Best Client Management Portfolio Apps

Bill4Time - Professional Time Tracking, Expenses & Billing

2015-08-03

+13 Bill4Time the professional way to track time, manage projects, organize expenses, invoice clients and accept payment for your business. Bill4Time is your complete time billing solution. Trusted by thousands of law firms, freelancers, small businesses, independent contractors, CPAs, universities and ... 18 MB Views 7583

9.8

Baillie Gifford

2015-08-16

institutional client access

+16 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

9.0

MinuteWorx Client

2015-08-07

time server access client

+14 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

9.0

1st Global

2015-04-30

business global 1st ios client view

+18 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

9.6

NMNetTime

2015-03-25

work system client

+5 The NM NetTime app is an interface for NM NetTime Backoffice System. The app is for registering your office activity. It is supporting a company where is important the possible best client service. It is in your and your client's interest to obtain ... 3 MB Views 1966

7.2

IMSplus Mobility

2015-04-17

management market investment profile security client mobility access platform wealth service

0 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

8.3

SparkInvoice

2015-09-04

management business tax time ipad invoice invoicing invoices client company create

+13 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 1233

9.1

iRisk YBR Advisor

2015-08-05

advisor client pricing zurich

+29 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

9.0

NAV Wealth Management TCA

2015-06-06

Related Apps management investors information liberty wealth nav client anytime user america

+7 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

9.2

Stonewater

2015-01-16

Related Apps management investors time information liberty advisors client anytime real rias Account Banking Park Icloud Monitor Portfolios Account Business Security Budget Iphone View Bank Finance Top Bank Banking Contact Amount Banking Transfer Property Real Screen Deposit Pay View Account Data Show Account Atms Banking Ipad Pay Transfers

+18 Stonewater 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 stay in touch with Stonewater Wealth Management anytime and from anywhere. Representatives ... 1 MB Views 262

8.9

東英證券

2015-02-10

investment client

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

7.8

Atlas Capital Management

2015-01-14

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

+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

7.1

Client Portfolio Manager

2015-05-23

investment portfolio access focus insurance client manager easy coverage plans summary

+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

8.9

iBullion - Precious Metal Management

2015-03-09

Related Apps management metal portfolio bar coin information coins precious

0 iBullion is the perfect App for managing your precious metal portfolio. You can easily see the current value of your coins and bars. Features: Management of coins and bars Each purchase will be recorded with date and value You can see ... 1 MB Views 8139

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

9.0

ZT Wealth IRDB

2015-09-03

Related Apps investors management investment wealth application financial portfolio

0 Investor Relations Database is an investment portfolio management portal developed by ZT Wealth. The mobility application is designed to allow ZT Wealth’s investors to have onthego access to their investment portfolios. Features of this application include: Investment portfolio Entitywise drill ... 313 kb Views 5540

7.9

Money Management

2015-08-27

stock news money management risk price capital based reward portfolio sell change

+7 SALE 80% OFF Successful long term investing requires sound money management combined with appropriate risk taking. Money Mgmt is the only app that helps the investor to effectively manage risk while protecting their capital. Features: Know your portfolio value and risk Helps you protect your ... 2 MB Views 4729

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

7.7

MX HUB24

2015-12-07

Related Apps access account details client ability asset performance portfolio notifications Currencies Dollar Exchange Calculations Calculator Property Check Farmers Find Application Market Users Price Push Set Buy Money Stock Favorite Twitter Writing Banque Dans Votre Interest Loan Plan Execution Interface View Chartered Mileage Tax Bills Check Personal

-2 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

9.0

AssetMark Advisor

2015-06-08

investment work videos portfolios create client clients portfolio

+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

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

7.4

MiBizz

2015-05-19

Related Apps invoices client

+15 This App is specially designed for the small business. Set up your client files in a simple manner. List individual client details. Create invoices and financial reports. Print invoices wireless. Make your own invoice layout. Enter up invoices. 13 MB Views 8424

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

7.5

Verity Asset Management

2015-01-16

Related Apps management investors time liberty information asset rias advisors real client

+10 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

7.3

Singletrack Mobile

2015-08-01

research platform client side edge mobile Data Pro Time Bank Iphone Trust Features Pro Stock Device Information Security Calculators Personal Time Activation Choose Code Account Stock Stocks Card Date Money Application Mobile Prepaid Bills Ipad Service Calculators Mileage Personal Features Iphone Mobile

+7 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

8.4

StockStation: Real Time Stock+Option Portfolio Tracker and Market Screener with Alert

2015-07-26

Related Apps stock calendar market history management time news tools options portfolio chart data advanced call based

+2 StockStation is your answer for a comprehensive allinone market app and onthego solution to always be in touch with your financial interests The ultimate tools for RealTime Advanced Stock Quotes (Pre & After market) and Advanced Charts; Live News; Notes; ... 19 MB Views 5604

7.5

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

8.1

Unison

2015-01-06

Related Apps access account details client ability asset performance portfolio notifications Purchase Sales Stock Atm Free Surcharge Application Funds Markets Credit History Union Category Expense User Live Means Risk Cards Cpa Flash Bank Banks Money Business Cash Rates Application Enter Expenses Banking Details Service Calculator Easy Included

+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

9.6

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

8.8

Treasury Management

2015-12-19

client analysis treasury

+17 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

8.5

Citadel Investment Services

2015-04-30

management wealth clients access insights team financial client

0 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

9.0

RMS Wealth Mobile

2015-03-30

rms information wealth portfolio mobile access data client

+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

9.4

Stock+Option: Real-Time Market All-in-One Station plus Options Research with Portfolio Alert Push Notification

2015-04-26

Related Apps stock calendar history news management market options call portfolio list change alert based daily

+25 The only AllinOne stock app with working options chain. Realtime stock quotes (Pre/After market included) and featured charting; Push Notification for Price Alert & Portfolio Alert; Live News, Lightening Fast Interactive Options Chain, Chart, and data visualization; MaxPain and Implied ... 16 MB Views 4194

9.6

HybridPOS 3 +API

2015-03-19

payment client data api

-8 HybridPOS +API is a 'third party' payment processing app. The 'client app' initiates the transaction, and then calls the 'hybrid app' to process the payment. The payment data is processed in the 'hybrid app', then the results are sent back ... 6 MB Views 6296

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

8.7

BL Banking VEU

2015-11-12

banking signature orders bank client ebics

+4 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

8.3

MyStocks - Stock Tracker and Portfolio Manager

2015-01-06

Related Apps stock time management exchange portfolio quotes data global indexes real

+15 MyStocks brings you realtime quotes and charts, historical data, global indexes, portfolio management and so much more. Download the app and watch the value of your portfolio growing. Features: Multiple portfolio management Customized watchlist Global indexes and currencies Realtime quotes Live chart ... 2 MB Views 3183

9.8

MLC Insurance app

2015-03-18

client insurance efficiency advisors Deposit Security Service Management Spending Spent Banking Mobile Private Bitcoin Transactions Wallet Application Graph View Auf Berechnungen Der Bank History Information Accounts Check Fnb Info Step Time Account Management Online Mobile Person Savings Big Free Vegas

+29 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

9.1

Shell Capital Management App

2015-04-02

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

+6 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

7.9

IP Quote

2015-04-17

quote client choices protection income

+20 Welcome to the Income Protection app by Exeter Family Friendly. For financial advisers only, this app provides an instant quote for our 3 awardwinning income protection products. It highlights the simple choices your client needs to make and the impact these ... NAN Views 8629

8.3

Mobius Wealth

2015-04-10

Related Apps management security market investment time wealth data service portfolio existing mobile white

-3 Mobius Wealth is a top level mobile app offering easy access to both your RMs and their clients providing a compelling digital experience across all mobile channels. It is a whitelabelled solution that you can brand with your own logo ... 5 MB Views 7433

7.5

7300 Wealth Management, LLC

2015-12-09

management investors liberty information 7300 rias representatives access client wealth

-9 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

9.6

Optimist Investment Services

2015-08-23

investment planning market management news investing services portfolio mobile financial

+13 Optimist Investment Services is an Investment Portfolio Management Firm. Our range of services extends from basic Tax Planning to Investment & Portfolio Management Services for Companies and Individuals. Our service bouquet includes Insurance Planning, Retirement Planning and Investment Planning for ... 18 MB Views 2396

9.9

iUMA

2015-10-03

Related Apps access account details client ability asset performance portfolio notifications

-5 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

8.5

Myddleton Croft Mobile

2015-07-05

information portfolio mobile access data client

+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

8.8

Retiremax Software LLC

2015-06-11

planning retirement client

+24 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

7.6

SparkInvoice Lite

2015-12-15

management business tax time ipad invoice invoicing invoices client company create

+4 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

8.8

Endowment and Pension Funds Impairment Risk Calculator

2015-11-18

Related Apps management calculator portfolio institution based journal questions returns

-8 Are endowments and pension funds overspending? Does the high volatility of the investment portfolio put the institution at a higher risk of an "Impairment Event" a market loss that would require the institution to dramatically alter it operations? Unfortunately, the answer ... 6 MB Views 8158

8.7

DBS mBanking Hong Kong

2015-08-24

investment time management market dbs mbanking latest check portfolio view

-8 DBS mBanking lets you enjoy mobile banking services on the go with unparalleled security and flexibility. Be the first to know about DBS’ latest promotions and market updates.  Features: Check account balances Enquire wealth management investment portfolio View transaction history Conduct ... 13 MB Views 8737

8.9

QuickAcctSales

2015-12-10

chinese support pdf client goods

+2 This app helps business traveler on the move and needs to create the account sales document for your client instantly. ( This is one of the "goods on consignment" 's procedure. Statement of Goods Sold) QuickAcctSales creation in PDF format, ... 2 MB Views 8609

7.0

Rapid Financing

2015-12-04

financing client rapid

+9 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

8.5

Work Quote

2015-08-05

work client simply bid task bids

-2 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

9.8

Intrinsic ATR Profiler

2015-05-10

Related Apps investment risk intrinsic client determine financial

+13 At Intrinsic our approach to investment advise is based on clearly understanding the client's financial situation, their goals and how much risk they are prepared to take with their money. A key factor when investing is to determine the client's ... 12 MB Views 668

9.4

JLT IM Investor Portal

2015-07-05

Related Apps information portfolio portal investor access data client

0 JLT IM Investor Portal allows you to view your JLT account online. If you are a client, JLT IM Investor Portal allows you to access information on your portfolios. If you are an investment manager or financial advisor, you can access ... 11 MB Views 6744

9.4

Hip Pocket Trust Advisor

2015-01-27

Related Apps personal trust advisor pocket client financial

+4 Hip Pocket Trust Advisor brings knowledge of Personal Trust concepts right to you wherever you are. Cannon Financial Institute, the leading provider of Personal Trust training in the financial services industry, has created a video library of critical trust topics that ... 17 MB Views 1064

8.4

ONE Retirement, LLC

2015-04-11

Related Apps retirement ipad llc authorized client application access

+18 The ONE Retirement, LLC iPad application enables authorized ONE Retirement, LLC clients to access their accounts and performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a ONE Retirement, LLC client ... 1 MB Views 954

9.1

Stock Pro : Real-time Stocks & Forex Tracker, alert and portfolio management

2015-10-01

Related Apps time stock calendar market news tracker management real chart portfolio quotes unlimited

+7 StockPro The most comprehensive stock app in the mobile world. Brings you free streaming live quotes, premarket/afterhour quotes, portfolio monitoring, advanced full screen chart, push notification based alert, economic news, event/earnings calendar, market signal scans and many more... StockPro is ... 20 MB Views 4211

9.8

Personal Capital Money and Investing

2015-03-14

personal money investment investing finance market management security measure people financial spending capital free track portfolio accounts

+1 Personal Capital's awardwinning free finance app lets you see all of your accounts in one place and gives you a comprehensive view of your income, spending, and investment performance. Knowing what's happening with your money anytime, anywhere helps you save ... 33 MB Views 2168

8.6

Mole Valley Asset Management Mobile

2015-11-02

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

9.9

Journal of Portfolio Management

2015-02-17

management research investment managers portfolio journal

0 Founded by Peter L. Bernstein in 1974, The Journal of Portfolio Management (JPM) is the definitive source of thoughtprovoking analyses and practical techniques in institutional investing. It offers cuttingedge research on asset allocation, performance measurement, market trends, risk management, portfolio ... 6 MB Views 9999

NAV Wealth Management TCA

Client Portfolio Manager

Retiremax Software LLC

Journal of Portfolio Management

Best Client management portfolio Apps | Panload

Best Client management portfolio Apps Related

Popular Client management portfolio

Categories