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Best Clients Apps | Panload

EBT RDA

2015-07-24
+14    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

Trading Broker

2015-09-02
broker relevant clients
+25    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

Harborx

2015-08-14
+4    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

Valued Accountancy

2015-01-27
+18    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

eobm

2015-03-13
clients existing
+18    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

BBSP

2015-01-02
-2    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

Pocket Bookkeeping

2015-11-12
pocket clients data bookkeeping click receipts enables
0    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

KaarTech

2015-10-22
0    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
-6    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

PMW Portal

2015-10-21
+10    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

Tax Apps Ireland

2015-08-29
apps tax clients information constantly ireland
-8    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
Related Apps time data real access clients
+2    SS&C Antares RealTime P&L (FOR CLIENTS ONLY LOGIN REQUIRED TO USE THIS APP) is built upon SS&C's worldclass expertise in trade order and execution management (OEMS) technology. Its cuttingedge features include online access to realtime market data, positions, P&L, ...    7 MB    Views 7688

2ATR

2015-07-09
+4    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

Stern&Company

2015-11-04
clients data company click receipts enables
-3    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

SornemPW

2015-11-12
portfolio private access clients
+12    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
-6    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

OUTsurance

2015-09-18
Related Apps clients client features application request
-5    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

Nomura iCB

2015-06-29
clients global authorized
+2    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

Convictions

2015-10-20
+4    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

AG Asset Advisory

2015-08-13
Related Apps information asset advisory private clients
-6    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

PennyBook

2015-05-30
gps invoices clients expenses phone expense
+10    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

Studio Baldi

2015-03-11
studio clients staff quality service
+11    Studio Baldi has been advising business for more than 40 years. The staff is composed of approximately 50 employees. Our organizational model is a professional association of certified public accountants with a support staff of collaborators. Studio Baldi strives to furnish ...    4 MB    Views 7676

Red Hot Real Estate

2015-02-18
school top clients estate
-8    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
Related Apps tax clients
-8    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

VTRADE

2015-06-27
+12    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
access client clients
+2    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

Insight WP

2015-06-24
Related Apps access account insight clients
+5    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
+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

5MC: My Capture

2015-10-09
clients data capture enables receipts click
-5    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

Ventura Commodities

2015-05-20
commodities application clients trading
+30    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

Straight2Bank

2015-09-08
Related Apps trade clients payments enquiry account online
+1    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

WMS Portfolio

2015-01-10
Related Apps markets asset capital level portfolio clients
+11    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

BMT Tax Calc

2015-10-14
property tax calculator depreciation deductions clients claim estimate
-6    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

AFG In Touch

2015-01-15
planning financial clients touch
-3    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
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

Mobile Leads

2015-05-17
Related Apps policy agent contact clients mobile insurance application leads
0    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

Risk Explorer

2015-11-01
lifestyle security risk clients journey explorer liberty
+25    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

IDS BULLION

2015-07-20
+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

Grenfell James

2015-09-25
tax task year reminder james vat clients
+11    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
Related Apps account platform information clients access mobile
-1    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

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

ELIXON

2015-02-20
clients application mobile
-5    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

Citi Network Direct

2015-07-01
citi network access direct application clients
-3    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
morgan clients application book order
+20    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
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

Quattro Group

2015-05-13
clients advice financial details group
-6    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

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
Related Apps business deposit bank deposits capital check commercial clients mobile
+6    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

MetroFCL

2015-03-03
Related Apps devices application clients
-7    ''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

Morgan Drexen

2015-01-02
clients case view morgan access documents
+15    Morgan Drexen Mobile opens a virtual pathway connecting attorneys and their clients to the Company’s state of the art case management system. With this new and powerful app, both attorneys and the clients they serve have access to critical documents ...    6 MB    Views 6185

KSi Malta

2015-01-02
tax malta services international clients
+4    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

Tax Apps Sampler

2015-11-15
apps tax clients information constantly
+11    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

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

AegisConnect

2015-08-07
wealth group financial clients technology simplicity
-3    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

DH Connections 2015

2015-08-03
market solutions technology clients helps consumer banks
+11    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
Related Apps management ipad left wealth clients access application
-6    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

Barclays Live

2015-04-15
ipad barclays live clients institutional desktop
-8    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

Bill2Pay

2015-10-16
Related Apps clients pay payment mobile
+16    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

Di Stasio Budget

2015-12-21
budget insurance clients understand
-5    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
professionals payments logbook clients service
+9    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
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