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Best Clients financial time Apps | Panload

OrthoBanc

2015-04-22
+23    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

WealthBar

2015-05-03
+6    WealthBar makes online investing simple and easy. Our expert portfolio managers manage your investments for you using timetested diversified portfolio strategies and at a cost that is a fraction of what expensive mutual funds and traditional financial advisors charge you. ...    15 MB    Views 1974
0    THIS IS NOT A GAME (Sorry, we didn’t mean to yell but we wanted to make sure you knew.) This app is to be used WITH the CASHFLOW tabletop game. Breathe new life into your CASHFLOW tabletop experience Set aside your ...    4 MB    Views 9056

FlashTax

2015-08-28
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+6    Tax return headache? The answer’s right in your pocket FlashTax is a mobile and tablet based app that lets you lodge your Tax return using your mobile device in only 10 minutes Take pictures of your crucial Tax documents on your phone ...    NAN    Views 782
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-3    This powerful App has been developed by the team at Solomons IFA to give you key financial information at your fingertips, 24/7. Now you can have instant access to your latest business and personal accountancy facts, dates and calculators. Using the ...    18 MB    Views 3721

BetaPlus

2015-03-15
-1    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
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0    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

CTMobile

2015-08-13
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+20    The Creative Technologies Mobile Suite is a secure application which enables professional financial planning firms to use all their financial planning, business management and real time trading applications through one mobile hub and synchronise this with their own back office. In ...    4 MB    Views 2797

Oracle Paper

2015-04-26
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+8    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

Joey Wu

2015-05-10
+24    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

BSE NEWS

2015-11-26
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+6    The Markets on Mobile app is your gateway to all critical realtime information about the Indian markets and global markets through your iphone device. If you are an investor, trader, professional or just interested in business, economy and financial markets, ...    3 MB    Views 3979

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
Related Apps management morgan stanley accounts online clients wealth access financial application
+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

Invoicera

2015-09-11
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-8    Invoicera: The most powerful and convenient invoicing application ever. Choose what 2M+ satisfied customers have preferred for their business since 2006 . A feature rich product suitable for freelancers, businesses and enterprises alike. Stay ahead with Invoicera's superior performance and ...    4 MB    Views 5578
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+20    Gold Trust Financial is the premier and most experienced Gold Investment Company in the nation. We offer a wide selection of precious metals, and provide insured delivery right to your front door. Also, learn how to protect your retirement investments with ...    14 MB    Views 1061

Mobile CS

2015-08-01
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+12    Manage your firm from anywhere. Exclusively for tax and accounting professionals—Mobile CS gives you onthego access to important firm, staff, and client data 24/7, from anywhere. And now, you can enter time and expenses on the go The information automatically flows ...    7 MB    Views 6762

Burgan Trade

2015-04-29
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+16    Burgan Trade’s novel mobile trading platform now available on iPhone and iPad This application, provided by Burgan Securities to its clients free of charge, will enable you to log on with your user name and password wherever Internet is available and ...    14 MB    Views 7202
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+4    This powerful App has been developed by the team at TFD Dunhams Financial Services to give you key financial information at your fingertips, 24/7. Now you can have instant access to your latest business and personal accountancy facts, dates and calculators. ...    32 MB    Views 1771

Titus Financial

2015-06-06
+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
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0    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

Easy Time Tracker

2015-05-08
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+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
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+17    This powerful new free finance and Tax App has been developed by the team at Martin Levin & Co (& ABC) to give you key financial and tax information, tools, features and news at your fingertips, 24/7. The Martin Levin & ...    23 MB    Views 4146
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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
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    WBP Online Economic Calendar App is a musthave tool for all Forex, CFD, Commodity, Futures and Stock Traders. Economic indicators pushed in realtime, no refresh needed. As a prime source agency, we provide you with the fastest data, so you ...    10 MB    Views 2807

MyFirmsApp

2015-12-17
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+28    My Firms App The Powerful App for accountancy firms and their clients. This fun, timeefficient and featurepacked App has been carefully designed for accountancy firms’ clients and contacts. It’s literally like placing your practice in their pocket. It gives your accountancy practice the ...    14 MB    Views 7129

iHartsClient

2015-05-10
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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

AegisConnect

2015-08-07
+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

Viezara

2015-08-12
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+20    Viezara International Limited is a leading global provider of highvalue business services to clients operating and investing globally since 2008. We focus on providing specialised and businesscritical financial investment decisions as a corporation that enable our clients to operate their ...    26 MB    Views 4046
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-5    Introducing a more affordable paid package. Pricing now starts at 9.99/month for 5 active clients. Join 5 million people already using FreshBooks to painlessly send invoices & estimates, track time and capture expenses. Try it out for FREE today 2013 Winner of ...    29 MB    Views 6025

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

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

Land Agent for iPad

2015-05-13
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+16    American Eagle Title Group and Buffalo Land Abstract are proud to introduce a custom developed and powerful new real estate analytics tool to the market. Meet the American Eagle “Land Agent”. The Land Agent is a proprietary technology that gives ...    4 MB    Views 12

WeakRisk FX

2015-11-15
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+27    What is WeakRisk FX? WeakRisk FX is an innovative tool for trading on the Forex market, able to identify , 24 hours per day, the main trends of the market in both phases: directional and lateral. This algorithm is property of ...    13 MB    Views 3398

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
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+14    Stocks+ is the most powerful stock analysis tool on the iPhone. If you are a sophisticated investor who uses fundamental analysis, Stocks+ is the app for you. Stocks+ was created by a team of equity research analysts from top investment banks, ...    11 MB    Views 1120

Paybook

2015-02-12
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0    Financial automation for CPAs and businesses with operations in Mexico. By essentially eliminating the manual tasks associated with bookkeeping & tax filing, Paybook frees you up so you can focus on your clients, not entering data. KEY MOBILE FEATURES: Deliver more in ...    26 MB    Views 9148
+6    This new free finance and tax app has been developed by the team at ClearSky Pub Solutions to provide the licensed trade with access to important financial information and tools 24/7. It’s packed with features to make the lives of busy ...    24 MB    Views 9438

Financial Spreads

2015-04-24
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+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

CloudTrade

2015-08-07
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-8    Trade with your iOS smartphone or iPad CloudTrade is now available on your iOS phone or iPad absolutely free of charge. Trade currencies with any brokerage firms that use the CloudTrade trading platform. With this application, you can control your account ...    12 MB    Views 1350
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+26    American Eagle Title Group and Buffalo Land Abstract are proud to introduce a custom developed and powerful new real estate analytics tool to the market. Meet the American Eagle “Land Agent”. The Land Agent is a proprietary technology that gives ...    4 MB    Views 2393
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+27    Independent Financial Advisers in Halesowen, Stourbridge, Kidderminster, Wolverhampton, Dudley, Worcester, Coventry, Birmingham and Nationwide. JWC Financial Solutions Ltd was formed by John Connor. John has been advising his clients for the last twenty years and offers a professional, honest and caring ...    11 MB    Views 2219

兆安證券

2015-12-13
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+9    兆安證券最新推出之iPhone程式為用戶帶來一個既?定又流暢度高的實時港股報價及市場資訊介面,為客戶捕捉每個入市良機。 我們的程式以原生應用程式運行。其極佳的運行速度、穩定性和流暢度可給予用戶無可比擬的體驗,令WAP/WEB瀏覽器界面產品望塵莫及。 我們程式的資訊介面據有的功能包括: 即時串流股票報價和市場資訊:網羅重要市場資訊,包括實時報價、資金流向、成交紀錄、技術分析及基本面數據和相關上市公司及輪證; HKEx MDS3.8兼容:兼容港交所於2011年12月5日推出之MDS3.8規格,包括: 市場數據播送訊息將達到每秒2000個股份頁更新,比起舊有的每秒1000個股份頁更新增加一倍 市場價格深度將由5個最佳價格增至10個 買賣盤排序:顯示經紀落盤序列及累積情況,市場走勢盡掌握; 專業股價圖表:可橫向及直向顯示及切換20個時段,並兼備技術分析; 自訂股價監察:可自訂多個監察組合,創新「一步到位」功能,能快速將股份加進組合; 公司資料:市場上最全面和最準確之上市公司數據庫,是價值投資者必備的工具; 市場排行磅:包括股票、窩輪和牛熊證的二十大升跌幅、活躍成交、52週新高新低之排序等; 板塊行情:包括主要板塊走勢,熱點一目了然; A+H報價:悉數包含A+H股票報價,中港互動了然在胸; 即時新聞:採用國際知名的「道瓊斯」及聯交所新聞; 本地及環球指數:包括恒指、國指、恒指期貨等十多種主要指數,附即時圖表; 外匯報價:包含主要貨??率報價,為追蹤資金流向的理想工具。 本程式只限兆安證券有限公司的客戶使用。如欲查詢,請致電客戶服務熱線 +852 2545 0332。 Siu On Securities' latest iPhone App provides clients with a stable and seamless realtime Hong Kong stock quote and market information platform to help clients capture every investment opportunity. Our App is a native app running directly ...    6 MB    Views 9860
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

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
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+15    This powerful new free finance and Tax App has been developed by the team at White Hart Associates to give you key financial and tax information, tools, features and news at your fingertips, 24/7. The White Hart Associates App designed to ...    9 MB    Views 926
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-8    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

cronsync

2015-03-08
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-9    cronsync is a web based time tracking, task tracking and invoicing solution. It simplifies and professionalizes billing and invoicing procedures and shows you how profitable clients and projects are. Who is your app designed for? cronsync is designed for freelancers and companies/agencies ...    5 MB    Views 8384

FairSquare Business

2015-01-08
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0    The FairSquare Business app opens a new window into the dynamically changing world of ecommerce. “It pays to be Fair and Square” is our motto, which we hope will resonate throughout the marketplace, giving rise to a new philosophy of ...    23 MB    Views 2715

Libertus

2015-03-23
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-4    Come and play the best turnbased financial game. Play with up to 4 players in a single match. Libertus is a 24 multiplayer game. You can play with your friends or with a random player. It’s possible that you might have a ...    15 MB    Views 2538

Unity Partners LLP

2015-04-11
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-3    This powerful new free finance and Tax App has been developed by the team at Unity Partners LLP to give you key financial and tax information, tools, features and news at your fingertips, 24/7. The Unity Partners LLP App designed to ...    38 MB    Views 4432
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-6    Looking for a fast and simple way to track your cash? You found it. Download it now for free. The world’s fastest way to track Where, When, How much and What you purchased Studies show that keeping track of your spending make ...    9 MB    Views 2987

RANsquawk

2015-04-23
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+19    BE ON TOP OF ALL BREAKING FINANCIAL NEWS & RUMOURS WITH THIS FANTASTIC APP Bring the power of the market leader for realtime financial news and analysis to your fingertips More than 20,000 professional traders around the world trust RANsquawk to give ...    3 MB    Views 1301
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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

12C Financial Calc

2015-05-03
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+14    Get answers fast with the same algorithms and keystrokes you trust for business, real estate, banking and finance. Next time you find yourself in class or at the office without your financial calculator, just open the 12C Financial Calculator Pro ...    8 MB    Views 523
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+24    AASTOCKS is the most authoritative financial information and analysis solutions provider in Hong Kong and has been well recognized by investors. According to comScore statistics 2012, AASTOCKS always has the highest impression count among all Hong Kong’s financial websites. Stock Quote ...    26 MB    Views 6105

mpengo Project

2015-07-01
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-1    The costing and project management app designed specifically for small businesses in construction, renovation and design. New in May, 2015 the mpengo Project sale is on The App Store price is now only 49.99 for a limited time. With mpengo Project, ...    5 MB    Views 1183

Accountants Tax App

2015-09-13
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+3    The Powerful App for accountancy firms and their clients. This fun, timeefficient and featurepacked App has been carefully designed for accountancy firms’ clients and contacts. It’s literally like placing your practice in their pocket. It gives your accountancy practice the ability to ...    19 MB    Views 8033

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

iControl Systems

2015-10-11
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+2    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
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