Best Clients Financial Investment Apps

AegisConnect

2015-08-07

+14 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

9.4

Investment Executive Newspaper

2015-10-20

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+2 Investment Executive (IE) is the goto information source for Canada’s financial advisors — stockbrokers, mutual funds salespeople, financial planners, personal bankers, insurance agents and brokers — as well as other professionals in the financial services business. We provide them with ... 14 MB Views 8894

9.1

FAME for Malaysia

2015-12-19

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+24 FAME (Financial Access Made Easy) wealth management platform is a onestop hub where financial advisors and individual investors alike can have 24hour realtime online access to their investment portfolios and transactions details. With the FAME, you can: • Stay informed with details ... 5 MB Views 5791

8.6

Braymen Lambert Noel Investment Management

2015-10-17

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+2 Welcome to Braymen, Lambert and Noel Securities, Ltd we are an independent fully disclosed broker / dealer firm with over 100 years of experience in the financial services industry. We are headquartered in San Antonio, Texas with branch offices in ... 6 MB Views 4456

9.7

Financial Risk Profiling

2015-03-11

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+2 Financial Risk Profiling, the professional psychometric risk profiler. There is a link between the amount of risk an investor takes and the amount of their capital return. Higher the risk provides higher return with potential of higher loss. Lower risk investments ... 1 MB Views 9867

8.6

Symphony Financial Planning

2015-03-21

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+26 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

9.0

CIP Mobile

2015-05-01

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+12 CIP Mobile gives you access to markets, news, research and your portfolio wherever you are. How do I access CIP Mobile? 1. Download the app 2. Login or Register for access Key Features Markets Comprehensive market data and dynamic charting including; Security Search ... NAN Views 4090

8.4

Financial Joy Network

2015-03-28

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0 Financial Joy Network is founded by Sean Seah, a steward of God’s financial provision, best selling author and investment trainer. This community is formed for individual to achieve investment knowledge and support to achieve financial freedom in a joyful way Powerful ... 15 MB Views 6904

9.3

J.P. Morgan Mobile

2015-04-22

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-4 Access to J.P. Morgan Private Bank and J.P. Morgan Securities accounts on your iPhone or iPod touch Eligible clients can view accounts, make transactions and access market intelligence. For J.P. Morgan Private Banking and J.P. Morgan Securities clients, it’s easy to manage ... 24 MB Views 1343

9.4

J.P. Morgan Mobile (SM)

2015-05-27

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-1 Access to J.P. Morgan Private Bank and J.P. Morgan Securities accounts on your iPad. Eligible clients can view accounts, make transactions and access market intelligence. For J.P. Morgan Private Banking and J.P. Morgan Securities clients, it’s easy to manage your investment, banking, ... 31 MB Views 8414

7.9

Stock Picking Monkey USA

2015-09-04

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-2 Are you running low on stock investment ideas? Do you wish you had access 24/7 to one of the world's most intelligent stock investment professionals? Then you need Stock Picking Monkey, the only stock picking professional who can fit easily inside your ... 6 MB Views 9579

9.6

Parvest

2015-09-22

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-1 PARVEST. LOOK NO FURTHER Designed for investment professionals, the Parvest application by BNP Paribas Investment Partners gives you full access to the Parvest range and services on your iPad. Gain quick access to the Parvest range of funds: dynamic overview, searches ... NAN Views 1996

9.5

Trader Oracle

2015-07-23

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-2 Trader Oracle was conceptualized and established in 2011 representing an entrepreneurial spirit and a management team with experience across a growing investment platform. Our philosophy of offering our clients diversified investment solutions is made possible by our dedicated teams of investment ... 5 MB Views 1915

9.6

Renmark App

2015-08-27

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-1 Renmark Financial Communications Inc. is pleased to introduce to the financial community its new iPhone app. Stay on top of the latest information from Renmark clients directly on your mobile phone. Tailored for financial advisors, investment advisors (brokers), analysts, corporate ... 730 kb Views 9116

8.9

Archetype Investment Advisors

2015-12-11

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+12 Archetype Investment Advisors, a division of Eddleman & Eddleman, LLC, gladly provides your account information with the custodian Trust Company of America. For our clients, and your approved, trusted family advisors such as Registered Investment Advisors (RIAs), Certified Public Accountants ... 968 kb Views 159

9.5

J.P. Morgan Markets

2015-10-17

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0 J.P. Morgan’s top rated research is now available to qualified clients of J.P. Morgan on iPad and iPhone. The app is free to download and can be used by qualified J.P. Morgan clients with a J.P. Morgan Markets username and password. Key ... 68 MB Views 6765

8.9

McPhail HLG Financial Planning

2015-04-02

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+8 At McPhail HLG Financial Planning, we have been helping our clients meet their financial and lifestyle goals since 2001. Our associates at McPhail & Partners Certified Practicing Accountants have been in business for over 60 years. We are a boutique firm, ... 24 MB Views 7209

7.0

dough.com

2015-11-21

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+5 dough is a free app designed to make options trading simple. Whether you’re a beginner or a seasoned pro, dough’s revolutionary trader tools, educational resources and engaging programming take your investment skills to the next level. Become a smarter investor ... 33 MB Views 570

7.7

LV= Retirement Hopscotch

2015-01-29

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+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

7.7

4 Corner Financial

2015-12-29

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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

8.4

LifecashPro

2015-11-22

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-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

9.7

Hedgeye

2015-06-25

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+11 Hedgeye is a bold, trusted, noexcuses provider of actionable investment research and a premier online financial media company. Our allstar research team is unafraid of rocking the boat and is committed to delivering the highest caliber investment ideas through rigorous ... 3 MB Views 3267

9.0

AssetMark Advisor

2015-06-08

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+16 Please note: For registered financial advisors currently working with AssetMark, Inc. Tell your story anywhere, anytime. The AssetMark Advisor app makes it easy to communicate the “why” and “how” of your investment approach, helping you win new clients and enhance relationships ... 37 MB Views 610

9.8

BCA Research

2015-02-14

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-2 BCA Research’s iPad app allows clients to download current investment research for easy offline reading. Access to an extensive archive of past research is also available from within the application. The app also includes a robust Archive Search feature for relevant ... 17 MB Views 7198

9.0

Zong Jie for your loved ones

2015-10-09

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-7 Khew Zong Jie Financial Consultant Prudential Singapore, an indirect whollyowned subsidiary of UKbased Prudential plc, is one of the top life insurance companies in Singapore. We have been serving the financial and protection needs of Singaporeans for more than 80 ... 13 MB Views 9510

7.1

Jaykay Wealth

2015-11-12

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-6 Welcome to the newest innovation in financial services. With our new app you can reach out anytime with questions, concerns and comments. Need an appointment? Schedule it easily here. Have a question about an investment or a concern about your ... 7 MB Views 2121

8.5

Wealth Solutions

2015-12-19

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

7.7

WONDA for iPad

2015-04-26

Related Apps ipad investment stock charts institutional clients data william Information Latest Personal Check Features View Added Chart Word Management Offline Share Account Balance Money Account Activity Time Rates Simple Updated Apple Suisse Terms Easy Money Spent Account Business Phone Cfd Markets Trade Coins Metal Silver

+17 WONDA for iPad provides essential market information and data to institutional investment professionals. WONDA for iPad connects William O’Neil + Co. clients to WONDA, our online institutional data research tool offering comprehensive coverage on over 55,000 domestic and international stocks with ... 5 MB Views 9827

8.8

Vontobel SecureLogin

2015-12-02

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0 SecureLogin enables the secure access to your relationship with Vontobel on vontobel.com/ebanking. With SecureLogin you confirm your access request as a third step in the login procedure. Login at Vontobel EBanking with SecureLogin Step 1: Start SecureLogin on your smartphone or tablet ... 5 MB Views 5308

9.8

Angel Investimenti

2015-06-06

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-3 Angel investimenti is an app dedicated to private investors, to support them in their investment choices. User only has to find the financial instrument he/she's interested in and Angel will report a simple matrix with relevant details about the quality ... 7 MB Views 848

6.9

Global Giving Advisors

2015-07-06

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+22 GGA advises individuals and families on strategic and effective philanthropy. We help identify goals and strategies, structure grant making initiatives, analyze giving options, and evaluate results. We work with legal and financial advisors, investment counselors and wealth managers to integrate ... 34 MB Views 2819

9.6

BetaPlus

2015-03-15

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-4 At BetaPlus Group Solutions our primary objective is to achieve the maximum investible portion of our clients Employee Benefit Total Funding, at both company and employee level. Through reducing unnecessary or excess costs and ensuring that we utilize all available ... 6 MB Views 1616

8.1

Barron's Dictionary of Finance and Investment Terms, 7th Edition

2015-06-04

Related Apps dictionary investment finance terms financial

-4 The essential guide to finance and investment terms is now interactive More than 5,000 terms related to stocks, bonds, mutual funds, banking, tax laws, and transactions in the various financial markets are presented alphabetically with descriptions. Readers will also find a ... 1 MB Views 2931

8.8

Pence Wealth Management

2015-03-30

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+10 Download out App to: Gain access to daily news blogs, Facebook & Twitter post, financial calculator, set up an appointment, make a one touch call, management your investments, and receive notifications to our upcoming events Pence Wealth Management is one of Southern ... 7 MB Views 7708

8.7

Risk Profiler

2015-10-18

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+3 Our online Portfolio Builder is the fast, simple way to match your clients' attitude to risk to customised investment solutions. Now our new Risk Profiler app lets you carry out the first part of the process – assessing each clients' attitude ... 4 MB Views 4657

9.0

Make Me A Millionaire

2015-02-28

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+2 The Make Me A Millionaire App works off a simple financial planning principle, that you should pay yourself first everyday, before you pay anyone else, and saving that money thus making you a millionaire. Here’s how it works The app ... 7 MB Views 4890

8.5

Joey Wu

2015-05-10

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+20 My name is Joey. As a professional Financial Planner, I work with a wide range of clients to helps them understand more and better about insurance. Recently, I have also achieved the Rising Star Award, and was invited to an ... 19 MB Views 2405

9.5

CCTV证券资讯HD

2015-07-08

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+9 CCTV securities information channel is a nationwide pay DTV channel owned by China Central Television (CCTV), authorized by the State Administration of Radio, Film and Television and supported by China Securities Regulatory Commission. It’s also the only financial DTV channel ... 2 MB Views 3465

9.6

Titus Financial

2015-06-06

Related Apps financial information anytime clients application user

+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

8.0

Private Banking Research

2015-08-27

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-5 Get free access to ABN AMRO Private Banking's investment research. This app grants you access to a broad range of macroeconomic research and financial analyses by ABN AMRO's investment specialists. Our Quarterly Outlook provides you with indepth analysis of the major ... NAN Views 4800

7.4

Option Financial, LLC

2015-11-06

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+12 Introducing the Option Financial interactive mortgage application, the perfect app for Realtors, Home Buyers, and Home Owners. This app was developed to make the home buying and mortgage loan process as quick and convenient as possible, as it should be. Our easy to use ... 12 MB Views 4324

9.0

Quattro Group

2015-05-13

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+7 Quattro is a multidisciplinary financial services group which offers sound financial advice to both individuals and businesses. Our business is driven by ethics, integrity, and providing objective advice in the interest of our clients. The app details info per offering and ... 8 MB Views 7890

8.6

Maven Accountants

2015-07-16

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+9 This powerful new free Finance and Tax App has been developed by the team at Maven Accountants to give you key financial and tax information, tools, features and news at your fingertips, 24/7. The Maven Accountants App is designed to be ... 8 MB Views 4386

7.0

AFG In Touch

2015-01-15

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-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

9.4

Wealth Engineers

2015-12-03

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

9.1

Kreitler MyDashboard

2015-06-05

Related Apps ipad investment financial authorized access application

+9 The Kreitler Financial MyDashboard iPad application enables authorized clients to access their investment performance on their consolidated accounts on the Kreitler Financial investment platform in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be ... 1 MB Views 6391

7.3

Narnolia

2015-05-23

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+24 An equity/Mutual fund investor cannot afford to miss this world class research based investment tracker, developed by Narnolia Securities Ltd (SEBI registered Portfolio Manager) which has emerged as a name to reckon with at the national and global level by ... 12 MB Views 6923

8.0

Michael MacDonald Financial

2015-01-16

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+17 Michael MacDonald Financial offers the Trust Company of America 'Liberty' Application to our Clients with Trust Company of America. Take the Power of Liberty with you and stay in touch with Michael MacDonald Financial anytime and from anywhere. Clients can rely ... 878 kb Views 4900

7.2

Morgan Stanley Wealth Management

2015-03-30

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+15 The Morgan Stanley Wealth Management mobile application is the only mobile solution designed exclusively for Morgan Stanley Wealth Management clients. It provides anyone with a valid Morgan Stanley Online login the ability to: Access their Morgan Stanley accounts, including balances, holdings ... 14 MB Views 2122

8.5

SCtrade

2015-09-12

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+4 SCtrade.com is the financial website and portal developed by South China Financial Holdings Ltd. (00619), one of the most comprehensive financial trading platforms in Hong Kong. SCtrade.com offers electronic trading in HK stocks, HK stock options, index futures and options, ... 4 MB Views 2735

8.4

Searcy Financial Services

2015-04-22

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+5 About Searcy Financial Services, Inc: We are an independent financial planning and investment management firm located in Overland Park, Kansas, partnering with our clients to help them reach the financial goals they have set for their lives. We believe every individual ... 7 MB Views 284

9.3

JuliusApp

2015-10-09

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-1 Julius Chen – Financial Consultant Prudential Singapore, an indirect whollyowned subsidiary of UKbased Prudential plc, is one of the top life insurance companies in Singapore. We have been serving the financial and protection needs of Singaporeans for more than 80 years. ... 16 MB Views 2643

9.9

Finance Toolkit

2015-06-27

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-8 Finance Toolkit is a comprehensive suite of touchbased investment spreadsheets and modeling templates. Equipped with over 50 financial templates in many different categories of finance, it significantly improves the productivity of investors and analysts on financial calculation, modeling and analysis. ... 46 MB Views 8849

8.4

Financial Spreads

2015-04-24

Related Apps money market tax investment financial trade spread spreads trading orders client information clients funds

+7 FINANCIAL SPREADS PLUS TRADING APP Trade over one thousand spread betting and CFD markets with our user friendly mobile app. Using the app clients can: • Open and close trades • Amend existing positions • Access live prices • Analyse, and add technical indicators to, the ... 31 MB Views 4854

9.0

David Andreas Lim

2015-11-02

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-5 Now available on iPhone, iPad: David Andreas Lim Founded in 1983, IPP is the pioneer in the licensed financial advisory service. We provide comprehensive life insurance, investment planning and latterly investment advice in 1988. Today we have grown from a handful ... 16 MB Views 8240

8.5

Manulife MPF

2015-12-16

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+5    This mobile application is intended for members participating in Manulife’s Mandatory Provident Fund schemes.     All Manulife MPF members can access through this mobile application to view the latest information of their MPF accounts any time anywhere Features include:   • Account balance  • Contribution ... NAN Views 7935

7.6

BD Vision for Phone

2015-11-08

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+2 We’ve combined the industry’s best institutional contact and holders data, and BD Vision’s workflow tools, with the flexibility and convenience of mobile accessibility all instantly synched with your BD Vision account Know Your Clients and Prospects: Get instant access to ... 5 MB Views 7376

9.2

CRA Financial

2015-03-30

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+2 CRA Financial Services, LLC, formed in 2000, is an SECregistered investment advisor and comprehensive wealth management firm whose primary objective is to assist you in accumulating and preserving your family's wealth. We are committed to providing valueadded, wealthenhancing services to ... 218 kb Views 2742

9.2

Beltone Trade

2015-10-31

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+11 Experience the power of trading the Egyptian Exchange with BeltoneTrade. Beltone Trade keeps you updated with market trends to help you make better investment decisions and execute trades at your fingertips. BeltoneTrade for iOS offers free delayed access for market statistics, stock ... 21 MB Views 5592

9.6

IDS BULLION

2015-07-20

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+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

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