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Best Data investment portfolio Apps | Panload

Tercero Mobile

2015-09-18
0    Tercero Mobile allows you to view your Tercero account online. If you are a client, Tercero Mobile allows you to access information on your portfolios. If you are an investment manager or financial advisor, you can access your client’s details and ...    20 MB    Views 6075

T-Advisor3.0

2015-07-13
+10    TAdvisor is an online suite to manage investment portfolios by everyone. Our platform provides professional tools for all kind of people with an easy and usable interface. Besides, it includes gamification features to motivate the users and has also a ...    9 MB    Views 3103

第一證券

2015-10-18
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+1    First Securities (HK) Limited launched the latest investment information and mobile trading platform. It provides Hong Kong securities trading and allows you to grasp the latest market trend. Also, you can check your global market portfolio wherever and whenever you ...    17 MB    Views 5902

ayondo

2015-06-24
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+9    ayondo offers the possibility to follow successful traders who share their investment strategies on our platform. In order to invest in selected traders strategies, customers have the option of following with an initial investment of just 100 EUR onwards. Start now ...    NAN    Views 1089

Investrack Pro

2015-07-10
Related Apps management investors relationship managers investment portfolio client information view order
+29    Investrack is a client engagement solution that allows Wealth Management and Investment Management companies to provide online portfolio access, reporting and trading capabilities to their clients as well as internal employees. • Investors can securely log in and view their portfolio ...    5 MB    Views 3137
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+1    Clipper Advisor helps you make global investing easy, intelligent, and fun. With Clipper Advisor, you can allocate your assets across the globe, perform a check up on your current portfolios, and monitor and rebalance your investments. You can also talk to ...    17 MB    Views 4751

Risk Profiler

2015-10-18
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-1    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

TradeAlert

2015-11-15
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+5    Mr. Robert Lichello, (Sep 12, 1926 – Feb. 01, 2001), in his book “How To Make 1,000,000 in the Stock Market” created a mathematical investment method for the Stock Market that he called Automatic Investment Management or AIM. This method is ...    4 MB    Views 8541

Portfolio Optimizer

2015-11-22
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+3    Portfolio Optimizer (Portopt) uses Modern Portfolio Theory (MPT) to optimize your investment portfolio. MPT is a mathematical theory, invented by Harry Markowitz, that earned him the Nobel prize in economics. MPT is often used in the financial industry to find ...    927 kb    Views 4480

AlphaGlider

2015-10-28
+6    This free app allows AlphaGlider clients to securely view current portfolio holdings, monitor portfolio performance, read quarterly statements and run numerous reports on their portfolio. Data is generally up to date as of the previous business day. AlphaGlider is a modern, ...    3 MB    Views 5462
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-2    The USA TODAY MONEY Portfolio Tracker powered by SigFig is the best free way to manage the most important part of your personal finances: your investments. Sync with your investment accounts and track all your stocks, funds, 401ks, and IRAs ...    4 MB    Views 9910

WealthVue

2015-10-15
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-2    WealthVue allows you ondemand access to your portfolio data from your independent investment advisor. Does your advisor offer WealthVue? Ask them today WealthVue provides current portfolio reports with interactive features that include dynamic charts, drilldown capabilities, and integrated market data. In ...    7 MB    Views 1469

DBS Fund Tool

2015-05-30
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+16    DBS Bank (Hong Kong) Limited (“DBS Bank”) has powered up the invest•wise Fund Services in joint forces with global fund research authority Morningstar, helping you to gain unique insights to grasp hold of global investment opportunities Features: • Quick Search lets you ...    4 MB    Views 7796

Retire-SURE (pro)

2015-03-28
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+3    Control the risks the portfolios are taking. The RetireSURE gives your clients realistic overviews of their retirement plans and enables them to fix their retirement plans by changing their saving/withdrawal patterns. The RetireSURE (pro) is a new generation of retirement requirement calculator ...    38 MB    Views 7671

RMS Wealth Mobile

2015-03-30
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+28    RMS Wealth Mobile allows you to view your RMS Wealth account online. If you are a client, RMS Wealth Mobile allows you to access information on your portfolios. If you are an investment manager or financial advisor, you can access your ...    11 MB    Views 6040

TradeSmart

2015-01-07
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+5    TradeSmart is a simple and easy to use tool for keeping track of your trading activity and at the same time helps you implement a combined investment strategy. If you are an active trader, TradeSmart will calculate the Target Sell Price ...    1 MB    Views 2362

Mobius Wealth

2015-04-10
Related Apps management security market investment time wealth data service portfolio existing mobile white
+4    Mobius Wealth is a top level mobile app offering easy access to both your RMs and their clients providing a compelling digital experience across all mobile channels. It is a whitelabelled solution that you can brand with your own logo ...    5 MB    Views 7433

Haalbaarheid

2015-09-03
Related Apps investment business monitor 2012 application objectives access portfolio model service
-7    NNEK's first Dutch Feasibility Application to access and monitor investment portfolios and objectives. NNEK has a successful track record over 25 years. NNEK is ideally placed to help you as a investment planner excel through and beyond 2012. We have a ...    NAN    Views 9933
-9    Golden Eight's mission is to offer to everyone high profitable investment opportunities without requiring financial knowledge and high account minimums. Our algorithms will take care of trades for you, managing automatically your diversified portfolio of spot currencies and commodities. We make ...    6 MB    Views 655
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-2    Designed for financial advisors who want a clean yet detailed interface that can be easily understood by clients during review meetings and presentations. Client Portfolio Manager will enable you to record your clients’ insurance policies and investment plans information in ...    9 MB    Views 5421

Investrack Prof

2015-09-15
Related Apps management investors relationship managers investment portfolio client information view order
0    Investrack is a client engagement solution that allows Wealth Management and Investment Management companies to provide online portfolio access, reporting and trading capabilities to their clients as well as internal employees. • Investors can securely log in and view their portfolio ...    5 MB    Views 5467
Related Apps management information wealth portfolio mobile access data client
+6    BRI Wealth Management Mobile allows you to view your BRI Wealth Management account online. If you are a client, BRI Wealth Management Mobile allows you to access information on your portfolios. If you are an investment manager or financial advisor, you ...    12 MB    Views 4972

Aspiriant Connect

2015-06-11
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0    DESCRIPTION Gain a complete picture of your financial portfolio right when you need it. Advisor View™ for iPad is a convenient and secure way for our investors to monitor their financial portfolios. TOP FEATURES Stay on top of your investments even when ...    1 MB    Views 2334

IVP Nebula

2015-10-31
managers data access alternative asset portfolio mobility
+9    Indus Valley Partners (IVP), a New Yorkbased provider of solutions to alternative asset managers, Introduces IVP Nebula, enabling alternative asset managers to access Key Performance Indicators, Portfolio Insights, Enterprise Data anytime/anywhere. IVP Nebula redefines mobility at work, comes packaged with next ...    26 MB    Views 9191

Portfolio Lab

2015-08-23
+7    Portfolio Lab for iPad is a companion application to Portfolio Lab, a desktop portfolio research application for financial advisors and investment managers to manage portfolios, evaluate investment tradeoffs and create attractive proposals.    47 MB    Views 4976

MiPortfolio

2015-01-09
data view portfolio performance
-5    The MiPortfolio by Mcube Investment Technologies, LLC, provides institutional investors with a tailored reporting platform that gives CIOs/Boards/CEOs a diverse view of the portfolio at their fingertips. Mcube works with the client’s various data sources and the client to build ...    871 kb    Views 7685

Mobex Portfolio

2015-09-24
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+2    Mobex Portfolio combines your uploaded portfolio data with realtime data feeds to receive live updates to PnL, issuer exposure, and overall account health. Includes graphs for timeseries views of PnL, and instant health charting.    11 MB    Views 6897

Insider RU

2015-07-23
+14    Insider RU is a unique informational and financial App. This application is intended for a wide range of users looking for investment tools in Russia. Want to get a look at big picture? Sectors? Industry? Compare different assets? It enables you to ...    10 MB    Views 4239
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+20    Special Holiday Promotion 20 OFF Stock Investment Guru is an intelligent and sophisticated, yet simple to use and elegant app that quickly analyzes your stock portfolios and individual stocks in 23 countries and helps you make better investment decisions. PRACTICAL and ...    4 MB    Views 5830

CommSec CFDs

2015-03-29
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+5    With the new CommSec CFDs product you can expand your portfolio and trade in thousands of securities across the globe. Invest in a diverse range of securities – including forex, indices, commodities and shares. CommSec CFDs may let you maximise ...    15 MB    Views 4015

Advisor View Portal

2015-04-28
Related Apps ipad investment view portfolio information advisor pricing top financial date
-9    DESCRIPTION Gain a complete picture of your financial portfolio right when you need it. Advisor View™ for iPad is a convenient and secure way for our investors to monitor their financial portfolios. TOP FEATURES Stay on top of your investments even when ...    5 MB    Views 7372
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+11    Portfolio creator, create your example portfolio within seconds. Investing in uncertain times can be hard. How should one divide their investments? Portfolio creator can help, this app suggests different portfolios depending on investment amount and economic times. This app features investment portfolios ...    4 MB    Views 5265
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+25    P2strategies is an investment solution that is designed to help minimise the impact of market drawdowns and actively reduce portfolio volatility, while allowing dynamic participation in rising markets giving investors the confidence to stay invested for the longterm. The app ...    6 MB    Views 9470
Related Apps investment ipad market research monitor videos news morningstar portfolio data funds current account premium
-7    Stay in touch with Morningstar's independent data and trusted insight with Morningstar for iPad. Research thousands of stocks, funds, and exchangetraded funds; build a library of investment ideas; and drill down into proprietary Morningstar ratings and Analyst Reports. Scan for ...    18 MB    Views 3222
Related Apps information portfolio portal investor access data client
+3    JLT IM Investor Portal allows you to view your JLT account online. If you are a client, JLT IM Investor Portal allows you to access information on your portfolios. If you are an investment manager or financial advisor, you can access ...    11 MB    Views 6744
Related Apps stock investment market valuation portfolio data detailed list watch results quick
+1    1Stock iOS App for iPad can be used for performing quick or more detailed Stock Valuations. The main features of 1Stock are as follows: • Quick Valuation using simple four valuation parameters. • Detailed Valuation. Start Stock Valuation by performing Quick Valuation and continue ...    12 MB    Views 1999

Thai Funds Today

2015-03-03
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-5    Thai Funds Today is an easytouse app that helps you keep track of your Thai mutual fund investments. With just a few taps and swipes, you can easily view fund information including past performances, create a personal investment portfolio and ...    16 MB    Views 9195

PortfolioView

2015-12-03
+4    This app is developed for Portfolio Analytics based in Johannesburg, South Africa. The aim of the application is for Analytics clients to login to their branded app and view their monthly portfolio performances. The is comprised of static and dynamic data. ...    5 MB    Views 2082

Glassman Wealth

2015-06-16
ipad investment portfolio information view advisor complete pricing top picture
+9    DESCRIPTION Gain a complete picture of your financial portfolio right when you need it. Advisor View™ for iPad is a convenient and secure way for our investors to monitor their financial portfolios. TOP FEATURES Stay on top of your investments even when ...    1 MB    Views 9016

KBC-Invest

2015-04-21
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-4    Check the details of your investment portfolio. Quickly, easily and at any time. 24 hours a day, 7 days a week. That's KBC Invest in a nutshell. If you're a KBC Private Banking client, you have a KBC Premium Banking Wealth ...    13 MB    Views 604

ClavisTrader

2015-09-06
Related Apps investment news market portfolio data transactions application
+5    PLEASE NOTE THAT THIS APPLICATION IS FOR PRESENTATION PURPOSE ONLY. FOR TRADING PLEASE CONTACT YOUR INVESTMENT PROVIDER. For user name and password please register at www.dorsum.eu. With Dorsum Ltd’s ClavisTrader application you can follow up your portfolio and the market. You can ...    7 MB    Views 7614
Related Apps investment ipad portfolio view information advisor pricing financial top date
-3    DESCRIPTION Gain a complete picture of your financial portfolio right when you need it. Advisor View™ for iPad is a convenient and secure way for our investors to monitor their financial portfolios. TOP FEATURES Stay on top of your investments even when ...    1 MB    Views 1892
Related Apps investment investors market virtual bullion investments portfolio real investor precious metal
+4    RETINA VERSION COMING SOON Precious metals investment tracking made easy. The ONLY iOS app to actively track your gold, silver and platinum investments, through automatic valuations of your bullion portfolio of coins, bars, paper and other digital assets via accurate ...    17 MB    Views 6124
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0    Portfolio Adviser is aimed at the mid to top end of the discretionary wealth management community in the UK and Channel Islands. Leveraging multiple channels of distribution and access, Portfolio Adviser is the investment strategy brand for asset managers looking to ...    5 MB    Views 6115

Covered Calls

2015-09-03
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-7    Covered Calls is both a portfolio manager for tracking Covered Call positions as well as a Quick Analysis calculator to evaluate the return on investment (ROI) for dynamically inputted values. The portfolio details view shows return on investment for the ...    830 kb    Views 7935
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0    The USA TODAY MONEY Portfolio Tracker powered by SigFig is the best free way to manage the most important part of your personal finances: your investments. Sync with your investment accounts and track all your stocks, funds, 401ks, and IRAs ...    3 MB    Views 7286

Mobile Portfolio

2015-11-12
investment portfolio portfolios mobile investments
+4    Mobile Portfolio is the core of a portfolio management system designed to assist you in following and analysing your investment portfolio. With it, you can: Create separate portfolios to group your investments List all investments contained in one portfolio Modify the ...    1 MB    Views 1867
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+20    The My Elevate investments app is for AXA Wealth customers who have online access to their Elevate account. It enables you to view your Elevate portfolio and monitor investment performance whenever you like. You can view your whole Elevate investment ...    NAN    Views 2345

Portfolio VaR

2015-02-20
Related Apps finance portfolio yahoo data day dow jones
+2    Portfolio VaR is ideal for anyone needing current VaR values for their portfolio. This app pulls historical data from Yahoo Finance (USA) and calculates: • 10day VaR (5% and 1%) • 30day VaR (5% and 1%) • 60day VaR (5% and 1%) Additionally, a graph ...    3 MB    Views 6394
Related Apps information wealth portfolio mobile access data client
-7    Artorious Wealth Mobile allows you to view your Artorious Wealth account online. If you are a client, Artorious Wealth Mobile allows you to access information on your portfolios. If you are an investment manager or financial advisor, you can access your ...    21 MB    Views 9305
Related Apps ipad investment portfolio view information advisor pricing financial top date
+19    DESCRIPTION Gain a complete picture of your financial portfolio right when you need it. Advisor View™ for iPad is a convenient and secure way for our investors to monitor their financial portfolios. TOP FEATURES Stay on top of your investments even when ...    1 MB    Views 6948

Envestnet

2015-05-03
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-5    Envestnet delivers an endtoend platform to help financial institutions and independent advisors deliver solutions to clients at all asset levels. The stateoftheart platform provides access to multiple investment programs, proposal generation tools, and account management resources. Key features of the ...    195 kb    Views 9900
Related Apps management portfolio information valley asset access mobile data client
+3    Mole Valley Asset Management Mobile allows you to view your Mole Valley account online. If you are a client, Mole Valley Asset Management Mobile allows you to access information on your portfolios. If you are an investment manager or financial advisor, ...    11 MB    Views 8986

Fondsenplatform

2015-02-13
Related Apps investment business monitor 2012 application objectives portfolio access easy
-4    Fondsenplatforms first Dutch Feasibility Application to access and monitor investment portfolios and objectives. Fondsenplatform has a successful track record over 25 years. Fondsenplatform is ideally placed to help you as a investment planner excel through and beyond 2012. We have a ...    NAN    Views 6322
Related Apps ipad investment portfolio view information advisor pricing financial top date
-3    DESCRIPTION Gain a complete picture of your financial portfolio right when you need it. Advisor View™ for iPad is a convenient and secure way for our investors to monitor their financial portfolios. TOP FEATURES Stay on top of your investments even when ...    1 MB    Views 3919

mCCRC

2015-10-21
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-2    Comarch Mobile Reporting App provides financial institutions with online reporting on their client investment portfolios and with tools supporting investment decisions taken by the clients. Moreover, the solution empowers client advisors by letting them review details of their client portfolios. Features: Portfolio ...    3 MB    Views 7888

CBC-Invest

2015-04-21
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-1    Check the details of your investment portfolio. Quickly, easily and at any time. 24 hours a day, 7 days a week. That's CBC Invest in a nutshell. If you're a CBC Private Banking client, you have a CBC Premium Banking Wealth ...    12 MB    Views 2456

AJ Bell Youinvest

2015-09-03
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+15    Please be aware that by downloading this app you are agreeing to the AJ Bell Youinvest Dealing App Terms and Conditions. The AJ Bell Youinvest app helps our existing customers to buy and sell investments on the move. The app is available ...    NAN    Views 2383

Portfolio VaR HD

2015-02-20
Related Apps finance portfolio yahoo data day dow jones
+1    Portfolio VaR HD is ideal for anyone needing current VaR values for their portfolio. This app pulls historical data from Yahoo Finance (USA) and calculates: • 10day VaR (5% and 1%) • 30day VaR (5% and 1%) • 60day VaR (5% and 1%) Additionally, a ...    2 MB    Views 5599
Related Apps ipad investment portfolio view information advisor financial top pricing picture
-3    DESCRIPTION Gain a complete picture of your financial portfolio right when you need it. Advisor View™ for iPad is a convenient and secure way for our investors to monitor their financial portfolios. TOP FEATURES Stay on top of your investments even when ...    2 MB    Views 1435
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