Best Client Management Apps | Panload iOS Finance

Client Axcess

2015-03-05

+7 Connect and collaborate with CCH Client Axcess. Client Axcess brings collaboration with your accounting professional in the palm of your hands. Quickly and easily provide document management to streamline your interactions with your account professionals. With the ability to take a ... 6 MB Views 1333

8.0

Connections 2013

2015-07-11

including 000 client partners connections partner sessions financial solutions

0 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

8.3

澳門交行 – 交通銀行澳門分行手機銀行

2015-07-12

Related Apps banking signature client application mobile services service branch

+29 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

9.3

IntelliAcc Loyalty

2015-04-26

retail loyalty customer store application systems features client benefits

+6 The IntelliAcc Loyalty application is a simple to use loyalty solution for the retail industry. It provides a convenient way to build a customer database, interact with them as well as giving them benefits. Application features This application’s features will enable you ... 11 MB Views 4643

7.5

Morgan Stanley Research for iPad

2015-08-21

Related Apps research investment ipad stanley morgan application account client link valid

+8 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

8.5

SEI BusinessBuilder Mobile

2015-03-09

sei client practice mobile

+13 For Registered Investment Advisors (RIAs) with access to SEI BusinessBuilder© from SEI Advisor Network. SEI BusinessBuilder Mobile allows you to stay connected with your clients while you’re on the move, with our new app for your iPhone and iPad. With just ... 9 MB Views 3455

9.0

iSpeedTrader

2015-04-25

stock usa client

+28 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

9.0

CAM Liberty App

2015-05-13

Related Apps investors liberty information rias client access account user representatives

0 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

7.4

MiBizz

2015-05-19

Related Apps invoices client

+27 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

7.9

MoneyWare

2015-12-03

client enable Notifications Push Service Accounts Spending Time Atm Mobile Transactions Bills Credit View Branch Credit Union Amount Bill Tip Calculator Provinces Tax Calculator Precious Silver Business Payoff Save Bank Customers Trust Conditions Information Terms Bank Bills Money

+12 MoneyWare Mobile App, contains sophisticated tools that enable ‘Wealth Management on the Go’ for relationship managers and clients. Intuitive, easy to use features facilitate collaboration and enable responsiveness in client interactions taking client engagement to the next level. 31 MB Views 3879

8.1

eprivateclient

2015-11-05

news top private practitioners client companies firms fast

+5 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

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

9.1

OUTsurance

2015-09-18

Related Apps clients client features application request

+14 An application for OUTsurance clients and nonclients. The application contains various features which allow clients and nonclients to interact with OUTsurance. Features: This application provides the client with the ability to: •suggest a pointsman at a certain intersection; •request emergency roadside and home assistance; •additional ... 56 MB Views 3691

8.3

SparkInvoice

2015-09-04

management business tax time ipad invoice invoicing invoices client company create

-5 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

8.7

My BRR Office Tablet

2015-01-04

access client clients

-9 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

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

8.0

Paprika Contacts

2015-12-07

software contact client tasks details notes update edit contacts

+12 ==== IMPORTANT ==== To use this application you must have Paprika running as your agency management system including the "iPhone" module and have a valid useraccount for your database, along with the REACT option in your menu group. For further details please ... 642 kb Views 1530

7.8

Atlas Capital Management

2015-01-14

Related Apps management investors time information liberty access rias advisors anytime user client Expense Note View Balances Create Funds Easy Expense Items Account Payment Privacy Mortgage Rates Year Banking North Transfers Free Investing Investment Details Email View Den Kfz Von Financial Funds Services Stock View Volume Gold Prices Time

+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

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

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

8.7

iRisk Advisor

2015-01-28

client advisor zurich pricing

+2 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

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

9.2

Momentum WIT

2015-01-09

investment tool wealth momentum point application internet offline client online Currencies Exchange Free Conditions Security Terms Administrator Manage Products Betting Forex Trading Library News Online Graphs Months View Account Federal View Capital Contact Security City Insurance Tax Accounts Guaranty Locations Estate Free Property Banking Private View

-9 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

8.8

Easy Time Tracker

2015-05-08

Related Apps time tracker easy track client tasks clients task

+4 "Easy Time Tracker" is an easy way to keep track of your time, your tasks and your clients. Quickly create a task and start tracking your time. Add new clients to your client list at any time and sort ... 3 MB Views 4358

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

7.2

IMSplus Mobility

2015-04-17

management market investment profile security client mobility access platform wealth service Backup Expense Expenses Business Financial Income Expense Expenses Tracking Add Keyboard Paper Access Account America Account Monitor Transactions Bank Online United Bank Farmers Transfer Amount Months Rate Activation Code Mobilbank Cash Mobile Online Financial Platform Trading

-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

9.0

Financial Management.

2015-06-25

utilities management business financial access range read services login area track solutions client

+4 Financial Management Corporation is located in Liverpool, NSW. We're a team of qualified and experienced chartered accountants and financial advisers who are different from your everyday firm of accountants. Our integrated package of business and financial solutions helps our clients ... 22 MB Views 4810

7.9

CSBLocalEdge by Chelsea State Bank

2015-12-17

bank state store perks great client

+13 CSBLocalEdge provides great savings on dining, recreation, entertainment, fitness, home goods, and much more for Chelsea State Bank clients. This free app automatically sends you a notification when you are near a discount, so you never miss out on a deal ... 35 MB Views 9479

7.2

Client Manager Accounting, Billing and CRM Tool

2015-04-24

Related Apps email text business design library management apps estimates invoices client support service services spreadsheet clients

-2 This is a complete invoicing, financial and contact management app designed for service oriented independent businesses that need to record sales and services. Manage Your Clients on your IPhone or iPad without the need for a server or monthly fee. This ... 15 MB Views 5222

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

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

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

9.7

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

7.7

MX HUB24

2015-12-07

Related Apps access account details client ability asset performance portfolio notifications

-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

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

8.2

智汇宝钱包

2015-05-26

Related Apps card bank transfer users order recharge account client payment Bill Mobile Person Mode Orders Service Mobile Service West Car Financing Loan Everyday Loan Savings Latest Track Tracker Lock Logged Mobile Banking Stonehambank Transfers Funds Investment Investments Add Create Time Home Insurance Officer Add Categories Email

+1 Dinpay Wallet is the Thirdparty mobile payment client of DDbill Payment Co ., LTD Main Function 1.Recharge : The user can through the client online recharge on account. 2.Transfer :Users can transfer an internal transactions between members through purse system, or transfer to ... 9 MB Views 8832

9.1

iRisk YBR Advisor

2015-08-05

advisor client pricing zurich

-5 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

9.4

Morgan Stanley Research for iPhone

2015-08-20

Related Apps research investment iphone stanley morgan application account client link valid

+6 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 7344

7.3

Singletrack Mobile

2015-08-01

research platform client side edge 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

8.2

Mopapp

2015-08-06

client

+15 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

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

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

9.2

Stonewater

2015-01-16

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

+19 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

7.0

DI Calculator

2015-03-23

calculator insurance disability client coverage amount quote clients

+20 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

9.8

MLC Insurance app

2015-03-18

client insurance efficiency advisors

+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

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

9.0

MinuteWorx Client

2015-08-07

time server access client

+6 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

7.9

Paprika Timesheet

2015-06-08

job iphone time tasks client choose task code full

-2 The easy way for Paprika users to enter their timesheets on the move. Never get behind with your timesheets again. Features : Calendar view shows which days you are missing on your timesheet. Book planned time into your diary. Book time ... 594 kb Views 4129

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

8.1

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

9.0

Alfa Forex Online

2015-06-15

forex online company client application full cabinet call

+4 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

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

9.9

Coheris CRM for iPhone

2015-04-12

crm iphone vos client des votre les gestion

+1 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

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

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

7.9

Birchwood

2015-06-05

Related Apps ipad partners financial access client application authorized

-1 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

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

9.8

Baillie Gifford

2015-08-16

institutional client access

+13 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

Investrack Prof

Financial Management.

NAV Wealth Management TCA

Artorius Wealth Mobile

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