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Best Clients financial Apps | Panload

+4    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
planning personal business financial products range services professional clients including
+14    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

Wealth Engineers

2015-12-03
+3    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

BalajiRate

2015-04-24
+6    Balaji Rate is Light Weight and User friendly App and by using this clients can view live Delhi market, Commodity and Currency rate data on real time basis.Clients can set Portfolio,Set Alert,Set Flash message,check market depth depend on his requirement. ...    1 MB    Views 6935

Nomura iCB

2015-06-29
clients global authorized
+28    Nomura iCB brings the converts market to the mobile arena. It allows Nomuraauthorized clients to stay up to date with all that is happening in the CB world, no matter where they are. Nomura iCB is available for the iPhone and ...    4 MB    Views 8964

My BRR Office

2015-01-04
access client clients
+2    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

Oracle Paper

2015-04-26
investment authority oracle financial prudential registered technical clients number plc
+17    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

Barclays Live

2015-04-15
+8    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

SS&C GlobeOp

2015-06-14
Related Apps access fund data clients
-3    SS&C GlobeOp (FOR CLIENTS ONLY LOGIN REQUIRED TO USE THIS APP) is built upon SS&C's worldclass expertise in fund administration services and technology. Its cuttingedge features include online access to fund data, query and analytics tools, real time access ...    15 MB    Views 2212

AegisConnect

2015-08-07
-1    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

Libertas Mobile

2015-01-20
mobile individual account clients
-5    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
Related Apps management morgan stanley accounts online clients wealth access financial application
+9    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

iHartsClient

2015-05-10
time management business client real advice service industry financial clients
+7    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

UpbeatBooks

2015-08-08
clients data enables click receipts
-9    The UpbeatBooks 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 ...    NAN    Views 4470

Di Stasio Budget

2015-12-21
budget insurance clients understand
-5    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 2181

AG Asset Advisory

2015-08-13
Related Apps information asset advisory private clients
0    The AG Asset Advisory private mobile application is exclusively for AG Asset Advisory clients. Designed to make important account information available onthego, the app will give all clients with a valid login access to: Information about your accounts, balances, and holdings Download ...    3 MB    Views 5961

Quattro Group

2015-05-13
clients advice financial details group
+2    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

Tax Apps Ireland

2015-08-29
apps tax clients information constantly ireland
-9    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 ...    6 MB    Views 4506
+3    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
private bank citi view experience clients
-3    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

EBT RDA

2015-07-24
enterprise bank trust deposit clients
+1    POINT. SHOOT. DEPOSIT. This application will allow Enterprise Bank & Trust clients to remotely deposit checks via their iPhone. It is intended for Enterprise Bank & Trust clients only and requires the Remote Deposit Anywhere (RDA) service. Please contact Enterprise ...    4 MB    Views 5656

Citi Network Direct

2015-07-01
citi network access direct application clients
-1    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

Red Hot Real Estate

2015-02-18
school top clients estate
+24    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

PennyBook

2015-05-30
gps invoices clients expenses phone expense
-5    PennyBook 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, ...    7 MB    Views 4757

IDS BULLION

2015-07-20
-2    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
Related Apps access information clients bank client mobile
+6    Gatehouse Bank has recognised the need to ensure that its clients have access to their portfolios at the tip of their fingers using the latest technology. The mobile version of “Access Direct” allows the clients to view holdings and transactions, ...    1 MB    Views 7868
Related Apps time information liberty clients michael financial user real anytime
+5    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

Viezara

2015-08-12
+1    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
home realtors calculator email mortgage option financial loan llc rates clients
+27    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

Jasmine Goh

2015-03-24
Related Apps clients products principal companies insurance
+22    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

BBSP

2015-01-02
Related Apps research technical clients
-8    The BBSP Research app, available for IPhone, provides our clients with access to our awardwinning research anywhere and at any time. This application is provided free of charge to clients with a BBSP TAO website account. About BBSP. Established in 1990, with analyst ...    3 MB    Views 9850

J.P. Morgan Markets

2015-10-17
Related Apps research instrument morgan markets alerts receive financial clients services
-3    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
Related Apps investment gold metals precious trust financial clients buy buying customer
-3    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
Related Apps planning portfolio information application clients financial
-1    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

2ATR

2015-07-09
Related Apps management risk wealth clients
+3    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

4 Corner Financial

2015-12-29
goals understand clients financial corner
+15    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
professionals payments logbook clients service
+5    Logbook is a timemanagement and payment tracking tool for selfemployed professionals and service providers. With it, professionals are able to log their worked hours for each of their clients as well as send hour reports for upfront and postservice payments. Logbook allows ...    3 MB    Views 5935

Ventura Commodities

2015-05-20
+30    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

ELIXON

2015-02-20
clients application mobile
+3    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

Young Haggis

2015-11-20
young clients
-9    Young & Haggis is proud to be one of the few independent insurance brokers in Calgary to provide their clients with an iPhone app. Our app gives clients instant access to quotes, claim submissions, office contact, payments, document requests, home content ...    NAN    Views 6961

AFG In Touch

2015-01-15
planning financial clients touch
+4    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

iControl Systems

2015-10-11
time data clients resources
-7    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

KSi Malta

2015-01-02
tax malta services international clients
+24    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

Straight2Bank

2015-09-08
Related Apps trade clients payments enquiry account online
+15    Straight2Bank Mobile application provides our corporate & institutional clients, commercial clients and business clients access to a comprehensive range of online banking services, anytime, anywhere. Some of the key features include: • Payments and Trade transaction authorisation • Book Online FX for cross currency payments • Balance ...    9 MB    Views 2806

Tax Apps Sampler

2015-11-15
apps tax clients information constantly
+2    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

BANK VI Mobile

2015-05-30
Related Apps account bank mobile view clients initiate
+2    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
australia wealth financial protection situation future clients individuals build goals
+5    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

Financial Spreads

2015-04-24
Related Apps money market tax investment financial trade spread spreads trading orders client information clients funds
+26    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

HSBC Research

2015-05-23
Related Apps research hsbc global information read markets clients
+23    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

Insight WP

2015-06-24
Related Apps access account insight clients
-4    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

eobm

2015-03-13
clients existing
+10    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

Tax Apps

2015-02-13
apps tax clients information constantly
-3    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

Invoicer

2015-12-06
gps invoices clients expenses phone expense
+5    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
retirement insurance understand clients
+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 4331

MetroFCL

2015-03-03
Related Apps devices application clients
+12    ''Document management system application for the clients of Metro financial Consultancy Ltd, London. Clients could use this application accesed by login details provided, to upload their documents by taking a picture on their devices or adding from their devices' storage, ...    378 kb    Views 1190

BetaPlus

2015-03-15
Related Apps investment retirement organization business employee return comprehensive services financial group clients ensure
+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

Joey Wu

2015-05-10
health children planning insurance life clients financial sms
-8    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

SS&C Sylvan

2015-04-28
Related Apps access clients data performance
-4    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
market swiss link clients locations
+27    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

BARID BANK MOBILE

2015-12-05
mobile bank clients
-6    Barid Bank Mobile est la nouvelle solution de Mobile Banking mise à la disposition des clients et non clients d’AL Barid Bank. Barid Bank Mobile permet d’accéder 24/24, à travers un téléphone portable, à un ensemble de services qui vous simplifient ...    2 MB    Views 5151
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