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Best Clients Apps | Panload

Insight WP

2015-06-24
+3    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
linda clients
+2    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

1st for Women

2015-10-13
women 1st clients access existing
+4    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

OUTsurance

2015-09-18
+6    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

Libertas Mobile

2015-01-20
mobile individual account clients
+7    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
Related Apps tax clients
+13    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 ...    11 MB    Views 6473
offers programs clients
-4    Pablo Salcedo has over 10 years of experience providing customers with top notch service in the Real Estate industry. He offers clients innovative marketing programs as well as cutting edge advertising and buyer programs. He has an intimate knowledge of ...    14 MB    Views 4297

Freelancings

2015-05-26
business project clients
+1    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

MEARCO ASSURANCE

2015-01-15
business company clients
+3    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

iControl Systems

2015-10-11
+28    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

Billing Invoice

2015-07-30
-7    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

FXDD iPROTrader

2015-09-21
Related Apps positions clients open account trades existing
-7    FXDD iPROTrader can be used by PowerTrader and VikingTrader clients with existing live and demo trading accounts to monitor open positions and enter new positions while onthego.  FXDD iPROTrader allows clients to place limit and stop orders, to create order ...    2 MB    Views 1775

HSBC Research

2015-05-23
+8    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

Farnell Clarke

2015-09-08
clients data clarke click receipts enables
+3    The Farnell Clarke 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 3225

Mobile NDR

2015-12-21
mobile clients conference view
+12    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
application view member benefits clients request
0    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
research reading search clients bca archive generation
-2    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

BalajiRate

2015-04-24
market set check currency clients commodity rate
-3    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

Trading Broker

2015-09-02
-7    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

SS&C GlobeOp

2015-06-14
Related Apps access fund data clients
+10    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

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

Titus Financial

2015-06-06
Related Apps financial information anytime clients application user
0    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
Related Apps business deposit bank deposits capital check commercial clients mobile
-4    Welcome to Capital One Bank's Mobile Deposit Capture service for Commercial Bank clients. Now you can use your camera enabled smartphone to make deposits conveniently from anywhere. Deposit checks from your mobile device as late as 9:00 PM ET, MondayFriday, ...    4 MB    Views 8270

Risk Profiler

2015-10-18
investment risk clients online portfolio profiler
+5    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

AFG In Touch

2015-01-15
0    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

PennyBook

2015-05-30
gps invoices clients expenses phone expense
-3    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

Quattro Group

2015-05-13
clients advice financial details group
+4    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

Ventura Commodities

2015-05-20
+10    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

VTRADE

2015-06-27
Related Apps capital brokerage information clients client
-3    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

Nomura iCB

2015-06-29
clients global authorized
+17    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

BBSP

2015-01-02
Related Apps research technical clients
+1    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

BARID BANK MOBILE

2015-12-05
mobile bank clients
-3    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

4 Corner Financial

2015-12-29
goals understand clients financial corner
+2    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

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

Tax Apps

2015-02-13
apps tax clients information constantly
+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
private bank citi view experience clients
-3    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
retirement insurance understand clients
-7    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 4331

Tax Apps Sampler

2015-11-15
+3    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

DH Connections 2014

2015-08-20
market solutions technology clients helps consumer banks
+17    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

AegisConnect

2015-08-07
wealth group financial clients technology simplicity
-6    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

SornemPW

2015-11-12
portfolio private access clients
-6    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

eobm

2015-03-13
clients existing
-4    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

LenderHQ

2015-02-13
existing clients
+23    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

OrthoBanc

2015-04-22
time clients information added
-5    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

Red Hot Real Estate

2015-02-18
school top clients estate
+11    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

BANK VI Mobile

2015-05-30
Related Apps account bank mobile view clients initiate
+4    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

Young Haggis

2015-11-20
young clients
-6    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
market swiss link clients locations
+11    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

Risk Explorer

2015-11-01
lifestyle security risk clients journey explorer liberty
+3    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

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

Barclays Live

2015-04-15
ipad barclays live clients institutional desktop
+1    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

Harborx

2015-08-14
Related Apps trading principles competitive risk clients
+7    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

2ATR

2015-07-09
Related Apps management risk wealth clients
-1    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

EBT RDA

2015-07-24
enterprise bank trust deposit clients
-8    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

MetroFCL

2015-03-03
Related Apps devices application clients
+1    ''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

Stern&Company

2015-11-04
clients data company click receipts enables
+14    The Stern&Company 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 5904

SparrowLinc

2015-08-27
Related Apps time clients information real account anytime
+6    Lincoln Sparrow Advisors offers the LSA "SparrowLinc" Application to our authorized clients as an added convenience. Take the power of SparrowLinc with you and access your account information anytime and from anywhere. With comprehensive views of account positions, transactions and performance, ...    8 MB    Views 3886
Related Apps management ipad left wealth clients access application
+15    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

KSi Malta

2015-01-02
tax malta services international clients
+6    KSi Malta is one of Malta’s leading audit, tax and advisory firms providing a wide range of services to both local and international clients. KSi Malta specialises in tax advice, and has several tax consultants assisting clients in this regard both ...    1 MB    Views 7181
retirement clients advisers financial
-9    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
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