Best Client Services Apps | Panload iOS Finance

My BRR Office Tablet

2015-01-04

access client clients

+13 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

9.9

ING Research

2015-10-28

research ing access password reports content view registered client

+11 The ING Research App provides clients with up to the minute access to a range of award winning research and commentary from the leading banking Group ING Commercial. You must be a registered client of ING Commercial Bank with a valid ... 7 MB Views 4599

8.5

PGR Solutions LLC App

2015-05-26

Related Apps investors information liberty rias representatives access account user client

+10 PGR Solutions 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. With comprehensive views of ... 8 MB Views 9405

8.0

safe-sign.it

2015-04-15

safe sign ability device information securely client capture forms straight

+8 SafeSign is a secure software system designed to give you and your clients the ability to complete application forms and collect mandatory information electronically, anywhere, anytime on any tablet device. It sends the information securely, straight to your systems, saving ... 22 MB Views 8350

9.3

IntelliAcc Loyalty

2015-04-26

retail loyalty customer store application systems features client benefits

+20 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

9.0

MinuteWorx Client

2015-08-07

time server access client

-1 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

7.5

Tercero Mobile

2015-09-18

Related Apps information portfolio access mobile data client

0 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

9.9

iUMA

2015-10-03

Related Apps access account details client ability asset performance portfolio notifications

+6 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

9.8

MLC Insurance app

2015-03-18

client insurance efficiency advisors

+9 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

9.8

Intrinsic ATR Profiler

2015-05-10

+15 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

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

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

8.5

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

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

8.7

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

8.4

LifecashPro

2015-11-22

planning financial advisers client clients

-7 LifeCashPro is a financial planning app for financial advisors from lifecashapps.com. The LifeCashPro App is an informative and innovative way of presenting your recommendations to your clients using the iPad. Cash flow has never been easier to present. At a touch, clients ... NAN Views 5034

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

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

7.4

MiBizz

2015-05-19

+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

9.1

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

9.6

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

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

9.6

Positive Solutions ATR

2015-12-09

investment client risk solutions determine positive

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

8.9

QuickAcctSales

2015-12-10

chinese support pdf client goods

+2 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

9.1

WHMCS+

2015-04-18

tickets feedback support dashboard client easy free working Business Find Transfers Appeared Educators Test Accounts Backup Data Device Pay View Account Purchase Subscription Credit Financial Online Investors Radar Trading Operational Time Users Accounts Bills Checks Internet Mobile User Der Mobile Reports Banking Locations Merchants

+7 We are aware of some features not working WHMCS had done some API changes that broke some parts, we're working on a fix WHMCS+ is the unofficial WHMCS client for iPhone. Once bought the app is free to use on any WHMCS ... 5 MB Views 4441

8.0

Connections 2013

2015-07-11

including 000 client partners connections partner sessions financial solutions

+17 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

9.6

Digita Client

2015-02-10

news access account client documents notifications accounting online services

-2 Onthego access to your online accounting services. Digita Client offers convenient, onthego access to online accounting services via your mobile device. With this app, you’ll have access to the following Digita Client portal features: ∙ My Account — manage all of your ... 5 MB Views 316

8.8

Treasury Management

2015-12-19

client analysis treasury Hsa Medical Secure Initiate National View Codingtrader Investors Risk Compute Salary Tax Banking Capital Pay Currency Exchange Forex Mobile Pay View Limited News Receipt Center Find Mobile Application Calculator Currencies Access Service Transactions Dictionary Finance Terms

+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

8.3

Client Axcess

2015-03-05

client document accounting professional

+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

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

8.9

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

9.7

iBooking

2015-01-18

calendar service client appointments revenue weekly services appointment monthly pricing

+20 iBooking is THE application for service providers, small business owners and independent contractors looking to better manage their client appointments and revenue stream. After you have selected, or defined, the type of service provider you are, the services you provide, allocated ... 8 MB Views 2067

7.4

Alegeus Technologies Client Conference 2013 HD

2015-04-10

healthcare technologies product payment client conference 2013

-9 Join us as at the 2013 Alegeus Technologies Client Conference as we highlight recent market developments, regulatory updates, emerging business opportunities and upcoming product enhancements. Network with peers about the issues you are facing today and participate in presentations by ... 8 MB Views 6524

9.8

Nationwide for Intermediaries

2015-12-10

search calculator client product nationwide criteria intermediaries finder simply

+3 FOR MORTGAGE BROKERS (INTERMEDIARIES) ONLY. Not suitable for general members of the public seeking a mortgage. The Nationwide for Intermediaries app makes it easy to access all our latest products, calculators and criteria on the go. The app will automatically update ... NAN Views 5748

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

8.8

mCCRC

2015-10-21

investment news funds client reporting portfolio information allocation find contact

0 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

8.5

Myddleton Croft Mobile

2015-07-05

information portfolio mobile access data client

+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

8.0

Mortgage Calculator Courtesy of Nadalee Nunnelly

2015-03-14

Related Apps calculator home loan mortgage total payment amount products rate client Access Funds History Income Monitor Track Corporate Facility Latest Checks Deposit Security Check Deposit Time Bank Merchants Transfers Bills Ipad Search Information Pay Sign Market Push Time Anytime Application Simple Amount Data Management Account Bank Set

-2 This calculator is to determine the total amount and monthly payment one will need to pay based on the sales price, loan type, loan term, and interest rate. It will automatically calculate PMI, Down Payment, and other details which are ... 12 MB Views 6800

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

9.2

Momentum WIT

2015-01-09

investment tool wealth momentum point application internet offline client online

-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

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

9.0

iSpeedTrader

2015-04-25

stock usa client

+5 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

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

8.2

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

9.4

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

8.3

Accelerated iQuote

2015-06-27

client advisers adviser quote centre life

-8 The Accelerated iQuote by TAL provides a unique tool for advisers to initiate a sales discussion anywhere, anytime. The Accelerated iQuote also allows the adviser to initiate an email to their client with the client's quote reference number and premium. The ... NAN Views 3433

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

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

9.4

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

9.1

SmartAdvisor

2015-09-04

business health medical discovery advisers clients applications client opportunities

-4 Discovery has developed a solution to make it easier for financial advisers to do their business. With a few swipes and taps, the SmartAdvisor app allows financial advisers to effortlessly access their Discovery client portfolio in minutes. You need iOS7 or ... 12 MB Views 611

7.5

Morgan Stanley Research for iPad

2015-08-21

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

+2 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

Citadel Investment Services

2015-04-30

management wealth clients access insights team financial client

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

9.7

HoursWiz Pro - Personal hours keeper, time tracker & timesheet manager

2015-07-17

Related Apps time entries client project track spent earnings task notes

-9 If you are looking for a smart, easy to use and featurerich financial App to track your hourly earnings and the time spent on the job, HoursWiz Pro is the one. With HoursWiz Pro application, you can save favorite time ... 9 MB Views 747

8.8

P. Liddy & Associates

2015-12-19

news photo service services read professional reviews leave send bookings client

+7 P. Liddy & Associates is located in Cronulla, New South Wales. We are a chartered accountancy practice offering competent, prompt, professional service in the traditional areas of auditing, accounting, superannuation, tax and management consulting services. Our services are available for ... 12 MB Views 4088

7.4

True Potential Adviser

2015-10-31

contact adviser client access details financial powered true firms login

-7 Use this application to view your client’s portfolio performance data, contact them, share documents and complete recordkeeping whilst on the move. This application is available to all adviser logins of True Potential powered firms. Your access details are the same as ... NAN Views 374

8.9

HoursWiz Free - Personal hours keeper, time tracker & timesheet manager

2015-07-31

Related Apps time entries client track earnings project task report spent

+10 If you are looking for a smart, easy to use and featurerich financial App to track your hourly earnings and the time spent on the job, HoursWiz is the one. With HoursWiz application, you can save favorite time entries for ... 9 MB Views 2909

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

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

8.3

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

+3 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

8.4

ONE Retirement, LLC

2015-04-11

Related Apps retirement ipad llc authorized client application access

+18 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

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