Best Clients Information Ipad Apps

2015 Touchstone Investments Tax App

2015-06-21

+3 Developed to help financial professionals plan for their clients, Touchstone's Tax Reference is simple to use on the go. Based on our popular reference sheet, this app puts important tax rates and information at your fingertips. It includes the same valuable ... 3 MB Views 262

9.3

Tremont CU Mobile for iPad

2015-06-29

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+12 With Tremont CU Mobile, members can safely and securely bank anytime, anywhere Download Tremont CU Mobile app and enjoy access to your accounts on your iPad. Members can check account balances, review account and loan history, transfer funds, pay bills, ... 11 MB Views 963

8.6

MidWestOne Bank for iPad

2015-01-20

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0 Please note that in order to use the MidWestOne iPad app, you must be enrolled in MidWestOne Personal Online Banking and have an iPad or iPad Mini. MidWestOne Mobile Banking for iPad allows you to easily, instantly, and securely access your ... 18 MB Views 5286

9.2

InvestCloud Blue

2015-03-17

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+14 The InvestCloud Blue wealth management iPad app offers private clients 24/7 access to their portfolio data information, market news and insights from InvestCloud. InvestCloud’s iPad app offers you: Convenient 24/7 access to your portfolio information including your holdings, assets allocation, performance, ... 20 MB Views 7262

9.8

Vanguard for Advisors

2015-10-12

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+5 As a financial advisor, you need uptotheminute information, no matter where you are. Vanguard’s industryleading mobile app for advisors gives you access to the latest product information, investment research, and economic commentary when you’re away from the office. Vanguard for ... 16 MB Views 6368

9.8

Caitlin John PWM App

2015-05-01

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+5 Description: Caitlin John Private Wealth Management offers the Liberty application, through Trust Company of America, to authorized clients. Liberty is Trust Company of America’s new fullymobile platform that allows clients to access and review their account information in real time. Take ... 9 MB Views 3798

8.9

Archetype Investment Advisors

2015-12-11

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+8 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

8.7

Tiedemann

2015-02-03

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+5 The Tiedemann wealth management iPad app offers private clients 24/7 access to their portfolio data information, market news and insights from Tiedemann. Tiedemann’s iPad app offers you: Convenient 24/7 access to your portfolio information including your holdings, assets allocation, performance, investment manager ... 7 MB Views 1807

8.3

Pro-iTrader

2015-06-14

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-2 Access your trading account anywhere anytime at your convenience through your mobile device. Enables you to trade forex and commodities from one multiproduct online trading platform, rich with analytical tools and live market information. Experience mobile version ProiTrader now. • Streaming ... 9 MB Views 9403

9.5

State Street Springboard℠

2015-12-09

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+27 State Street Springboard SM, our mobile application designed for the iPad and iPhone was designed to help clients manage risk and optimize returns as efficiently as possible, even when they are not in the office. Springboard provides summarized information in ... 10 MB Views 5845

8.7

LPC Gold Sheets

2015-01-08

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+12 Introducing the LPC Gold Sheets app for the iPad. Experience the premier global provider of syndicated loan and high yield bond information from the convenience of a mobile device. Thomson Reuters LPC's news & information solutions help industry players stay informed ... 10 MB Views 8587

7.0

SmartFx

2015-02-01

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-1 SMART FX is a Mobile Application designed specifically for the Premium clients of Forex Capital Services Pvt. Ltd. We have developed this application so that the user stays connected to the forex market even while on the move. This platform provides the ... 10 MB Views 2070

7.7

WONDA for iPad

2015-04-26

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+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

7.6

Crescent Capital Consulting, LLC

2015-11-13

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+30 IMPORTANT The Crescent Capital Consulting for iPad application is only for clients of Crescent Capital Consulting who have been authorized to access their accounts. There is no charge to download the application, but you must be a client of Crescent ... 1 MB Views 176

8.1

VTRADE

2015-06-27

Related Apps capital brokerage information clients client

+4 VTRADE is a powerful direct market access (DMA) trading and portfolio management system for clients of Verdmont Capital, Panama's leading international brokerage firm. Verdmont is regulated and supervised by Panama's National Securities Commission and licensed to operate as a Brokerage House. ... 9 MB Views 5901

9.1

Morgan Stanley Wealth Management for iPad

2015-11-04

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-4 The Morgan Stanley Wealth Management mobile application, now optimized for iPad, 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 ... 15 MB Views 6841

9.0

New York Life Social Security

2015-04-30

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+15 The Social Security Optimizer from New York Life, powered by LifeYield, makes it easy to navigate the complexity of Social Security and find the most appropriate claiming strategy for your clients. With only a few simple inputs the Social Security ... 49 MB Views 960

9.3

iTrade LankaBangla for iPad

2015-10-16

Related Apps ipad market time news stock directfn information real exchange

-5 DirectFN iPad For Bangladesh The Power of DirectFN – on your iPad DirectFN is the pioneer in providing realtime market data, news and tools that keep you in touch with the latest market movements in the Middle Eastern, North African and Central/South ... 38 MB Views 8243

7.3

AYERS Alliance Limited - AWE Platform

2015-10-19

Related Apps account platform information clients access mobile Bill Calculate Split Bank Mobile Website Charts Indicators Trade Fund Investment Pension Currency Easy Keeping Payments Pin Reader Health Hsa View Das Ist Sie Access Mobile Western Free Secure View Enrolled Online Personal Activation Code Mobile

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

6.9

Jefferies Research

2015-12-21

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0 The Jefferies Research iPad App offers clients access to Jefferies’ global equity research at any time through a convenient wireless or 3G connection. The Jefferies Research App provides: •Direct access to Jefferies awardwinning equity research reports •Clients the ability to create custom alerts, ... 1 MB Views 8119

7.8

Allianz Global Investors E-Reporting

2015-06-25

Related Apps investors reporting allianz global information log fund clients obtain

+7 An exclusive app for institutional investors – developed by Allianz Global Investors Our new “ereporting” app is optimized for mobile appliances and offers comfortable access to uptodate information about your specialty fund. It enables you to obtain key fund details and ... NAN Views 4578

9.4

Nations Tax

2015-01-04

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+4 Nations Business and Tax Centers, Inc. have been providing costeffective business solutions for more than fifteen years. Each year the Business & Tax Centers prepare and file thousands of individual and business tax returns. Throughout the year, our experienced professionals assist ... 8 MB Views 9444

8.4

ICICI Bank Private Banking

2015-04-01

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+15 PLEASE NOTE THIS APPLICATION IS ONLY AVAILABLE FOR ICICI BANK PRIVATE BANKING CLIENTS. At ICICI Bank Private Banking, our offerings are centered around you and your vision for life. Bringing to you an added convenience, this app helps you browse through ... 7 MB Views 1534

9.1

Liberty IFA

2015-12-18

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+21 Interactive Financial Advisors (IFA) offers the Liberty application, through Trust Company of America, to authorized clients. Liberty is Trust Company of America’s new fullymobile platform that allows clients to access and review their account information in real time. Take the Power ... 8 MB Views 9191

8.5

Hewins Financial | Wipfli Hewins Client Portal

2015-04-30

Related Apps ipad investment portfolio view information advisor financial top pricing picture Account Application Money Banking Logged Mobile Bills Ipad Locate Internet River Security Converter Currencies Time Income News Tracker Bank Banking Clients Informational Price Set Metal Precious Prices Balances Federal Funds Banking Ipad Secure Check Deposit Time

0 DESCRIPTION Gain a complete picture of your financial portfolio right when you need it. Advisor View™ for iPad is a convenient and secure way for our investors to monitor their financial portfolios. TOP FEATURES Stay on top of your investments even when ... 2 MB Views 1435

8.0

UbikInvoice

2015-12-27

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+10 Create quick and easy professional estimates and invoices UbikInvoice is the perfect tool for small companies, businesses, freelancers and contractors that have to create estimates and invoice. Be the first to send an estimate and increase your chances of closing the deal ... 22 MB Views 7550

8.2

Tax Apps

2015-02-13

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

9.8

Gatehouse Bank Mobile

2015-11-03

Related Apps access information clients bank client mobile Account Budget Manage Accounts Locations Transfers Based Calculator Monthly Based Calculator Investing Bay Credit Mobile Banking Capital Security Check Easy Mobile Click Salary Support Cash Sales View Expenses Mileage Track Financial Investment Money Life Omnium Products

0 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

7.4

KBW Research

2015-05-23

Related Apps research ipad clients financial application institutional analysts

+25 The Keefe, Bruyette & Woods Research iPad app offers clients easy access to Keefe, Bruyette & Woods Research on a 24/7 basis. This application is for Keefe, Bruyette & Woods’ institutional clients with valid logins and passwords. Analysts at Keefe, Bruyette ... 3 MB Views 8524

8.8

Salon Manager for Stylists, Skin Care Professionals, Nail Techs & Massage Therapists

2015-04-19

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-9 Salon Manager is a comprehensive app for stylists, estheticians, nail techs, massage and other personal service providers that is utilized to track clients and their visits. It uses both the Contact and Calendar applications so there is no need to ... 16 MB Views 9508

9.1

BMO Global Asset Management

2015-11-12

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+26 Download the new BMO Funds app to your iPad Track BMO Fund performance, read portfolio manager insights, and save and organize presentation materials – all free with our BMO Funds iPad app. The BMO Funds iPad app is designed and built to ... 2 MB Views 2861

6.9

Tax Apps Sampler

2015-11-15

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

7.1

Swift Invoice Free

2015-06-21

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-1 Swift Invoice is a Professional & User Friendly Invoice Creating app for your iPhone & iPad which will help you to create & Print professional invoices anytime, anywhere without internet. Features This app lets you manage all your inventories, Clients, Receipts, Credit ... 10 MB Views 1471

9.8

RegentAtlantic Client Portal

2015-12-03

Related Apps ipad investment portfolio view information advisor pricing financial top date

+11 DESCRIPTION Gain a complete picture of your financial portfolio right when you need it. Advisor View™ for iPad is a convenient and secure way for our investors to monitor their financial portfolios. TOP FEATURES Stay on top of your investments even when ... 1 MB Views 6948

7.2

OrthoBanc

2015-04-22

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

8.8

Cherry Street Portal

2015-12-18

Related Apps ipad investment portfolio view information advisor pricing financial top date

-8 DESCRIPTION Gain a complete picture of your financial portfolio right when you need it. Advisor View™ for iPad is a convenient and secure way for our investors to monitor their financial portfolios. TOP FEATURES Stay on top of your investments even when ... 9 MB Views 3208

9.8

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

8.0

Cherokee Online for iPad

2015-05-09

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+5 Your iPad is a trusted companion. Now, it's a trusted way to do all your banking from anywhere at any time. Monitor your accounts….receive alerts, view accounts, even transfer funds whenever you need to. Wherever you happen to be. • View balances • View ... 20 MB Views 5330

9.5

СМС-Банкинг Mobi&Card

2015-12-13

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+14 For clients of: PJSC “MEGABANK”, JSC Bank "National investments", PJSC "FINEXBANK", JSC Bank "Ukranian capital" SMSBanking Mobi&Card apps allow bank clients to get information about card via sms. SMSBanking Mobi&Card apps provides the following information: card balance; last 2 transactions; block the payment card ... 837 kb Views 2445

9.7

How Many?

2015-04-10

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+21 Ever wondered how many of your daily lattes you'd have to give up to buy that fancy new gadget you've been geeking out over? Or thought about how many hours you'd have to work to fund the dream cruise you've ... 11 MB Views 4347

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

8.0

GlobalPrime

2015-12-11

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0 The Global Prime Mobile application gives Deutsche Bank Global Prime Finance clients access to prime services information while on the go. The app is targeted at principal and chief level personnel at hedge fund and institutional clients. Global Prime Mobile provides ... 2 MB Views 7880

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

HSBC Research

2015-05-23

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

9.1

AG Asset Advisory

2015-08-13

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-6 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

8.5

LQAS

2015-02-24

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-4 This app gives the lender, reviewer, inspector and loan assistant instant access to the bank’s credit and collateral files. This includes the status of all documents, exceptions on any line in seconds and images. Running on an LTE or WiFi ... 432 kb Views 185

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

9.3

Intuit Tax Online Accountant

2015-12-16

Related Apps tax iphone clients intuit information online access returns contact file

+1 The Intuit Tax Online Mobile App is your musthave companion for this Tax Season Collaborate with your Clients, gather documents and gain secured, instant access to your Clients’ Tax Returns, efile statuses and contact information on the go with your ... 11 MB Views 7063

9.8

Janney Capital Markets Research

2015-06-01

Related Apps research ipad access markets capital notes industry download company clients

-1 The Janney Research iPad application is designed for institutional clients with a valid Janney Capital Markets Research Archive account. This application is free to download and offers a fast, innovative way for institutional clients to access Janney Capital Markets Research—virtually ... 3 MB Views 8868

8.2

LION Trading Platform for iPad

2015-07-19

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+3 LION iPad Trading Platform is the iPad version of the LION Trader platform by Hirose Financial UK Ltd. It allows you to trade the same instruments you can on the desktop version. Simply log in with your LION Trader username ... 5 MB Views 7952

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

7.2

Advisor View Portal

2015-04-28

Related Apps ipad investment view portfolio information advisor pricing top financial date

-4 DESCRIPTION Gain a complete picture of your financial portfolio right when you need it. Advisor View™ for iPad is a convenient and secure way for our investors to monitor their financial portfolios. TOP FEATURES Stay on top of your investments even when ... 5 MB Views 7372

8.7

Beacon - Ambient stock market information

2015-07-10

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+5 Beacon is an ambient information source for stock market information. ☼ Infinite color range between highs and lows. Set it up and let it glow. A quick glance is all you need to do to get the latest market information. If ... 216 kb Views 957

7.6

Barclays Live

2015-04-15

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

8.4

Aspiriant Connect

2015-06-11

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+11 DESCRIPTION Gain a complete picture of your financial portfolio right when you need it. Advisor View™ for iPad is a convenient and secure way for our investors to monitor their financial portfolios. TOP FEATURES Stay on top of your investments even when ... 1 MB Views 2334

9.1

LockAcid – The offline safe for passwords and personal data

2015-06-21

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0 LockAcid is the easytouse and supersecure app for storing all your passwords and personal identity information on your iPhone, iPad, iPad mini and iPod touch. SECURE AND SAFE FROM THE BAD GUYS LockAcid is offline, which means it doesn't store your passwords ... 5 MB Views 7741

9.4

J.P. Morgan Mobile (SM)

2015-05-27

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+21 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

8.4

Mobillapp

2015-07-23

Related Apps iphone time ipad expenses billing reports clients free invoices files premium estimates

+8 Mobillapp is your onestop solution for tracking expenses, creating estimates, invoices and expense reports, and billing clients directly from your iPhone or iPad. We've completely redesigned the mobile billing process to be fast, secure and userfriendly. With an intuitive interface ... 19 MB Views 7334

8.3

My E&P

2015-01-14

Related Apps ipad history market research evans company information clients access partners portfolio

-7 My E&P provides Evans and Partners clients access to their investment data including portfolio information, market data and Evans & Partners market research. Clients will have access to: Portfolio Valuations Asset Allocation breakdown Stock Quotes Company Dividend History Company Historical Charting Company News Headlines Market Summary Transaction History Latest research ... 9 MB Views 853

9.4

United Dealer Brokers Car Dealer

2015-05-29

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+2 United Dealership Brokers (UDB) are proud to have recently launched our car dealer app in order to make our dealers’ lives so much easier. The app, which specifically targets motor dealers, is all about allowing our loyal car dealers to do ... 6 MB Views 1514

AG Asset Advisory

Tremont CU Mobile for iPad

Allianz Global Investors E-Reporting

Aspiriant Connect

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