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Best Client Apps | Panload

MoneyWare

2015-12-03
+9    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

SmartAdvisor

2015-09-04
+30    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
+2    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
+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 7344

ARTA Synergy

2015-01-15
+1    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

Mopapp

2015-08-06
client
+24    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
+2    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

safe-sign.it

2015-04-15
+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

VTRADE

2015-06-27
Related Apps capital brokerage information clients client
+4    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

dilizi

2015-03-03
-3    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

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

BL Banking VEU

2015-11-12
banking signature orders bank client ebics
-5    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

Client List

2015-01-01
business email list client sales contact save address phone clients
-3    Need to create a client list? Whether trying to keep track of all your clients or putting together a phone or address list for a specific marketing event, Client List can help you get organized. Great for sales department, clubs, ...    NAN    Views 8756

Paprika Timesheet

2015-06-08
job iphone time tasks client choose task code full
-1    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

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

HybridPOS 4 Connect

2015-11-06
card payment credit data connect client
+12    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

22 Groups Client

2015-02-04
transactions trading groups client
-5    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

HybridPOS 3 +API

2015-03-19
payment client data api
-9    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

Claringbold

2015-04-10
-4    Claringbold Financial Services is a uniquely structured financial planning practice, offering solutions for all your financial needs. As you are a client of Claringbold Financial Services, this App provides you access to your personal and financial information at the touch of ...    3 MB    Views 9192

Birchwood

2015-06-05
Related Apps ipad partners financial access client application authorized
-6    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

Easy Time Tracker

2015-05-08
Related Apps time tracker easy track client tasks clients task
+4    "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

Compass

2015-12-14
Related Apps compass access account details client ability asset performance portfolio notifications
+17    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

Rapid Financing

2015-12-04
financing client rapid
+5    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
tax retirement services client track latest expertise understanding financial
+2    WMS Chartered Accountants has been established on the Gold Coast, Queensland since 1994. With our key value "Solutions When It Counts", our deep understanding of each WMS client ensures we provide practical, thoughtful and timely integrated services. This understanding of ...    20 MB    Views 9168

RMS Wealth Mobile

2015-03-30
-8    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

Rogers & Kirby

2015-12-17
Related Apps investors time information liberty anytime real client user
0    Rogers & Kirby offers the Trust Company of America 'Liberty' Application to their authorized investors. Take the Power of Liberty with you and stay in touch with Rogers & Kirby anytime and from anywhere. Rogers & Kirby rely on Liberty to ...    952 kb    Views 4344
healthcare technologies product payment client conference 2013
+22    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 9135

1st Global

2015-04-30
+8    The 1st Global iOS app offers qualified members of affiliated firms the ability to stay connected with their business and their clients while away from their office or onthego. Features of the 1st Global app include: • View and create service requests • ...    5 MB    Views 4960
Related Apps investors information liberty rias representatives access account user client
+16    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

CAM Liberty App

2015-05-13
Related Apps investors liberty information rias client access account user representatives
-7    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

Alfa Forex Online

2015-06-15
forex online company client application full cabinet call
+14    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
Related Apps information wealth portfolio mobile access data client
-9    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
healthcare technologies product payment client conference 2013
+6    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

NMNetTime

2015-03-25
work system client
-9    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

Singletrack Mobile

2015-08-01
research platform client side edge mobile
-8    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

iSpeedTrader

2015-04-25
stock usa client
+6    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
Related Apps calculator home loan mortgage total payment amount products rate client
+14    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
+3    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
Related Apps time entries client project track spent earnings task notes
0    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
Related Apps access information clients bank client mobile
-9    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

DST Vision

2015-10-12
Related Apps client account mobile vision access information view household password
-5    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

OUTsurance

2015-09-18
Related Apps clients client features application request
+3    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

Work Quote

2015-08-05
work client simply bid task bids
0    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

iUMA

2015-10-03
Related Apps access account details client ability asset performance portfolio notifications
+30    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

QuickAcctSales

2015-12-10
chinese support pdf client goods
+3    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

Client Axcess

2015-03-05
client document accounting professional
+10    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

IP Quote

2015-04-17
quote client choices protection income
+9    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

Tercero Mobile

2015-09-18
Related Apps information portfolio access mobile data client
+11    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

IntelliAcc Loyalty

2015-04-26
retail loyalty customer store application systems features client benefits
-1    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
Related Apps management portfolio information valley asset access mobile data client
+19    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
research investors liberty information rias client representatives signal access group
-6    Signal Research Group 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 can ...    3 MB    Views 1175

DI Calculator

2015-03-23
calculator insurance disability client coverage amount quote clients
-8    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

Baillie Gifford

2015-08-16
institutional client access
-5    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
Related Apps banking signature client application mobile services service branch
+2    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

iRisk YBR Advisor

2015-08-05
advisor client pricing zurich
+17    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

東英證券

2015-02-10
investment client
+14    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
sei client practice mobile
+11    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

智汇宝钱包

2015-05-26
Related Apps card bank transfer users order recharge account client payment
0    Dinpay Wallet is the Thirdparty mobile payment client of DDbill Payment Co ., LTD Main Function 1.Recharge : The user can through the client online recharge on account. 2.Transfer :Users can transfer an internal transactions between members through purse system, or transfer to ...    9 MB    Views 8832

DT Client Portal

2015-02-10
Related Apps news access client portal account notifications documents online accounting services
-4    Onthego access to your online accounting services. DT Client Portal offers convenient, onthego access to online accounting services via your mobile device. With this app, you’ll have access to the following DT Client Portal features: ∙ My Account — manage all of ...    5 MB    Views 5714
house map open information client sign sheet
+11    Open house signin sheet is designed for all real estate agents to assist with getting potential buyers or sellers to signin and obtain all of their information, and also track their properties. It is a great introduction and rapport builder that ...    5 MB    Views 470
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