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Best Data mobile wealth Apps | Panload

Macro Trend Wealth Management ,macro,wealth,trend,
8.5

Macro Trend Wealth Management

2015-01-11
macro wealth trend
+12    This mobile application allows you to view account valuation, performance, and reporting information for authorized users of Macro Trend Wealth Advisors.    6 MB    Views 3355
SJP Wealth Account ,email,sjp,account,wealth,summary,request,report,
8.9

SJP Wealth Account

2015-08-11
email account wealth summary request report
+15    The SJP Wealth Account app for St. James’s Place Partners, provides you with; • Secure authentication to SJP systems • Displays an onscreen current valuation of your clients holdings • Request a Wealth Account Summary Report via email • Request a Client Summary Report ...    2 MB    Views 8039
Poggi Wealth Institute ,wealth,poggi,institute,financial,michael,website,strategies,
8.4

Poggi Wealth Institute

2015-05-21
wealth institute financial michael website strategies
+19    Welcome to the Poggi Wealth Institute Website. We aim to make this more than just a website. It's an information database full of tools and strategies you can apply immediately to better your financial future. The Poggi Wealth Institute is ...    10 MB    Views 4
Ventura Wealth ,ventura,mutual,funds,bonds,ipo,application,wealth,
8.6

Ventura Wealth

2015-04-10
Related Apps mutual funds bonds ipo application wealth
+2    Ventura Wealth Application is specially designed for Ventura (www.ventura1.com) clients. This application provides real time information related to bonds, ipo, mutual funds and also provides reports relating to your holdings, margin, fixed income and mutual funds. You can also place, ...    6 MB    Views 7306
Mariaca Wealth Management ,management,ipad,mariaca,wealth,access,authorized,application,
8.0

Mariaca Wealth Management

2015-06-06
Related Apps management ipad wealth access authorized application
+17    The Mariaca Wealth Management iPad application enables authorized Mariaca Wealth Management clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Mariaca Wealth Management client that has ...    1 MB    Views 3180
Cornerstone Wealth Portal ,cornerstone,portal,wealth,
8.1

Cornerstone Wealth Portal

2015-03-26
cornerstone portal wealth
+29    Cornerstone Asset Management brings you their Wealth Portal.    34 MB    Views 9131
Prairie Wealth Advisors ,prairie,advisors,wealth,
8.3

Prairie Wealth Advisors

2015-05-20
prairie advisors wealth
+13    Mobile portal for clients of Prairie Wealth Advisors to see their performance.    3 MB    Views 6453
Cahaba Wealth ,management,ipad,wealth,cahaba,access,authorized,application,
8.3

Cahaba Wealth

2015-09-05
Related Apps management ipad wealth access authorized application
+18    The Cahaba Wealth Management iPad application enables authorized Cahaba Wealth Management clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Cahaba Wealth Management client that has ...    1 MB    Views 5233
Wealth & Beyond ,wealth,
8.5

Wealth & Beyond

2015-11-11
wealth
+8    Wealth & Beyond is a digital magazine dedicated for HSBC customers to share information about lifestyle and wealth management. Wealth & Beyond presents the inspiring stories about education, entrepreneurship, and assist your strategic financial planning. This app also features alternative ...    6 MB    Views 6105
Wealth Calculator ,calculator,wealth,
9.2

Wealth Calculator

2015-08-01
calculator wealth Investment Loan Monthly Add Date Monitor Company Deposit Payments Federal Mobile Security Con Dinero Para Amount Card Money Application Markets Track Financial Management Mobile Budget Create Transactions Budget Currency Expenses Payoff Savings Solutions Library Offline Share
+13    ช่วยคำนวณง่ายๆ กับโปรแกรม Wealth Calculator ในเรื่อง คุณอยากมีเงินในอนาคตอันใกล้เท่าไหร่ คุณควรออมเงินกี่บาทต่อเดือน    3 MB    Views 5212
Triton Wealth Management ,management,ipad,triton,wealth,access,authorized,application,
7.6

Triton Wealth Management

2015-04-01
Related Apps management ipad wealth access authorized application
+24    The Triton Wealth Management iPad application enables authorized Triton Wealth Management clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Triton Wealth Management client that has ...    1 MB    Views 7526
Wheaton Wealth Partners ,wheaton,partners,wealth,
9.9

Wheaton Wealth Partners

2015-10-24
wheaton partners wealth
+2    View your Wheaton Wealth Partners aggregated account valuation, performance, and reporting information, in an application developed specifically for mobile devices.    461 kb    Views 9349
Vector Wealth Management ,management,vector,wealth,app,mobile,accounts,
7.5

Vector Wealth Management

2015-07-09
Related Apps management wealth mobile accounts
-5    The Vector Wealth Management Mobile Application makes it easy for you to connect with Vector Wealth Management, LLC and monitor your accounts anytime, anywhere. With this app, you can: Quickly access important contact details to email, visit Vector Wealth Management View ...    8 MB    Views 7975
PPi Asia ,ppi,wealth,asia,
9.4

PPi Asia

2015-05-03
wealth asia
+23    Professional Portfolio International (PPI) strives to help each client grow, protect, and enjoy their wealth in their own way. With its team of very knowledgeable and experienced Advisers, PPI delivers the highest level of financial planning and wealth management services ...    32 MB    Views 9444
Wagner Wealth Management ,management,wagner,wealth,app,mobile,accounts,
7.3

Wagner Wealth Management

2015-01-02
Related Apps management wealth mobile accounts
+15    The Wagner Wealth Management Mobile Application makes it easy for you to connect with Wagner Wealth Management and monitor your accounts anytime, anywhere. With this app, you can: Read the latest news from Wagner Wealth Management Quickly access important contact details ...    723 kb    Views 6223
The Passive Wealth for iPad ,marketing,app,passive,wealth,
8.9

The Passive Wealth for iPad

2015-07-31
marketing wealth
-7    This marketinginabox app is for the Passive Wealth App Group members to stay updated and use it for marketing.    47 MB    Views 7259
iLEVEL Mobile ,ilevel,data,mobile,
9.6

iLEVEL Mobile

2015-06-13
data mobile
+9    The iLEVEL Mobile private capital data platform provides access to your firm’s investment performance data on individual assets, funds and across the entire portfolio.    7 MB    Views 8946
iSecure Retirement ,management,investment,services,clients,company,wealth,bondstreet,
8.9

iSecure Retirement

2015-11-08
management investment services clients company wealth
-6    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
Vista Wealth Mobile ,vista,mobile,wealth,
9.4

Vista Wealth Mobile

2015-04-02
vista mobile wealth Calculator Email Mortgage Bills Freedom Mobile Account Debit Money History Time Transaction Desktop Platform Trading Accounts Online Users Find Guaranty Search Anytime Personal Tracker Banking Farmers Transfers Exam Practice Time Banking Fnb Pay Amount Included Tax
-5    This mobile app allows clients of Vista Wealth Management to view account information and balances.    3 MB    Views 4094
Duckworth Wealth ,wealth,duckworth,advisors,mobile,contact,access,app,
6.9

Duckworth Wealth

2015-06-26
wealth advisors mobile contact access
+5    The Duckworth Wealth Advisors Mobile App allows authorized Duckworth Wealth Advisors clients to access their portfolio data in a format that was custom designed for mobile devices. This Mobile App allows you to view account information, balances and easily contact ...    3 MB    Views 1919
Bennelong WP ,wealth,bennelong,partners,
8.9

Bennelong WP

2015-09-10
wealth partners
-4    Bennelong Wealth Partners – a departure from traditional wealth management. The Bennelong Wealth Partners app provides clients with interactive access to their portfolio, valuations, transaction history, performance and reporting.    8 MB    Views 5209
Wealth Management Symposium ,management,app,latest,wealth,updates,symposium,
7.0

Wealth Management Symposium

2015-09-09
management latest wealth updates symposium
+10    This is an official app for OppenheimerFunds Wealth Management Symposium to be held at New York. Download the app to get the latest updates. Check schedule, speaker details and city information within the app. Get the latest updates regarding events ...    14 MB    Views 7320
Alpha Fiduciary Wealth ,wealth,fiduciary,alpha,
8.6

Alpha Fiduciary Wealth

2015-12-09
wealth alpha
+28    Alpha Fiduciary Wealth Management    2 MB    Views 1286
The Wealth Pilot ,wealth,pilot,
8.0

The Wealth Pilot

2015-08-27
wealth
+9    Wealth Pilot Account Information    8 MB    Views 9800
Kick Start Wealth ,money,transactions,month,kick,easy,wealth,start,
7.5

Kick Start Wealth

2015-06-28
money transactions month easy wealth start Pay Sound Transfers Add Bills Transactions Ber Das Sie Balances Banking Person Buy Market Sell Latest Place Tools Mobile User View Current Magazine Purchase Mit Mobile News Account Banking Number Free Strategies Time Schedules Tax Taxsoftware
+12    Kick Start Wealth will simplify the "Individual Budget Process" which helps you keep track of your expenditure and earnings and manage your money more efficiently. Just a few clicks and you know where your money goes and construct a healthy finance. Salient ...    2 MB    Views 8375
IIFL Wealth ,access,iifl,wealth,balances,latest,
7.5

IIFL Wealth

2015-05-30
Related Apps access wealth balances latest
+25    The IIFL Wealth mobile application is for clients of IIFL Wealth Management. Access your accounts, keep on top of your investments, and more on the move: Reporting of Balances. Access all Transactions. View current balance, available funds and last night's ledger ...    21 MB    Views 3975
Mobius Wealth ,management,security,market,investment,time,wealth,mobius,data,service,portfolio,existing,mobile,white,
8.3

Mobius Wealth

2015-04-10
Related Apps management security market investment time wealth data service portfolio existing mobile white
-3    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
Wealth Management Mobile ,management,mobile,wealth,application,
9.0

Wealth Management Mobile

2015-04-21
Related Apps management mobile wealth application Charts Portfolio Time Account Categories Income Bank Check Lakes Auf Oder Von Options Strategy Time Investment Mobile View Mobile Prepaid Visa Accounts Mobile Request Fcu Member Mobile Advisors Anytime Real Credit Including Member Account Statements View
0    The mobile application allows Wealth Management Services Inc. clients to view their daily account valuation(s), historical performance, and access to reporting information in an easy to use application developed specifically for their mobile devices.    3 MB    Views 9690
Portfolio Wealth Advisors ,portfolio,wealth,information,advisors,summary,point,performance,mobile,
9.2

Portfolio Wealth Advisors

2015-05-30
Related Apps portfolio wealth information advisors summary point performance mobile
-7    Portfolio Wealth Advisors mobile gives you immediate and secure account access from your mobile device. PORTFOLIO SUMMARY HOLDINGS SUMMARY PERFORMANCE REPORTING Point to point performance down to the asset RETIREMENT CALCULATORS Powered by AdvisoryWorld NEWS & MARKET COMMENTARY including CIO notes from ...    3 MB    Views 4962
Highland Private Wealth Management ,management,ipad,highland,wealth,private,application,
9.1

Highland Private Wealth Management

2015-12-13
Related Apps management ipad wealth private application
+2    The Highland Private Wealth Management iPad application enables Highland Private Wealth Management clients to access their investment metrics in a simple interface that was custom designed for the iPad using the Black Diamond Performance Reporting system. Requirements: You must be a ...    1 MB    Views 8861
Texas Capital Bank Wealth ,banking,texas,bank,capital,wealth,mobile,checks,private,easily,
8.6

Texas Capital Bank Wealth

2015-08-08
Related Apps banking texas bank capital wealth mobile checks private easily
+28    Manage your money easily. Anytime. Anywhere. Texas Capital Bank's new banking app provides mobile access to great features—all with the security you’ve come to expect from Texas Capital Bank Features include: ● Pay bills faster & more easily ● Deposit checks with your ...    18 MB    Views 9036
Apple Wealth HD Trade for iPad ,apple,ipad,wealth,data,increase,securities,trade,
8.7

Apple Wealth HD Trade for iPad

2015-08-07
apple ipad wealth data increase securities trade
+3    Apple Wealth HD Trade for iPad Trading Program for Apple Wealth Securities Increase channel to get security’s data and news via iPad. Also, can increase opportunity investment for investor and meet all requirements in every time with quickly and accurately data. โปรแกรมซื้อขายหุ้นของบริษัทซื้อขายหลักทรัพย์ Apple ...    18 MB    Views 8707
2ATR ,management,2plan,risk,wealth,clients,
7.9

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
NJ Client Desk ,application,advisors,wealth,report,client,network,desk,
9.4

NJ Client Desk

2015-01-17
application advisors wealth report client network desk
+12    NJ Group launches Client Desk Mobile Application. This application helps you to check your Networth, Valuation Report, P&L Report and Last 10 Transactions while on the move. Note: To access this application, you require loginID & password provided by NJ Wealth ...    2 MB    Views 2044
UBS Prices & Earnings ,work,management,business,data,prices,cities,ubs,app,earnings,global,wealth,categories,included,
8.4

UBS Prices & Earnings

2015-08-09
work management business data prices cities ubs earnings global wealth categories included
-1    UBS Prices and Earnings How long do you have to work in New York, Kuala Lumpur or Sydney to be able to afford a Big Mac? Where can you go fashionshopping cheaply? Where do employees work the most hours per week? ...    7 MB    Views 1204
FOCUS Wealth Advisors ,ipad,focus,advisors,wealth,access,authorized,application,
9.5

FOCUS Wealth Advisors

2015-12-10
Related Apps ipad focus advisors wealth access authorized application
+12    The FOCUS Wealth Advisors iPad application enables authorized FOCUS Wealth Advisors clients to access their performance, asset allocation, holding and transaction data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a FOCUS ...    1 MB    Views 8195
Mi Wealth ,tools,debt,wealth,app,
9.6

Mi Wealth

2015-01-05
tools debt wealth
+12    Welcome to Mi Wealth Plan’s very own app. We are proud to present this useful app which will grow to contain all you need to know about your insurance, investment and overall financial planning journey. For now, we have great tools ...    20 MB    Views 3316
Concentrum ,management,ipad,concentrum,wealth,access,authorized,application,
8.3

Concentrum

2015-05-16
Related Apps management ipad wealth access authorized application Currency Information Transactions Banking Netteller Online Data Investor Price Home Iphone Mortgage Currencies Rates Simple Binary Option Trade Check Pay Personal Aan Een Met Free Heartland Mobile Gps Key Stamp Accounts Member Mobile Anytime Credit Secure
-9    The Concentrum Wealth Management iPad application enables authorized Concentrum Wealth Management clients to access their performance data in a simple, elegant interface that was custom designed for the iPad Requirements: You need to be a Concentrum Wealth Management client that has ...    1 MB    Views 3633
HORAN Wealth Mobile ,ipad,horan,wealth,
8.0

HORAN Wealth Mobile

2015-08-12
Related Apps ipad wealth
0    The HORAN Wealth iPad application enables authorized HORAN Wealth clients to access their performance data in a simple, elegant interface that was custom designed for the iPad.    1 MB    Views 8850
Avondale Wealth ,management,ipad,wealth,avondale,access,authorized,application,
9.1

Avondale Wealth

2015-07-24
Related Apps management ipad wealth access authorized application
-2    The Avondale Wealth Management iPad application enables authorized Avondale Wealth Management clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be an Avondale Wealth Management client that has ...    1 MB    Views 3391
Sanlam Private Wealth eForms ,forms,sanlam,eforms,private,wealth,
9.6

Sanlam Private Wealth eForms

2015-11-02
forms sanlam private wealth
+8    Complete Sanlam Private Wealth mandate forms directly via the eForms App. All forms can be completed on or offline.    3 MB    Views 4496
Wealth Projector ,wealth,
9.7

Wealth Projector

2015-06-30
wealth
-4    Interactive game that allows users to create a personalised wealth report through dragging and dropping icons.    NAN    Views 3497
Holloway ,management,holloway,wealth,offered,llc,
9.9

Holloway

2015-03-20
management wealth offered llc
+3    Holloway Wealth Management, LLC offers the Holloway application exclusively to firm clients. Advisory services offered through Holloway Wealth Management LLC. Securities offered through Geneos Wealth Management, Inc. Member FINRA/SIPC.    8 MB    Views 4649
LeConte Wealth Mobile ,mobile,wealth,leconte,
6.9

LeConte Wealth Mobile

2015-02-05
mobile wealth
-6    The LeConte Wealth mobile app allows our asset management clients to access their investment data via their Apple device.    3 MB    Views 319
Apple Wealth Trade ,apple,iphone,wealth,increase,securities,data,trade,
9.0

Apple Wealth Trade

2015-08-07
Related Apps apple iphone wealth increase securities data trade
+5    Apple Wealth Trade Trading Program for Apple Wealth Securities Increase channel to get security’s data and news via iPhone. Also, can increase opportunity investment for investor and meet all requirements in every time with quickly and accurately data. โปรแกรมซื้อขายหุ้นของบริษัทซื้อขายหลักทรัพย์ Apple Wealth Securities เพื่อเพิ่มช่องทางในการรับทราบข้อมูลหลักทรัพย์และข่าวสารได้จากอุปกรณ์มือถือ iPhone ...    5 MB    Views 1310
Montel Mobile ,montel,mobile,full,data,access,
8.6

Montel Mobile

2015-10-29
mobile full data access
+15    Access energy news and market data for professionals anywhere, any time with Montel Mobile. Customise your own Montel Mobile page with specific contracts, or go to any of our readymade commodity views to get the full range of data and graphics. Once ...    5 MB    Views 5136
Redrock Wealth Management, LLC ,management,wealth,redrock,
6.9

Redrock Wealth Management, LLC

2015-06-21
management wealth
-4    View your Redrock Wealth Management investment account holdings and performance on your mobile phone.    6 MB    Views 4119
Point of Service ,point,app,service,wealth,
9.7

Point of Service

2015-09-09
point service wealth
+4    Established in 2010, The Point of Service Pte Ltd (TPS) is a boutique Consultancy & Advisory firm whose mission is to create and protect wealth for its clients by maximising the value of their current assets in Singapore. This is the ...    29 MB    Views 9847
PSM Wealth Management ,management,ipad,psm,wealth,
9.8

PSM Wealth Management

2015-08-12
management ipad wealth
+14    The PSM Wealth Management iPad application enables authorized PSM Wealth Management clients to access their performance data in a simple, elegant interface that was custom designed for the iPad.    1 MB    Views 818
PRIVATE WEALTH CFOs ,ipad,private,cfos,wealth,access,authorized,application,
8.6

PRIVATE WEALTH CFOs

2015-12-13
Related Apps ipad private wealth access authorized application
-4    The PRIVATE WEALTH CFOs iPad application enables authorized PRIVATE WEALTH CFOs' clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a PRIVATE WEALTH CFOs client that has ...    1 MB    Views 5436
Ledford Freedom Index ,management,ledford,app,index,freedom,wealth,
9.1

Ledford Freedom Index

2015-07-05
Related Apps management index freedom wealth
+4    The Ledford Freedom Index is an application built for clients of Ledford Wealth Management. This free app will give you a snapshot of your financial journey and your risk tolerance. Your personal login information will be given directly to you ...    5 MB    Views 2391
Chatham Wealth ,management,ipad,wealth,chatham,access,authorized,application,
8.4

Chatham Wealth

2015-07-24
Related Apps management ipad wealth access authorized application
+13    The CWM iPad application enables authorized Chatham Wealth Management clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Chatham Wealth Management client that has been authorized ...    1 MB    Views 4434
Sugarloaf WM ,management,ipad,sugarloaf,wealth,access,authorized,application,
8.4

Sugarloaf WM

2015-06-11
Related Apps management ipad wealth access authorized application
+19    The Sugarloaf Wealth Management iPad application enables authorized Sugarloaf Wealth Management clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Sugarloaf Wealth Management client that has ...    1 MB    Views 9784
WealthRank ,rank,rich,latest,percentile,data,net,worth,wealth,
9.2

WealthRank

2015-11-30
Related Apps rank rich latest data net worth wealth
+23    How does your net worth compare? What does it take to make it into the 99th percentile? How rich are you compared to everyone else? See where you rank against the 115 million US households. Using the latest data from the ...    25 kb    Views 7162
AegisConnect ,aegis,wealth,group,financial,clients,technology,simplicity,
8.5

AegisConnect

2015-08-07
wealth group financial clients technology simplicity
+22    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
Chessman Wealth Portal ,ipad,chessman,wealth,authorized,strategies,portal,access,
9.4

Chessman Wealth Portal

2015-11-13
Related Apps ipad wealth authorized strategies portal access
-1    The Chessman Wealth Portal iPad application enables authorized Chessman Wealth Strategies clients to access their account position and performance data in a simple, elegant interface that was custom designed for the iPad. Requirements: You need to be a Chessman Wealth Strategies ...    1 MB    Views 3314
WealthCalc ,time,wealthcalc,wealth,required,interest,
9.9

WealthCalc

2015-10-28
time wealth required interest
0    This handy companion is an invaluable tool for the investor looking to build up wealth. WealthCalc will show you the enormous power of compound interest (reinvested profits) and how it manifests in several scenarios. Have WealthCalc to calculate your desired parameter in ...    155 kb    Views 6099
Reality Wealth Mobile ,app,reality,wealth,portfolio,deals,
7.6

Reality Wealth Mobile

2015-02-26
reality wealth portfolio deals
+3    Welcome to the Reality Wealth App for iPad. This app enables you to monitor progress on your Live Deals, review the details of your Completed Deals, and check upcoming loan covenants, which require attention across your portfolio, via My Diary. The content ...    12 MB    Views 5476
Artorius Wealth Mobile ,information,wealth,portfolio,artorious,mobile,access,data,client,
8.5

Artorius Wealth Mobile

2015-05-13
Related Apps information wealth portfolio mobile access data client
+2    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
HA&W Wealth LLC ,ipad,llc,wealth,
7.3

HA&W Wealth LLC

2015-08-27
Related Apps ipad llc wealth
-4    The HA&W Wealth LLC iPad application enables authorized HA&W Wealth LLC clients to access their performance data in a simple, elegant interface that was custom designed for the iPad.    1 MB    Views 5123

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