Best Drtuber Client Service Apps | Panload iOS Finance

IntelliAcc Loyalty

2015-04-26

0 The IntelliAcc Loyalty application is a simple to use loyalty solution for the retail industry. It provides a convenient way to build a customer database, interact with them as well as giving them benefits. Application features This application’s features will enable you ... 11 MB Views 4643

9.8

Intrinsic ATR Profiler

2015-05-10

Related Apps investment risk intrinsic client determine financial

+14 At Intrinsic our approach to investment advise is based on clearly understanding the client's financial situation, their goals and how much risk they are prepared to take with their money. A key factor when investing is to determine the client's ... 12 MB Views 668

7.9

CSBLocalEdge by Chelsea State Bank

2015-12-17

bank state store perks great client

+5 CSBLocalEdge provides great savings on dining, recreation, entertainment, fitness, home goods, and much more for Chelsea State Bank clients. This free app automatically sends you a notification when you are near a discount, so you never miss out on a deal ... 35 MB Views 9479

7.5

Morgan Stanley Research for iPad

2015-08-21

Related Apps research investment ipad stanley morgan application account client link valid

+17 This application is for Morgan Stanley institutional clients with a valid Client Link account. Morgan Stanley clients can access the firm's investment research virtually anywhere, at any time with the new Morgan Stanley Research application for the iPad or iPhone. The ... 1 MB Views 4025

8.8

P. Liddy & Associates

2015-12-19

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+2 P. Liddy & Associates is located in Cronulla, New South Wales. We are a chartered accountancy practice offering competent, prompt, professional service in the traditional areas of auditing, accounting, superannuation, tax and management consulting services. Our services are available for ... 12 MB Views 4088

7.9

IP Quote

2015-04-17

quote client choices protection income

+3 Welcome to the Income Protection app by Exeter Family Friendly. For financial advisers only, this app provides an instant quote for our 3 awardwinning income protection products. It highlights the simple choices your client needs to make and the impact these ... NAN Views 8629

8.5

PGR Solutions LLC App

2015-05-26

Related Apps investors information liberty rias representatives access account user client

-2 PGR Solutions LLC offers the Trust Company of America 'Liberty' application to authorized investors, their representatives and Registered Investment Advisors (RIAs). Take the power of Liberty with you and access your account information anytime and from anywhere. With comprehensive views of ... 8 MB Views 9405

9.8

MLC Insurance app

2015-03-18

client insurance efficiency advisors

0 Increase sales and efficiency. The MLC Risk App is a tool for advisors looking to improve their personal insurance client engagement process. It allows advisors to collect client information (fact find) and display a programmable 'house view' of policy recommendations for ... NAN Views 8368

7.4

MiBizz

2015-05-19

Related Apps invoices client

+5 This App is specially designed for the small business. Set up your client files in a simple manner. List individual client details. Create invoices and financial reports. Print invoices wireless. Make your own invoice layout. Enter up invoices. 13 MB Views 8424

8.0

safe-sign.it

2015-04-15

safe sign ability device information securely client capture forms straight Banking Privacy Union Market Provide Stock Options Trades Trading Market Price Year Average Time Trend Calculator Win Work Money Stock Trading Data Multiple Time Banking Person Transactions Access Account Banking Pay Personal Privacy Bricks Chart Prices

-3 SafeSign is a secure software system designed to give you and your clients the ability to complete application forms and collect mandatory information electronically, anywhere, anytime on any tablet device. It sends the information securely, straight to your systems, saving ... 22 MB Views 8350

9.2

iHartsClient

2015-05-10

time management business client real advice service industry financial clients

+4 iHarts Client App About HFS: Harts Financial Solutions is Perth's leading pure Fee for Service financial management advice firm and has significant experience in advising business owners & executives. Most are highly suspicious of the financial services industry due to the lack ... NAN Views 3492

9.1

SmartAdvisor

2015-09-04

business health medical discovery advisers clients applications client opportunities

+5 Discovery has developed a solution to make it easier for financial advisers to do their business. With a few swipes and taps, the SmartAdvisor app allows financial advisers to effortlessly access their Discovery client portfolio in minutes. You need iOS7 or ... 12 MB Views 611

8.5

Myddleton Croft Mobile

2015-07-05

information portfolio mobile access data client

+10 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

9.4

NJ Client Desk

2015-01-17

application advisors wealth report client network desk

0 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

9.9

Coheris CRM for iPhone

2015-04-12

crm iphone vos client des votre les gestion

+12 Solution globale de gestion de la relation client, Coheris CRM vous permet de structurer et exploiter au mieux la connaissance client dans l’entreprise, afin d’accroître vos ventes, optimiser vos actions commerciales et fidéliser vos clients. Simple et efficace, la déclinaison iPhone ... 3 MB Views 9149

9.7

iBooking

2015-01-18

calendar service client appointments revenue weekly services appointment monthly pricing

-8 iBooking is THE application for service providers, small business owners and independent contractors looking to better manage their client appointments and revenue stream. After you have selected, or defined, the type of service provider you are, the services you provide, allocated ... 8 MB Views 2067

8.8

mCCRC

2015-10-21

investment news funds client reporting portfolio information allocation find contact

+9 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

9.0

LPL Financial Mobile

2015-08-02

lpl financial mobile application view subject information client advisors access

-9 LPL Financial Mobile, exclusively for LPL Financial advisors, is a fast, secure service that allows you to stay connected to your clients and monitor accounts from your iPhone and iPad. If you are a client of an LPL Financial advisor, please ... 1 MB Views 5390

9.6

Vance Capital Management, LLC

2015-08-27

Related Apps management investors liberty information representatives rias access client account Account Easily Locations Account Accounts Enroll Pay Transactions Union Expenses Financial Notes Financial Market Risk Loan Phone Solutions Information Phone Stock Bills Financial Ipad Bank Privacy Service Contact Information Security Kids Money Parents Banking Enroll View

+13 Vance Capital Management, LLC offers the Liberty application to authorized investors, their representatives and Registered Investment Advisors (RIAs). Take the power of Liberty with you and access your account information anytime and from anywhere. With comprehensive views of account positions, transactions ... 8 MB Views 6816

9.4

Morgan Stanley Research for iPhone

2015-08-20

Related Apps research investment iphone stanley morgan application account client link valid

+10 This application is for Morgan Stanley institutional clients with a valid Client Link account. Morgan Stanley clients can access the firm's investment research virtually anywhere, at any time with the new Morgan Stanley Research application for the iPad or iPhone. The ... 1 MB Views 7344

8.9

QuickAcctSales

2015-12-10

chinese support pdf client goods

0 This app helps business traveler on the move and needs to create the account sales document for your client instantly. ( This is one of the "goods on consignment" 's procedure. Statement of Goods Sold) QuickAcctSales creation in PDF format, ... 2 MB Views 8609

9.1

OUTsurance

2015-09-18

Related Apps clients client features application request

+20 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

9.0

iSpeedTrader

2015-04-25

stock usa client

+15 SpeedTrader is a division of Stock USA Execution Services, Inc. (Stock USA). Stock USA is a New York based broker/dealer and a member of FINRA and NFA. The company specializes in the electronic trading field. Our goal is to provide the ... 2 MB Views 6940

9.1

DST Vision

2015-10-12

Related Apps client account mobile vision access information view household password

+9 With DST Vision Mobile, financial intermediaries can harvest the power of DSTVision.com on their mobile device. DST Vision Mobile makes it easier than ever to stay informed and address client inquiries while on the go. Designed with ease of use ... 767 kb Views 2591

8.6

Client List

2015-01-01

business email list client sales contact save address phone clients Calculate Calculator Tax Banque Des Les Expenses Spending Track Las Para Tus Budget Manage Track Atms Check Trust Car Dealership Search Budget Finances Track Banking Locate State Application Indexes Search Information Price Property Access Accounts National

-7 Need to create a client list? Whether trying to keep track of all your clients or putting together a phone or address list for a specific marketing event, Client List can help you get organized. Great for sales department, clubs, ... NAN Views 8756

9.5

iHUB24

2015-10-18

Related Apps account access details client ability asset performance portfolio notifications

+29 iHUB24 gives you real time access to the HUB24 platform while you're on the move. Advisers and account holders simply use your HUB24 online ID and password to access iHub24's many features. iHUB24 for advisers Access full platform functionality, including the ... 157 kb Views 3095

9.2

Claringbold

2015-04-10

Related Apps personal financial access client services information

+15 Claringbold Financial Services is a uniquely structured financial planning practice, offering solutions for all your financial needs. As you are a client of Claringbold Financial Services, this App provides you access to your personal and financial information at the touch of ... 3 MB Views 9192

9.2

HybridPOS 4 Connect

2015-11-06

card payment credit data connect client Asx Information News Anytime Liberty Rias Credit Loan Mobile Pay Split Tip Market Quotes View Banking Funds National Account Stock Trade Banking Free Pay Client Purchase View Business Company Tax Payoff Stock Strategy Free Money Personal

0 HybridPOS 4 Connect is a 'third party' paymentprocessing app. The 'client app' initiates the transaction, and then calls the 'hybrid app' to process the payment. The payment data is processed in the 'hybrid app', then the results are sent back ... 6 MB Views 3612

7.9

MoneyWare

2015-12-03

client enable

-2 MoneyWare Mobile App, contains sophisticated tools that enable ‘Wealth Management on the Go’ for relationship managers and clients. Intuitive, easy to use features facilitate collaboration and enable responsiveness in client interactions taking client engagement to the next level. 31 MB Views 3879

8.7

My BRR Office Tablet

2015-01-04

access client clients

-3 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

9.7

HoursWiz Pro - Personal hours keeper, time tracker & timesheet manager

2015-07-17

Related Apps time entries client project track spent earnings task notes

-9 If you are looking for a smart, easy to use and featurerich financial App to track your hourly earnings and the time spent on the job, HoursWiz Pro is the one. With HoursWiz Pro application, you can save favorite time ... 9 MB Views 747

9.9

iUMA

2015-10-03

Related Apps access account details client ability asset performance portfolio notifications

+2 iUMA gives you real time access to the platform while you're on the move. Advisers and account holders simply use your online ID and password to access iUMA's many features. iUMA for advisers Access full platform functionality, including the ability to ... 194 kb Views 6799

9.1

WHMCS+

2015-04-18

tickets feedback support dashboard client easy free working

+23 We are aware of some features not working WHMCS had done some API changes that broke some parts, we're working on a fix WHMCS+ is the unofficial WHMCS client for iPhone. Once bought the app is free to use on any WHMCS ... 5 MB Views 4441

8.7

ARTA Synergy

2015-01-15

work synergy mobile client company platform tasks application phone

+4 Mobile Client ARTA Synergy application is designed for those who want to multiply productivity of the company and already uses ARTA Synergy platform which allows to automate all the processes for growth and improvement of competitiveness of the company. “Work ... 6 MB Views 1437

9.0

RMS Wealth Mobile

2015-03-30

rms information wealth portfolio mobile access data client

+15 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

9.6

HybridPOS 3 +API

2015-03-19

payment client data api

-5 HybridPOS +API is a 'third party' payment processing app. The 'client app' initiates the transaction, and then calls the 'hybrid app' to process the payment. The payment data is processed in the 'hybrid app', then the results are sent back ... 6 MB Views 6296

8.1

eprivateclient

2015-11-05

news top private practitioners client companies firms fast

0 eprivateclient is the leading news service for private client practitioners, including lawyers, accountants, trustees and feebased IFAs. The regulatory environment in which private client practitioners operate is becoming ever more pressured, fuelled by the seemingly relentless pace of legislative change. The ... 15 MB Views 8901

8.0

My BRR Office

2015-01-04

access client clients Epaper Eur Und Execution Interface Single Format Study Test Check Mobile Phone Account Money Track Directfn Market Stock Accounts Balance Information Finances Graphs Transactions Initiate Iphone Transactions Cash Credit Financial Eine Mit Sie Customer Information Service

+3 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

9.8

Baillie Gifford

2015-08-16

institutional client access

+15 Baillie Gifford presents ‘Looking Back. Going Forward’, an app which delivers relevant thought pieces from senior Baillie Gifford investors to our institutional clients. To access this service you have to be an institutional client of Baillie Gifford and have a registered ... 3 MB Views 6518

8.2

智汇宝钱包

2015-05-26

Related Apps card bank transfer users order recharge account client payment

-9 Dinpay Wallet is the Thirdparty mobile payment client of DDbill Payment Co ., LTD Main Function 1.Recharge : The user can through the client online recharge on account. 2.Transfer :Users can transfer an internal transactions between members through purse system, or transfer to ... 9 MB Views 8832

8.0

Paprika Contacts

2015-12-07

software contact client tasks details notes update edit contacts

+19 ==== IMPORTANT ==== To use this application you must have Paprika running as your agency management system including the "iPhone" module and have a valid useraccount for your database, along with the REACT option in your menu group. For further details please ... 642 kb Views 1530

9.8

WealthMark App

2015-12-21

Related Apps investors time liberty information advisors rias anytime client real

+2 WealthMark LLC offers the Trust Company of America 'Liberty' Application to authorized investors, their representatives and Registered Investment Advisors (RIAs). Take the Power of Liberty with you and stay in touch with WealthMark LLC anytime and from anywhere. Representatives and RIAs ... 6 MB Views 5918

9.8

Fees-ability App

2015-08-06

business ability service fees step model client pre enter

+14 This app is designed for use by UK financial advisers only. Understanding how the level of service you provide to your clients affects your long term business sustainability has never been so important. Our Feesability app is designed to help you ... NAN Views 2698

8.4

LifecashPro

2015-11-22

planning financial advisers client clients

+15 LifeCashPro is a financial planning app for financial advisors from lifecashapps.com. The LifeCashPro App is an informative and innovative way of presenting your recommendations to your clients using the iPad. Cash flow has never been easier to present. At a touch, clients ... NAN Views 5034

7.2

BRI Wealth Management Mobile

2015-05-30

Related Apps management information wealth portfolio mobile access data client

+5 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

7.9

dilizi

2015-03-03

est par service client les caisse

-1 Nouveau service d’encaissement pratique, performant et mobile, Dilizi s’adresse aux commerçants, artisans, professions libérales, associations et prestataires de services en mobilité. Véritable outil de caisse, sûr, simple et moderne, il répond également au besoin exprimé par les consommateurs qui souhaitent payer ... 9 MB Views 6329

8.8

Easy Time Tracker

2015-05-08

Related Apps time tracker easy track client tasks clients task

-5 "Easy Time Tracker" is an easy way to keep track of your time, your tasks and your clients. Quickly create a task and start tracking your time. Add new clients to your client list at any time and sort ... 3 MB Views 4358

9.0

Alfa Forex Online

2015-06-15

forex online company client application full cabinet call

+5 Alfa Forex Online for iOS offers free information about forex market, quotes and the ability to engage in dialogue with the company where you are. Clients Alpha Forex application ensures full access to the management of their accounts, input / ... 3 MB Views 9360

8.5

Citadel Investment Services

2015-04-30

management wealth clients access insights team financial client

-9 The Citadel App is a portable, digital briefcase and an essential financial knowledge source. Citadel Wealth Management now offers clients an App specifically designed to deliver online news and personalised product updates via a userfriendly and dynamic platform. Aspirant Citadel ... 25 MB Views 2155

9.3

Pollock Advisory Group

2015-05-20

Related Apps information liberty client user anytime group advisory

+25 Take the Power of Liberty with you and stay in touch with Pollock Advisory Group anytime and from anywhere. Representatives and RIAs rely on Trust Company of America to provide the information they need to manage client accounts and respond ... 890 kb Views 8893

7.4

True Potential Adviser

2015-10-31

contact adviser client access details financial powered true firms login

0 Use this application to view your client’s portfolio performance data, contact them, share documents and complete recordkeeping whilst on the move. This application is available to all adviser logins of True Potential powered firms. Your access details are the same as ... NAN Views 374

9.1

iRisk YBR Advisor

2015-08-05

advisor client pricing zurich

+1 Increase sales and efficiency. iRisk Advisor is a tool for advisors looking to improve their personal insurance client engagement process. It allows the advisor to collect client information (fact find) and then display a programmable "house view" of policy requirements for ... NAN Views 9741

9.0

CAM Liberty App

2015-05-13

Related Apps investors liberty information rias client access account user representatives

+4 Classic Asset Management, LLC offers the Liberty application to authorized investors, their representatives and Registered Investment Advisors (RIAs). Take the power of Liberty with you and access your account information anytime and from anywhere. With comprehensive views of account positions, transactions ... 9 MB Views 3310

8.3

22 Groups Client

2015-02-04

transactions trading groups client

+6 22 Groups Client is an iPhone compatible trading platform, which allows full trading via mobile. The app allows : Login with desktop username / password Enter instant and Pending transactions View past transactions Monitor live transactions 5 MB Views 1283

9.4

JLT IM Investor Portal

2015-07-05

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

9.8

Gatehouse Bank Mobile

2015-11-03

Related Apps access information clients bank client mobile

-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

8.3

澳門交行 – 交通銀行澳門分行手機銀行

2015-07-12

Related Apps banking signature client application mobile services service branch

+8 交通銀行澳門分行手機銀行以手機爲載體,以客戶端應用程序爲依托,向客戶提供各類在綫金融服務,是一種全新的電子銀行業務和服務渠道。具有方便快捷、安全高效、操作簡單等特點。交通銀行澳門分行手機銀行實現了門戶式客戶端。客戶端軟件含有數字簽名,如果軟件被黑客或病毒修改或是簽名被修改,將無法運行。有效的杜絕客戶端軟件被惡意修改或病毒傳播。主要服務功能有:我的賬戶、轉賬及匯款、定期服務、外匯兌換、資訊、我的通知、客戶服務、動態令牌緊急挂失、手機港股等。 Mobile banking of BOCOM Macau Branch provides a whole set of online financial services to customers with cellphone as the carrier and client application as the basis, and is a brandnew Ebanking transaction and service channel. It is convenient, quick, safe, ... NAN Views 1103

8.5

Work Quote

2015-08-05

work client simply bid task bids

+6 Work Bids is an easy to use app using which you can submit an offer/bid to your client, to do the work for a certain amount of money. Simply enter the descriptions of the task and the cost associated with each ... 11 MB Views 2635

9.4

Hip Pocket Trust Advisor

2015-01-27

Related Apps personal trust advisor pocket client financial

+5 Hip Pocket Trust Advisor brings knowledge of Personal Trust concepts right to you wherever you are. Cannon Financial Institute, the leading provider of Personal Trust training in the financial services industry, has created a video library of critical trust topics that ... 17 MB Views 1064

8.7

BL Banking VEU

2015-11-12

banking signature orders bank client ebics

+18 An EBICS client for using the Distributed Electronic Signature (VEU). An existing installation of BL Banking Client is required. BL Banking VEU allows to fetch a list of orders from a bank over an EBICS connection, for which a signature can ... 4 MB Views 7837

BRI Wealth Management Mobile

Pollock Advisory Group

Hip Pocket Trust Advisor

P. Liddy & Associates

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