Best Financial Information Portfolio Apps

Affinity Private Wealth Mobile

2015-04-02

0 Affinity Private Wealth Mobile allows you to view your Affinity account online. If you are a client, Affinity Private Wealth Mobile allows you to access information on your portfolios. If you are an investment manager or financial advisor, you can access ... 11 MB Views 3920

8.0

Vontobel Mobile Private Banking

2015-02-03

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0 Would you like to experience the future of private banking? The Vontobel Mobile Private Banking app gives you access to your banking at any time on your tablet. Whether you would like to view and analyse your portfolio, check account ... NAN Views 8100

8.2

Financial Fortune Teller

2015-02-10

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+3 Using the income and expenses that you enter, Fortune Teller can forecast your financial future. The more information that you provide, and the more accurate that information is, the more accurate your forecast will be. This is a basic forecasting tool that ... 1 MB Views 3652

8.3

צמרת מימונים

2015-04-13

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+12 שקיפות ויציבות מעל הכל כל המידע, מכל מקום בכל זמן צמרת מימונים גאה להציג שירות מתקדם המאפשר לקבל את המידע הנחוץ לך בצורה מאובטחת, באמצעות מכשיר הסמארטפון שברשותך, מכל מקום ובזמן שנוח לך. האפליקציה מאפשרת לצפות בנתוני ההעברה האחרונה שבוצעה, נתוני הזיכוי הקרוב ונתוני ... 4 MB Views 6383

8.5

REW Financial

2015-02-07

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+12 Welcome to REW Financial My Liberty. Stay connected, confident and informed no matter where you are. Mobility You have the power to interact with us on your schedule. Anytime. Anywhere. Transparency Enjoy realtime transaction information with comprehensive views of ... 9 MB Views 1085

8.5

Artorius Wealth Mobile

2015-05-13

Related Apps information wealth portfolio mobile access data client

0 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

9.4

Portfolio Armor

2015-10-04

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+5 Portfolio Armor helps you hedge your stocks and ETFs by showing you the optimal put options to give you the precise level of protection you want at the lowest cost (Portfolio Armor Pro, available as an inapp subscription, also enables ... 1 MB Views 1144

7.4

Stock Panorama

2015-08-29

Related Apps stock news calendar intelligence time social earnings portfolio stocks information dividends eps events

+1 Stock Panorama brings what 'matters' to an investor’s portfolio combination of 'relevant and key' market data, analyst opinions and social intelligence all on your mobile device. For each stock in your portfolio, Stock Panorama 'follows' key events (earnings, ... 14 MB Views 3124

8.1

Clipper Advisor - Global Investing Made Easy

2015-03-11

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+4 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

7.3

J.P. Morgan FundCenter

2015-02-05

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+3 透過摩根資產管理「FundCenter」應用程式, 協助您即時掌握基金資訊, 包括基金淨值,配息紀錄及休市公告. 此外, 亦可隨時查看市場最新動態, 舉凡市場評論、基金報告及影音節目. 而查閱自身投資組合狀況, 自選「我的最愛」基金及瀏覽專屬摩根服務資訊等功能, 皆可藉由本應用程式, 作為您投資理財之參考. 另外, 更有投資訊息推播服務, 讓您可以接收到即時損益警示到價與定期定額扣款通知. 歡迎來到摩根基金中心！功能選單： 1 我的最愛 2 最新訊息 3 個人訊息 4 投資組合 5 基金淨值 6 配息紀錄 7 休市公告 8 基金報告 9 市場評論 10 影音節目 11 摩根活動 12 理財新知 13 客戶服務 FundCenter for Taiwan Use： J.P. Morgan Asset Management offers Taiwan retail investors mobile access to ... NAN Views 6523

8.6

IndoStocks

2015-03-30

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-6 We are excited to release the new IndoStocks, our first universal app for iOS 8 with nextgeneration features. Invest intelligently with IndoStocks, portfolio manager and market watcher for Indonesian Stocks. Why IndoStocks? 1. A universal app optimized for both iPad and iPhone including ... 5 MB Views 5586

8.2

Dividender

2015-08-15

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+12 Build and perfect your dividend portfolio with Dividender, the DRIP calculation suite for iOS Simply input your stocks and shares, and Dividender will give you all the information you need Stock details are automatically updated with the most uptothesecond data available, ... 2 MB Views 1982

8.3

AJ Bell Youinvest

2015-09-03

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+8 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

7.6

iFocus on Income

2015-05-28

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-5 Nuveen Investments' iFocus on Income iPad app provides answers to key questions about yield, interest rates, inflation and taxes, as well as portfolio positioning strategies. Use this app to: Evaluate your portfolio to assess market challenges such as yield, rates, inflation, ... 4 MB Views 9926

8.8

Calculate 401k Loan

2015-08-13

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-3 Did you ever consider to take a loan out of your 401k ? There are some financial advisors who recommend strictly against it, while others give you some obscure answers. This tool finally helps you to calculate for yourself if ... 2 MB Views 3238

8.6

Mole Valley Asset Management Mobile

2015-11-02

Related Apps management portfolio information valley asset access mobile data client

-2 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

8.4

Aspiriant Connect

2015-06-11

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+11 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

9.3

Chic PF

2015-11-01

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+17 Plan for your future personal finance from the convenience of your iPad with Chic Personal Finance. This app provides useful information and practical to use and will help you create a customized financial plan based on your individual financial circumstances. ... NAN Views 8843

7.4

WealthBar

2015-05-03

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+11 WealthBar makes online investing simple and easy. Our expert portfolio managers manage your investments for you using timetested diversified portfolio strategies and at a cost that is a fraction of what expensive mutual funds and traditional financial advisors charge you. ... 15 MB Views 1974

9.6

Portfolio Owl

2015-08-24

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+3 Portfolio Owl makes the process of receiving and acting on financial advice faster and easier than ever before. REAL TIME ADVICE Portfolio Owl receives trade recommendations directly from YOUR Financial Advisor. You can act on the advice immediately, reducing timelag and maximising ... 6 MB Views 5016

9.4

Wealth Engineers

2015-12-03

Related Apps engineers web time monitor home investment advisor financial account access wealth clients real portfolio

-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

9.7

Investrack Prof

2015-09-15

Related Apps management investors relationship managers investment portfolio client information view order

-9 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

8.7

Tiedemann

2015-02-03

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0 The Tiedemann wealth management iPad app offers private clients 24/7 access to their portfolio data information, market news and insights from Tiedemann. Tiedemann’s iPad app offers you: Convenient 24/7 access to your portfolio information including your holdings, assets allocation, performance, investment manager ... 7 MB Views 1807

9.0

RMS Wealth Mobile

2015-03-30

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+2 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

Titus Financial

2015-06-06

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+16 Titus Financial, Inc. offers the Titus Financial Application exclusively to our firm’s clients. Take the power of Titus Financial with you anytime and anywhere. Titus Financial is all about keeping you connected, confident, and informed no matter where you are. Key features ... 1 MB Views 1896

6.9

Portfolio Medics App

2015-12-14

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+7 Portfolio Medics 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 account ... 12 MB Views 719

6.9

Merriman Client Portal

2015-12-03

Related Apps ipad investment portfolio view information advisor pricing financial top date

-8 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

8.7

F.Q (Portfolio generator)- Financial Quotient -

2015-02-28

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+22 What is your best asset management or portfolio? Answer a few questions ,and this application will show your best portfolio and your FQ points immediately. F.Q is short for " Financial Quotient " which estimate your your financialportfolio and indicates how stable ... 327 kb Views 5737

8.7

MyLifetime

2015-05-10

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+11 Looking for the easy way to manage and organise your finances? Keeping track of your financial position is no easy task, understanding where you stand now as well as where you might be in the future can be overwhelming. MyLifetime lets ... 8 MB Views 1107

7.1

Portfolio Cockpit

2015-05-07

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-5 Portfolio Cockpit for iPad is available for existing Credit Suisse Portfolio Net Clients exclusively. Providing online access to performance and risk analyses as well as, holdings and asset allocation reports. All analyses are based on your categorizations and consolidations. In ... NAN Views 7071

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

9.5

HoyleCohen Client Portal

2015-12-30

Related Apps ipad investment portfolio view information advisor pricing financial top date

+13 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 4115

9.6

GBMhomebroker For iPad

2015-04-01

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0 With GBMhomebroker you will have access to the latest market information and can view your portfolio in real time. We offer the best analysis in Mexico. Check your investments wherever you are. POWER (THINK> TRADE> WIN) Indices, indicators, prices and yields for ... 13 MB Views 4866

9.2

Claringbold

2015-04-10

Related Apps personal financial access client services information

+9 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

8.2

Market+ Mobile (Free HK Stocks)

2015-05-04

Related Apps time market news real quote financial hong information portfolio ipo

+21 AASTOCKS is the most authoritative financial information and analysis solutions provider in Hong Kong and has been well recognized by investors. According to comScore statistics 2012, AASTOCKS always has the highest impression count among all Hong Kong’s financial websites. Quote Services ... 45 MB Views 6182

9.9

KMGEP ANNUAL REPORT 2012

2015-07-22

2012 information financial report company annual

+6 Description: KMG EP – a leading company in the field of hydrocarbon exploration and production in Kazakhstan, among the leaders of oil and gas business in the Caspian region, able to compete globally. KMGEP Annual report 2012 provides basic information about ... 239 MB Views 9549

7.4

UTRADE Foreign Trading Mobile

2015-06-09

Related Apps market news trading foreign utrade orders portfolio view information

+7 UTRADE. Online trading made easy. Experience easy mobile trading with UTRADE FOREIGN MY, the latest foreign trading app from UOB Kay Hian. Keep watch on market movement on the go, take immediate action on trading opportunities and monitor your order book and ... 3 MB Views 9774

8.8

Newealth

2015-11-01

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-3 Financial Services in Sydney from Newealth At last. A non institutionally owned firm with expert financial planners, who speak your language, analyse results and advise you regularly. Because your financial success is our goal. This is YOUR portal to a world of information ... 9 MB Views 2938

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

7.7

Financial Federal Mobile Banking

2015-06-04

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+1 Financial Federal Mobile Banking makes your account information available whenever you need it, instantly and securely. Log in with your online banking credentials and enjoy the same safely encrypted access to your information that you enjoy on the web, optimized ... 1 MB Views 4177

7.1

M-Stocks: Stocks, Portfolio & Currency Exchange

2015-06-25

Related Apps market stock time stocks quotes follow major exchange portfolio information exchanges

+2 Follow the Stock Market in an uncomplicated and objective way With MStocks, you follow, in real time, the progress of the major Stock Exchanges of the world, companies that you are interested in investing (or already invested), Foreign Exchange market and ... 5 MB Views 1171

9.6

Optimist Investment Services

2015-08-23

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+13 Optimist Investment Services is an Investment Portfolio Management Firm. Our range of services extends from basic Tax Planning to Investment & Portfolio Management Services for Companies and Individuals. Our service bouquet includes Insurance Planning, Retirement Planning and Investment Planning for ... 18 MB Views 2396

9.6

Glassman Wealth

2015-06-16

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+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 9016

8.8

PSG Financial Services

2015-12-01

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+13 Obtain a consolidated view of all your financial information within PSG from this secure application. This includes investment portfolio values, profiles, premiums, cover amounts as well as direct access to your share portfolio and watchlist. This app is the key ... 1 MB Views 1738

8.5

Hewins Financial | Wipfli Hewins Client Portal

2015-04-30

Related Apps ipad investment portfolio view information advisor financial top pricing picture

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 ... 2 MB Views 1435

9.8

Personal Capital Money and Investing

2015-03-14

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+1 Personal Capital's awardwinning free finance app lets you see all of your accounts in one place and gives you a comprehensive view of your income, spending, and investment performance. Knowing what's happening with your money anytime, anywhere helps you save ... 33 MB Views 2168

9.5

SigFig Investing – The smartest way to manage & improve your portfolio, 401k, and brokerage accounts

2015-07-02

Related Apps investment money apple investing time financial portfolio accounts free investments track advisor fidelity

-3 Track all your investment accounts for free, or let SigFig invest for you in a low cost automated ETF portfolio, in one secure personal finance app. See why people use SigFig to manage over 300 billion: “The datadriven financial planner of ... 24 MB Views 7365

9.2

InvestCloud Blue

2015-03-17

Related Apps news ipad access portfolio offers information insights blue

+26 The InvestCloud Blue wealth management iPad app offers private clients 24/7 access to their portfolio data information, market news and insights from InvestCloud. InvestCloud’s iPad app offers you: Convenient 24/7 access to your portfolio information including your holdings, assets allocation, performance, ... 20 MB Views 7262

8.2

第一證券

2015-10-18

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+17 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

7.2

Biz2Calc - Financial Calculators

2015-01-10

Related Apps calculations calculators information financial

0 "Want to know how your business will be evaluated by potential lenders? Our financial calculators will help you understand and compute the most commonly used evaluation metrics. Biz2Credit does not make any express or implied warranties or representations with respect to ... 1 MB Views 6622

8.2

Qtrade Mobile

2015-09-15

Related Apps iphone ipad investor account manage accounts mobile portfolio orders information touch

+4 Never miss an investment opportunity. Stay connected to the markets and manage your Qtrade Investor accounts from wherever you are. Qtrade Mobile allows you to execute trading orders quickly and easily. Compatible with iPhone, iPad and iPod Touch. From a wellorganized ... NAN Views 5982

7.9

Excellent Credit Epic Financial

2015-02-22

Related Apps investment news personal credit free ira information financial

+8 EpicFinancialNews.com is the Nations Largest Online Financial News Company providing news you can use to better your personal finances, credit and investments. Free Credit Restoration, credit repair and management tips. Free personal finance and investment information to keep you up to date ... 10 MB Views 2279

9.3

Microsemi Investor App

2015-10-05

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+23 Shareholders will find useful information including current and historical stock as well as other pertinent financial and operational information. The Microsemi Investor App also provides a library of recent financial releases, SEC reports, a calendar of future events, and the ... 15 MB Views 593

7.2

Advisor View Portal

2015-04-28

Related Apps ipad investment view portfolio information advisor pricing top financial date

-4 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

9.6

Grow Mobile Banking

2015-08-28

Related Apps banking grow financial mobile free checks information

+23 Grow Financial Federal Credit Union’s FREE Mobile Banking Application for the iPhone and iPad. BANK 24/7  Take care of most banking business via your Apple device. Pay bills and deposit checks, view copies of cleared checks and have instant access to all ... 10 MB Views 9146

8.6

Financial Aid

2015-08-12

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-7 Finding the money needed to attend school is stressful. You have lots of questions and you want to make sure you get all the money you can to cover the high costs of attending college. This app will help you ... 261 kb Views 2386

9.2

VennWell

2015-06-30

Related Apps ipad investment view information portfolio advisor pricing top picture date

+27 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 9592

8.2

PortfolioView

2015-12-03

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-5 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

8.6

Innate Wealth

2015-03-25

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0 Innate Wealth is a boutique financial services advisory firm which specialises in the provision of strategic advice, portfolio management and accounting services. This app provides Innate Wealth clients with a ‘window to their wealth’. Features include: • Net wealth tracking • Portfolio access and ... NAN Views 8886

8.2

J.P. Morgan FundCenter for iPad

2015-02-05

Related Apps news ipad fund morgan mobile information taiwan portfolio

+11 透過摩根資產管理「FundCenter」應用程式, 協助您即時掌握基金資訊, 包括基金淨值、配息紀錄及休市公告. 此外, 亦可隨時查看市場最新動態, 舉凡市場評論、基金報告及影音節目. 而查閱自身投資組合狀況、自選「我的最愛」基金及瀏覽專屬摩根服務資訊等功能, 皆可藉由本應用程式, 作為您投資理財之參考. 另外, 更有投資訊息推播服務, 讓您可以接收到即時損益警示到價與定期定額扣款通知. 歡迎來到摩根基金中心功能選單： 1.我的最愛 2. 最新訊息 3. 個人訊息 4. 投資組合 5. 基金淨值 6. 配息紀錄 7. 休市公告 8. 基金報告 9. 市場評論 10. 影音節目 11. 摩根活動 12. 理財新知 13. 客戶服務 FundCenter for Taiwan Use： J.P. Morgan Asset Management offers Taiwan retail investors mobile access to keep abreast of ... NAN Views 4332

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