Best Financial Insurance Investment Apps

愛生活愛未來

2015-12-09

+25 富通保險(亞洲)有限公司誠意推出「愛生活愛未來」「您」想退休需求方程式,為對生活有要求的您提供簡單易用的工具,計算出理想退休生活的所需金額。本程式之特色包括: 1) 簡潔易用的介面設計對理財分析人員及不太了解理財分析的普羅大眾亦能輕易掌握。 2) 配以富通保險人氣廣告系列「黃子華棟篤講您知」為主題,介面色彩鮮明,計算理想退休生活需要無難度。所有於"愛生活愛未來"程式內提供的資料只作參考之用。富通保險(亞洲)有限公司(「富通保險」) 是富通的全資附屬機構,也是香港最大的壽險公司之一。富通總部設於比利時及荷蘭,擁有180多年的豐富保險經驗,位列歐洲20大保險公司之一,業務遍及歐洲和亞洲,目前員工超過11,000人。憑藉我們的環球優勢及對本地市場的專業知識,富通保險為個人及機構提供多元化的保險及理財規劃服務。同時,中國太平保險(香港)有限公司及亞洲保險有限公司為我們的業務夥伴,為客戶提供全面的一般保險服務。 "愛生活愛未來" is an easytouse retirement calculator designed by Ageas Insurance Company (Asia) Limited. aiming for everyone who would like to know how much would it cost for living the way they would dream of ... NAN Views 4362

9.1

FAME for Malaysia

2015-12-19

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+28 FAME (Financial Access Made Easy) wealth management platform is a onestop hub where financial advisors and individual investors alike can have 24hour realtime online access to their investment portfolios and transactions details. With the FAME, you can: • Stay informed with details ... 5 MB Views 5791

9.0

ZT Wealth IRDB

2015-09-03

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0 Investor Relations Database is an investment portfolio management portal developed by ZT Wealth. The mobility application is designed to allow ZT Wealth’s investors to have onthego access to their investment portfolios. Features of this application include: Investment portfolio Entitywise drill ... 313 kb Views 5540

8.6

Oracle Paper

2015-04-26

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+14 Our regular Oracle publications will keep you up to date on topical industry matters. Oracle Quarterly includes a number of articles providing you with business development and advice opportunities. Oracle Technical gives insight into the most recent technical developments in ... 18 MB Views 7136

9.5

IPGA Investment Property Group

2015-04-29

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-2 The Investment Property Group Australia App is an app made simple for on the go calculations. It contains a number of calculators such as: • Income Tax Calculator; • Property Stamp Duty Calculator; • Target Wealth Calculator, • Savings Calculator; • Repayment Calculator; and more. This app ... 10 MB Views 8945

8.6

Canadian Qualifier Plus 4x -- Advanced Residential and Commercial Investment Real Estate Finance Calculator for Agents, Brokers, Investors, Loan Officers and other Canadian Housing and Mortgage Industry Professionals

2015-11-01

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+4 Advanced Canadian Residential and Commercial Mortgage Finance Calculator All the Power and Versatility of the Qualifier Plus 4xCanadian – on your iPhone •All the functionality of the Canadian Qualifier Plus 4x •Easily Toggle between U.S. and Canadian Interest •Email loan worksheets to your clients ... 5 MB Views 7486

7.3

Insurance Needs Calculator PRO

2015-06-28

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+6 Version 1.0 ON SALE get it now before the price goes up when version 2.0 is released A+ Apps Insurance Needs Calculator PRO is an advanced professional Insurance Needs Calculator. Incorporating Life Insurance, TPD Insurance, Critical Illness Insurance and Disability Income ... 2 MB Views 3123

9.4

Sun Group Wealth Partners

2015-09-10

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+12 Download this Sun Group Wealth Partners communication app. This app features: Direct calling from an iPhone Emailing Requesting an appointment Map address SunGroupWP website Social Media feeds LPL Client Research Publications Account View link Winnie Sun and Brandon Chang are registered ... 27 MB Views 1294

7.4

Affordable Home Calculator

2015-07-05

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+4 The Affordable Home Calculator App FIND YOUR NEW HOME PRICE Tap the Affordable Home Calculator App on your iPhone and easily find out how much home you can afford Have you ever looked at a house and wondered what it would take to ... 578 kb Views 4474

9.6

Financial Terminology Glossary

2015-01-12

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+5 Mostly each one of us has insurance or thought of buying insurance. The general process is to contact an insurance agent who helps you in explaining and estimating the policy value. Financial Terminology Glossary application provides you a comprehensive list of ... 1 MB Views 7366

8.5

United Signals

2015-06-26

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+5 United Signals makes certified financial investment strategies accessible to investors, focusing on simplicity and transparency. The official United Signals App allows you to track your United Signals account from your iPhone in realtime, no matter where you are. “The Frankfurtbased company United ... 24 MB Views 6235

8.5

Joey Wu

2015-05-10

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+20 My name is Joey. As a professional Financial Planner, I work with a wide range of clients to helps them understand more and better about insurance. Recently, I have also achieved the Rising Star Award, and was invited to an ... 19 MB Views 2405

9.5

USAA Mobile

2015-05-11

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+11 USAA mobile gives you immediate and secure account access from your mobile device. MANAGE FINANCES — Pay bills, transfer funds, send money, track spending with Money Manager INVESTMENT CENTER – Place trades, get quotes and market news, and perform research DEPOSITMOBILE — Qualifying ... 88 MB Views 5565

8.7

Aaron Sim

2015-05-30

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+11 I seek long term relationship over anything. I have a strong belief that by fostering a strong long term relationship, business will grow naturally due to trustworthiness. Throughout my time in the banking sector, I have gained strong experience in servicing ... 19 MB Views 3707

9.8

Cetera Financial Specialists Connect 2015

2015-05-20

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+4 Connect is the premier event hosted by Cetera Financial Specialists for our advisors, client service associates and partners. Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera ... 38 MB Views 748

7.1

Jaykay Wealth

2015-11-12

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-6 Welcome to the newest innovation in financial services. With our new app you can reach out anytime with questions, concerns and comments. Need an appointment? Schedule it easily here. Have a question about an investment or a concern about your ... 7 MB Views 2121

8.4

Vincent Kua Organisation

2015-11-18

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+15 Vincent Kua Organisation (VKO) is a team of dedicated financial consultants representing an independently owned financial advisory company, licensed by the Monetary Authority of Singapore. We believe in the value of longterm planning to provide objectivebased financial advisory services to ... 13 MB Views 6954

8.8

Cherry Street Portal

2015-12-18

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-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 ... 9 MB Views 3208

7.9

GuideStone

2015-01-26

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0 Stay in touch with your MyGuideStone account whenever you want. This free MyGuideStone app for iPhone and iPod Touch provides 24hour access to your GuideStone retirement account(s), investments and insurance plans. Retirement/Investments · Access your investment overview · View accounts, plans and funds · ... 2 MB Views 8379

8.9

Principal® Mobile

2015-06-16

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+9 The future. At your fingertips. View your retirement and insurance accounts from the Principal Financial Group anytime and anywhere – with this free and secure mobile app. IRA and individual investment accounts are available on principal.com. Log in to the app for ... 3 MB Views 609

9.2

HO Quote

2015-10-10

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+28 Unbehagen Advisors,established 1992 Taxes, Accounting, Investments, & Insurance. Your Success = Our Success General Information Welcome to Unbehagen Advisors We are an accounting, tax, and financial planning firm located in Tarpon Springs that has been serving North Pinellas/South Pasco and Hillsborough for ... 18 MB Views 5162

7.9

Stock Picking Monkey USA

2015-09-04

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-2 Are you running low on stock investment ideas? Do you wish you had access 24/7 to one of the world's most intelligent stock investment professionals? Then you need Stock Picking Monkey, the only stock picking professional who can fit easily inside your ... 6 MB Views 9579

9.0

Eileen Tan

2015-05-23

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+12 Hi There I am Eileen Tan and I have been an Associate Financial Planner with 25 years of experience in the Insurance industry. Key area of expertise in providing: 1. High Nett Worth individuals with comprehensive solutions. 2. Retirement planning 3. Corporate solutionplanning and ... 19 MB Views 6910

8.0

John Hancock i-Illustrate

2015-02-08

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-1 Gain access to life insurance illustrations with John Hancock’s iIIlustrate application – offering financial representatives a quick, convenient and portable way to provide a life insurance illustration from your iPad. Available to financial representatives, this exciting new app features: • Full ... 3 MB Views 3680

8.6

Ameriprise Advisor Mobile

2015-07-15

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-3 Ameriprise Advisor Mobile, exclusively for Ameriprise Financial advisors, provides you with a secure, integrated way to stay up to date with your clients from your iPhone. Important: Ameriprise Advisor Mobile is for Ameriprise Financial advisor use only and requires a user ... 11 MB Views 7056

8.4

Financial Joy Network

2015-03-28

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-4 Financial Joy Network is founded by Sean Seah, a steward of God’s financial provision, best selling author and investment trainer. This community is formed for individual to achieve investment knowledge and support to achieve financial freedom in a joyful way Powerful ... 15 MB Views 6904

6.9

FileThis – Track Bills, Financial & Personal Accounts, Statements & Receipts

2015-08-12

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0 FileThis is an awardwinning financial and personal organizer that helps you stay on top of your personal accounts, statements, bills, and other paperwork: Track bills, invoices, statements, tax files, and receipts in one place. Manage all your financial, utility, retail, ... 17 MB Views 919

8.6

Limestone Insurance & Financial Services

2015-12-14

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-2 With the vast array of insurance and financial products available, knowing which ones are appropriate to your needs can be a difficult task. At Limestone Insurance and Financial Services our staff will work with you to gain a full understanding of ... 3 MB Views 8286

8.7

State Farm Pocket Agent®

2015-06-09

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+7 Pocket Agent gives mobile access to State Farm insurance and financial information, and allows customers to manage their policies and accounts anytime, anywhere. Pocket Agent lets you: • View insurance policy info • View insurance card • Contact your agent • Search for an agent ... 34 MB Views 2137

9.5

CCTV证券资讯HD

2015-07-08

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+9 CCTV securities information channel is a nationwide pay DTV channel owned by China Central Television (CCTV), authorized by the State Administration of Radio, Film and Television and supported by China Securities Regulatory Commission. It’s also the only financial DTV channel ... 2 MB Views 3465

8.8

Investment Planner Pro

2015-06-09

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+13 Nowadays, every person wants to invest money in a right place, which will give him or her profit in the future. Firstly, investor have to bring knowledge about what kind of investment they do, which type of investment is beneficial ... NAN Views 9558

9.7

Zurich Portal HK

2015-12-12

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+7 Zurich Portal HK iPad app brings our brokers and customers uptodate information of investment choices and protection solutions at their fingertips. The app gives you access to the below features: Get the latest update on investment choice prices View the investment choice performance Create ... NAN Views 3497

9.1

Kreitler MyDashboard

2015-06-05

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+9 The Kreitler Financial MyDashboard iPad application enables authorized clients to access their investment performance on their consolidated accounts on the Kreitler Financial investment platform in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be ... 1 MB Views 6391

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

7.2

iAutoInsurance

2015-02-21

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+4 Finally an App from Answer Financial, America's largest online insurance agency, to help you compare prices from top auto and home insurance carriers and purchase the policy that is right for you. We help hundreds of people every day save ... 2 MB Views 4472

9.8

RegentAtlantic Client Portal

2015-12-03

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

+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 6948

8.8

Sphere

2015-08-20

Related Apps planning personal investment financial advice services

+5 Sphere Financial Services is a progressive financial planning practice located in Ringwood. Sphere Financial Services prides itself in providing financial planning, insurance and investment advice tailored to your personal situation. Our objective is to protect and increase the net worth of individuals, ... 860 kb Views 1658

9.1

Gold Trust Financial

2015-01-27

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+20 Gold Trust Financial is the premier and most experienced Gold Investment Company in the nation. We offer a wide selection of precious metals, and provide insured delivery right to your front door. Also, learn how to protect your retirement investments with ... 14 MB Views 1061

7.2

Insurance Kit

2015-05-24

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0 Insurance Kit is an invaluable tool for Insurance Professionals and Financial Planners. 1. Calculates Rate of Return of limited payment saving/ insurance/ investment plans. 2. Calculates Retirement Fund required 3. Calculates Life Insurance required 4. Calculates College Fund required and 5. Is also a Financial ... 401 kb Views 7422

8.0

dough.com mobile

2015-06-03

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+11 dough makes trading options fast and simple. Whether you’re a beginner or a seasoned pro, dough’s revolutionary trader tools, educational resources, and engaging programming take your investment skills to the next level. Become a smarter investor each day with dough. FEATURES • Beautiful ... 38 MB Views 7300

9.1

H2O Sentiment Analysis

2015-11-20

Related Apps stock investment monitor sentiment financial analysis markets

+18 Instantly capture human emotion in financial markets as it happens Financial markets are not purely rational. Emotions (the “animal spirits” coined by Keynes) play a large part in stock pricing. •H2O Sentiment App provides financial sentiment analysis for investors to discover, react ... 1 MB Views 491

8.8

Investment Planner Basic

2015-08-04

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-6 Nowadays, every person wants to invest money in a right place, which will give him or her profit in the future. Firstly, investor have to bring knowledge about what kind of investment they do, which type of investment is beneficial ... 2 MB Views 9808

9.8

Angel Investimenti

2015-06-06

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-3 Angel investimenti is an app dedicated to private investors, to support them in their investment choices. User only has to find the financial instrument he/she's interested in and Angel will report a simple matrix with relevant details about the quality ... 7 MB Views 848

9.9

Second Credit Financial

2015-05-06

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-4 Second Credit Financial was founded in 2007 in Palm Springs CA "SC Financial" has become one stop shop for most of your financial needs. Need a estimate on your income tax? Have a question on immigration we can help.. Need a quote on ... 21 MB Views 9099

8.7

ICICI Pru Life TaxCalculator.

2015-01-10

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-2 Hello Here is our NEW & UPGRADED ICICI Pru Life Tax Calculator lite version Download this cool app for FREE to instantly calculate your tax. Right tax planning can be helpful in saving your hard earned money. This simple mobile ... 8 MB Views 7237

9.7

Financial Risk Profiling

2015-03-11

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+1 Financial Risk Profiling, the professional psychometric risk profiler. There is a link between the amount of risk an investor takes and the amount of their capital return. Higher the risk provides higher return with potential of higher loss. Lower risk investments ... 1 MB Views 9867

9.3

Financial Needs Calculator

2015-11-10

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-6 Financial Needs Calculator is the only DIME+ tool that will help you determine Family Protection needs based on current financial debts, current income level, future debts as well as retirement needs. Great calculator for Financial Advisers to determine a base ... 1007 kb Views 7993

9.2

CRA Financial

2015-03-30

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+2 CRA Financial Services, LLC, formed in 2000, is an SECregistered investment advisor and comprehensive wealth management firm whose primary objective is to assist you in accumulating and preserving your family's wealth. We are committed to providing valueadded, wealthenhancing services to ... 218 kb Views 2742

8.1

Insurance Agent ON The GO - Clients, Contacts & Policy Tracker Database App For Mobile Agency

2015-05-16

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-2 Your customer data is now at your fingertips no matter where you go, even without a mobile network The Insurance Agent app for the iPad offers client, policy, quote, claim and event management features to save time for extremely busy ... 12 MB Views 9301

8.8

Pence Wealth Management

2015-03-30

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+10 Download out App to: Gain access to daily news blogs, Facebook & Twitter post, financial calculator, set up an appointment, make a one touch call, management your investments, and receive notifications to our upcoming events Pence Wealth Management is one of Southern ... 7 MB Views 7708

9.9

Finance Toolkit

2015-06-27

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-8 Finance Toolkit is a comprehensive suite of touchbased investment spreadsheets and modeling templates. Equipped with over 50 financial templates in many different categories of finance, it significantly improves the productivity of investors and analysts on financial calculation, modeling and analysis. ... 46 MB Views 8849

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

9.0

Make Me A Millionaire

2015-02-28

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+2 The Make Me A Millionaire App works off a simple financial planning principle, that you should pay yourself first everyday, before you pay anyone else, and saving that money thus making you a millionaire. Here’s how it works The app ... 7 MB Views 4890

9.2

PolicyBazaar.com - Stop, Compare, Save.

2015-01-20

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+14 Policybazaar iOS App brings Insurance comparison at the palm of your hands. With products like Two Wheeler Insurance, Motor Insurance, Terms Insurance and Investment Plans for Tax saving, ULIP, Retirement & Child Plans this app is a must have for ... 17 MB Views 142

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

9.0

Zong Jie for your loved ones

2015-10-09

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-7 Khew Zong Jie Financial Consultant Prudential Singapore, an indirect whollyowned subsidiary of UKbased Prudential plc, is one of the top life insurance companies in Singapore. We have been serving the financial and protection needs of Singaporeans for more than 80 ... 13 MB Views 9510

7.9

Excellent Credit Epic Financial

2015-02-22

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+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

9.6

Standard Bank Mobile Banking

2015-03-16

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+13 The Standard Bank app for tablets is packed with innovative features, letting you manage your money on your terms. __________________ SEE ALL YOUR FINANCES IN ONE PLACE – With your secure Standard Bank ID you get your whole financial world at your fingertips ... 34 MB Views 2496

9.0

David Andreas Lim

2015-11-02

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-5 Now available on iPhone, iPad: David Andreas Lim Founded in 1983, IPP is the pioneer in the licensed financial advisory service. We provide comprehensive life insurance, investment planning and latterly investment advice in 1988. Today we have grown from a handful ... 16 MB Views 8240

8.8

1200+ Financial Terms HD

2015-09-25

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+3 For people working in Finance, insurance, banking etc. a pocket guide book with all the terms from beginners to experienced. A must have for people working in finance, insurance, banking, accounting, consultancy industry. The app currently contains more than 1200 terms. A ... 12 MB Views 6638

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