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Best Clients Apps | Panload

LenderHQ

2015-02-13
+15    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

IDS BULLION

2015-07-20
+3    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

WMS Portfolio

2015-01-10
+2    An application for Smart phones and Tablets allowing a user to get a snapshot of a client portfolio with L&T Capital Markets. The users will be End Clients and Relationship Managers of L&T Capital Markets Features   ·         Single and Secure Login for ...    16 MB    Views 451

iSecure Retirement

2015-11-08
management investment services clients company wealth
+15    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
Related Apps management ipad left wealth clients access application
+18    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
Related Apps tax clients
+30    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
access client clients
+4    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

Pocket Bookkeeping

2015-11-12
+2    The Pocket Bookkeeping 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 ...    4 MB    Views 758

Rainford

2015-12-05
+2    Rainford Property Developers believe in the pursuit of excellence.We’re passionate about perfection, whether it is a city centre residence, a lakefront apartment or a standalone ski chalet, we strive to constantly deliver luxury to delighted clients. As one of the leading ...    2 MB    Views 6338

Billing Invoice

2015-07-30
+20    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

PennyBook

2015-05-30
gps invoices clients expenses phone expense
+12    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

4 Corner Financial

2015-12-29
goals understand clients financial corner
+1    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
application view member benefits clients request
+26    Medscheme introduces a unique customer experience through the Medscheme Intermediary Application. This enables you, the Intermediary, to view your personal details as well as your clients medical aid benefits with functions such as: · Request Commission Statements · Online Application · Application Tracking · ...    23 MB    Views 2715

HSBC Research

2015-05-23
Related Apps research hsbc global information read markets clients
+18    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

Grenfell James

2015-09-25
tax task year reminder james vat clients
+3    At Grenfell James, we like to get to know our clients. We invite clients to call us at any time, knowing that they won't be charged extra for the privilege. As an established firm of chartered management accountants and business ...    12 MB    Views 457

SornemPW

2015-11-12
portfolio private access clients
+21    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

MetroFCL

2015-03-03
Related Apps devices application clients
-8    ''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

2ATR

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

Ventura Commodities

2015-05-20
-6    Ventura Commodities trading application is specially designed for our Ventura Clients (www.ventura1.com). The mobile application is an official trading application for all Ventura Clients. You could trade, check accounts, margin status, modify, cancel orders and avail all real time information related to ...    3 MB    Views 5605

OUTsurance

2015-09-18
Related Apps clients client features application request
+3    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

EBT RDA

2015-07-24
enterprise bank trust deposit clients
0    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

Invoicer

2015-12-06
gps invoices clients expenses phone expense
+5    Invoicer is the only mobile iPhone solution that takes the trouble out of daily expense capture, managing clients & their invoices Great for freelancers, sole proprietors, real estate professionals, contractors, accountants & more. Popular features: Cash Expenses Mileage Expenses (i.e. GPS, ...    6 MB    Views 1753
linda clients
+6    Known in the industry as highly professional, Linda provides her clients with refreshingly candid advice, an unexpected level of service, and unparalleled marketing. Her reputable name has been built on two decades of hard work and integrityinaction. She has seen ...    14 MB    Views 2131

Valued Accountancy

2015-01-27
clients data accountancy click receipts enables
0    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

Citi Network Direct

2015-07-01
0    Citi Network Direct is a proprietary mobile platform that leverages the breadth and depth of Citi’s global network to deliver service innovation through access, insight and expertise. On the application, investors can access detailed information on fund flows, local market ...    36 MB    Views 6268
research reading search clients bca archive generation
-1    This BCA Research app is recommended for First Generation iPads. The 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 ...    2 MB    Views 4416

Bill2Pay

2015-10-16
Related Apps clients pay payment mobile
-7    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
0    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
Related Apps research time application clients institutional company
+22    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

KaarTech

2015-10-22
business sap clients excellence technologies
-5    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

My BRR Office

2015-01-04
access client clients
+21    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

Harborx

2015-08-14
Related Apps trading principles competitive risk clients
+2    Harborx is a straight through processing broker with no dealing desk. It is our ambition to introduce fairness, simplicity and fun into foreign exchange, commodities and indices trading. Our clients are maximizing their chances with our extremely competitive pricing, unique ...    NAN    Views 2314

1st for Women

2015-10-13
women 1st clients access existing
-8    The 1st for Women app has a variety of features for both existing clients and nonclients. As an existing 1st for Women client, managing your insurance policy at the touch of a button has never been easier. With 24/7 access ...    NAN    Views 8554

Freelancings

2015-05-26
business project clients
-4    This is a Excellent Video Training on How to Start Your Own Business and Freelancing Tips. Freelancing and running your own business can be a very rewarding and fulfilling life with exciting projects and great clients but there are lots of ...    2 GB    Views 4798

AG Asset Advisory

2015-08-13
Related Apps information asset advisory private clients
+14    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

ONE Application

2015-06-27
Related Apps service brokers group clients
+1    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

UpbeatBooks

2015-08-08
clients data enables click receipts
-4    The UpbeatBooks app enables our clients to quickly and easily capture every expense they incur. It enables our clients to reduce the time they have to spend collecting, storing and extracting the data from receipts and invoices. With our app you ...    NAN    Views 4470

LifecashPro

2015-11-22
+2    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

Titus Financial

2015-06-06
Related Apps financial information anytime clients application user
+18    Titus Financial, Inc. offers the Titus Financial Application exclusively to our firm’s clients. Take the power of Titus Financial with you anytime and anywhere. Titus Financial is all about keeping you connected, confident, and informed no matter where you are. Key features ...    1 MB    Views 1896

Insight WP

2015-06-24
Related Apps access account insight clients
+4    The Insight Wealth Partners mobile app provides current clients with easy access to their account information and to their advisors. In the app, clients can access and view account balances, performance reporting, holdings details, news, market commentary, financial calculators, and ...    3 MB    Views 9961
Related Apps planning portfolio information application clients financial
+12    This mobile application provides quick access to portfolio information for investment management clients of Symphony Financial Planning, LLC. Account values, performance information, portfolio analysis, and quarterly reports can all be accessed here by authorized users. This application has been developed ...    30 MB    Views 856

SS&C GlobeOp

2015-06-14
Related Apps access fund data clients
+15    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
private bank citi view experience clients
+7    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

BalajiRate

2015-04-24
market set check currency clients commodity rate
+12    Balaji Rate is Light Weight and User friendly App and by using this clients can view live Delhi market, Commodity and Currency rate data on real time basis.Clients can set Portfolio,Set Alert,Set Flash message,check market depth depend on his requirement. ...    1 MB    Views 6935

ELIXON

2015-02-20
clients application mobile
+25    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
retirement clients advisers financial
-7    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

Mobile NDR

2015-12-21
mobile clients conference view
+4    While Mobile NDR is a free download, a valid ndr.com account is required to login and access the content. Mobile NDR for the iPhone and iPad allows clients to view the entirety of NDR's research while on the go: Publications Charts ...    3 MB    Views 9286

MEARCO ASSURANCE

2015-01-15
business company clients
+22    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

AegisConnect

2015-08-07
wealth group financial clients technology simplicity
+2    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

Risk Profiler

2015-10-18
investment risk clients online portfolio profiler
+12    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

Convictions

2015-10-20
des application cette clients pas
+3    Cette application a été créée pour Convictions Asset Management. Cette application s’adresse exclusivement à des « clients professionnels » au sens de la directive MIF, à des distributeurs ou à des CGPI. Les personnes ne répondant pas à la qualité « ...    NAN    Views 4299

BANK VI Mobile

2015-05-30
Related Apps account bank mobile view clients initiate
+3    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

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
Related Apps access information clients bank client mobile
-9    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

BARID BANK MOBILE

2015-12-05
mobile bank clients
+1    Barid Bank Mobile est la nouvelle solution de Mobile Banking mise à la disposition des clients et non clients d’AL Barid Bank. Barid Bank Mobile permet d’accéder 24/24, à travers un téléphone portable, à un ensemble de services qui vous simplifient ...    2 MB    Views 5151

Red Hot Real Estate

2015-02-18
school top clients estate
-9    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

BBSP

2015-01-02
Related Apps research technical clients
+20    The BBSP Research app, available for IPhone, provides our clients with access to our awardwinning research anywhere and at any time. This application is provided free of charge to clients with a BBSP TAO website account. About BBSP. Established in 1990, with analyst ...    3 MB    Views 9850

Straight2Bank

2015-09-08
Related Apps trade clients payments enquiry account online
+7    Straight2Bank Mobile application provides our corporate & institutional clients, commercial clients and business clients access to a comprehensive range of online banking services, anytime, anywhere. Some of the key features include: • Payments and Trade transaction authorisation • Book Online FX for cross currency payments • Balance ...    9 MB    Views 2806

DH Connections 2014

2015-08-20
market solutions technology clients helps consumer banks
0    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

Di Stasio Budget

2015-12-21
budget insurance clients understand
+14    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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