Best Clients Investment Services Apps

AssetMark Advisor

2015-06-08

+1 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

8.0

CIMB Deals Malaysia

2015-03-11

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+9 CIMB Deals enables users to check out CIMB promotions on hand and offers nearby at their fingertips. Users can add offers into their favourites and also apply for their preferred CIMB Bank card via the application. Key Features: 1. Latest promotions and ... 15 MB Views 3250

6.9

Tax Planning, Compliance and Controversy Conference HD

2015-04-18

Related Apps tax clients

+28 Included are sessions on how tax regulations affect your business clients. You will receive the technical knowhow from standard setters. The focus is on helping you serve your clients as a trusted advisor, so that you can offer them topnotch ... 10 MB Views 6469

7.0

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

8.4

ADF Money

2015-11-24

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+10 The ADF Money App is a service offered by the Australian Defence Force Financial Services Consumer Council which gives you access to all the features of the ADF Consumer Council website in the palm of your hand The ADF Money App ... 3 MB Views 884

9.8

BCA Research

2015-02-14

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+23 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

CIP Mobile

2015-05-01

Related Apps news research investment market search security reports mobile clients portfolio latest

+12 CIP Mobile gives you access to markets, news, research and your portfolio wherever you are. How do I access CIP Mobile? 1. Download the app 2. Login or Register for access Key Features Markets Comprehensive market data and dynamic charting including; Security Search ... NAN Views 4090

7.2

Wealth Enhancement Group

2015-01-27

Related Apps planning retirement investment management wealth group financial services plan registered advisory

+3 All the resources you need to learn about planning for retirement—written in plain English. Articles, videos and the "Your Money" radio show brought to you by the Wealth Enhancement Group Roundtable team of advisors and specialists. Wealth Enhancement Group is a ... 12 MB Views 8572

9.5

Trader Oracle

2015-07-23

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+19 Trader Oracle was conceptualized and established in 2011 representing an entrepreneurial spirit and a management team with experience across a growing investment platform. Our philosophy of offering our clients diversified investment solutions is made possible by our dedicated teams of investment ... 5 MB Views 1915

7.2

Client Manager Accounting, Billing and CRM Tool

2015-04-24

Related Apps email text business design library management apps estimates invoices client support service services spreadsheet clients Community Transfer View Check Deposit Phone Account Check Vectra Information Location Security Ihre Sie Uns Banking Time Transfer Abonnement Apple Ihr Financial Investors Real Application Atm Version Financial Markets Stock Checks Community Payments Bank Current Security

+21 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

9.7

Chiyu Bank

2015-07-30

Related Apps banking investment market gps stock information mobile bank services internet branches

+11 Chiyu Bank Mobile Application provides you with onestop banking and investment services, as well as the latest financial information, helping you manage your wealth flexibly. New features: Personalised setting: You can flexibly arrange the homepage setting according to your preference, retrieving the ... 45 MB Views 3417

9.3

J.P. Morgan Mobile

2015-04-22

Related Apps banking market investment morgan private securities access clients view chase accounts account

-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

9.1

UBS Neo Talk

2015-01-03

Related Apps investment ubs neo talk institutional jurisdictions clients integrated

+4 UBS Neo is a new, completely integrated way of accessing the full value of UBS Investment Bank throughout your investment cycleon a single platform. The UBS Neo Talk app, available to institutional clients only via iPad and iPhone, is one of ... 29 MB Views 6661

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

7.7

WONDA for iPad

2015-04-26

Related Apps ipad investment stock charts institutional clients data william

+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

8.4

Vincent Kua Organisation

2015-11-18

investment financial advisory services

+15 Vincent Kua Organisation (VKO) is a team of dedicated financial consultants representing an independently owned financial advisory company, licensed by the Monetary Authority of Singapore. We believe in the value of longterm planning to provide objectivebased financial advisory services to ... 13 MB Views 6954

8.5

SCtrade

2015-09-12

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+4 SCtrade.com is the financial website and portal developed by South China Financial Holdings Ltd. (00619), one of the most comprehensive financial trading platforms in Hong Kong. SCtrade.com offers electronic trading in HK stocks, HK stock options, index futures and options, ... 4 MB Views 2735

8.7

eobm

2015-03-13

clients existing

+13 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

8.9

BrianTStoner

2015-02-06

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-3 Our CPA Firm provides individual and business tax preparation, planning and accounting services in the city of Burbank, California (home of NBC Studios, Disney Studios and Warner Brothers Studios.)While many of our clients are in Southern California, we prepare taxes ... 28 MB Views 3959

9.2

Voya Global Perspectives

2015-12-16

Related Apps investment management global insights markets clients asset perspectives provide

-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

7.1

Jaykay Wealth

2015-11-12

investment financial anytime easily services

-6 Welcome to the newest innovation in financial services. With our new app you can reach out anytime with questions, concerns and comments. Need an appointment? Schedule it easily here. Have a question about an investment or a concern about your ... 7 MB Views 2121

8.1

Aristo Trader

2015-06-02

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+27 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

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

8.8

Vontobel SecureLogin

2015-12-02

Related Apps banking investment relationship clients step access solutions responsible term

0 SecureLogin enables the secure access to your relationship with Vontobel on vontobel.com/ebanking. With SecureLogin you confirm your access request as a third step in the login procedure. Login at Vontobel EBanking with SecureLogin Step 1: Start SecureLogin on your smartphone or tablet ... 5 MB Views 5308

7.7

LV= Retirement Hopscotch

2015-01-29

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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

7.1

外滩云财富

2015-08-01

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+13 Bund Wealth Financial Services Co., Ltd. (hereinafter referred to as “Bund Wealth”）was established in 2015 in Shanghai. Bund Wealth is committed to build an efficient, trustful, and innovative onestop wealth management platform. We will gradually provide: A full range of ... 12 MB Views 2671

8.4

Sean Ong Investment Advisor

2015-06-11

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+9 This app has been developed to help introduce my investment and personal financial planning services and products to my existing clients to help increase interaction and provide real time updates to events, new product launches and other exciting promotions. Many useful ... 16 MB Views 5584

6.9

JWC Financial Solutions

2015-12-12

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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

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

8.3

BOCHK

2015-08-15

Related Apps banking investment market gps stock information mobile internet services branches enjoy

+5 BOCHK Mobile Application provides you with onestop banking and investment services, as well as the latest financial information, helping you manage your wealth flexibly. New features: Personalised setting: You can flexibly arrange the homepage setting according to your preference, retrieving the information ... 45 MB Views 1633

8.9

Archetype Investment Advisors

2015-12-11

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+12 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

8.8

O’Neil Institutional Library

2015-02-19

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+3 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

8.8

RAMZ-E

2015-03-18

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+7 Easy, Fast & Advanced Online Trading Platform RAMZE is the best trading platforms in equities , RAMZE has been recognized for excellence in technology as well as for superiority in services such as: advanced charts, market depth information, realtime prices, and ... 11 MB Views 3558

8.9

Trading Broker

2015-09-02

broker relevant clients

+1 It allows the user to stay connected to his/her broker. It also allows the Broker to keep his/her clients informed of the relevant stocks update information that are relevant to his/her clients. 46 MB Views 1839

9.6

IDS BULLION

2015-07-20

bullion providing clients services serve financial

+5 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

9.0

MetroFCL

2015-03-03

Related Apps devices application clients

-9 ''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

9.5

10X Investments

2015-12-19

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-6 This App has been created for 10X Investments members to access their investment information. The 10X App will enable you to have real time access to your retirement investment values and personal information. To access your account, please use the same ... 3 MB Views 1315

7.7

PROJECT EVALUATION

2015-03-05

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-7 PROJECT EVALUATION Do you have a small business in mind? This groundbreaking application allows you to formulate and evaluate the investment alternatives which are needed to work out your economic and financial viability, all in a single platform. The application offers the ... 11 MB Views 5477

8.3

Natixis Research

2015-06-28

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+28 The Natixis Research app gives Natixis clients both online and offline access to the full array of research publications. The app furnishes: > A single interface that provides 24hour worldwide access from a tablet to all Natixis research publications; economic research, equity ... 13 MB Views 7033

7.5

BuyHomesHD

2015-02-02

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-4 BuyHomes A Residential Property Investment Evaluation Tool BuyHomes is a powerful, yet easy to use, tool for the residential property investor with an iPhone, iPad or iPod touch. Just enter some basic information about a home and BuyHomes will provide ... 1011 kb Views 275

8.6

Ameriprise Advisor Mobile

2015-07-15

Related Apps investment calendar financial advisor secure tap mobile services numbers

-3 Ameriprise Advisor Mobile, exclusively for Ameriprise Financial advisors, provides you with a secure, integrated way to stay up to date with your clients from your iPhone. Important: Ameriprise Advisor Mobile is for Ameriprise Financial advisor use only and requires a user ... 11 MB Views 7056

8.6

Oracle Paper

2015-04-26

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

8.6

Braymen Lambert Noel Investment Management

2015-10-17

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+4 Welcome to Braymen, Lambert and Noel Securities, Ltd we are an independent fully disclosed broker / dealer firm with over 100 years of experience in the financial services industry. We are headquartered in San Antonio, Texas with branch offices in ... 6 MB Views 4456

7.0

SmartFx

2015-02-01

market forex services clients application capital information platform

-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

9.6

BetaPlus

2015-03-15

Related Apps investment retirement organization business employee return comprehensive services financial group clients ensure

-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

8.1

Franklin Savings Bank

2015-02-18

Related Apps banking investment office fsb mobile franklin bank savings services account view deposit

-5 Using FSB Mobile Banking, Franklin Savings Bank’s mobile banking application, you can manage your money anytime, anywhere—from your mobile device FSB Mobile Banking is free, fast and secure. FEATURES •Check account balances •View account history •Transfer between FSB accounts •Pay bills •Find ATMs •View FSB Hours and ... 1 MB Views 5001

7.3

Narnolia

2015-05-23

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+24 An equity/Mutual fund investor cannot afford to miss this world class research based investment tracker, developed by Narnolia Securities Ltd (SEBI registered Portfolio Manager) which has emerged as a name to reckon with at the national and global level by ... 12 MB Views 6923

8.4

Searcy Financial Services

2015-04-22

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+5 About Searcy Financial Services, Inc: We are an independent financial planning and investment management firm located in Overland Park, Kansas, partnering with our clients to help them reach the financial goals they have set for their lives. We believe every individual ... 7 MB Views 284

9.2

CRA Financial

2015-03-30

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+2 CRA Financial Services, LLC, formed in 2000, is an SECregistered investment advisor and comprehensive wealth management firm whose primary objective is to assist you in accumulating and preserving your family's wealth. We are committed to providing valueadded, wealthenhancing services to ... 218 kb Views 2742

9.7

AutoShares Automatic Investing

2015-08-24

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+2 About AutoShares The process of managing investment related brokerage and retirement accounts requires a great deal of time and effort. Staying focused on it all can be tedious and time consuming. And, due to life circumstances, plans and opportunities may be ... 32 MB Views 8497

7.7

Manulife

2015-02-20

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+4 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

7.6

Red Hot Real Estate

2015-02-18

school top clients estate

-5 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

9.5

USAA Mobile

2015-05-11

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+11 USAA mobile gives you immediate and secure account access from your mobile device. MANAGE FINANCES — Pay bills, transfer funds, send money, track spending with Money Manager INVESTMENT CENTER – Place trades, get quotes and market news, and perform research DEPOSITMOBILE — Qualifying ... 88 MB Views 5565

9.4

PMW Portal

2015-10-21

Related Apps financial clients services

-4 The PMW Application is designed for existing high net worth clients and potential clients who may be interested in financial advice and wealth management services. The features available currently are financial services documentation, news and views as well as resources. Copyright © ... 9 MB Views 4844

8.9

ONE Application

2015-06-27

Related Apps service brokers group clients

+10 One Financial Services Holdings (Pty) Ltd is a dynamic, professional and innovative group, servicing the South African insurance industry. ONE, as the group is known, originally started as a motor underwriter 16 years ago, but now consists of an amalgamation ... NAN Views 5259

9.0

LenderHQ

2015-02-13

existing clients

-2 This is a companion app to our service for existing clients. This allows existing clients to login and access their client list / partner contact info from their phone. 7 MB Views 2690

8.2

ALRAMZ BORSAT

2015-10-24

Related Apps market investment trading platform information stocks services equities

-3 Easy, Fast & Advanced Online Trading Platform Al Ramz BORSAT is the best trading platforms in equities. Al RAMZ BORSAT has been recognized for excellence in technology as well as for superiority in services such as: advanced charts, market depth information, ... 4 MB Views 7432

9.0

Full House Finances

2015-08-07

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+1 Full House Finances is a complete financial services business offering everything you need to buy property. We are here to work with you and your family to achieve your financial goals... from right now, to right into the future. We specialise ... 11 MB Views 610

8.0

工银国际

2015-10-21

Related Apps stock investment china services hong kong trading clients

+17 ICBC International Holdings Limited (“ICBC International”) is the whollyowned investment banking subsidiary of the Industrial and Commercial Bank of China. Committed to provide comprehensive, convenient, efficient and secure securities investment services to our corporate and individual clients in People’s Republic ... 9 MB Views 350

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

外滩云财富

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