime
+14    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

Financial Spreads

2015-04-24
Related Apps money market tax investment financial trade spread spreads trading orders client information clients funds
-8    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
healthcare technologies product payment client conference 2013
+22    Join us as at the 2013 Alegeus Technologies Client Conference as we highlight recent market developments, regulatory updates, emerging business opportunities and upcoming product enhancements. Network with peers about the issues you are facing today and participate in presentations by ...    8 MB    Views 9135

Unison

2015-01-06
Related Apps access account details client ability asset performance portfolio notifications
0    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
crm iphone vos client des votre les gestion
+9    Solution globale de gestion de la relation client, Coheris CRM vous permet de structurer et exploiter au mieux la connaissance client dans l’entreprise, afin d’accroître vos ventes, optimiser vos actions commerciales et fidéliser vos clients. Simple et efficace, la déclinaison iPhone ...    3 MB    Views 9149
access client clients
-7    The MyBRROffice mobile app provides exclusive access for Budros, Ruhlin & Roe, Inc. clients to their personal MyBRROffice account. MyBRROffice is a private client portal for the use of current Budros, Ruhlin & Roe clients. MyBRROffice provides immediate client access ...    1020 kb    Views 837

PortfolioView

2015-12-03
analytics market investment portfolio dynamic information simply client selection
-1    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

Birchwood

2015-06-05
Related Apps ipad partners financial access client application authorized
-6    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

GIB Pro

2015-11-26
Related Apps investment market trading system information electronic client order account quotes customers
+3    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
investment portfolio access focus insurance client manager easy coverage plans summary
+29    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
Related Apps investment time investors information advisors liberty access account client user
+6    MGO Investment Advisors 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 2228
Related Apps access information clients bank client mobile
-9    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

iUMA

2015-10-03
Related Apps access account details client ability asset performance portfolio notifications
+30    iUMA gives you real time access to the platform while you're on the move. Advisers and account holders simply use your online ID and password to access iUMA's many features. iUMA for advisers Access full platform functionality, including the ability to ...    194 kb    Views 6799
finance time tools email investment quotes payment quote client equipment lease customers competitive
+16    Paramount Financial’s PMTQuote allows Equipment Vendors to prepare payment quotes for B2B customers. PMTQuote prepares leasing quotes, finance quotes and return on investment estimates. Results can be viewed and emailed directly to a vendor’s B2B customer in seconds a. Instant Payment ...    4 MB    Views 3835
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