Best Client Mobile Wealth Apps | Panload iOS Finance

ARTA Synergy

2015-01-15

+4 Mobile Client ARTA Synergy application is designed for those who want to multiply productivity of the company and already uses ARTA Synergy platform which allows to automate all the processes for growth and improvement of competitiveness of the company. “Work ... 6 MB Views 1437

9.6

Mi Wealth

2015-01-05

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+9 Welcome to Mi Wealth Plan’s very own app. We are proud to present this useful app which will grow to contain all you need to know about your insurance, investment and overall financial planning journey. For now, we have great tools ... 20 MB Views 3316

9.8

Wealth Breakthrough

2015-09-18

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+5 Wealth Breakthrough is a new wealth management app from mentoring company Unlimited Success. Providing you with useful and essential tools to improve your wealth and manage your money. Utilising the innovative ‘Money Bucketing’ technique a spend tracker, receipt tracker and ... 5 MB Views 1268

8.7

iRisk Advisor

2015-01-28

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+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 ... 10 MB Views 6837

7.9

2ATR

2015-07-09

Related Apps management risk wealth clients

+5 A mobile version of the 2plan wealth management Ltd attitude to risk calculator. To be used by 2plan Independent Financial Advisers and their clients to facilitate real time assessing of a clients appetite for risk when dealing with pensions and investments. This ... NAN Views 6529

8.3

澳門交行 – 交通銀行澳門分行手機銀行

2015-07-12

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-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

9.7

Мобильный клиент ВТБ

2015-12-20

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0 The system of "Mobile client VTB" is a complete solution for corporate customers, which allows corporate customers remotely manage the finances of their organizations with the tablet. Using portable device, the client has the opportunity at any time and anywhere ... 10 MB Views 147

9.7

Point of Service

2015-09-09

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0 Established in 2010, The Point of Service Pte Ltd (TPS) is a boutique Consultancy & Advisory firm whose mission is to create and protect wealth for its clients by maximising the value of their current assets in Singapore. This is the ... 29 MB Views 9847

8.7

Juncture Wealth Strategies

2015-08-28

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-3 The Juncture Wealth Strategies LLC Mobile Application makes it easy for you to connect with Juncture Wealth Strategies LLC and monitor your accounts anytime, anywhere. With this app, you can: Read the latest news from Juncture Wealth Strategies LLC Quickly access ... 702 kb Views 9257

9.2

Portfolio Wealth Advisors

2015-05-30

-4 Portfolio Wealth Advisors mobile gives you immediate and secure account access from your mobile device. PORTFOLIO SUMMARY HOLDINGS SUMMARY PERFORMANCE REPORTING Point to point performance down to the asset RETIREMENT CALCULATORS Powered by AdvisoryWorld NEWS & MARKET COMMENTARY including CIO notes from ... 3 MB Views 4962

7.0

Rapid Financing

2015-12-04

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+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

8.6

Texas Capital Bank Wealth

2015-08-08

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+28 Manage your money easily. Anytime. Anywhere. Texas Capital Bank's new banking app provides mobile access to great features—all with the security you’ve come to expect from Texas Capital Bank Features include: ● Pay bills faster & more easily ● Deposit checks with your ... 18 MB Views 9036

9.4

Dow Wealth Management Mobile

2015-07-17

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0 Dow Wealth Management Mobile is a fast, secure, and free service for Dow Wealth Management clients. It is optimized for iOS devices and is available 24/7. TRACK INVESTMENTS • Monitor balances and holdings. INITIATE REQUESTS • Check requests. • Consolidate accounts. • Forms requests. INVESTMENT AND INSURANCE ... 17 MB Views 3964

7.1

AMP Loan Central

2015-06-05

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+25 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

9.0

KMH Wealth Management, LLC

2015-12-28

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-3 This mobile application allows clients of KMH Wealth Management, LLC to view account valuation, performance, and reporting information who are authorized users. This is an applicaiton developed specifically for mobile devices. 3 MB Views 8610

8.0

The Wealth Pilot

2015-08-27

wealth

+9 Wealth Pilot Account Information 8 MB Views 9800

8.6

Alpha Fiduciary Wealth

2015-12-09

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+28 Alpha Fiduciary Wealth Management 2 MB Views 1286

8.2

Penwealth

2015-10-06

Related Apps ipad wealth access authorized application

+18 The Peninsula Wealth iPad application enables authorized Peninsula Wealth clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Peninsula Wealth client that has been authorized for ... 1 MB Views 2882

7.2

IMSplus Mobility

2015-04-17

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

9.0

Echo Wealth Management Mobile

2015-07-31

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+30 This Mobile App allows you to view account information, positions, balances and performance reports. You can contact your advisor easily. This is designed for the clients of Echo Wealth Management, LLC. To learn more about Echo Wealth Management, LLC, visit ... 3 MB Views 3310

8.3

Mobius Wealth

2015-04-10

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-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

8.2

Mopapp

2015-08-06

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+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

8.5

Myddleton Croft Mobile

2015-07-05

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+3 Myddleton Croft Mobile allows you to view your Myddleton Croft account online. If you are a client, Myddleton Croft Mobile allows you to access information on your portfolios. If you are an investment manager or financial advisor, you can access your ... 20 MB Views 2635

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

9.1

iRisk YBR Advisor

2015-08-05

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-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

8.9

Avendus Wealth for Tablet

2015-12-30

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+15 The Avendus Wealth App for iOS gives you secure access to your investment portfolio, allowing you to view asset allocation, returns, comparison with benchmark returns and holdings conveniently at anytime from your mobile devices. 49 MB Views 5539

9.4

NJ Client Desk

2015-01-17

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+12 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

6.9

LeConte Wealth Mobile

2015-02-05

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-6 The LeConte Wealth mobile app allows our asset management clients to access their investment data via their Apple device. 3 MB Views 319

7.5

Vector Wealth Management

2015-07-09

Related Apps management wealth mobile accounts

-5 The Vector Wealth Management Mobile Application makes it easy for you to connect with Vector Wealth Management, LLC and monitor your accounts anytime, anywhere. With this app, you can: Quickly access important contact details to email, visit Vector Wealth Management View ... 8 MB Views 7975

7.9

MoneyWare

2015-12-03

client enable

+11 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

8.5

SEI BusinessBuilder Mobile

2015-03-09

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+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

9.2

Momentum WIT

2015-01-09

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-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

8.3

Prairie Wealth Advisors

2015-05-20

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+21 Mobile portal for clients of Prairie Wealth Advisors to see their performance. 3 MB Views 6453

7.0

Wealth Management Symposium

2015-09-09

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+10 This is an official app for OppenheimerFunds Wealth Management Symposium to be held at New York. Download the app to get the latest updates. Check schedule, speaker details and city information within the app. Get the latest updates regarding events ... 14 MB Views 7320

9.0

NAV Wealth Management TCA

2015-06-06

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+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

8.6

NF Wealth Management

2015-01-11

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-8 The NF Wealth Management iPad application enables authorized NF Wealth Management clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a NF Wealth Management client that has ... 2 MB Views 9536

9.9

Wheaton Wealth Partners

2015-10-24

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+2 View your Wheaton Wealth Partners aggregated account valuation, performance, and reporting information, in an application developed specifically for mobile devices. 461 kb Views 9349

9.9

Holloway

2015-03-20

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+3 Holloway Wealth Management, LLC offers the Holloway application exclusively to firm clients. Advisory services offered through Holloway Wealth Management LLC. Securities offered through Geneos Wealth Management, Inc. Member FINRA/SIPC. 8 MB Views 4649

9.1

DST Vision

2015-10-12

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-8 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

8.2

Schneider Downs Wealth Management Advisors

2015-07-07

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0 This Mobile App allows clients of Schneider Downs Wealth Management Advisors to view account balances and reports across custodians plus connect with your advisor. 3 MB Views 3702

8.1

Coliseum Wealth Management

2015-03-28

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+2 This moble app allows you to view account information, balances, and easily contact our advisor team at Coliseum Wealth Management 6 MB Views 2901

6.9

Duckworth Wealth

2015-06-26

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+5 The Duckworth Wealth Advisors Mobile App allows authorized Duckworth Wealth Advisors clients to access their portfolio data in a format that was custom designed for mobile devices. This Mobile App allows you to view account information, balances and easily contact ... 3 MB Views 1919

7.3

HA&W Wealth LLC

2015-08-27

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-4 The HA&W Wealth LLC iPad application enables authorized HA&W Wealth LLC clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. 1 MB Views 5123

8.8

Appetite For Risk

2015-04-10

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+6 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

8.5

Citadel Investment Services

2015-04-30

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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

7.8

AMJ Financial Wealth Management

2015-12-09

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+8 AMJ Financial Wealth Management – Account access and performance reporting 1 MB Views 5178

9.4

CIS Mobile

2015-01-05

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+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

8.5

Ignition Weath

2015-09-04

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0 Ignition Wealth is an online, automated investing service, helping people to better manage and grow their wealth for a fraction of the cost of traditional financial services. NAN Views 7655

9.7

Wealth Projector

2015-06-30

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-4 Interactive game that allows users to create a personalised wealth report through dragging and dropping icons. NAN Views 3497

9.6

Sanlam Private Wealth eForms

2015-11-02

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+8 Complete Sanlam Private Wealth mandate forms directly via the eForms App. All forms can be completed on or offline. 3 MB Views 4496

9.8

PSM Wealth Management

2015-08-12

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+14 The PSM Wealth Management iPad application enables authorized PSM Wealth Management clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. 1 MB Views 818

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

9.1

Wealth Expert

2015-06-10

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+5 One of the most difficult points to reconcile in life is the paradox that suffering exists in this world. Suffering is eminent. Of course, what is equally important is realizing that the acquisition and possession of wealth is not a ruler ... 9 MB Views 8891

7.5

7300 Wealth Management, LLC

2015-12-09

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-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

8.3

Client Axcess

2015-03-05

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+4 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

8.3

22 Groups Client

2015-02-04

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-8 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

8.0

HORAN Wealth Mobile

2015-08-12

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0 The HORAN Wealth iPad application enables authorized HORAN Wealth clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. 1 MB Views 8850

7.3

Texas Legacy Wealth

2015-03-11

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+2 This app allows clients of Texas Legacy Wealth Management (TLWM) to view account values, performance reports, and allocations. 4 MB Views 2523

8.5

Artorius Wealth Mobile

2015-05-13

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+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

9.0

LPL Financial Mobile

2015-08-02

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+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

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