Best Clients Financial Planning Apps

Quattro Group

2015-05-13

+14 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

8.1

Millionomics: Path to becoming Millionaire

2015-06-13

personal calculator planning money audio finance management financial model millionaire freedom life journey

+29 It is the true story of a common man’s journey to becoming a millionaire after his arrival in the United States—the story of a man who started from ground up to gain financial freedom in a new land. This App ... 34 MB Views 2701

8.5

Citadel Investment Services

2015-04-30

management wealth clients access insights team financial client

+14 The Citadel App is a portable, digital briefcase and an essential financial knowledge source. Citadel Wealth Management now offers clients an App specifically designed to deliver online news and personalised product updates via a userfriendly and dynamic platform. Aspirant Citadel ... 25 MB Views 2155

8.5

Wealth Solutions

2015-12-19

investment retirement solutions wealth clients financial website visit client www

+10 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

9.6

Renmark App

2015-08-27

stock financial information corporate communications latest clients presentations

-2 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

8.4

FINANCIAL PLANNING & ASSET MGT

2015-04-15

Related Apps planning services advisory accounts financial asset mobile

+12 The FINANCIAL PLANNING & ASSET MGT Mobile Application makes it easy for you to connect with MADDEN ADVISORY SERVICES, INC and monitor your accounts anytime, anywhere. With this app, you can: Read the latest news from MADDEN ADVISORY SERVICES, INC Quickly ... 655 kb Views 5734

9.2

愛生活愛未來

2015-12-09

Related Apps retirement planning insurance company asia limited financial companies comprehensive hong

+4 富通保險(亞洲)有限公司誠意推出「愛生活愛未來」「您」想退休需求方程式,為對生活有要求的您提供簡單易用的工具,計算出理想退休生活的所需金額。本程式之特色包括: 1) 簡潔易用的介面設計對理財分析人員及不太了解理財分析的普羅大眾亦能輕易掌握。 2) 配以富通保險人氣廣告系列「黃子華棟篤講您知」為主題,介面色彩鮮明,計算理想退休生活需要無難度。所有於"愛生活愛未來"程式內提供的資料只作參考之用。富通保險(亞洲)有限公司(「富通保險」) 是富通的全資附屬機構,也是香港最大的壽險公司之一。富通總部設於比利時及荷蘭,擁有180多年的豐富保險經驗,位列歐洲20大保險公司之一,業務遍及歐洲和亞洲,目前員工超過11,000人。憑藉我們的環球優勢及對本地市場的專業知識,富通保險為個人及機構提供多元化的保險及理財規劃服務。同時,中國太平保險(香港)有限公司及亞洲保險有限公司為我們的業務夥伴,為客戶提供全面的一般保險服務。 "愛生活愛未來" is an easytouse retirement calculator designed by Ageas Insurance Company (Asia) Limited. aiming for everyone who would like to know how much would it cost for living the way they would dream of ... NAN Views 4362

8.6

Moneysoft

2015-07-09

Related Apps money budget personal time management planning financial accounts information view access account spending

-5 Moneysoft – Expense Tracking, Budget Planning, Cashflow, Reporting, Automated, Superior Money Management Moneysoft helps you take the first step towards financial wellbeing, take control and understand where your money is going. 1. View All Your Money In One Location Moneysoft can access information ... NAN Views 736

7.0

Financial Planning Reference Guide

2015-10-20

Related Apps planning tax apps information financial guide professional rates super reference

+1 A+ Apps Financial Planning Reference Guide is a comprehensive range of rates, figures, formulas, and references for the professional Financial Planner. It contains information in the following sections: Tax Rates Tax Offsets Super Contributions Super Withdrawals Termination & Leave Payments Income Streams Social Security plus… Please note, the information in ... NAN Views 7220

9.6

Rockfeather Loan Calculator

2015-11-01

property finance investment planning loan financial borrowing process wealth estate License Practice Questions Banking Login View Amount Calculator Paid Business Finance Mileage Accounts Milwaukee Pay Access Flash Students Funds Trade Trading Finance Payment Plan Business Trust View Financial Latest Share Book Stock View Balances Find Mobile

+13 As finance specialists, we understand the complexities of matching a loan to your objectives and financial needs. A loan that not only gives you a competitive rate, but also has the features you need, both for today and the future. We ... 12 MB Views 4716

8.2

MILLIONOMICS

2015-08-29

personal calculator planning money audio finance management financial freedom model life book

+9 It is the true story of a common man’s journey to becoming a millionaire after his arrival in the United States—the story of a man who started from ground up to gain financial freedom in a new land. This App ... 34 MB Views 2232

7.0

Intellect Financial Planner

2015-07-23

planning retirement financial plan goals planner capture features

-1 Intellect Financial Planner is an easy to use financial planning tool. Its comprehensive functionality enables users to perform Financial planning, Insurance planning, Retirement planning in an intuitive manner. Features ·Indetail capture of financial details ·Plan your finances to achieve multiple goals ·Income and expense ... 11 MB Views 520

9.3

Forbes Lifetime Financial Planning

2015-01-06

Related Apps planning retirement financial spending lifetime forbes living saving

+10 The Forbes Lifetime Financial Planning app helps shape a reasonable approach to spending and saving over time. Our app focuses on your living standards and spending so that you can live comfortably now while saving for retirement. We can generate ... 4 MB Views 3343

7.2

Home Bookkeeping. Personal finance, money management, budget planner, financial planning

2015-06-05

Related Apps home software personal budget planning bookkeeping subscription control solution financial spreadsheets

-5 You say you don't have the discipline to control your budgeting? With Home Bookkeeping, it's a snap It's your chance to finally become a savvy spender and protect yourself from the danger of debt. Unlike the usual paper and electronic ... 13 MB Views 8422

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

8.5

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

9.9

What’s Your Number? Retirement Calculator

2015-09-14

retirement calculator lifestyle planning prudential company number icici life insurance financial limited

+2 Have you ever wondered how much you need to save for retirement? The “What’s Your Number?” retirement calculator provides the first step in finding the answer. Optimized for retirement planning in India, the retirement calculator supports lifestyle, inflation, savings, expense, ... 2 MB Views 5299

9.5

J.P. Morgan Markets

2015-10-17

Related Apps research instrument morgan markets alerts receive financial clients services

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

8.6

PeterThePlanner

2015-10-09

planning management market financial risk peter Account Bank Management Cra Planner Tax Finance Interest Loan Bank Mobile Set Mobile Privacy State Financial Retirement Services Internet Privacy Savings Business Personal Tax Monthly Pay Weekly Application Bank Internet Banking Find Vista Activity Atms Time

-7 Planning for your finances can be a daunting affair. With a myriad of products in the market, all promising good returns with low risk involved, how can you be sure that you're getting the right item for your needs? The best product ... 13 MB Views 5386

8.5

TATA AIA Financial Health Review

2015-06-30

health planning financial report data user goals protection review

+2 Financial Health Review (FHR) helps users assess their preparedness to meet life’s major financial events like Income Protection, Retirement Planning, Wealth Creation and Special Needs. The tool simplifies complex calculations and presents a report about the present status of protection ... NAN Views 1605

9.8

Home Bookkeeping. Personal finance, money management, budget planner, financial planning.

2015-07-29

Related Apps home software budget personal planning bookkeeping financial control solution spender advisor

+30 You say you don't have the discipline to control your budgeting? With Home Bookkeeping, it's a snap It's your chance to finally become a savvy spender and protect yourself from the danger of debt. Unlike the usual paper and electronic ... 13 MB Views 2968

9.8

Personal Finance Guide

2015-10-09

personal finance investing planning money card estate guide financial identity real theft credit

-3 Get your financial life in order The Personal Finance Guide contains everything you need to hang on to the money you earn and grow it for the future. With strategies for saving and investing, the guide explains how to measure ... 510 kb Views 1998

8.5

Conference Map

2015-10-29

finance planning technology industry financial practice logix advisory trends topics

+21 April 30th May 2nd, 2015 Bellagio Resort & Casino Las Vegas, NV You are cordially invited to the Finance Logix Industry Conference. Connect with the Finance Logix team and industry experts for a collaborative discussion on industry challenges and how ... 17 MB Views 405

8.4

AICPA Personal Financial Planning 2013

2015-12-20

planning personal financial 2013 level post high conference

+4 The 2013 AICPA Advanced Personal Financial Planning Conference is an intensive, highlevel even that will help you address the 2013 postelection issues impacting personal financial planning. It's the first major professional financial conference that addresses postelection changes headon with the ... 16 MB Views 1054

8.6

Maven Accountants

2015-07-16

tax time tools accountants information future clients financial calculators Download Investor News Banking Cell Mobile Edit Transactions View Access Pay Security Bank Code Mobile Accounts Secure Security Gps Record Vehicle Main Market Stock Online Portfolio Support Checks Online Security Anytime Export Time Information Mobile Wealth

+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

8.3

FAMILY Tersia van Nieuwenhuizen

2015-11-05

planning medical illness family people financial cover assurance aid life insurance

+1 I am passionate about helping people and the well being of their families by providing them with comprehensive financial planning. F Financial Planning A Assurance M Medical Aid I Investments L Lifestyle Y WHY? Financial planning is an ongoing process to ... 26 MB Views 8503

8.5

Joey Wu

2015-05-10

health children planning insurance life clients financial sms

+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

8.9

Wealth Assessment

2015-04-02

planning tax personal protection thailand financial assessment wealth Account Atms Check Data List Market Online Savings Transfer Banking Mobile Secure Banking Transactions Upcoming Bij Een Kunt Amount Application Easy Carrier Federal Mobile Accounts Application Mobile Community Service Technology Banking Day Free Deposit Messages View

+3 Now you can create PDF and export. This may be specific for Thailand due to the difference between tax regulation and interest rate. But for most country still a good guideline for Personal Financial Planning. For expat who lives and ... 2 MB Views 8989

8.4

myNestEgg ~ the retirement calculator

2015-09-17

Related Apps retirement planning income saving advisors post rate financial

+17 My nest egg, my retirement. Retirement planning at finger tip. We believe retirement planning should be available and simple (easy to use) for everyone, with or without access to good financial advisors/planners. myNestEgg is an iPhone (iOS 3.1.2 and above) app that ... 8 MB Views 854

8.1

College FAFSA Finder +

2015-03-12

Related Apps search school sat office planning college information aid financial finder page

-3 COLLEGE FAFSA FINDER +: YOUR FIRST STOP TO STREAMLINE COLLEGE SEARCH AND STUDENT FINANCIAL AID REFERENCE. Universal version. Try our flagship financial aid planning app FINANCIAL AID MAXIMIZER (FAME). College FAFSA Finder + provides the most essential information for U.S. college ... 2 MB Views 3551

8.6

My Pocket CPA

2015-07-12

planning pocket cpa financial answers college difficult questions decisions

+14 Whether you're facing a difficult financial decision or just need a second opinion...never face another financial question alone Financial decisions have never been made easier. My Pocket CPA allows you to make informed decisions for life's difficult financial choices Whether ... 5 MB Views 906

8.9

McPhail HLG Financial Planning

2015-04-02

Related Apps planning business financial clients team create life connect

+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

8.3

StashLine

2015-04-29

planning job future financial expenses retire lets plan model scenarios choices

+14 StashLine is an app for planning your financial future. Enter your expected income and expenses on a beautiful timeline and see how much you can save. When you enter estimates of how much you will earn, spend and invest at different ... 6 MB Views 7883

8.6

Oracle Paper

2015-04-26

investment authority oracle financial prudential registered technical clients number plc

+9 Our regular Oracle publications will keep you up to date on topical industry matters. Oracle Quarterly includes a number of articles providing you with business development and advice opportunities. Oracle Technical gives insight into the most recent technical developments in ... 18 MB Views 7136

9.2

CRA Financial

2015-03-30

investment planning services wealth financial comprehensive cra

+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

8.0

Michael MacDonald Financial

2015-01-16

Related Apps time information liberty clients michael financial user real anytime

+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

7.5

35岁前要上的33堂理财课

2015-11-24

investment money management planning people financial allocation asset type goal

+5 Raise money trader, life in before the age of 35 must read the book. Strongly recommend Directory: The first lesson from 700 to 4 million, the distance is not far away Safe keep money the time has passed Money in the bank, will become ... 4 MB Views 2625

9.5

Worksite Financial Solutions Mobile

2015-01-05

Related Apps retirement investment planning family videos tools education financial lpl plan access manage solutions mobile Deposit National Pay Community Iphone Service Deze Kantoor Ons Device Information View Ist Sie Und Manage Mobile Online Die Een Niet Administrator Delete Work Bill Pay Person Information Investment Real Cards Credit Receipts Personal Time Transactions

+5 Worksite Financial Solutions Mobile App, exclusively for participants in retirement plans participating in LPL’s Worksite Financial Solutions, is a convenient, secure service that allows for easy access to manage key events with their employerbased retirement plan. With the Worksite Financial Solutions ... 7 MB Views 5515

9.0

David Andreas Lim

2015-11-02

investment planning financial david life insurance andreas comprehensive

-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

8.3

Wealth Protection Australia

2015-03-10

australia wealth financial protection situation future clients individuals build goals

+12 Wealth Protection Australia (WPA) is a premier financial services company providing Australiawide proactive and holistic wealth protection and financial planning advice to business owners and individuals. We believe your situation, asset and liabilities, future goals and tax situation should be considered ... 12 MB Views 4353

9.5

CFP(Certified Financial Planner) Exam Prep

2015-04-10

Related Apps exam planning education financial test experience practice questions mode planner

-5 50% off for a limited time CFP(Certified Financial Planner) Exam Prep is to help you prepare the Certified Financial Planner exam on the go. With its exclusive intuitive and elegant UI, not only can you learn the knowledge for ... 2 MB Views 9115

7.7

Dynamic Planner - My Planning

2015-05-08

planning adviser dynamic financial planner distribution application include technology advice

-8 Want to know how much your investments are worth? Need some help from your financial adviser? Dynamic Planner – My Planning makes it easy for you to keep in touch with your wealth. Each time you login, it will update your investment ... 5 MB Views 427

9.6

Optimist Investment Services

2015-08-23

investment planning market management news investing services portfolio mobile financial

+13 Optimist Investment Services is an Investment Portfolio Management Firm. Our range of services extends from basic Tax Planning to Investment & Portfolio Management Services for Companies and Individuals. Our service bouquet includes Insurance Planning, Retirement Planning and Investment Planning for ... 18 MB Views 2396

8.8

Sphere

2015-08-20

Related Apps planning personal investment financial advice services

+5 Sphere Financial Services is a progressive financial planning practice located in Ringwood. Sphere Financial Services prides itself in providing financial planning, insurance and investment advice tailored to your personal situation. Our objective is to protect and increase the net worth of individuals, ... 860 kb Views 1658

9.8

Keystone Financial Group

2015-08-13

Related Apps planning management financial

+1 KFG Advisors offer 'solution based' advice that is customized to each individual client. We specialize in Comprehensive Financial Planning, Retirement Planning, Portfolio Management, Estate Planning, Education Planning, 401ks, IRAs, Trust Accounts, Insurance planning, Charitable Giving, Risk Management and more. Access ... 5 MB Views 6848

9.9

Financial.Planning.Tool

2015-05-28

planning time profile investment retirement education financial plan application future tool review process

+13 Yes. You can make your financial planning yourself By using this application, you can analyze your financial needs and calculate them directly. As this application is a “quick” tool for financial planning, you may have the “estimation” of your needs ... 773 kb Views 6249

9.3

Rohling Wealth Management

2015-10-16

planning retirement management investment financial wealth offered registered funds services

+1 Retirement and wealth planning is a concern for everyone. The Rohling Wealth app gives you simple planning tools such as financial calculators, research reports, and links to useful financial web sites. For those interested in professional financial advice, it also ... 2 MB Views 243

9.7

Certified Financial Planner (CFP) Exam Prep

2015-11-03

planning exam education mobility financial question planner answers test

+3 Upward Mobility's Certified Financial Planner Exam Prep software for the iPhone and iPod Touch is perfect to help you prepare for the challenging CFP exam. FEATURES: 520 targeted questions, written exclusively for Upward Mobility by professional financial writers. Detailed, explanatory answers ... 3 MB Views 4967

7.6

Transition to Retirement

2015-09-14

retirement tax planning financial savings terms superannuation achieve balance give

+16 Everyone needs financial planning...EVERYONE In particular those aged 55+ are most at risk, since you are running out of time. This legislation can assist you model the benefits you could achieve in terms of tax savings, and additional retirement capital ... 32 MB Views 4176

7.7

Susquehanna Financial Group, LLLP

2015-10-16

Related Apps research time application financial group institutional clients username

-2 The SFG Equity Research App offers Susquehanna Financial Group, LLLP’s institutional clients easy access to the firm’s investment research virtually anywhere, at any time. In addition to providing research as it is published, this application will also allow you to search ... 1 MB Views 6577

8.9

Plan your Life

2015-03-18

simulation family personal car profile planning financial future life goals professional information define

-9 Are you worried about your family's future financial security? Do you dream of retiring in comfort? Are you planning to buy a second house or a new car and you are not sure you can afford it ? Are you ... 12 MB Views 8439

8.8

QuickPlan - Retirement Planning Calculator, Financial Forecasting and Retirement Readiness Planner

2015-12-04

retirement investment lifestyle tax investing forecast market planning easy plan growth savings financial track dow 500

+28 RETIREMENT IS IN YOUR FUTURE. BUT HOW MUCH YOU NEED TO RETIRE? The unfortunate fact is that 62% of people are not financially ready for retirement. QuickPlan provides you with an easy to use financial planning and forecasting tool to assess ... 5 MB Views 8988

9.4

Mobills - Finanças pessoais e controle financeiro

2015-11-14

card cards social facebook education planning expenses financial control manage credit daily income

+12 Mobills Financial Education is a financial control application that aims to manage all expenses and expenditures, working as a manager of personal finance for iPhone, iPad and iPod. With Mobills, all your expenses and income are categorized and presented in graphs ... 11 MB Views 8244

8.0

Maurice Financial Planning

2015-02-17

planning financial topics

-9 Maurice Financial Planning Financial planning covers a wide variety of money topics including budgeting, expenses, debt, saving, retirement and insurance among others. Understanding how each of these topics work together and affect each other is important for laying the groundwork for ... 27 MB Views 3400

9.2

iHartsClient

2015-05-10

time management business client real advice service industry financial clients

0 iHarts Client App About HFS: Harts Financial Solutions is Perth's leading pure Fee for Service financial management advice firm and has significant experience in advising business owners & executives. Most are highly suspicious of the financial services industry due to the lack ... NAN Views 3492

9.2

Beltone Trade

2015-10-31

market stock research time news investment clients financial real

+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

8.8

Dollarbird - Smart Personal Finance Calendar

2015-07-17

calendar money planning personal rent future interface financial balance easy transactions

+4 “It’s a delight to use.” The Next Web “Dollarbird makes sense for anyone who wants to keep a closer eye on their cash flow for better financial planning purposes.” TechCrunch Also featured in Mashable, Lifehacker, The Guardian, iMore, TUAW etc. Track ... 6 MB Views 3358

8.0

The Premier Partnership Limited

2015-03-26

investment management planning services advice products financial offers premier partnership independent limited

+19 The Premier Partnership Limited offer many services; helping you make the most of your finances. We offer many services to our individual clients, such as investment and taxation advice along with pension and estate planning. We are Independent Financial Advisers and ... 14 MB Views 5730

8.6

Symphony Financial Planning

2015-03-21

Related Apps planning portfolio information application clients financial

+5 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

Eileen Tan

2015-05-23

planning financial calculation insurance saving latest solutions tan worth

+12 Hi There I am Eileen Tan and I have been an Associate Financial Planner with 25 years of experience in the Insurance industry. Key area of expertise in providing: 1. High Nett Worth individuals with comprehensive solutions. 2. Retirement planning 3. Corporate solutionplanning and ... 19 MB Views 6910

Keystone Financial Group

AegisConnect

Maven Accountants

Transition to Retirement

Best Clients financial planning Apps | Panload

Best Clients financial planning Apps Related

Popular Clients financial planning

Categories