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Best Clients Apps | Panload

Titus Financial

2015-06-06
+16    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

OUTsurance

2015-09-18
Related Apps clients client features application request
+13    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

Insight WP

2015-06-24
+18    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

MEARCO ASSURANCE

2015-01-15
business company clients
+5    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

KSi Malta

2015-01-02
+13    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

My BRR Office

2015-01-04
access client clients
0    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

Straight2Bank

2015-09-08
+5    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

HSBC Research

2015-05-23
+14    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

Towneley

2015-06-21
ipad access clients authorized application
-2    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

Mobile Leads

2015-05-17
+14    Mobile Leads app is a tool that organizes work of an insurance policy Agent or Multiagent. It combines intelligent source for finding new clients and intuitive CRM, everything in your smartphone. Thanks to included functionality “Lead Market” you can purchase ...    9 MB    Views 7578

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

ELIXON

2015-02-20
clients application mobile
+14    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
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

WMS Portfolio

2015-01-10
-8    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

AG Asset Advisory

2015-08-13
Related Apps information asset advisory private clients
+21    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

iSecure Retirement

2015-11-08
management investment services clients company wealth
-5    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

AFG In Touch

2015-01-15
planning financial clients touch
+1    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

Mobile NDR

2015-12-21
mobile clients conference view
+15    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

BMT Tax Calc

2015-10-14
+22    The BMT Tax Depreciation Calculator provides an accurate estimate of potential property depreciation deductions available to property investors. Used by BMT Tax Depreciation clients for over 9 years, this advanced calculator is a necessity for anyone involved in property investing. Every ...    4 MB    Views 3532

Harborx

2015-08-14
Related Apps trading principles competitive risk clients
-6    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

BalajiRate

2015-04-24
market set check currency clients commodity rate
+7    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

Valued Accountancy

2015-01-27
clients data accountancy click receipts enables
+5    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

DH Connections 2015

2015-08-03
market solutions technology clients helps consumer banks
+24    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 ...    11 MB    Views 5170

PMW Portal

2015-10-21
Related Apps financial clients services
-8    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
-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

Trading Broker

2015-09-02
broker relevant clients
+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

Pocket Bookkeeping

2015-11-12
pocket clients data bookkeeping click receipts enables
+17    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

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

SS&C Sylvan

2015-04-28
Related Apps access clients data performance
+13    SS&C Sylvan (FOR CLIENTS ONLY LOGIN REQUIRED TO USE THIS APP) is built upon SS&C's worldclass expertise in performance and attribution measurement services and technology. Its cuttingedge features include online access to performance data, query and analytics tools, real ...    6 MB    Views 3421

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

SornemPW

2015-11-12
portfolio private access clients
+8    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

5MC: My Capture

2015-10-09
clients data capture enables receipts click
+14    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
Related Apps planning portfolio information application clients financial
+9    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

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
Related Apps account platform information clients access mobile
+10    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

BANK VI Mobile

2015-05-30
Related Apps account bank mobile view clients initiate
-9    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

SparrowLinc

2015-08-27
Related Apps time clients information real account anytime
+20    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

MetroFCL

2015-03-03
-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

Ventura Commodities

2015-05-20
commodities application clients trading
-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

ONE Application

2015-06-27
Related Apps service brokers group clients
+4    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

Quattro Group

2015-05-13
clients advice financial details group
+28    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

DH Connections 2014

2015-08-20
market solutions technology clients helps consumer banks
+13    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

Grenfell James

2015-09-25
tax task year reminder james vat clients
-8    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 Sampler

2015-11-15
apps tax clients information constantly
-2    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
linda clients
+1    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

GS Deal Insight

2015-09-28
deal insight application clients
+6    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

eobm

2015-03-13
clients existing
+3    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
Related Apps tax clients
-6    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

BBSP

2015-01-02
Related Apps research technical clients
+24    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
application view member benefits clients request
+28    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

VTRADE

2015-06-27
Related Apps capital brokerage information clients client
+22    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

AegisConnect

2015-08-07
wealth group financial clients technology simplicity
+7    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

Red Hot Real Estate

2015-02-18
school top clients estate
+16    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

Invoicer

2015-12-06
gps invoices clients expenses phone expense
+4    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

Tax Apps

2015-02-13
apps tax clients information constantly
-7    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

OrthoBanc

2015-04-22
time clients information added
+4    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
professionals payments logbook clients service
-5    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

Freelancings

2015-05-26
business project clients
+12    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

EBT RDA

2015-07-24
enterprise bank trust deposit clients
+3    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

Rainford

2015-12-05
property clients excellence developers
-8    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
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