Best Clients Investment Management Apps

BCA Research

2015-02-14

+1 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

9.5

Millionaire Account

2015-01-30

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+7 Asset Management Method for being rich. Five of the bank account can manage apps for become rich ( Millionaire ) Millionaire and real celebrities We are doing , "Asset Management Law " If you do not do this way , Money is decremented Now , Let's ... 4 MB Views 6165

8.1

Aristo Trader

2015-06-02

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+7 Aristo Securities Limited is an Exchange Participant of the Stock Exchange of Hong Kong Limited (Broker No. 2879) and a Licensed Corporation (CE No. BDH167) with the Securities and Futures Commission in respect of carrying out the regulated activity of ... NAN Views 1151

7.7

Manulife

2015-02-20

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-1 From now on, tracking investment performance will be so much easier Manulife App is an innovative tool to keep track of the performance of your investment in Manulife Hong Kong, including all mutual funds, investmentlinked assurance schemes and MPF funds, any ... 1 MB Views 6427

8.5

NetWorth Radio 4.0

2015-08-13

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+20 NetWorth Radio: Financial News Built for Investors The unique NetWorth Radio app delves deep into the most important headlines and the actual meaning for investors. Interviews with nationallyacclaimed authors and Dallas business leaders bring to life investment strategy in a unique ... 3 MB Views 135

7.2

Invotrak

2015-11-08

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+21 NEW version 2.0 Track and record invoices, timesheets, and clients on the go from your iPhone With the Invotrak app, you can: View and record invoices, and quickly see which ones are overdue. Record timesheet entries as you complete work (using ... 1 MB Views 4722

8.8

O’Neil Institutional Library

2015-02-19

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+1 The O’Neil Institutional Library offers institutional investing clients of William O’Neil + Co. digital access to their services, including global buyandsell recommendations, sector strategy, customized research and data. Specifically, this reader application provides our clients with: • Portability—download PDF books and quickly ... 5 MB Views 5088

9.0

ZT Wealth IRDB

2015-09-03

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+15 Investor Relations Database is an investment portfolio management portal developed by ZT Wealth. The mobility application is designed to allow ZT Wealth’s investors to have onthego access to their investment portfolios. Features of this application include: Investment portfolio Entitywise drill ... 313 kb Views 5540

8.9

Archetype Investment Advisors

2015-12-11

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+3 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

8.6

Oracle Paper

2015-04-26

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+30 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

8.4

ACCA F9 Financial Management

2015-07-21

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-2 Revision Software for ACCA F9 Exam (December 2015 Syllabus). Over 300 unique questions covering Multiple Choice, True/False and Missing Item format. Correct answers provided for each test. ACCA F9 has been designed ‘To develop knowledge and skills expected of a financial manager ... 61 kb Views 7484

8.5

Wealth Solutions

2015-12-19

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

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

9.6

BetaPlus

2015-03-15

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

7.5

Equilor Trader

2015-10-16

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-6 Experience the power to execute trades anytime, anywhere. EquilorTrader for iOS offers free market information, prices, charts and news across multiple instrument groups. For Equilor clients, EquilorTrader for iOS offers full trading, position and order management across multiple asset classes ... 444 kb Views 8475

7.2

Client Manager Accounting, Billing and CRM Tool

2015-04-24

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-2 This is a complete invoicing, financial and contact management app designed for service oriented independent businesses that need to record sales and services. Manage Your Clients on your IPhone or iPad without the need for a server or monthly fee. This ... 15 MB Views 5222

8.3

Birchwood Investment Management Ltd

2015-05-28

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+7 This App provides you with important UK Tax rate information and dates for the current and previous year, get this app and you'll never be hunting for that tax card you've put in a 'safe place'. A nice tax tips area ... 4 MB Views 5033

9.7

Investrack Prof

2015-09-15

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-9 Investrack is a client engagement solution that allows Wealth Management and Investment Management companies to provide online portfolio access, reporting and trading capabilities to their clients as well as internal employees. • Investors can securely log in and view their portfolio ... 5 MB Views 5467

7.2

Morgan Stanley Wealth Management

2015-03-30

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

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

9.0

AssetMark Advisor

2015-06-08

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

8.7

DBS mBanking Hong Kong

2015-08-24

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-8 DBS mBanking lets you enjoy mobile banking services on the go with unparalleled security and flexibility. Be the first to know about DBS’ latest promotions and market updates.  Features: Check account balances Enquire wealth management investment portfolio View transaction history Conduct ... 13 MB Views 8737

6.9

Global Giving Advisors

2015-07-06

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

9.2

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

8.5

KAS BANK Monitor

2015-04-11

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-7 The KAS BANK Monitor provides pension scheme managers, trustees and sponsors with management information of the fund. The Monitor provides an overview of the key performance metrics of your fund. In addition the intuitive interface allows the user to obtain ... 668 kb Views 5805

8.2

Proactive Advisor Magazine

2015-02-07

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+3 Proactive Advisor Magazine is dedicated to providing a weekly look at active investment management topics and discussions. Distribution reaches a wide audience of financial professionals who advise clients on investments and portfolio management. Each issue features a prominent investment advisor ... 17 MB Views 8532

7.9

2ATR

2015-07-09

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+5 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

8.7

Risk Profiler

2015-10-18

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

9.1

Gold Trust Financial

2015-01-27

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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

7.9

International AEDAK

2015-10-23

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+10 International Mutual Funds Management S.A. (www.intermf.gr) was established in 1992 and is the Mutual Fund Management Company of the International Life Group. The Company's objective is to provide a composite, customised, but also integrated plan of investment choices, meeting the ... 3 MB Views 6579

9.2

Beltone Trade

2015-10-31

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

7.8

Left Brain Wealth Management

2015-06-28

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-4 Left Brain Wealth Management iPad application enables authorized Left Brain clients to access their financial performance data in a simple, elegant format that was specifically designed for the iPad. Requirements: Left Brain Wealth Management clients have been approved for this application. ... 1 MB Views 2528

8.7

Journal App SimCorp

2015-01-14

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-6 The Journal of Applied IT in Investment Management is SimCorp’s flagship publication about new ideas, hot topics, and trends in the industry seen from an IT perspective. Our aim is to publish articles that contain new and thoughtprovoking perspectives at the ... 55 MB Views 2337

9.5

One Source • Catholic News & Stewardship by O'Meara Ferguson

2015-10-19

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-9 +One Source is a Catholic blog and periodical reader which provides access to some of the best Catholic news, information and devotional material available. This simple to use app allows iPhone and iPad users to subscribe to the content they ... 3 MB Views 4195

9.2

Marketfield Asset Management

2015-11-20

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+18 The Marketfield Asset Management research app offers Marketfield’s clients and investors easy, uptodate access to articles from its Daily Speculator publication. The Daily Speculator was first published in July 2008 and incorporates macroeconomic and market commentary written by Marketfield’s Chairman ... 1 MB Views 2942

8.9

MHO_Mobile

2015-09-18

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+4 MHO Mobile on your iPhone empowers you to monitor your unit trust investment anytime, anywhere. It is a tool that provides you with an easy and convenient way to monitor the performance of your unit trust investment 24/7 on your ... 985 kb Views 7959

8.9

Z-Ben Advisors

2015-09-14

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+7 ZBen Advisors is a Shanghaibased consultancy firm whose core analytical interest is in exploring all opportunities open and available to the foreign asset management and servicing community within the Chinese investment management industry. Established in 2004, ZBen Advisors provides clients ... 7 MB Views 8789

9.6

Manulife HD

2015-12-05

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+6 From now on, tracking investment performance will be so much easier. Manulife Widget HD is an innovative tool to keep track of the performance of your investment in Manulife Hong Kong, including all mutual funds, investmentlinked assurance schemes and MPF funds, ... NAN Views 9466

9.3

J.P. Morgan Mobile

2015-04-22

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-1 Access to J.P. Morgan Private Bank and J.P. Morgan Securities accounts on your iPhone or iPod touch Eligible clients can view accounts, make transactions and access market intelligence. For J.P. Morgan Private Banking and J.P. Morgan Securities clients, it’s easy to manage ... 24 MB Views 1343

7.3

ML Rahat

2015-03-05

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+1 In Mandatum Life’s Money mobile service, you can easily keep track of the development of your wealth management contract and get in touch with your contact person. The service is for Mandatum Life's Wealth Management private customers. The mobile service is ... 6 MB Views 9623

9.5

PIM Insights

2015-04-04

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+29 Explore global and US specific thought leadership on key topics ranging from market and economic outlooks to manager insights from Prudential Investment Management's institutional asset managers specializing in equity, fixed income, private fixed income, real estate, and commercial mortgages. Worldwide, Prudential ... 14 MB Views 8395

9.6

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

9.2

AlphaPoint Investment Management

2015-11-13

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+13 The AlphaPoint Investment Management iPad application enables authorized AlphaPoint clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be an AlphaPoint client that has been authorized for ... 1 MB Views 6292

7.4

Marketfield Asset Management for iPhone

2015-10-28

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+15 "The Marketfield Asset Management research app offers Marketfield’s clients and investors easy, uptodate access to articles from its Daily Speculator publication. The Daily Speculator was first published in July 2008 and incorporates macroeconomic and market commentary written by Marketfield’s Chairman ... 1 MB Views 7724

8.0

Emergent Investor

2015-12-11

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+11 The Emergent Investor app gives investors and their advisors easy access to realtime information. Emergent Investor Services provides relationship and portfolio management to support licensed financial advisors and their clients. Our emergent blend of caring, experience, and technology delivers: • Advisor/client relationship management • ... 961 kb Views 8950

9.2

T-Advisor

2015-04-30

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-6 TAdvisor is an online solution to manage easily your investment portfolio for every people, regardless of his or her financial knowledge or experience. Enjoy the investment experience with confidence thanks to our advanced wealth management tools: My Portfolio: All figures and reports ... 7 MB Views 7362

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

8.6

Credit Suisse Panorama

2015-09-08

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+4 The Credit Suisse Panorama Application offers timely and insightful research, economic and market perspectives to our users globally. Users will require version 5.0 of iOS to launch the app, which is free to download. Investment Banking Portal The App offers Credit Suisse ... 8 MB Views 8886

8.9

Carson Institutional Alliance

2015-08-12

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+1 Make our advantage yours through the CIA cobranded iPad app. Alliance Partners have full access to Carson Institutional Alliance’s time tested investment processes and strategies, research meetings and documents, portfolio performance data and transparent communications to serve their clients. Now, advisors ... 34 MB Views 2909

8.8

Glide Path Analyzer

2015-10-02

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+24 PIMCO Glide Path Analyzer: the next generation of targetdate analysis designed for investment professionals. PIMCO's GPA app delivers the ability to access, analyze and compare the glide paths of major target date providers, over varied market environments. GPA can be ... 32 MB Views 3888

7.3

Investments & Wealth Monitor

2015-11-27

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+29 Investment Management Consultants Association(R) (IMCA(R)) was established in 1985 and is the professional association for advanced investment consultants and wealth managers. IMCA's Investments & Wealth Monitor is a bimonthly educational magazine with articles written by awardwinning authors from throughout the financial ... 6 MB Views 7323

8.1

BRICS In Your Portfolio

2015-11-05

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-6 Check 2 min summary of the book on Youtube This book is for those who are interested in enhancing their investment portfolio. After living and investing for many years in different places across the world, Dmitri Konash created a handson guide ... 5 MB Views 3251

9.3

Rohling Wealth Management

2015-10-16

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+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

7.1

Salesforce for Dynamics NAV

2015-02-29

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+17 Improve your customer service with a more effective commercial management through this application integrated with your ERP. The Salesforce app is a commercial management solution that covers all the operational needs of your sales network. Highlights: Customer management Price list Items ... 4 MB Views 7421

8.0

BRICs In Your Portfolio Free

2015-12-14

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+3 Check 2 min summary of the book on Youtube. This free version includes intro and 1st chapter. Other chapters may be purchased separately. This book is for those who are interested in enhancing their investment portfolio. After living and investing for ... 5 MB Views 2380

8.2

Asset Allocation - Asset Management

2015-07-16

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+22 Asset Allocation Asset Management Learn and simulate an investment in the stock market with the Asset Allocation Asset Allocation is the ideal application for those who want to simulate and monitor gains of an investment in shares, dollar, euro,etc Use the application ... 11 MB Views 1882

8.0

Momentum Investments

2015-09-27

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+7 This app provides updates on Momentum Investment documents and data. Momentum Investments includes all the investmentsrelated businesses of MMI Holdings and has more than R332 billion assets under management, making us one of South Africa's largest investment houses offering a wide ... 48 MB Views 4300

8.6

BNY Mellon Private Workbench Mobile

2015-08-30

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0 Private Workbench Mobile is available to existing BNY Mellon Wealth Management investment clients with Private Workbench access. If you are a client who is not currently accessing Private Workbench, please visit bnymellonwealthmanagement.com to enroll. This free BNY Mellon Wealth Management app ... 5 MB Views 2156

9.2

Voya Global Perspectives

2015-12-16

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-9 A big challenge we all face is distilling massive amounts of information into coherent messages for clients. The Voya Global Perspectives app does just that – delivering timely, concise and consolidated insights to provide a practical framework for client reporting ... 37 MB Views 1042

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

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