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Best Clients latest Apps | Panload

Invoicer

2015-12-06
+9    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

Red Hot Real Estate

2015-02-18
school top clients estate
+14    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

Tax Apps Ireland

2015-08-29
-1    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

My BRR Office

2015-01-04
access client clients
+1    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

CIP Mobile

2015-05-01
+13    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

PMW Portal

2015-10-21
+2    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

AegisConnect

2015-08-07
wealth group financial clients technology simplicity
+9    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
retirement clients advisers financial
0    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

Unity Partners LLP

2015-04-11
-4    This powerful new free finance and Tax App has been developed by the team at Unity Partners LLP to give you key financial and tax information, tools, features and news at your fingertips, 24/7. The Unity Partners LLP App designed to ...    38 MB    Views 4432
0    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

AH & Co

2015-07-22
Related Apps tax time personal news tools income latest place clients calculators
+7    This powerful new free finance and Tax App has been developed by the team at AH & Co to give you key financial and tax information, tools, features and news at your fingertips, 24/7. The AH & Co App designed to ...    17 MB    Views 901

Towneley

2015-06-21
ipad access clients authorized application
+15    The Towneley Capital Management, Inc. iPad application enables authorized Towneley clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: This app is for Towneley clients who are authorized to use the ...    2 MB    Views 1345

GS Deal Insight

2015-09-28
deal insight application clients
+11    The Goldman Sachs Deal Insight iPad application is a service for the clients of Goldman Sachs. Clients must be registered users of Deal Insight to use the application. The application can also be accessed on the web (https://deals.gs.com/dealinsight)    5 MB    Views 7634

4 Corner Financial

2015-12-29
goals understand clients financial corner
-7    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

IDS BULLION

2015-07-20
bullion providing clients services serve financial
+4    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

The Legal App

2015-05-06
business news legal clients law features latest customers
+2    The Legal App has been carefully developed by MyFirmsApp. Designed with the help of leading law firms and The Law Society. The result? The very latest Legal App, with powerful features your clients? will love. Now your customers can gain instant mobile ...    36 MB    Views 2111

Easy Time Tracker

2015-05-08
Related Apps time tracker easy track client tasks clients task
-5    "Easy Time Tracker" is an easy way to keep track of your time, your tasks and your clients. Quickly create a task and start tracking your time. Add new clients to your client list at any time and sort ...    3 MB    Views 4358

VTRADE

2015-06-27
Related Apps capital brokerage information clients client
+2    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
-5    Piper Jaffray institutional clients can gain realtime access to the firm’s library of equity research. The application allows clients to conduct searches by analyst, sector or company. Users also have the option to save documents into a personalized briefcase for ...    3 MB    Views 9169
access client clients
-3    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 ...    1020 kb    Views 837

ONE Application

2015-06-27
Related Apps service brokers group clients
+18    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

ELIXON

2015-02-20
clients application mobile
+28    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

AFG In Touch

2015-01-15
planning financial clients touch
+20    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

iSecure Retirement

2015-11-08
management investment services clients company wealth
-1    BondStreet Wealth Management Bio BondStreet Wealth Management offers a widerange of services to our clients with no hidden fees. Because we are an independent Registered Investment Advisor, we are able to offer customized solutions for our clients with no constraints on ...    8 MB    Views 1939

Risk Explorer

2015-11-01
+19    The Liberty Risk Explorer allows the financial intermediary to take prospective Lifestyle Protector clients on a journey with the iPad. Clients can explore the risks they may face throughout their life and discover how Lifestyle Protector’s comprehensive insurance solution can provide ...    18 MB    Views 2013
Related Apps account platform information clients access mobile
+5    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

2ATR

2015-07-09
Related Apps management risk wealth clients
+9    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

Bill2Pay

2015-10-16
+4    Pay your bills anywhere, easily using your mobile device This mobile application is exclusively for use by consumers wishing to pay Bill2Pay clients. Bill2Pay provides secure payment channels for many clients across varied businesses. These include Utilities, Cable, Insurance, and Education ...    3 MB    Views 5292
Related Apps tax time personal news tools white associates income latest future clients place
+13    This powerful new free finance and Tax App has been developed by the team at White Hart Associates to give you key financial and tax information, tools, features and news at your fingertips, 24/7. The White Hart Associates App designed to ...    9 MB    Views 926

iControl Systems

2015-10-11
time data clients resources
-3    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

PennyBook

2015-05-30
gps invoices clients expenses phone expense
-4    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
market swiss link clients locations
-9    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

Billing Invoice

2015-07-30
invoice invoices clients files billing add simply
+10    Need to keep a comprehensive record of your customer’s invoices? Billing Invoice app helps you keep a track of your customer invoice in a simple and easy to use interface. The app allows you to list invoices, write descriptions and include ...    16 MB    Views 4730

LifecashPro

2015-11-22
planning financial advisers client clients
+15    LifeCashPro is a financial planning app for financial advisors from lifecashapps.com. The LifeCashPro App is an informative and innovative way of presenting your recommendations to your clients using the iPad. Cash flow has never been easier to present. At a touch, clients ...    NAN    Views 5034

EBT RDA

2015-07-24
enterprise bank trust deposit clients
+11    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

MEARCO ASSURANCE

2015-01-15
business company clients
+17    MEARCO is committed to provide the highest professional service to its clients & intermediaries. Through consistent adherence to these principles, MEARCO aims to be a most reliable partner to its clients in providing insurance coverage. The company was incorporated in 1962 ...    43 MB    Views 2238

KaarTech

2015-10-22
business sap clients excellence technologies
-6    Kaar Technologies is a global consulting firm focused at designing, delivering and deploying the finest ideas and SAP expertise to empower companies in achieving new heights of excellence in today’s challenging business landscape. Our combined thrust drawn from the business vision ...    402 kb    Views 5654

SS&C GlobeOp

2015-06-14
-7    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

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

SornemPW

2015-11-12
portfolio private access clients
-5    Sornem Private – The App for Private Clients of Sornem Private Wealth. This App allows Private Clients to securely access information regarding their portfolio via a tablet. Specifically, it provides access to the following: Portfolio Valuation Reporting; Portfolio Transactions & Data Analysis; Quarterly Review ...    9 MB    Views 3579
Related Apps access information clients bank client mobile
-2    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

Valued Accountancy

2015-01-27
clients data accountancy click receipts enables
+7    The Valued Accountancy 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 ...    NAN    Views 875

Nations Tax Mobile

2015-02-16
tax business iphone news money centers individual application latest clients
-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 ...    1 MB    Views 8242

Nomura iCB

2015-06-29
clients global authorized
0    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

Quattro Group

2015-05-13
clients advice financial details group
-7    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

RMB Research

2015-03-24
research rmb markets global latest clients registered read original
-5    Access all RMB Global Markets’ research straight from your iPad or iPhone with this convenient and easy to use app. RMB Global Markets’ research team offers our clients high quality, objective research in the fixed income, currency, commodities and credit markets. ...    21 MB    Views 197
private bank citi view experience clients
+11    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
insurance life understand clients analysis
-2    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 9427

DH Connections 2014

2015-08-20
market solutions technology clients helps consumer banks
-4    D+H is a leading provider of secure and reliable technology solutions to domestic and global financial institutions with a reputation for being a trusted partner that helps clients build deeper, more profitable relationships with their customers based on rich industry ...    2 MB    Views 7979

Libertas Mobile

2015-01-20
mobile individual account clients
-8    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

5MC: My Capture

2015-10-09
clients data capture enables receipts click
+17    The 5MC 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 ...    4 MB    Views 6617

Trading Broker

2015-09-02
broker relevant clients
+8    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

BANK VI Mobile

2015-05-30
Related Apps account bank mobile view clients initiate
-7    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

LenderHQ

2015-02-13
existing clients
+5    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

OUTsurance

2015-09-18
Related Apps clients client features application request
+20    An application for OUTsurance clients and nonclients. The application contains various features which allow clients and nonclients to interact with OUTsurance. Features: This application provides the client with the ability to: •suggest a pointsman at a certain intersection; •request emergency roadside and home assistance; •additional ...    56 MB    Views 3691
morgan clients application book order
-2    The Order Book application is used by J.P. Morgan clients to view deal execution information. Clients need to be properly registered to access the application.    6 MB    Views 4357

Renmark App

2015-08-27
stock financial information corporate communications latest clients presentations
-4    Renmark Financial Communications Inc. is pleased to introduce to the financial community its new iPhone app. Stay on top of the latest information from Renmark clients directly on your mobile phone. Tailored for financial advisors, investment advisors (brokers), analysts, corporate ...    730 kb    Views 9116

Insight WP

2015-06-24
Related Apps access account insight clients
+12    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
professionals payments logbook clients service
+24    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

Di Stasio Budget

2015-12-21
budget insurance clients understand
+4    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
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