Best Client Stock Apps | Panload iOS Finance

ONE Retirement, LLC

2015-04-11

+12 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

8.8

Store Master

2015-07-01

email stock order transaction report client customized purchase log cash sales view

+16 Store Master is designed for store owner to manage their inventory and sales with iPad. It has almost all features you need. It's easy,quick and flexible Main functionality Estimate, Invoice, Purchase order, receive, delivery, Pay order. Sell,Purchase,Relocate stock,Add stock, Unstock, Refund, ... 12 MB Views 3988

9.0

RMS Wealth Mobile

2015-03-30

rms information wealth portfolio mobile access data client

+21 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

9.8

Gatehouse Bank Mobile

2015-11-03

Related Apps access information clients bank client mobile

+11 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

9.4

Hip Pocket Trust Advisor

2015-01-27

Related Apps personal trust advisor pocket client financial

+3 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

9.5

Karvy Online Mobile

2015-08-03

Related Apps stock market access quotes advanced client easy markets

-1 Karvy Stock Broking Limited brings a revolutionary Mobile Trading APP. Now get ready to experience a feature filled powerful trading app to keep pace with dynamic Markets. With this app, access stock market news, currencies, commodities, quotes of NSE & ... 2 MB Views 9065

8.3

22 Groups Client

2015-02-04

transactions trading groups client

+26 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

8.5

SEI BusinessBuilder Mobile

2015-03-09

sei client practice mobile

+16 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

9.6

NMNetTime

2015-03-25

work system client

-5 The NM NetTime app is an interface for NM NetTime Backoffice System. The app is for registering your office activity. It is supporting a company where is important the possible best client service. It is in your and your client's interest to obtain ... 3 MB Views 1966

8.9

東英證券

2015-02-10

investment client Category Photo Transaction Buying Credit Search Federal Member Mobile Data Market Stocks Claims Information Medical Initiate Union View America Bank Banking Earnings Money Time Shop View Work Canadian Income Planner Home Income Track Budgeting Personal Spending

-6 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

9.0

LPL Financial Mobile

2015-08-02

lpl financial mobile application view subject information client advisors access

0 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

dilizi

2015-03-03

est par service client les caisse

+4 Nouveau service d’encaissement pratique, performant et mobile, Dilizi s’adresse aux commerçants, artisans, professions libérales, associations et prestataires de services en mobilité. Véritable outil de caisse, sûr, simple et moderne, il répond également au besoin exprimé par les consommateurs qui souhaitent payer ... 9 MB Views 6329

9.0

CAM Liberty App

2015-05-13

Related Apps investors liberty information rias client access account user representatives

+12 Classic Asset 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 ... 9 MB Views 3310

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

+11 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

9.1

iRisk YBR Advisor

2015-08-05

advisor client pricing zurich

+12 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

9.1

SmartAdvisor

2015-09-04

business health medical discovery advisers clients applications client opportunities

-2 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

9.1

WHMCS+

2015-04-18

tickets feedback support dashboard client easy free working

+2 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

7.2

BRI Wealth Management Mobile

2015-05-30

Related Apps management information wealth portfolio mobile access data client

+15 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

7.2

Store Master Full Edition

2015-04-30

Related Apps email stock order transaction client report customized view sales purchase cash log Calculate Tax Vat Financial Relations Reports Cash Group Groups Iphone Money Online Login System Transactions Accounts Bills Version Ipad Show Sort Account Benefits Mobile Iloan Loan Payments Ipad Search Transfers Application Average Monitor Atms Bills Community

0 Store Master is designed for store owner to manage their inventory and sales with iPad. It has almost all features you need. It's easy,quick and flexible Main functionality Estimate, Invoice, Purchase order, receive, delivery, Pay order. Sell,Purchase,Relocate stock,Add stock, Unstock, Refund, ... 12 MB Views 1022

9.8

Baillie Gifford

2015-08-16

institutional client access

-3 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

9.2

HybridPOS 4 Connect

2015-11-06

card payment credit data connect client

+9 HybridPOS 4 Connect is a 'third party' paymentprocessing 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 3612

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

+5 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

8.0

safe-sign.it

2015-04-15

safe sign ability device information securely client capture forms straight

+2 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

9.6

Digita Client

2015-02-10

news access account client documents notifications accounting online services

-1 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

7.4

MiBizz

2015-05-19

+5 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

7.5

Morgan Stanley Research for iPad

2015-08-21

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

+5 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

9.3

Pollock Advisory Group

2015-05-20

Related Apps information liberty client user anytime group advisory

+11 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

8.0

My BRR Office

2015-01-04

access client clients Home Loan Provide Account Benefits Health Order Server Store Cards Credit Payments Calculator Home Tool Corporation Income Tax Fixed Loan Payment Bill Splitter Tip Application Management Users Check Market Trends Access Messaging Personal Loan Payoff Tax

0 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

9.9

ING Research

2015-10-28

research ing access password reports content view registered client

-5 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

8.7

BL Banking VEU

2015-11-12

banking signature orders bank client ebics

-9 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

9.6

Clothing Store Master Pro

2015-06-28

Related Apps email stock order transaction report client customized view purchase log sales supplier

+26 Clothing Store Master is designed for Small clothing/shoes store owner to manage their inventory and sales with iPad. It has almost all features you need. It's easy,quick and flexible Main functionality Estimate, Invoice, Purchase order, receive, delivery, Pay order. Sell,Purchase,Relocate stock,Add ... 12 MB Views 1516

8.2

Mopapp

2015-08-06

client

+22 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

7.9

IP Quote

2015-04-17

quote client choices protection income

+1 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

8.0

Paprika Contacts

2015-12-07

software contact client tasks details notes update edit contacts

+15 ==== IMPORTANT ==== To use this application you must have Paprika running as your agency management system including the "iPhone" module and have a valid useraccount for your database, along with the REACT option in your menu group. For further details please ... 642 kb Views 1530

8.3

Client Axcess

2015-03-05

client document accounting professional

+8 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

7.5

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

8.8

theStateBank

2015-12-05

fitness bank state perks great client store

-5 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

9.8

MLC Insurance app

2015-03-18

client insurance efficiency advisors Mais Para Você Indexes Monitor Price Alias Balance Bank Calculator Enter Interest Funds Mobile Services Bills Company Mobile Credit Enrolled Union Account Bank Web Bill Person Transactions Access Mobile Quick Contact Fnb Security Access Mobile Options

0 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

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

+4 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

9.9

iUMA

2015-10-03

Related Apps access account details client ability asset performance portfolio notifications

-8 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

7.9

CSBLocalEdge by Chelsea State Bank

2015-12-17

bank state store perks great client

+3 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

9.6

Clothing Store Master

2015-08-09

Related Apps email stock order transaction client report customized purchase log sales view cash

+5 Clothing Store Master is designed for Small clothing/shoes store owner to manage their inventory and sales with iPad. It has almost all features you need. It's easy,quick and flexible Main functionality Estimate, Invoice, Purchase order, receive, delivery, Pay order. Sell,Purchase,Relocate stock,Add ... 11 MB Views 4246

8.2

AndroMcx

2015-06-21

time stock market record client add user demo real

+21 ::AndroMcx:: Andromcx App brings you realtime streaming rate for NSEMCXNCDEXCOMEX. THIS APPLICATION ALLOWE MARKET >> NSE(F&O)MCXNCDEXCOMEX FUTURE IN APPS Real Time Access User Friendly Interface Market Depth Real Time Chart Get alert Massages Refresh Timer Setting One Time Add Script Move Any ... 5 MB Views 1552

8.4

LifecashPro

2015-11-22

planning financial advisers client clients

-2 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

8.8

Treasury Management

2015-12-19

client analysis treasury

+16 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

7.9

Birchwood

2015-06-05

Related Apps ipad partners financial access client application authorized

-5 The Birchwood Financial Partners iPad application enables authorized Birchwood Financial Partners clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Birchwood Financial Partners client that has ... 1 MB Views 2929

9.3

Clothing Store Mater Full Edition

2015-04-30

Related Apps email stock order transaction client report customized purchase view sales log cash

+2 Clothing Store Master is designed for Small clothing/shoes store owner to manage their inventory and sales with iPad. It has almost all features you need. It's easy,quick and flexible Main functionality Estimate, Invoice, Purchase order, receive, delivery, Pay order. Sell,Purchase,Relocate stock,Add ... 11 MB Views 1463

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

7.7

MX HUB24

2015-12-07

Related Apps access account details client ability asset performance portfolio notifications

+20 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

9.4

JLT IM Investor Portal

2015-07-05

Related Apps information portfolio portal investor access data client

-6 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

8.1

VTRADE

2015-06-27

Related Apps capital brokerage information clients client

-3 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

8.8

Easy Time Tracker

2015-05-08

Related Apps time tracker easy track client tasks clients task

+13 "Easy Time Tracker" is an easy way to keep track of your time, your tasks and your clients. Quickly create a task and start tracking your time. Add new clients to your client list at any time and sort ... 3 MB Views 4358

9.1

OUTsurance

2015-09-18

Related Apps clients client features application request

-7 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

9.4

NJ Client Desk

2015-01-17

application advisors wealth report client network desk

-1 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

8.3

Store Master Pro

2015-07-06

Related Apps email stock order transaction report client customized view purchase sales log supplier

+29 Store Master is designed for store owner to manage their inventory and sales with iPad. It has almost all features you need. It's easy,quick and flexible Main functionality Estimate, Invoice, Purchase order, receive, delivery, Pay order. Sell,Purchase,Relocate stock,Add stock, Unstock, Refund, ... 12 MB Views 9053

9.6

Vance Capital Management, LLC

2015-08-27

Related Apps management investors liberty information representatives rias access client account

+30 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

7.0

Affinity Private Wealth Mobile

2015-04-02

affinity information portfolio mobile private wealth access data client

+21 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

8.5

PGR Solutions LLC App

2015-05-26

Related Apps investors information liberty rias representatives access account user client

+3 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

8.5

Work Quote

2015-08-05

work client simply bid task bids

-7 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

7.9

MoneyWare

2015-12-03

client enable

-4 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

BRI Wealth Management Mobile

Karvy Online Mobile

Pollock Advisory Group

Hip Pocket Trust Advisor

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