Best Data Portfolio Wealth Apps | Panload iOS Finance

Stock Gains

2015-05-13

+19 Stock Gains is free for a limited time Stock Gains shows you the value of your portfolio. Monitor daybyday changes and calculate your net gains after taxes, while studying historical data and reading news about your stocks. Featured on the ... 3 MB Views 1886

8.9

Avendus Wealth for Tablet

2015-12-30

returns wealth

+3 The Avendus Wealth App for iOS gives you secure access to your investment portfolio, allowing you to view asset allocation, returns, comparison with benchmark returns and holdings conveniently at anytime from your mobile devices. 49 MB Views 5539

8.9

Abacus Wealth Partners

2015-09-09

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-1 The Abacus Wealth Partners mobile application allows current Abacus clients to view account balances and performance, as well as view copies of our quarterly statements. To become an Abacus client, visit www.abacuswealth.com 3 MB Views 1339

8.3

NJ Trading Account

2015-03-25

Related Apps application wealth trading network advisors

+15 NJ Group launches NJ Online Trading. This application helps you to transact while you are on move. You can also check your Transactions & Portfolio Reports. Note: To access this application, you require loginID & password provided by NJ Wealth Advisors ... 1 MB Views 4953

9.8

PSM Wealth Management

2015-08-12

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+9 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

9.9

Portfolio VaR HD

2015-02-20

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+25 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

8.6

Mole Valley Asset Management Mobile

2015-11-02

Related Apps management portfolio information valley asset access mobile data client

0 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

8.9

Bennelong WP

2015-09-10

wealth partners

+1 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

8.0

Stockify Portfolio Tracker

2015-08-02

Related Apps stock portfolio stocks easy fast updates data

+4 Do you own stocks? if yes then Stockify is for you. Keep a close eye on your stocks, know immediately the total and daily gain on your portfolio and on every stock you own. No hard limit on the number of stocks ... 701 kb Views 6380

9.4

ClavisTrader

2015-09-06

+15 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

7.3

Texas Legacy Wealth

2015-03-11

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+2 This app allows clients of Texas Legacy Wealth Management (TLWM) to view account values, performance reports, and allocations. 4 MB Views 2523

8.2

Portfolio Beta HD

2015-02-20

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+25 Portfolio Beta HD is ideal for anyone needing current beta values for their portfolio. This app pulls historical data from Yahoo Finance (USA) and calculates: • 10day trailing beta • 30day trailing beta • 60day trailing beta Additionally, a graph tracking the 10day trailing beta ... 2 MB Views 4582

8.4

UBS Prices & Earnings

2015-08-09

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-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

9.9

1-Stock : Perform Stock Valuation including Stock Watch List and Investment Portfolio

2015-03-03

Related Apps stock investment market valuation portfolio data detailed list watch results quick

+15 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

9.7

Mobex Portfolio

2015-09-24

health time portfolio data

+10 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

9.8

Stock Market Pro: Stocks & Shares Portfolio Tracker

2015-07-05

Related Apps stock market time ipad news stocks pro track data portfolio gains portfolios

-7 Featuring timely market data from highly reliable sources, Stock Market Pro is the simplest way to track a range of stocks and have all the key data you need at your fingertips. This is the Pro version which lets you manage ... 17 MB Views 448

7.2

Morningstar for iPad – Stock & Fund Investing. Market Data. Portfolio Tracker.

2015-09-16

Related Apps investment ipad market research monitor videos news morningstar portfolio data funds current account premium

-4 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

9.9

Holloway

2015-03-20

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+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

9.4

Wealth Engineers

2015-12-03

Related Apps engineers web time monitor home investment advisor financial account access wealth clients real portfolio Funds Mobile Time Bank Mobile Personal Access Application Credit Access Portfolio Wealth Notification Reach Receive Account Tap View Card Cards Transactions Ameris Pay Search Balances Bills Checks Accounts Bank City Che Con Puoi Credit Data Management

-8 24/7/365 realtime account access. No more wondering what's going on with your portfolio or waiting for your financial advisor to send you a quarterly report. This innovative, free app is made available by Wealth Engineers exclusively to its clients, their representatives, ... 8 MB Views 2894

7.5

Tercero Mobile

2015-09-18

Related Apps information portfolio access mobile data client

-6 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

8.3

MyStocks - Stock Tracker and Portfolio Manager

2015-01-06

Related Apps stock time management exchange portfolio quotes data global indexes real

+15 MyStocks brings you realtime quotes and charts, historical data, global indexes, portfolio management and so much more. Download the app and watch the value of your portfolio growing. Features: Multiple portfolio management Customized watchlist Global indexes and currencies Realtime quotes Live chart ... 2 MB Views 3183

8.1

Cornerstone Wealth Portal

2015-03-26

cornerstone portal wealth

+4 Cornerstone Asset Management brings you their Wealth Portal. 34 MB Views 9131

7.6

Portfolio Standard Deviation HD

2015-02-20

Related Apps finance standard deviation portfolio yahoo day trailing data jones

+22 Portfolio Standard Deviation HD is ideal for anyone needing current standard deviation values for their portfolio. This app pulls historical data from Yahoo Finance (USA) and calculates: • 10day trailing Standard Deviation • 30day trailing Standard Deviation • 60day trailing Standard Deviation Additionally, a graph ... 2 MB Views 5226

8.2

Portfolio Beta

2015-02-20

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-7 Portfolio Beta is ideal for anyone needing current beta values for their portfolio. This app pulls historical data from Yahoo Finance (USA) and calculates: • 10day trailing beta • 30day trailing beta • 60day trailing beta Additionally, a graph tracking the 10day trailing beta over ... 3 MB Views 5052

9.0

KMH Wealth Management, LLC

2015-12-28

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-3 This mobile application allows clients of KMH Wealth Management, LLC to view account valuation, performance, and reporting information who are authorized users. This is an applicaiton developed specifically for mobile devices. 3 MB Views 8610

8.0

The Wealth Pilot

2015-08-27

wealth

+9 Wealth Pilot Account Information 8 MB Views 9800

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

9.0

Apple Wealth Trade

2015-08-07

Related Apps apple iphone wealth increase securities data trade Budgets Transactions View Information Mobile Today Balances Fcu View Atms Banking Locate Charts Quotes Real Atm Deposit Find Mobile Quick View Check Liberty Search Banking Loan Online Accounts Bills Fnb Investor Price Stock Customers Initiate Ipad

+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

7.7

Comarch Wealth Manager

2015-07-08

Related Apps management banking family web personal office finance wealth clients private positions bank data

-7 Personal wealth management based on consolidated information on wealth of individuals or families, in particular the clients of private banking, wealth management or family office services. The most important areas of the wealth management process supported by the solution include: ... 25 MB Views 6577

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

8.5

Myddleton Croft Mobile

2015-07-05

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+3 Myddleton Croft Mobile allows you to view your Myddleton Croft account online. If you are a client, Myddleton Croft Mobile allows you to access information on your portfolios. If you are an investment manager or financial advisor, you can access your ... 20 MB Views 2635

7.6

Reality Wealth Mobile

2015-02-26

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+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

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

9.1

Wealth Expert

2015-06-10

wealth expert tips

+5 One of the most difficult points to reconcile in life is the paradox that suffering exists in this world. Suffering is eminent. Of course, what is equally important is realizing that the acquisition and possession of wealth is not a ruler ... 9 MB Views 8891

9.5

AXA Wealth – My Elevate investments

2015-06-01

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+4 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

9.9

WealthCalc

2015-10-28

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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

7.9

StocksPad US Stocks Manager

2015-06-06

Related Apps market news stock time monitor stocks data view portfolios returns portfolio icloud

0 We are excited to release the new StocksPad (formerly HD), our first universal app for iOS 8 with nextgeneration features. Invest intelligently with StocksPad, portfolio manager and market watcher for US Stocks. Why StocksPad? 1. A universal app optimized for both iPad and ... 5 MB Views 1779

9.4

PPi Asia

2015-05-03

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+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

9.0

ZEN Portfolio

2015-11-12

Related Apps stock portfolio zen date currency quotes rate data service lets

0 ZEN Portfolio lets you manage a stock portfolio in a simple yet efficient way. Investors often manage several stocks from different countries, in different currencies, and therefore need uptodate stock quotes, but also uptodate currency rates. When you add a stock in ... 8 MB Views 9340

7.9

GFS Private Wealth, LLC

2015-09-24

Related Apps ipad wealth private

-6 The GFS Private Wealth iPad application enables authorized GFS Private Wealth clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. 1 MB Views 8879

9.3

Morningstar – Stock & Fund Investing. Market Data. Portfolio Tracker.

2015-05-06

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+14 For millions of investors, Morningstar.com is the first choice for independent investment research and insights. Now you can experience the best of our flagship website on your iPhone. Our app gives investors access to comprehensive investment data covering stocks, mutual ... 9 MB Views 6163

9.4

JLT IM Investor Portal

2015-07-05

Related Apps information portfolio portal investor access data client

0 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

9.3

iSGStocks

2015-03-11

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+30 We are excited to release the new iSGStocks, our first universal app for iOS 8 with nextgeneration features. Invest intelligently with iSGStocks,, portfolio manager and market watcher for Singapore Stocks. Why iSGStocks? 1. A universal app optimized for both iPad and iPhone including ... 4 MB Views 1413

8.7

FutureAdvisor - Intelligent Portfolios and Real Wealth Management

2015-03-05

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+1 "One of the 5 best financial apps.” CNNMoney "Cuts through the complexity of retirement investing.” Reuters Get a personalized financial checkup in 2 minutes. The advice 200,000 households use to grow 26 billion. Upgrade to Managed Investing to save even more ... 23 MB Views 157

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

8.1

Coliseum Wealth Management

2015-03-28

Related Apps management wealth

+2 This moble app allows you to view account information, balances, and easily contact our advisor team at Coliseum Wealth Management 6 MB Views 2901

7.7

iBank Investor

2015-10-14

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-6 The mobile portfolio app for all your iOS devices, iBank Investor lets you keep your portfolio in your pocket, for access at a glance. Whether you sync with iBank for Mac or sync your portfolio across your devices, you'll always ... 3 MB Views 127

8.1

iPhilStocks+

2015-01-03

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+13 We are excited to release iPhilStocks+ (formerly HD), our first universal app for iOS 8 with nextgeneration features. Invest intelligently with iPhilStocks+, portfolio manager and market watcher for the Philippines stock market: Why iPhilStocks +? 1. A universal app optimized for both iPad ... 6 MB Views 1101

9.2

iStock (Stock, Stock Market, Global Market)

2015-12-10

Related Apps stock market time iphone news add day watchlist istock data change portfolio

0 iStock Sweet iPhone Stock App As a professional equity investor, would you need a sweet app that whenever you need it, it can tell you information of any stocks or indices of all over the world as well as their ... 2 MB Views 8292

7.0

Busine Investment View

2015-06-18

view wealth

+2 Exclusively for clients of Busine, LLC. View uptodate information, balances and dynamic performance on your investments. For wealth management advice, contact the firm directly at (858) 2554274 or www.businewealth.com. Busine, planning for the unfinished Business of wealth. 3 MB Views 7020

8.5

Macro Trend Wealth Management

2015-01-11

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+27 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

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

7.6

Ritholtz Wealth Mobile

2015-05-11

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-1 Ritholtz Wealth Mobile allows you to view your account information, balances, and easily contact your advisor. 3 MB Views 1076

9.2

T-Advisor

2015-04-30

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-6 TAdvisor is an online solution to manage easily your investment portfolio for every people, regardless of his or her financial knowledge or experience. Enjoy the investment experience with confidence thanks to our advanced wealth management tools: My Portfolio: All figures and reports ... 7 MB Views 7362

9.8

Wealth Breakthrough

2015-09-18

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+19 Wealth Breakthrough is a new wealth management app from mentoring company Unlimited Success. Providing you with useful and essential tools to improve your wealth and manage your money. Utilising the innovative ‘Money Bucketing’ technique a spend tracker, receipt tracker and ... 5 MB Views 1268

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

8.4

StockStation: Real Time Stock+Option Portfolio Tracker and Market Screener with Alert

2015-07-26

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+2 StockStation is your answer for a comprehensive allinone market app and onthego solution to always be in touch with your financial interests The ultimate tools for RealTime Advanced Stock Quotes (Pre & After market) and Advanced Charts; Live News; Notes; ... 19 MB Views 5604

8.5

Ignition Weath

2015-09-04

wealth

0 Ignition Wealth is an online, automated investing service, helping people to better manage and grow their wealth for a fraction of the cost of traditional financial services. NAN Views 7655

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

8.5

MiPortfolio

2015-01-09

data view portfolio performance

+8 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

Ignition Weath

Busine Investment View

Portfolio Wealth Advisors

Ritholtz Wealth Mobile

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