Best Client Portfolio Wealth Apps

Investrack Pro

2015-07-10

0 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

9.6

Mi Wealth

2015-01-05

tools debt wealth

+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

7.5

IIFL Wealth

2015-05-30

Related Apps access wealth balances latest

+28 The IIFL Wealth mobile application is for clients of IIFL Wealth Management. Access your accounts, keep on top of your investments, and more on the move: Reporting of Balances. Access all Transactions. View current balance, available funds and last night's ledger ... 21 MB Views 3975

9.1

Highland Private Wealth Management

2015-12-13

Related Apps management ipad wealth private application

-1 The Highland Private Wealth Management iPad application enables Highland Private Wealth Management clients to access their investment metrics in a simple interface that was custom designed for the iPad using the Black Diamond Performance Reporting system. Requirements: You must be a ... 1 MB Views 8861

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

6.9

Portfolio Medics App

2015-12-14

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0 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

9.0

AssetMark Advisor

2015-06-08

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+6 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

9.7

Point of Service

2015-09-09

point service wealth

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

9.9

iUMA

2015-10-03

Related Apps access account details client ability asset performance portfolio notifications

-3 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

7.7

MX HUB24

2015-12-07

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+11 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

7.0

Rapid Financing

2015-12-04

financing client rapid

+9 The Rapid FinancingTM B2B app from IBM Global Financing can provide Business Partners financing options in their client deals quickly and easily while on the road. Be more responsive to your client's needs and give yourself a competitive edge. Simply ... 12 MB Views 2770

8.6

Mole Valley Asset Management Mobile

2015-11-02

Related Apps management portfolio information valley asset access mobile data client

-2 Mole Valley Asset Management Mobile allows you to view your Mole Valley account online. If you are a client, Mole Valley Asset Management Mobile allows you to access information on your portfolios. If you are an investment manager or financial advisor, ... 11 MB Views 8986

9.2

T-Advisor

2015-04-30

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-6 TAdvisor is an online solution to manage easily your investment portfolio for every people, regardless of his or her financial knowledge or experience. Enjoy the investment experience with confidence thanks to our advanced wealth management tools: My Portfolio: All figures and reports ... 7 MB Views 7362

9.2

Wealth Calculator

2015-08-01

calculator wealth

-2 ช่วยคำนวณง่ายๆ กับโปรแกรม Wealth Calculator ในเรื่อง คุณอยากมีเงินในอนาคตอันใกล้เท่าไหร่ คุณควรออมเงินกี่บาทต่อเดือน 3 MB Views 5212

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

8.6

Alpha Fiduciary Wealth

2015-12-09

wealth alpha

+28 Alpha Fiduciary Wealth Management 2 MB Views 1286

8.5

Macro Trend Wealth Management

2015-01-11

macro wealth trend

+27 This mobile application allows you to view account valuation, performance, and reporting information for authorized users of Macro Trend Wealth Advisors. 6 MB Views 3355

8.3

22 Groups Client

2015-02-04

transactions trading groups client

-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

8.8

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

8.6

Innate Wealth

2015-03-25

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0 Innate Wealth is a boutique financial services advisory firm which specialises in the provision of strategic advice, portfolio management and accounting services. This app provides Innate Wealth clients with a ‘window to their wealth’. Features include: • Net wealth tracking • Portfolio access and ... NAN Views 8886

9.4

Wealth Engineers

2015-12-03

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-8 24/7/365 realtime account access. No more wondering what's going on with your portfolio or waiting for your financial advisor to send you a quarterly report. This innovative, free app is made available by Wealth Engineers exclusively to its clients, their representatives, ... 8 MB Views 2894

7.4

MiBizz

2015-05-19

Related Apps invoices client

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

9.8

Portfolio Designs

2015-10-23

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-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

8.3

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

7.3

Wagner Wealth Management

2015-01-02

+15 The Wagner Wealth Management Mobile Application makes it easy for you to connect with Wagner Wealth Management and monitor your accounts anytime, anywhere. With this app, you can: Read the latest news from Wagner Wealth Management Quickly access important contact details ... 723 kb Views 6223

9.4

Vista Wealth Mobile

2015-04-02

vista mobile wealth

-5 This mobile app allows clients of Vista Wealth Management to view account information and balances. 3 MB Views 4094

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

7.5

Tercero Mobile

2015-09-18

Related Apps information portfolio access mobile data client Account Trader Trading Interest Property Rate Income Partners Tools Accounts Members Online Access Accounts Features Bills Contact Security Fixed Mortgage Year Branches Mobile Money American Bank Paying Calculator Coins Silver Account Security Union Checks Deposit Transaction

-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

ZT Wealth IRDB

2015-09-03

Related Apps investors management investment wealth application financial portfolio

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

9.8

PSM Wealth Management

2015-08-12

management ipad wealth

+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

8.7

FutureAdvisor - Intelligent Portfolios and Real Wealth Management

2015-03-05

Related Apps investing time tax portfolio personalized financial wealth managed upgrade

+1 "One of the 5 best financial apps.” CNNMoney "Cuts through the complexity of retirement investing.” Reuters Get a personalized financial checkup in 2 minutes. The advice 200,000 households use to grow 26 billion. Upgrade to Managed Investing to save even more ... 23 MB Views 157

7.6

Reality Wealth Mobile

2015-02-26

reality wealth portfolio deals

+3 Welcome to the Reality Wealth App for iPad. This app enables you to monitor progress on your Live Deals, review the details of your Completed Deals, and check upcoming loan covenants, which require attention across your portfolio, via My Diary. The content ... 12 MB Views 5476

8.9

Avendus Wealth for Tablet

2015-12-30

returns wealth

+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

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

7.6

RH Wealth Advisors

2015-03-30

Related Apps investors information liberty advisors wealth user anytime client company america

+1 RH Wealth Advisors offers the Trust Company of America 'Liberty' Application to authorized investors. Take the Power of Liberty with you and stay in touch with RH Wealth Advisors anytime and from anywhere. Representatives and RIAs rely on Trust Company of ... 654 kb Views 2176

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

7.3

HA&W Wealth LLC

2015-08-27

Related Apps ipad llc wealth

-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

9.9

WealthCalc

2015-10-28

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0 This handy companion is an invaluable tool for the investor looking to build up wealth. WealthCalc will show you the enormous power of compound interest (reinvested profits) and how it manifests in several scenarios. Have WealthCalc to calculate your desired parameter in ... 155 kb Views 6099

8.2

PortfolioView

2015-12-03

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-5 This app is developed for Portfolio Analytics based in Johannesburg, South Africa. The aim of the application is for Analytics clients to login to their branded app and view their monthly portfolio performances. The is comprised of static and dynamic data. ... 5 MB Views 2082

8.2

Schneider Downs Wealth Management Advisors

2015-07-07

management advisors downs wealth

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

8.9

Bennelong WP

2015-09-10

wealth partners

-4 Bennelong Wealth Partners – a departure from traditional wealth management. The Bennelong Wealth Partners app provides clients with interactive access to their portfolio, valuations, transaction history, performance and reporting. 8 MB Views 5209

9.5

iHUB24

2015-10-18

Related Apps account access details client ability asset performance portfolio notifications

-1 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

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

8.5

Wealth Solutions

2015-12-19

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+17 This is another feature offered exclusively to clients as we continue to help you build bridges to financial prosperity. You can now take Wealth Solutions with you on the go. We want to keep our clients connected, confident and informed ... 4 MB Views 2535

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

8.9

The Passive Wealth for iPad

2015-07-31

marketing wealth

-7 This marketinginabox app is for the Passive Wealth App Group members to stay updated and use it for marketing. 47 MB Views 7259

8.3

Mobius Wealth

2015-04-10

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

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

8.0

HORAN Wealth Mobile

2015-08-12

Related Apps ipad wealth

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

7.5

Mag Life Wealth

2015-12-04

life wealth

+25 Life & Wealth magazine, providing information on people's livelihood, finance, fashion, shopping. 民生财智杂志，提供民生，理财，时尚购物方面的资讯。 18 MB Views 775

9.6

Sanlam Private Wealth eForms

2015-11-02

forms sanlam private wealth

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

7.9

GFS Private Wealth, LLC

2015-09-24

Related Apps ipad wealth private

-6 The GFS Private Wealth iPad application enables authorized GFS Private Wealth clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. 1 MB Views 8879

9.1

Ledford Freedom Index

2015-07-05

Related Apps management index freedom wealth

+4 The Ledford Freedom Index is an application built for clients of Ledford Wealth Management. This free app will give you a snapshot of your financial journey and your risk tolerance. Your personal login information will be given directly to you ... 5 MB Views 2391

9.1

Wealth Expert

2015-06-10

wealth expert tips

+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

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

7.5

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

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

8.1

Coliseum Wealth Management

2015-03-28

Related Apps management wealth

+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

7.6

Ritholtz Wealth Mobile

2015-05-11

mobile wealth

-1 Ritholtz Wealth Mobile allows you to view your account information, balances, and easily contact your advisor. 3 MB Views 1076

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

7.1

Client Portfolio Manager

2015-05-23

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+1 Designed for financial advisors who want a clean yet detailed interface that can be easily understood by clients during review meetings and presentations. Client Portfolio Manager will enable you to record your clients’ insurance policies and investment plans information in ... 9 MB Views 5421

Schneider Downs Wealth Management Advisors

Investrack Pro

The Passive Wealth for iPad

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