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Best Client performance portfolio Apps | Panload

+8    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
+14    Make better investment decisions with the collective intelligence of our community. Our Watch, iOS, and web apps connect to all your investment accounts, for free. Gain insight into your portfolio and see how your investments compare to your peers and ...    43 MB    Views 3395

Portfolio Designs

2015-10-23
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+14    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
+4    A Business tool designed for Business owners using Tally.ERP 9. Bizeye Business Dashboard is an information Management tool for Top bosses or Business Owners who need to be regularly updated with the key figures which depicts their current progress. It shows: Real ...    9 MB    Views 7079
+2    This is an application for calculating the financial ratios for analysis purpose. These are the general ratios which are used by the executives in a company, accountants, existing and potential investors, etc. to evaluate the performance and the financial condition ...    14 MB    Views 3068

Stock Market Game

2015-09-25
+19    From better attendance and increased engagement and participation in class to higher test scores and improved academic performance, there are many anecdotes about the educational impact of the SIFMA Foundation's Stock Market Game (SMG). These anecdotes were confirmed when a ...    6 MB    Views 8174
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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

Treasurer

2015-07-06
0    Treasurer is a personal finance management tool that allows you to easily keep track of your expenditures. Using Treasurer, you'll always know where exactly you spent your money and be able to identify new saving potentials. Features • Categorize and group your ...    1 MB    Views 2470
Related Apps ipad financial authorized application access performance
-2    The Halpern Financial iPad application enables authorized Halpern Financial clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Halpern Financial client that has been authorized for ...    1 MB    Views 7011
+13    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
Related Apps market news funds fund access views top performance date track
+4    Access timely fund and market information on the go. This app is for Hong Kong users. It provides you indepth market information for more informed decisions. The comprehensive services available on the app help you grasp every investment opportunity: DAILY PRICES • Track uptodate ...    NAN    Views 5074
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-3    Introducing mySTOX the intuitive stock portfolio app, designed around your assets. mySTOX bring a world of stocks to your fingertips, tracking the performance of your assets from your pocket. With mySTOX, you can track the performance of your shares, rather ...    2 MB    Views 1437
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-1    Experience the cutting edge of unit trust investing with Fundsupermart’s free ipad app. Not only will account holders be kept up to date with the latest research and fund analysis on Fundsupermart, account holders will have the power to keep ...    16 MB    Views 4076

OpenMPF

2015-06-22
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+16    OpenMPF is a amusing series of software letting anyone to compare MPF performance at a glance. Over 500+ MPF are on the market, influencing about half of HK population. However, the performance of the system has been condemned for years, due ...    26 MB    Views 4923

WT First Rate

2015-09-14
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0    WT First Rate™ provides musthave performance and investment information at the fingertips of investment professionals anywhere and anytime. Along with its direct and simple presentation of returns, allocation and investment activity, this application will also generate portfolio customized performance statements ...    2 MB    Views 6009
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+10    ION Trading’s Platform Monitor is an ION Platform solution providing mobile access to the ION Platform's Performance and Status indicators. It allows Platform Administrators and Business Managers to remotely monitor the health and performance of any ION Platform. Visualize the current ...    5 MB    Views 3457

Unison

2015-01-06
Related Apps access account details client ability asset performance portfolio notifications
0    Unison gives you real time access to the platform while you're on the move. Advisers and account holders simply use your online ID and password to access Unison's many features. Unison for advisers Access full platform functionality, including the ability to ...    168 kb    Views 8781

iShares ETFs

2015-03-17
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+3    iShares gives you mobile options. Now it's easy to track iShares ETFs with this free iShares iPhone App. Monitor iShares fund performance, get the latest information on iShares products, filter by holdings exposure, and create your own iShares ETF watch ...    4 MB    Views 6333
-1    MPF buddy provides MPF fund performance for the Hong Kong general public. MPF funds are ranked based on their historical returns, risk, the rate of inflation and the Hong Kong stock market performance. The ranking are based on the ...    NAN    Views 5803
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-8    Revision Software for CIMA P1 Exam (May 2015 Syllabus). Over 300 unique questions covering Multiple Choice, True/False and Missing Item format. Correct answers provided for each test. This paper deals with tools and techniques that generate information needed to evaluate and control ...    62 kb    Views 614

IPO

2015-10-13
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+3    The IPO App for iPhone enables investors to stay abreast of the rapidly changing IPO market by delivering the best features from the Internet’s most popular destination of IPO information (www.renaissancecapital.com). With this App, you will receive the latest IPO ...    563 kb    Views 9711
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+9    Revision Software for ACCA F5 Exam (December 2015 Syllabus). Over 330 unique questions covering Multiple Choice, True/False and Missing Item format. Correct answers provided for each test. ACCA F5 has been designed 'To develop knowledge and skills in the application of management ...    8 MB    Views 7969

iDiversify

2015-03-25
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+1    iDiversify is a practical, userfriendly app that can help you explore and analyze the annual performance of equity, fixedincome and alternative asset classes. The interactive format allows for a quick, sidebyside comparison of the last decade of performance and lets ...    12 MB    Views 7325
Related Apps management strategy exam cima revision official control systems risk performance topics
-2    CIMA Official Revision P3 provides examfocused, concise revision notes that help you remember key topics and theory. Covering the entire syllabus for P3 Performance Strategy, this is the perfect reference in the lead up to your CIMA exams. It is fully ...    2 MB    Views 9566
+23    Portfolio Asset Tracker allows you to group and track US investments by asset classes that you define. Prices are periodically pulled down and the performance of each asset class is instantly updated. With Asset Tracker you can: View the day's performance ...    2 MB    Views 453

GlobalGrowth

2015-07-01
Related Apps stock market business global economy markets performance based
-7    A steady flow of funds and goods across borders has led to increasingly interconnected economies. Aside from analyzing single economies one must understand their role in the high complexity of the global market. In these times sound business and investment ...    725 kb    Views 3349

RMS Wealth Mobile

2015-03-30
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+28    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

Tercero Mobile

2015-09-18
+14    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

mCCRC

2015-10-21
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-2    Comarch Mobile Reporting App provides financial institutions with online reporting on their client investment portfolios and with tools supporting investment decisions taken by the clients. Moreover, the solution empowers client advisors by letting them review details of their client portfolios. Features: Portfolio ...    3 MB    Views 7888

TSP Funds

2015-02-19
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-2    Federal Government Thrift Savings Plan (TSP) fund performance data at your fingertips. You have immediate access to the closing share price data along with the price change and percent change for all the active TSP funds. Select a fund to ...    1 MB    Views 7003

Investment Pal

2015-07-02
Related Apps investment asset performance
+6    Track your investment. See the real performance of your investment. Compare performance between your portfolios in graph view. See your asset allocation and growth of your total asset.    5 MB    Views 2533
Related Apps stock time news investing twitter stocks real world watch traders portfolio view performance
+2    Stock Wars puts you in the fast paced world of traders and big money. Take your shot and beat the markets Set up your portfolio and watch how your stocks would perform in the real world. Analyze companies, place your ...    4 MB    Views 1173
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0    Wing Fung Securities Smartphone Trading App lets you instantly capture every investment opportunity at anytime anywhere. You can also set up your own “Stock Watch” list to monitor the performance of your portfolio. Highlights include : [Market Information] HK, China & ...    7 MB    Views 5116

8 Now!

2015-07-24
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+2    8 Now is a simple new way to own and automate a global investment portfolio. 8 Now gives you the benefit of a professional portfolio that is designed just for you. Your portfolio is globally diversified and automatically optimized as ...    NAN    Views 4796

Incentives

2015-07-25
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+7    INCENTIVESSPM is the leading Sales Performance and Incentives Compensation Management solution for managing compensation plans at all levels of corporate staff, based upon their individual and corporate performance. The product directly relates the company’s strategic goals with tactical incentives programs ...    3 MB    Views 6212

Compass

2015-12-14
Related Apps compass access account details client ability asset performance portfolio notifications
-1    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

Credential Online

2015-09-06
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+17    Get quick, easy, secure access to your Credential Securities investment account(s) with the Credential app anytime, anywhere. This free app offers the key features you'd find on the desktop site and realtime access to market information. The Credential app allows you ...    50 MB    Views 832

Fund Centre

2015-05-16
+5    Your Pension is as big an investment as your mortgage. Use this handy Irish Life Corporate Business app to regularly keep up to date with the performance of the Investment Funds available to you. With this app you can: Track the ...    3 MB    Views 2714

Learn & Inspire

2015-07-08
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0    Learn & Inspire brings you some of the best of our resources together in one place, and helps you to be the best you can be and inspire great performance. John Quincy Adams said if your actions inspire others to ...    NAN    Views 3316
point performance
+7    FEATURES INCLUDE... PORTFOLIO VALUES HOLDINGS SUMMARY PERFORMANCE REPORTING Point to point performance down to the asset RETIREMENT CALCULATORS POWERED BY ADVISORYWORLD NEWS & MARKET COMMENTARY    3 MB    Views 5330

iHUB24

2015-10-18
Related Apps account access details client ability asset performance portfolio notifications
0    iHUB24 gives you real time access to the HUB24 platform while you're on the move. Advisers and account holders simply use your HUB24 online ID and password to access iHub24's many features. iHUB24 for advisers Access full platform functionality, including the ...    157 kb    Views 3095

PetroSA

2015-11-20
financial national company performance
+29    Welcome to the PetroSA investor relations app/application. Here you can access information about our performance in terms of financial, economic, social and environmental factors that is of interest to our stakeholders and which relates directly to our strategy. We strive to provide ...    16 MB    Views 9632
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+5    CIMA E3 Enterprise Strategy Revision Software for CIMA E3 Exam (May 2015 Syllabus). Over 300 unique questions covering Multiple Choice, True/False and Missing Item format. Correct answers provided for each test. Paper E3 continues the integration of skills across functions, but concentrates on ...    64 kb    Views 2826
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0    Oracle Enterprise Performance Management (EPM) Mobile provides users of Hyperion Financial Management, Hyperion Planning, and Hyperion Tax Provision with easy access to key business information for faster decisionmaking and improved process flow. EPM Mobile helps onthego managers and executives to ...    44 MB    Views 2117
group capital performance information account portal
+11    The Lucia Capital Group Performance Portal is designed for clients of Lucia Capital Group, providing instant access to account valuation, performance, and reporting information. View your Lucia Capital Group account information directly from your mobile device.    4 MB    Views 4346

Calvert Investments

2015-03-06
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-5    Calvert's app for the iPhone keeps you uptodate while you're on the move: View daily performance and average annual returns of Calvert Portfolios View top10 fund holdings Create a custom list of the Calvert funds you wish to monitor Read ...    1 MB    Views 8243
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+5    Your Number 1 Finance App for all the major Stock Markets. Dividends for NYSE, Nasdaq, ASX, LSE, SGX, KLSE, HKSE are calculated automatically you don't have to key them in anymore Manage your stock portfolio with ease, built for the experienced ...    8 MB    Views 9449
Related Apps investors time information liberty representatives account advisors client rias portfolio
-2    Portfolio Medics 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 ...    12 MB    Views 719

CloneAlgo Pro

2015-10-16
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-1    CloneAlgo Pro Smartphone Application Make most of your every single penny with the CloneAlgo Pro Smartphone Application for investment in Stocks. It is based on a revolutionary concept of artificial intelligence based algorithms that can be cloned as per your preferences. Features Incredibly ...    15 MB    Views 7582

MAP Keys

2015-06-06
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+16    HFMA's MAP Keys are key performance indicators that set the standards for revenue cycle excellence in the healthcare industry. Developed by industry leaders led by HFMA, these objective industrystandard metrics define the essentials of revenue cycle performance in clear, consistent, ...    18 MB    Views 9541

AssetMark Advisor

2015-06-08
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+1    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

Homrich Berg

2015-05-03
Related Apps ipad application authorized performance access
-2    The Homrich Berg Mobile iPad application enables authorized Homrich Berg clients to access their performance data in a simple, elegant interface that was custom designed for the iPad using the Black Diamond Performance Reporting system. REQUIREMENTS: You need to be a ...    1 MB    Views 2990
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+25    Financial statements need to be properly interpreted and effectively analyzed to get meaningful decisions (The Financial Analysis). Financial Analysis is a very effective tool of monitoring the firm from all perspectives i.e. stockholders, investors, creditors, managers. Financial analysis includes interpretation ...    7 MB    Views 5005

FAME for Malaysia

2015-12-19
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+12    FAME (Financial Access Made Easy) wealth management platform is a onestop hub where financial advisors and individual investors alike can have 24hour realtime online access to their investment portfolios and transactions details. With the FAME, you can: • Stay informed with details ...    5 MB    Views 5791
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+28    Explore new possibilities in practicebuilding with Morningstar for Advisors, a mobile companion to Morningstar Office℠ or Morningstar Advisor Workstation℠. Morningstar for Advisors wraps client account information in an easytouse visual interface to help advisors like you illustrate account details, explain ...    70 MB    Views 1580
Related Apps management portfolio information valley asset access mobile data client
+3    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
Related Apps information portfolio portal investor access data client
+3    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

Joopy

2015-08-26
performance goals corporate based compensation
+5    Joopy is the leading Sales Performance and Incentives Compensation Management solution for managing compensation plans at all levels of corporate staff, based upon their individual and corporate performance. The product directly relates the company’s strategic goals with tactical incentives programs ...    1 MB    Views 80
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+17    Property Evaluator is the most powerful real estate investment analysis software for the iPad and iPhone. After entering some information about the property, you can view performance projections that help you do a true applestoapples comparison between properties. You can ...    24 MB    Views 3167
incomes performance
-8    This App enables Retail Bankers to view and analyze the performance of their branches by customer KPIs, asset and liability balances, fee incomes, interest incomes and other relevant KPIs.    94 MB    Views 7741
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