Best Client Mobile Portfolio Apps

AMP Loan Central

2015-06-05

+16 Thanks for checking out our app from Americas Mortgage Professionals, LLC. This is a helpful tool that allows you, the client or you, the realtor to track the progress of each client's mortgage application. It also allows the client to ... 13 MB Views 121

8.9

QuickAcctSales

2015-12-10

chinese support pdf client goods

+11 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

9.6

HybridPOS 3 +API

2015-03-19

payment client data api

+14 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

8.8

theStateBank

2015-12-05

fitness bank state perks great client store

+11 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

8.4

ONE Retirement, LLC

2015-04-11

Related Apps retirement ipad llc authorized client application access

+5 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

8.7

Schwab Advisor Center® Mobile

2015-06-28

Related Apps investment ipad apple iphone security schwab advisors advisor mobile client independent easy

+16 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

9.6

Power Trader Mobile

2015-10-25

Related Apps monitor trade portfolio power trader mobile

+17 Stay connected to the market and your accounts with Virtual Brokers stateoftheart iPhone native Power Trader Mobile App which is designed to be userfriendly, fast, secure and reliable. No matter where life takes you, monitor your portfolio, check balances and ... 7 MB Views 5866

9.8

Intrinsic ATR Profiler

2015-05-10

Related Apps investment risk intrinsic client determine financial

+4 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

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

+2 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

9.1

DST Vision

2015-10-12

Related Apps client account mobile vision access information view household password Account Bill Card Push Server Store Conditions Security Terms Account Information User Information Mobile Sales Deposit Pay Savings Abonnement Auf Sie Ich Kunden Und Account Information Medical Haben Mit Und Account Express View Access Banking Network

-6 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

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

9.4

CIS Mobile

2015-01-05

history services commercial credit mobile customer client summary

+13 CIT Put Knowledge to Work – CIS Mobile CIT Commercial Services is one of the nation’s leading providers of factoring and financing to consumer product companies. CIT Commercial Services tailors business credit solutions that help companies increase sales, improve cash ... 2 MB Views 5764

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

8.2

J.P. Morgan FundCenter for iPad

2015-02-05

Related Apps news ipad fund morgan mobile information taiwan portfolio

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

8.7

Investrack Pro

2015-07-10

Related Apps management investors relationship managers investment portfolio client information view order

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

8.8

UTRADE SG Mobile

2015-11-19

monitor stock trading utrade mobile easy find portfolio order uob

+14 UTRADE. Online trading made easy. Experience easy mobile trading with UTRADE Mobile, the webbased stock trading app from UOB Kay Hian. With UTRADE Mobile, you can keep watch on market movement on the go, take immediate action on trading opportunities and monitor ... 299 kb Views 838

9.0

CIP Mobile

2015-05-01

Related Apps news research investment market search security reports mobile clients portfolio latest

-4 CIP Mobile gives you access to markets, news, research and your portfolio wherever you are. How do I access CIP Mobile? 1. Download the app 2. Login or Register for access Key Features Markets Comprehensive market data and dynamic charting including; Security Search ... NAN Views 4090

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

8.1

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

9.0

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

9.1

MPAO Mobile App

2015-07-27

viewing rsa account portfolio mobile

+13 The official Mobile Application for Maldives Pension Administration Office. Features include Viewing RSA(Retirement Savings Account) Balance, Viewing the composition of RSA account, which is the percentage each portfolio such as Investment Portfolio or Sharia Portfolio Viewing the money flow within the RSA Account, ... 7 MB Views 6891

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

9.7

Mobile Portfolio

2015-11-12

investment portfolio portfolios mobile investments

+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

9.0

LPL Financial Mobile

2015-08-02

lpl financial mobile application view subject information client advisors access

+23 LPL Financial Mobile, exclusively for LPL Financial advisors, is a fast, secure service that allows you to stay connected to your clients and monitor accounts from your iPhone and iPad. If you are a client of an LPL Financial advisor, please ... 1 MB Views 5390

7.9

CSBLocalEdge by Chelsea State Bank

2015-12-17

bank state store perks great client Atms Find View Device Payment Transactions Failures Investment Users Accounts Mobile Online Converter Currencies Dollar Banking Colorado Mobile Means Order Risk Bank Mobile Regular Credit Debit Payment Group Team Time Bank Goal Piggy Auf Iphone Sie

+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

7.4

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

7.0

Affinity Private Wealth Mobile

2015-04-02

affinity information portfolio mobile private wealth access data client

+6 Affinity Private Wealth Mobile allows you to view your Affinity account online. If you are a client, Affinity Private Wealth Mobile allows you to access information on your portfolios. If you are an investment manager or financial advisor, you can access ... 11 MB Views 3920

9.8

Portfolio Designs

2015-10-23

investors time information liberty account access rias user portfolio client real Currency Rates World Loan Million Sale Converter Rates 150 Access Global Research Accounting Business Time Bingo Friends Play Market Markets View Apple Converter Currency Client Purchase Sales Het Iphone Van Mercedes Mymbfs View Kunt Ons Van

-1 Portfolio Designs offers the Trust Company of America 'Liberty' application to authorized investors, their representatives and Registered Investment Advisors (RIAs). Take the power of Liberty with you and access your account information anytime and from anywhere. With comprehensive views of account ... 9 MB Views 7968

8.5

SEI BusinessBuilder Mobile

2015-03-09

sei client practice mobile

+21 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

9.1

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

9.8

Gatehouse Bank Mobile

2015-11-03

Related Apps access information clients bank client mobile

0 Gatehouse Bank has recognised the need to ensure that its clients have access to their portfolios at the tip of their fingers using the latest technology. The mobile version of “Access Direct” allows the clients to view holdings and transactions, ... 1 MB Views 7868

7.2

BRI Wealth Management Mobile

2015-05-30

Related Apps management information wealth portfolio mobile access data client

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

9.6

Portfolio mobile Pro - Stock Tracking & Market Analysis for iPhone

2015-09-18

stock market tools apps news drawing time iphone portfolio support mobile features online pro currencies

0 Portfolio mobile is the 1 stock portfolio tracking solution with more features and better support than any other app. With realtime P&L and value calculation of your actual positions and support for more than 6 different online quote sources, you're ... 6 MB Views 6266

8.1

VTRADE

2015-06-27

Related Apps capital brokerage information clients client

+4 VTRADE is a powerful direct market access (DMA) trading and portfolio management system for clients of Verdmont Capital, Panama's leading international brokerage firm. Verdmont is regulated and supervised by Panama's National Securities Commission and licensed to operate as a Brokerage House. ... 9 MB Views 5901

9.9

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

9.4

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

8.2

Qtrade Mobile

2015-09-15

Related Apps iphone ipad investor account manage accounts mobile portfolio orders information touch

+4 Never miss an investment opportunity. Stay connected to the markets and manage your Qtrade Investor accounts from wherever you are. Qtrade Mobile allows you to execute trading orders quickly and easily. Compatible with iPhone, iPad and iPod Touch. From a wellorganized ... NAN Views 5982

9.6

Positive Solutions ATR

2015-12-09

investment client risk solutions determine positive Price Prices Years Apple Currencies Exchange Mobile Order Trading Check Credit Security Money Online Person Calculator Rates Top Forex Market News Dollar Franc Rupee Investing Investment Portfolio Application Mobile Policy Binary Money Trading Income Personal Vat

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

9.5

VP Bank e-banking mobile App

2015-07-28

Related Apps banking security relationship apple mobile bank phone user login information client enter

+15 VP Bank ebanking users with domicile outside the USA can access to their account and asset information with a mobile device at anytime. Content and features: • Asset overview with all position details • Charts of your assets grouped by category, sector and ... NAN Views 6265

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

7.0

Portfolio mobile Lite - Stock Tracking & Market Analysis for iPhone

2015-08-01

stock market tools apps news drawing time iphone portfolio support mobile features feature pro online

-1 Portfolio mobile is the 1 stock portfolio tracking solution with more features and better support than any other app. With realtime P&L and value calculation of your actual positions and support for more than 6 different online quote sources, you're ... 6 MB Views 9320

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

7.0

Portfolio mobile Lite - Stock Tracking & Market Analysis for iPad

2015-10-23

stock market news tools drawing time ipad portfolio support mobile pro feature set price

-3 Portfolio mobile is the 1 stock portfolio tracking solution with more features and better support than any other app. With realtime P&L and value calculation of your actual positions and support for more than 6 different online quote sources, you're ... 6 MB Views 8220

8.3

Compass

2015-12-14

Related Apps compass access account details client ability asset performance portfolio notifications

0 Compass gives you real time access to the platform while you're on the move. Advisers and account holders simply use your online ID and password to access Compass's many features. Compass for advisers Access full platform functionality, including the ability to ... 204 kb Views 1433

8.6

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

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

9.3

Fin-Soft Mobile Application

2015-06-23

portfolio fin mobile view valuation

-8 Mobile app to view your portfolio valuation FinSoft Mobile app by FinSoft Solutions gives you access to your portfolio on your iPhone. What can you do? View Portfolio valuation Get Summary of Investment report with XIRR and Absolute return. Latest transaction and ... 4 MB Views 5563

8.4

iRietumu HD

2015-04-25

hardware time digipass mobile overview portfolio simple secure device bank

+5 iRietumu HD is a new banking application of Rietumu Bank (Riga, Latvia) with builtin authentication device Digipass for Mobile. The app allows quick and simple, yet fully secure access to your funds: Same day international and domestic payments in EUR, USD ... 55 MB Views 884

8.2

Mobiele Portefeuille

2015-10-29

portfolio mobile beaufort current insight year www direct

-9 If you are an Insinger de Beaufort client, the Mobile Portfolio App will provide you with access to your portfolio, wherever you are, and whenever you like. The application is suitable for iPad and gives you direct insight into your ... 5 MB Views 8682

8.0

My BRR Office

2015-01-04

access client clients

+4 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 ... 410 kb Views 5180

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

9.3

Pollock Advisory Group

2015-05-20

Related Apps information liberty client user anytime group advisory

-5 Take the Power of Liberty with you and stay in touch with Pollock Advisory Group anytime and from anywhere. Representatives and RIAs rely on Trust Company of America to provide the information they need to manage client accounts and respond ... 890 kb Views 8893

9.0

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

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

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

9.2

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

8.0

Vontobel Mobile Private Banking

2015-02-03

Related Apps banking relationship security research time investment private bank access information portfolio mobile

+1 Would you like to experience the future of private banking? The Vontobel Mobile Private Banking app gives you access to your banking at any time on your tablet. Whether you would like to view and analyse your portfolio, check account ... NAN Views 8100

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

9.0

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

9.6

MiWay Insurance Ltd

2015-03-10

directions gps assistance accident claim details insurance mobile client features

+20 The MiWay Mobile App puts your policy in your pocket with a full range of services, including accident and other assistance, directions to inspection centres, the ability to submit a claim, and even an indicative quote function for those who ... 55 MB Views 2516

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