Best Financial Insurance Planning Apps

Conference Map

2015-10-29

+7 April 30th May 2nd, 2015 Bellagio Resort & Casino Las Vegas, NV You are cordially invited to the Finance Logix Industry Conference. Connect with the Finance Logix team and industry experts for a collaborative discussion on industry challenges and how ... 17 MB Views 405

9.4

Mobills - Finanças pessoais e controle financeiro

2015-11-14

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+8 Mobills Financial Education is a financial control application that aims to manage all expenses and expenditures, working as a manager of personal finance for iPhone, iPad and iPod. With Mobills, all your expenses and income are categorized and presented in graphs ... 11 MB Views 8244

9.8

Cetera Financial Specialists Connect 2015

2015-05-20

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+16 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

7.3

Insurance Needs Calculator PRO

2015-06-28

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+15 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

6.9

Franco Di Stasio Financial

2015-02-05

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+10 Franco F. Di Stasio has been serving the Montreal community for well over 15 years. He has been providing financial security advice for individuals, business owners, and their families covering health insurance, life insurance, retirement planning and investments. To help clients ... NAN Views 2669

8.4

S&D Capital Financial Advisors

2015-03-27

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+1 The S&D Capital app is a mobile gateway that allows you to quickly connect to our financial advisors, and contains information about the services we provide. This app includes the functionality of the popular Retire Logix [app] which is a ... 10 MB Views 9934

6.9

JWC Financial Solutions

2015-12-12

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+28 Independent Financial Advisers in Halesowen, Stourbridge, Kidderminster, Wolverhampton, Dudley, Worcester, Coventry, Birmingham and Nationwide. JWC Financial Solutions Ltd was formed by John Connor. John has been advising his clients for the last twenty years and offers a professional, honest and caring ... 11 MB Views 2219

9.5

Worksite Financial Solutions Mobile

2015-01-05

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0 Worksite Financial Solutions Mobile App, exclusively for participants in retirement plans participating in LPL’s Worksite Financial Solutions, is a convenient, secure service that allows for easy access to manage key events with their employerbased retirement plan. With the Worksite Financial Solutions ... 7 MB Views 5515

8.5

TATA AIA Financial Health Review

2015-06-30

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+9 Financial Health Review (FHR) helps users assess their preparedness to meet life’s major financial events like Income Protection, Retirement Planning, Wealth Creation and Special Needs. The tool simplifies complex calculations and presents a report about the present status of protection ... NAN Views 1605

8.4

myNestEgg ~ the retirement calculator

2015-09-17

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+4 My nest egg, my retirement. Retirement planning at finger tip. We believe retirement planning should be available and simple (easy to use) for everyone, with or without access to good financial advisors/planners. myNestEgg is an iPhone (iOS 3.1.2 and above) app that ... 8 MB Views 854

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

9.6

Rockfeather Loan Calculator

2015-11-01

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-1 As finance specialists, we understand the complexities of matching a loan to your objectives and financial needs. A loan that not only gives you a competitive rate, but also has the features you need, both for today and the future. We ... 12 MB Views 4716

9.3

Atas App

2015-11-21

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+2 Audrey Tan & Associates is an innovative and professional financial services group, Providing the following services: Financial Planning Wealth Accumulation Retirement Planning Education Planning Mortgage Protection Income Protection Business Insurance Estate Planning This app is developed for our valuable clients and prospects, the ease of contacting us as well ... 8 MB Views 9593

8.9

McPhail HLG Financial Planning

2015-04-02

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+8 At McPhail HLG Financial Planning, we have been helping our clients meet their financial and lifestyle goals since 2001. Our associates at McPhail & Partners Certified Practicing Accountants have been in business for over 60 years. We are a boutique firm, ... 24 MB Views 7209

8.6

PeterThePlanner

2015-10-09

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-7 Planning for your finances can be a daunting affair. With a myriad of products in the market, all promising good returns with low risk involved, how can you be sure that you're getting the right item for your needs? The best product ... 13 MB Views 5386

8.2

CalcMadeEasy Pro: Finance, Units, Calculator, Notes

2015-08-26

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-4 CalcMadeEasy is one the BEST multipurpose Apps on AppStore. App makes it easy to do financial calculations/decision making, scientific/mathematical calculations, unit conversions and automatic notes. It’s like 4 apps in 1 at one low price, with builtin autonote taking capabilities ... 10 MB Views 4752

8.8

Dollarbird - Smart Personal Finance Calendar

2015-07-17

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+4 “It’s a delight to use.” The Next Web “Dollarbird makes sense for anyone who wants to keep a closer eye on their cash flow for better financial planning purposes.” TechCrunch Also featured in Mashable, Lifehacker, The Guardian, iMore, TUAW etc. Track ... 6 MB Views 3358

8.5

Manulife MPF

2015-12-16

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+5    This mobile application is intended for members participating in Manulife’s Mandatory Provident Fund schemes.     All Manulife MPF members can access through this mobile application to view the latest information of their MPF accounts any time anywhere Features include:   • Account balance  • Contribution ... NAN Views 7935

8.0

Maurice Financial Planning

2015-02-17

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-9 Maurice Financial Planning Financial planning covers a wide variety of money topics including budgeting, expenses, debt, saving, retirement and insurance among others. Understanding how each of these topics work together and affect each other is important for laying the groundwork for ... 27 MB Views 3400

8.9

Wealth Assessment

2015-04-02

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+3 Now you can create PDF and export. This may be specific for Thailand due to the difference between tax regulation and interest rate. But for most country still a good guideline for Personal Financial Planning. For expat who lives and ... 2 MB Views 8989

9.3

Rohling Wealth Management

2015-10-16

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+1 Retirement and wealth planning is a concern for everyone. The Rohling Wealth app gives you simple planning tools such as financial calculators, research reports, and links to useful financial web sites. For those interested in professional financial advice, it also ... 2 MB Views 243

9.9

Financial.Planning.Tool

2015-05-28

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+13 Yes. You can make your financial planning yourself By using this application, you can analyze your financial needs and calculate them directly. As this application is a “quick” tool for financial planning, you may have the “estimation” of your needs ... 773 kb Views 6249

8.4

AICPA Personal Financial Planning 2013

2015-12-20

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+4 The 2013 AICPA Advanced Personal Financial Planning Conference is an intensive, highlevel even that will help you address the 2013 postelection issues impacting personal financial planning. It's the first major professional financial conference that addresses postelection changes headon with the ... 16 MB Views 1054

8.6

My Pocket CPA

2015-07-12

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+14 Whether you're facing a difficult financial decision or just need a second opinion...never face another financial question alone Financial decisions have never been made easier. My Pocket CPA allows you to make informed decisions for life's difficult financial choices Whether ... 5 MB Views 906

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

9.8

Personal Finance Guide

2015-10-09

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-3 Get your financial life in order The Personal Finance Guide contains everything you need to hang on to the money you earn and grow it for the future. With strategies for saving and investing, the guide explains how to measure ... 510 kb Views 1998

9.9

What’s Your Number? Retirement Calculator

2015-09-14

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+2 Have you ever wondered how much you need to save for retirement? The “What’s Your Number?” retirement calculator provides the first step in finding the answer. Optimized for retirement planning in India, the retirement calculator supports lifestyle, inflation, savings, expense, ... 2 MB Views 5299

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

8.4

LifecashPro

2015-11-22

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-7 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

8.5

Beaufort Financial Planning

2015-01-20

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+10 This powerful new App has been developed by the team at Beaufort Financial Planning to give you key financial information, tools, features and news at your fingertips, 24/7. Keep track of your important business miles with the App using the inbuilt ... 10 MB Views 9135

7.4

Crescent Financial Solutions

2015-04-10

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+2 Crescent Financial Solutions are financial services professionals located in Brisbane. Our range of financial services include financial planning, wealth creation, superannuation and risk insurance. Welcome to our Mobile App. We hope you find it interesting and informative, perhaps even inspiring you ... 3 MB Views 6724

9.3

Metropolitan AR Business Cards

2015-12-31

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0 Metropolitan, a division of MMI, wants to enhance the lifetime financial wellness of South Africans, their families and their communities through empowerment and education. Here is an introduction to the EXCO team leading the realisation of this vision. Keywords: Metropolitan, Augmented, Reality, ... 44 MB Views 2663

7.2

Wealth Enhancement Group

2015-01-27

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+13 All the resources you need to learn about planning for retirement—written in plain English. Articles, videos and the "Your Money" radio show brought to you by the Wealth Enhancement Group Roundtable team of advisors and specialists. Wealth Enhancement Group is a ... 12 MB Views 8572

8.9

Maxi Employee Consultants

2015-11-12

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-4 Maxi Employee Consultants provide custom designed Financial & Insurance Products and Services. Our Core Focus is to exceed the specific Financial and Insurance needs of the Indiviual, Employees and Employers. We are proud that our Core Focus has given us ... 27 MB Views 739

9.7

Guide to Retirement Planning

2015-09-17

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-7 No More Worries About Your Future Or The Future Of Your Investments Discover How To Secure Your retirement As Well As your Investments In This Easy To Read book. The average life expectancy of a human being today is set at an ... 342 kb Views 5297

9.9

SmartOffice Anywhere

2015-08-27

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+22 SmartOffice Anywhere gives onthego professionals fast, ondemand access to their critical client data, appointments and tasks. It's the ultimate mobile customer relationship management (CRM) tool for iPhone users, built especially for insurance agents, financial advisors and other financial services professionals. Smartoffice Anywhere ... 388 kb Views 149

8.9

Bryan Mills - Retire Logix

2015-01-28

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-5 With over two decades of financial planning, speaking, and most importantly, reallife, inthetrenches business experience, Bryan's believes that financial competence and a personal financial legacy may be achieved by all. Bryan Mills is a registered rep with Investors Capital Corporation, and ... 10 MB Views 1009

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

9.2

Journal of Financial Planning

2015-09-07

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+8 For over 30 years, the awardwinning Journal of Financial Planning has introduced financial professionals to historymaking concepts such as Monte Carlo simulation and safe retirement withdrawal rates. Readers trust the nonprofit objectivity of this official FPA publication and the peerreviewed ... 6 MB Views 8612

8.7

Expense Tracker 2.0 Financial Assistant - Best way to Save while you Spend

2015-12-15

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0 Expense Tracker 2.0 is the Best Expense Manager you can get on both iPad and iPhone. Keep track of your expenses to upsize your SAVINGS :) What do others say about Expense Tracker 2.0, the best Financial Planner? √ www.topbestfreeapps.com ... 38 MB Views 7887

9.2

Dr. Früh

2015-10-24

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+14 We will give you fair and professional advice in all matters of auditing and Tax Consulting as well as in all business affairs and treasure management. With our services we want to ensure your success and the future of your company. ... 11 MB Views 1062

9.3

Forbes Lifetime Financial Planning

2015-01-06

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+10 The Forbes Lifetime Financial Planning app helps shape a reasonable approach to spending and saving over time. Our app focuses on your living standards and spending so that you can live comfortably now while saving for retirement. We can generate ... 4 MB Views 3343

9.5

CFP(Certified Financial Planner) Exam Prep

2015-04-10

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-5 50% off for a limited time CFP(Certified Financial Planner) Exam Prep is to help you prepare the Certified Financial Planner exam on the go. With its exclusive intuitive and elegant UI, not only can you learn the knowledge for ... 2 MB Views 9115

7.0

AFG In Touch

2015-01-15

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-5 Artifex Financial Group, a feeonly registered investment advisor and financial planning firm, offers this app to our clients, fans, and prospective clients. Stay in touch with one of the most cuttingedge financial planning firms in the industry. Setup and monitor ... 35 MB Views 4970

8.3

FAMILY Tersia van Nieuwenhuizen

2015-11-05

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+1 I am passionate about helping people and the well being of their families by providing them with comprehensive financial planning. F Financial Planning A Assurance M Medical Aid I Investments L Lifestyle Y WHY? Financial planning is an ongoing process to ... 26 MB Views 8503

9.0

Millionomics: Path to becoming Millionaire LITE

2015-06-27

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-6 It is the true story of a common man’s journey to becoming a millionaire after his arrival in the United States—the story of a man who started from ground up to gain financial freedom in a new land. This App ... 31 MB Views 6910

8.9

What's Your Number

2015-06-29

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+1 Have you ever wondered how much you need to save for retirement? The “What’s Your Number?” retirement calculator provides the first step in finding the answer. The retirement calculator supports lifestyle and currencies in a number of Asian markets. The intuitive ... 4 MB Views 2289

7.5

35岁前要上的33堂理财课

2015-11-24

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+5 Raise money trader, life in before the age of 35 must read the book. Strongly recommend Directory: The first lesson from 700 to 4 million, the distance is not far away Safe keep money the time has passed Money in the bank, will become ... 4 MB Views 2625

7.2

Home Bookkeeping. Personal finance, money management, budget planner, financial planning

2015-06-05

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-5 You say you don't have the discipline to control your budgeting? With Home Bookkeeping, it's a snap It's your chance to finally become a savvy spender and protect yourself from the danger of debt. Unlike the usual paper and electronic ... 13 MB Views 8422

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

8.6

Moneysoft

2015-07-09

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+15 Moneysoft – Expense Tracking, Budget Planning, Cashflow, Reporting, Automated, Superior Money Management Moneysoft helps you take the first step towards financial wellbeing, take control and understand where your money is going. 1. View All Your Money In One Location Moneysoft can access information ... NAN Views 736

8.7

Financial Calculator Collections

2015-07-18

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+25 "Financial Calculator Collections" Enjoy our Fast, Financial Calculators. Need to determine a Loan payments? How much to save for retirement?How much should I be saving for college?????? Get this App. Estimate how the future payments affect your financial status. Estimate how much ... 3 MB Views 2487

8.8

QuickPlan - Retirement Planning Calculator, Financial Forecasting and Retirement Readiness Planner

2015-12-04

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+28 RETIREMENT IS IN YOUR FUTURE. BUT HOW MUCH YOU NEED TO RETIRE? The unfortunate fact is that 62% of people are not financially ready for retirement. QuickPlan provides you with an easy to use financial planning and forecasting tool to assess ... 5 MB Views 8988

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

9.2

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

9.6

Financial Terminology Glossary

2015-01-12

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+20 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

9.1

Personal Financial Plan Wiz

2015-12-30

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+2 Are you on track to achieve your lifetime financial goals? Find out with this simple but comprehensive, DIY personal financial planning app. PERSONAL FINANCIAL PLAN WIZ is the only app available that puts comprehensive, doityourself personal financial planning at the fingertips ... 7 MB Views 6911

8.1

College FAFSA Finder +

2015-03-12

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-3 COLLEGE FAFSA FINDER +: YOUR FIRST STOP TO STREAMLINE COLLEGE SEARCH AND STUDENT FINANCIAL AID REFERENCE. Universal version. Try our flagship financial aid planning app FINANCIAL AID MAXIMIZER (FAME). College FAFSA Finder + provides the most essential information for U.S. college ... 2 MB Views 3551

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

7.0

Intellect Financial Planner

2015-07-23

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-1 Intellect Financial Planner is an easy to use financial planning tool. Its comprehensive functionality enables users to perform Financial planning, Insurance planning, Retirement planning in an intuitive manner. Features ·Indetail capture of financial details ·Plan your finances to achieve multiple goals ·Income and expense ... 11 MB Views 520

Home Bookkeeping. Personal finance, money management, budget planner, financial planning

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