Best Clients Contact Apps | Panload iOS Finance

SS&C Sylvan

2015-04-28

+24 SS&C Sylvan (FOR CLIENTS ONLY LOGIN REQUIRED TO USE THIS APP) is built upon SS&C's worldclass expertise in performance and attribution measurement services and technology. Its cuttingedge features include online access to performance data, query and analytics tools, real ... 6 MB Views 3421

8.8

SS&C Antares Real-Time P&L

2015-05-05

Related Apps time data real access clients

+15 SS&C Antares RealTime P&L (FOR CLIENTS ONLY LOGIN REQUIRED TO USE THIS APP) is built upon SS&C's worldclass expertise in trade order and execution management (OEMS) technology. Its cuttingedge features include online access to realtime market data, positions, P&L, ... 7 MB Views 7688

6.9

Piper Jaffray Research

2015-03-13

Related Apps research time application clients institutional company

+2 Piper Jaffray institutional clients can gain realtime access to the firm’s library of equity research. The application allows clients to conduct searches by analyst, sector or company. Users also have the option to save documents into a personalized briefcase for ... 3 MB Views 9169

9.7

5MC: My Capture

2015-10-09

clients data capture enables receipts click

+16 The 5MC app enables our clients to quickly and easily capture every expense they incur. It enables our clients to reduce the time they have to spend collecting, storing and extracting the data from receipts and invoices. With our app you ... 4 MB Views 6617

7.8

Left Brain Wealth Management

2015-06-28

Related Apps management ipad left wealth clients access application

+25 Left Brain Wealth Management iPad application enables authorized Left Brain clients to access their financial performance data in a simple, elegant format that was specifically designed for the iPad. Requirements: Left Brain Wealth Management clients have been approved for this application. ... 1 MB Views 2528

9.1

Insight WP

2015-06-24

Related Apps access account insight clients

+9 The Insight Wealth Partners mobile app provides current clients with easy access to their account information and to their advisors. In the app, clients can access and view account balances, performance reporting, holdings details, news, market commentary, financial calculators, and ... 3 MB Views 9961

7.7

4 Corner Financial

2015-12-29

goals understand clients financial corner

0 Here at 4 Corner Financial our goal is to get to know the goals and needs of our clients. We can then suggest ways to make those goals a reality. The best and really the only real way to do ... NAN Views 2627

8.6

Symphony Financial Planning

2015-03-21

Related Apps planning portfolio information application clients financial

+8 This mobile application provides quick access to portfolio information for investment management clients of Symphony Financial Planning, LLC. Account values, performance information, portfolio analysis, and quarterly reports can all be accessed here by authorized users. This application has been developed ... 30 MB Views 856

9.8

Freelancings

2015-05-26

business project clients

+2 This is a Excellent Video Training on How to Start Your Own Business and Freelancing Tips. Freelancing and running your own business can be a very rewarding and fulfilling life with exciting projects and great clients but there are lots of ... 2 GB Views 4798

8.9

iControl Systems

2015-10-11

time data clients resources Accounts Easy Income Application Business Tax Accounts Expenses Track Financial Investment Tax Corporate Download Iphone Drawing Mobile Pro Card Credit Gateway Application Business Plan Community Security View Banks Rate Rates Cost Information Price Pay Search View

+1 iControl provides SaaS technology & human resources to enable partners to manage & exchange vital data in nearrealtime and with zero capital investment. Our clients can count on us to be a onetomany partner for data sharing, performance BI and ... 4 MB Views 3239

8.3

Invoicer

2015-12-06

gps invoices clients expenses phone expense

+22 Invoicer is the only mobile iPhone solution that takes the trouble out of daily expense capture, managing clients & their invoices Great for freelancers, sole proprietors, real estate professionals, contractors, accountants & more. Popular features: Cash Expenses Mileage Expenses (i.e. GPS, ... 6 MB Views 1753

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

7.7

LV= Retirement Hopscotch

2015-01-29

retirement clients advisers financial

+2 An interactive presentation designed for financial advisers to use with clients to demonstrate the value of ‘at retirement’ financial advice. It enables advisers to guide clients through the important options to consider before making lifelong retirement income decisions. Please speak ... 6 MB Views 8477

7.8

Citi Private Bank In View

2015-11-03

private bank citi view experience clients

-7 Citi Private Bank In View is uniquely designed for Citi Private Bank Clients. This digital engagement experience provides a comprehensive view of accounts. It enables clients to explore their portfolios in detail, analyze and compare metrics, discover opportunities, and access ... 44 MB Views 8878

7.0

AFG In Touch

2015-01-15

planning financial clients touch

-5 Artifex Financial Group, a feeonly registered investment advisor and financial planning firm, offers this app to our clients, fans, and prospective clients. Stay in touch with one of the most cuttingedge financial planning firms in the industry. Setup and monitor ... 35 MB Views 4970

9.8

Citi Network Direct

2015-07-01

citi network access direct application clients

0 Citi Network Direct is a proprietary mobile platform that leverages the breadth and depth of Citi’s global network to deliver service innovation through access, insight and expertise. On the application, investors can access detailed information on fund flows, local market ... 36 MB Views 6268

7.6

Barclays Live

2015-04-15

ipad barclays live clients institutional desktop

-4 Barclays Live offers its institutional clients an exclusive iPad application featuring awardwinning research, market monitors, analytical tools, indices, and FX pricing from BARX. Barclays Live for iPad delivers a new, personalized and interactive experience tailored for your ambitions. Barclays Live for ... 33 MB Views 1076

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

8.7

eobm

2015-03-13

clients existing Administrator Card Provider Bank Central Find Deposit Lake Mobile Date Interest Snowball Real Time Traders Accounting Latest Tracker Atms Bank Deposit Purchase Sales Stock Aan Een Van Bills Check Locations Online Stock Support Locations Mobile Personal

+13 FOR EXISTING CLIENTS ONLY This app is a comprehensive bill payment and financial management tool for existing clients of eobm, Inc. Please visit eobm at https://secure.eobm.com/why_eobm.php for questions about our services. 15 MB Views 7507

7.6

Red Hot Real Estate

2015-02-18

school top clients estate

-5 Named one of the Top 10 Agents of Pinnacle Estate Properties Encino. "100% Client Service" I go the extra mile for my clients and most of my business is repeat clients and referrals. I specialize in listings as I will ... 17 MB Views 26

8.5

Ventura Commodities

2015-05-20

commodities application clients trading

0 Ventura Commodities trading application is specially designed for our Ventura Clients (www.ventura1.com). The mobile application is an official trading application for all Ventura Clients. You could trade, check accounts, margin status, modify, cancel orders and avail all real time information related to ... 3 MB Views 5605

9.5

Towneley

2015-06-21

ipad access clients authorized application

+25 The Towneley Capital Management, Inc. iPad application enables authorized Towneley clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: This app is for Towneley clients who are authorized to use the ... 2 MB Views 1345

8.7

J.P. Morgan Order Book

2015-04-02

morgan clients application book order

+7 The Order Book application is used by J.P. Morgan clients to view deal execution information. Clients need to be properly registered to access the application. 6 MB Views 4357

8.6

Mobile NDR

2015-12-21

mobile clients conference view

-6 While Mobile NDR is a free download, a valid ndr.com account is required to login and access the content. Mobile NDR for the iPhone and iPad allows clients to view the entirety of NDR's research while on the go: Publications Charts ... 3 MB Views 9286

8.4

Stern&Company

2015-11-04

clients data company click receipts enables Check Search Union Accounts Atms Check Notification Orders Service Implied Pro Stock Accounts Fnb Payments Adding Audio Tape Con Iphone Tus Bills Farmers Mobile Easy Peso South Internet Mobile User Bank Find Yadkin Account Check Company

+2 The Stern&Company app enables our clients to quickly and easily capture every expense they incur. It enables our clients to reduce the time they have to spend collecting, storing and extracting the data from receipts and invoices. With our app you ... 4 MB Views 5904

7.7

Di Stasio Needs Analysis

2015-11-21

insurance life understand clients analysis

+11 Franco F. Di Stasio has been serving the Montreal community for well over 15 years. He has been providing financial security advice for individuals, business owners, and their families covering health insurance, life insurance, retirement planning and investments. To help clients ... NAN Views 9427

8.3

Nedbank App Suite

2015-09-21

banking business application forex rates suite access contact clients

-7 Nedbank is proud to bring you the Nedbank App Suite, which provides you with a one of a kind, customisable and accessible banking, financial services and lifestyle mobile experience. No matter where you are (on your life path, on the go), ... 4 MB Views 3683

8.9

Trading Broker

2015-09-02

broker relevant clients Calculators Interest Mortgage Download Investor Management Account Business Checks Auch Mit Und Bank Check Pay List Money Transaction Balances Secure View Return Schedules Software Account Client Rias Options Simple Time Das Ist Sie Claims Hra View

+1 It allows the user to stay connected to his/her broker. It also allows the Broker to keep his/her clients informed of the relevant stocks update information that are relevant to his/her clients. 46 MB Views 1839

9.7

Homes for Sale by Pablo

2015-04-28

offers programs clients

+2 Pablo Salcedo has over 10 years of experience providing customers with top notch service in the Real Estate industry. He offers clients innovative marketing programs as well as cutting edge advertising and buyer programs. He has an intimate knowledge of ... 14 MB Views 4297

9.0

HSBC Research

2015-05-23

Related Apps research hsbc global information read markets clients

-5 This application is for HSBC's institutional clients only. Clients will need to register via Markit Hub for a username and password. Now you can read HSBC's awardwinning research on the emerging and developed markets anytime, anywhere. Our app lets you read all ... 3 MB Views 8010

9.4

PMW Portal

2015-10-21

Related Apps financial clients services

-4 The PMW Application is designed for existing high net worth clients and potential clients who may be interested in financial advice and wealth management services. The features available currently are financial services documentation, news and views as well as resources. Copyright © ... 9 MB Views 4844

8.4

Sean Ong Investment Advisor

2015-06-11

investment clients products contact appointments share fun services friends

+9 This app has been developed to help introduce my investment and personal financial planning services and products to my existing clients to help increase interaction and provide real time updates to events, new product launches and other exciting promotions. Many useful ... 16 MB Views 5584

8.4

KaarTech

2015-10-22

business sap clients excellence technologies

+30 Kaar Technologies is a global consulting firm focused at designing, delivering and deploying the finest ideas and SAP expertise to empower companies in achieving new heights of excellence in today’s challenging business landscape. Our combined thrust drawn from the business vision ... 402 kb Views 5654

8.1

WMS Portfolio

2015-01-10

Related Apps markets asset capital level portfolio clients

-5 An application for Smart phones and Tablets allowing a user to get a snapshot of a client portfolio with L&T Capital Markets. The users will be End Clients and Relationship Managers of L&T Capital Markets Features · Single and Secure Login for ... 16 MB Views 451

7.3

Tax Planning, Compliance and Controversy Conference

2015-04-18

Related Apps tax clients

+3 Included are sessions on how tax regulations affect your business clients. You will receive the technical knowhow from standard setters. The focus is on helping you serve your clients as a trusted advisor, so that you can offer them topnotch ... 11 MB Views 6473

8.5

Morgan Drexen

2015-01-02

clients case view morgan access documents

0 Morgan Drexen Mobile opens a virtual pathway connecting attorneys and their clients to the Company’s state of the art case management system. With this new and powerful app, both attorneys and the clients they serve have access to critical documents ... 6 MB Views 6185

9.8

Libertas Mobile

2015-01-20

mobile individual account clients

+16 The Libertas Mobile App allows clients to view: Current account values Underlying investments grouped by asset class within individual accounts Both household and individual account performance Numerous reports for specific date ranges up to the previous day's market close This app ... 3 MB Views 1198

9.6

Titus Financial

2015-06-06

Related Apps financial information anytime clients application user Currency Rate Support Account Card Manage Loss Market Stop Bank Card Debit Markets Range Time Information Security Time Account Security Transaction Banking Information Union American Check Payments Application Market Online Iowa Pay Trust Bill Enter Pay

+16 Titus Financial, Inc. offers the Titus Financial Application exclusively to our firm’s clients. Take the power of Titus Financial with you anytime and anywhere. Titus Financial is all about keeping you connected, confident, and informed no matter where you are. Key features ... 1 MB Views 1896

8.2

Tax Apps

2015-02-13

apps tax clients information constantly

+13 Here at Tax Apps we want to help you by giving your clients up to date and useful information that is readily available. This helps you stay ahead of the competition and shows your clients what a proactive practice you ... 5 MB Views 8552

8.1

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

9.2

Bill2Pay

2015-10-16

Related Apps clients pay payment mobile

+7 Pay your bills anywhere, easily using your mobile device This mobile application is exclusively for use by consumers wishing to pay Bill2Pay clients. Bill2Pay provides secure payment channels for many clients across varied businesses. These include Utilities, Cable, Insurance, and Education ... 3 MB Views 5292

7.8

ELIXON

2015-02-20

clients application mobile

-5 Elixir is proud to bring you the Elixir Mobile Terminal, which provides Elixir Clients, with one of a kind robust stocks trading mobile application. This application is exclusively for Elixir clients to trade at The Karachi Stock Exchange. Elixir Clients ... 674 kb Views 2778

9.3

BANK VI Mobile

2015-05-30

Related Apps account bank mobile view clients initiate

0 BANK VI Mobile is a banking solution that enables clients to use their iPhone/iPad to initiate routine bank account transactions and research. Clients can view account balances, transaction history, view account alerts, initiate account transfers and pay bills. There is no ... 12 MB Views 9643

8.1

Linda Rich Properties

2015-11-05

linda clients

+7 Known in the industry as highly professional, Linda provides her clients with refreshingly candid advice, an unexpected level of service, and unparalleled marketing. Her reputable name has been built on two decades of hard work and integrityinaction. She has seen ... 14 MB Views 2131

8.2

Ace Online

2015-05-05

search office ace online brokers quote group european clients contact cover

+4 The Ace Online app is the mobile version of our popular webbased trading tool that makes life easier for brokers. With its broad range of specialist products aimed at a wide group of customers, placing business through ACE Online really ... 13 MB Views 7652

7.6

Julius Baer Market Link

2015-10-07

market swiss link clients locations

+19 The Julius Baer Market Link App enables Swiss booked clients of Julius Baer that have signed the Julius Baer Market Link agreement to access the online trading platform of Julius Baer. Please note that by installing this application third parties such ... NAN Views 526

8.7

Jasmine Goh

2015-03-24

Related Apps clients products principal companies insurance

+9 I am an industry practitioner since 2002. In 2010, I joined First Principal, one of the leading IFA (Independent Financial Advisory) firms in Singapore. I offer my clients, a wide array of products from most of the insurance companies, banks ... 37 MB Views 9137

8.1

KSi Malta

2015-01-02

tax malta services international clients

+30 KSi Malta is one of Malta’s leading audit, tax and advisory firms providing a wide range of services to both local and international clients. KSi Malta specialises in tax advice, and has several tax consultants assisting clients in this regard both ... 1 MB Views 7181

8.8

Rainford

2015-12-05

property clients excellence developers

+14 Rainford Property Developers believe in the pursuit of excellence.We’re passionate about perfection, whether it is a city centre residence, a lakefront apartment or a standalone ski chalet, we strive to constantly deliver luxury to delighted clients. As one of the leading ... 2 MB Views 6338

8.5

AegisConnect

2015-08-07

wealth group financial clients technology simplicity

+22 This is the official mobile portal for existing clients of Aegis Wealth Group. This app offers a minimalist view of your investments with personal reporting available for download. The lack of features in this application underscores another Aegis Wealth Group advantage: ... 3 MB Views 8235

7.3

AYERS Alliance Limited - AWE Platform

2015-10-19

Related Apps account platform information clients access mobile

+29 Our new updated platform allows you to access your trading account at your convenience anywhere and at anytime using your mobile device. In particular it enables you to check account details and specific asset information from one userfriendly online platform. ... 2 MB Views 3973

8.8

Pocket Bookkeeping

2015-11-12

pocket clients data bookkeeping click receipts enables

-9 The Pocket Bookkeeping app enables our clients to quickly and easily capture every expense they incur. It enables our clients to reduce the time they have to spend collecting, storing and extracting the data from receipts and invoices. With our app ... 4 MB Views 758

9.6

IDS BULLION

2015-07-20

bullion providing clients services serve financial

+5 我們的公司全稱是 ”IDS Bullion Limited” (“IDS Bullion”)，乃是香港註冊公司。我們成立的目標是致力為客戶提供優質的貴金屬交易及諮詢服務。憑藉我們多年的業內專長與專業，我們必定能夠以勤勉盡責的態度為客戶提供更稱心的金融服務。為了能夠更好地保障投資者利益和資金安全，所有金融機構（包括我們在內）必須時刻符合嚴謹監管要求。我們的業務宗旨乃是為你提供一糸列優質的金融服務。 IDS Bullion Limited is established on the faith of providing the best precious metals advisory services to clients so that they can grow with our expertise and professionalism. We serve our clients with diligence and ... 7 MB Views 2916

8.7

ProFile Connect 2014

2015-03-30

profile tax email work access client clients information contact connect intuit data

-9 Instantly view your client tax return data with the touch of a button. ProFile Connect allows ProFile users to securely access and view their client data and tax returns from their mobile device. ProFile Connect provides you with instant access to your ... NAN Views 607

7.6

Studio Baldi

2015-03-11

studio clients staff quality service

0 Studio Baldi has been advising business for more than 40 years. The staff is composed of approximately 50 employees. Our organizational model is a professional association of certified public accountants with a support staff of collaborators. Studio Baldi strives to furnish ... 4 MB Views 7676

7.5

Farnell Clarke

2015-09-08

clients data clarke click receipts enables

-1 The Farnell Clarke app enables our clients to quickly and easily capture every expense they incur. It enables our clients to reduce the time they have to spend collecting, storing and extracting the data from receipts and invoices. With our app ... NAN Views 3225

7.2

OrthoBanc

2015-04-22

time clients information added

-9 The OrthoBanc app delivers key information for OrthoBanc clients including drafting breakdown by draft method, number of accounts added over time, failure rate percentages and more. Doctors and office managers can quickly access information at any time. Look for new ... 2 MB Views 9172

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

8.6

Client List

2015-01-01

business email list client sales contact save address phone clients

+6 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

6.9

Tax Apps Sampler

2015-11-15

apps tax clients information constantly

-4 Here at Tax Apps we want to help you by giving your clients up to date and useful information that is readily available. This helps you stay ahead of the competition and shows your clients what a proactive practice you ... 5 MB Views 719

AegisConnect

Insight WP

Titus Financial

Freelancings

Best Clients contact Apps | Panload

Best Clients contact Apps Related

Popular Clients contact

Categories