Best Financial Ipad Portfolio Apps

Kenjol SmartView

2015-09-14

+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 945

9.1

Kreitler MyDashboard

2015-06-05

Related Apps ipad investment financial authorized access application

+14 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

9.6

Pinnacle Financial Partners iPad Version

2015-10-16

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+14 Start banking wherever you are with Pinnacle Financial Partners iPad Version Available to all Pinnacle Financial Partners online banking customers, Pinnacle Financial Partners Mobile allows you to check balances, make transfers and pay bills. Available features include: Accounts Check your latest account ... 8 MB Views 6946

9.6

Manulife HD

2015-12-05

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+23 From now on, tracking investment performance will be so much easier. Manulife Widget HD is an innovative tool to keep track of the performance of your investment in Manulife Hong Kong, including all mutual funds, investmentlinked assurance schemes and MPF funds, ... NAN Views 9466

8.0

John Hancock i-Illustrate

2015-02-08

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+3 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

Convergent Wealth Client Log In

2015-06-25

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

+2 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 1736

9.5

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

2015-07-02

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-2 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

8.6

Amicus Financial Advisors, LLC

2015-08-27

Related Apps ipad llc financial advisors access authorized application

+14 The Amicus Financial Advisors, LLC iPad application enables authorized Amicus clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be an Amicus Financial Advisors, LLC client that has ... 1 MB Views 8906

9.6

Optimist Investment Services

2015-08-23

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+5 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

8.1

Clipper Advisor - Global Investing Made Easy

2015-03-11

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+5 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

7.9

Birchwood

2015-06-05

Related Apps ipad partners financial access client application authorized

-1 The Birchwood Financial Partners iPad application enables authorized Birchwood Financial Partners clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Birchwood Financial Partners client that has ... 1 MB Views 2929

9.2

InvestCloud Blue

2015-03-17

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+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

8.3

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

7.0

INSA Portfolio Management System

2015-09-18

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-9 Insa Portfolio Management System clients and their customers now have worldwide secure access to online valuations of their portfolios via the iPad. Users are able to select individual portfolios or consolidate all. INSA for iPad provides: • Display of individual investments ... 4 MB Views 20

8.2

Market+ Mobile (Free HK Stocks)

2015-05-04

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+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

8.2

Qtrade Mobile

2015-09-15

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+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

9.0

StockWatch Free - Portfolio Tracking and Stock Market Quotes

2015-05-23

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0 StockWatch is the best App to keep an eye on the stock market, track your portfolios and holdings, and much more. With an easytouse interface built around iOS7, you will have all your investments and research tools just a few ... 6 MB Views 6940

7.8

MathU RPN Calc

2015-10-17

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+1 MathU RPN is an advanced scientific and fiancial calculator designed in the spirit of classic HP calculators. MathU RPN is based on the Reverse Polish Notation (RPN) entry system and combines more than 96 functions to create a calculator that ... 6 MB Views 3078

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

9.2

TradeSmart

2015-01-07

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+1 TradeSmart is a simple and easy to use tool for keeping track of your trading activity and at the same time helps you implement a combined investment strategy. If you are an active trader, TradeSmart will calculate the Target Sell Price ... 1 MB Views 2362

9.7

實德證券

2015-06-15

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-1 Introduction: Success Finance Group is committed to provide customers with onestop professional and financial services. Success Securities Limited (“Success Securities”) designs a new securities trading platform in mobile version with AAStocks. Customers can easily keep abreast of the latest market trends ... 17 MB Views 6717

8.2

Thomas Financial Advisors

2015-06-25

Related Apps ipad thomas advisors financial access authorized application

-9 The Thomas Financial Advisors iPad application enables authorized Thomas Financial Advisors clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Thomas Financial Advisors client that has ... 1 MB Views 152

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

8.2

J.P. Morgan FundCenter for iPad

2015-02-05

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+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

7.9

Budget Notes HD for Home Budget

2015-08-15

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-5 Free to try: Budget Notes HD is a new financial application, which makes budgeting easy and amazingly beautiful. Everything is visual: budget planning and limits, actual receipts and color reports. You easily work with your data from a single screen. ... 33 MB Views 1829

8.0

Financial News for iPad

2015-02-20

Related Apps news ipad content financial access data

0 Financial News is Europe's leading publication for the Investment Banking, Securities and Fund Management industries. The Financial News iPad app brings you breaking news and expert analysis of the European capital markets so you can get the inside track. Subscribers get full ... 7 MB Views 7530

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

9.0

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

9.9

FinnSys

2015-02-20

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-1 FinnSys App is the coolest, lightest and the safest onestop window to your Live Investments with your Financial Advisor in India. If you have an Independent Financial Advisor (IFA) registered in India managing your portfolio, all you need is locate ... 4 MB Views 8599

7.8

Compass Financial Strategies

2015-11-13

Related Apps compass ipad strategies financial access authorized application

-6 The Compass Financial Strategies iPad application enables authorized Compass Financial Strategies clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. Requirements: You need to be a Compass Financial Strategies client that has ... 1 MB Views 178

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

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

8.0

FIRST Financial Group

2015-11-13

Related Apps ipad financial group access authorized application

+27 The FIRST Financial Group iPad application enables authorized FIRST Financial Group clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a FIRST Financial Group client that has ... 1 MB Views 9050

9.7

CheckBookHeaven

2015-12-28

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+2 APPLICATION DESCRIPTION: Imagine having the brains of an ATM right in your iPad This innovative and intuitive app will keep your iPad perfectly in sync with your banking information from multiple financial institutions. Now you can access all your checking accounts ... 3 MB Views 7217

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

8.4

Financial Terms for iPad

2015-04-19

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0 Financial Terms Pro is the leading professional level financial glossary for iPad. With a database of over 7,500 investment, trading, banking and financial terms it maintains the most comprehensive collection available right at your fingertips. Financial Terms Pro's intuitive interface and ... 645 kb Views 7304

7.2

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

2015-09-16

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-4 Stay in touch with Morningstar's independent data and trusted insight with Morningstar for iPad. Research thousands of stocks, funds, and exchangetraded funds; build a library of investment ideas; and drill down into proprietary Morningstar ratings and Analyst Reports. Scan for ... 18 MB Views 3222

9.2

Agile Snowball: Debt Simplified iPad Edition

2015-04-01

Related Apps ipad snowball agile debts repayment multiple support delete add financial Based Easy Property Answers Mobile View Expenses Time Track Check Mobile Org Bills Information Mobile Account Customer User Financial Payment Tool Financial Information Team Bank Deposit Easily Earn Purchases Rewards Customer Mobile Search Accounts Ipad Mobile

-1 On Sale Happy Holidays A Brand new version designed specifically for the iPad All the features of the existing agile snowball plus additional iPad interface. Features: •Multiple Snowball scanarios are now supported •Track multiple debts at once. •Add/Edit/Delete debts. •Add/Edit/Delete additional payments. •Detailed statistics ... 1 MB Views 392

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

9.6

Hewlett Packard 12C Financial Calculator

2015-03-12

Related Apps calculator iphone ipad 12c financial ipod touch features

+18 Get answers fast with the same algorithms and keystrokes you trust for business, real estate, banking and finance. Next time you find yourself in class or at the office without your financial calculator, just open the HP 12c app on ... 7 MB Views 1946

9.8

Financial Strategy Network, LLC

2015-11-13

Related Apps ipad strategy financial llc network

+8 The FSN iPad application enables authorized Financial Strategy Network, LLC clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. 1 MB Views 118

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

9.7

StockWatch - Portfolio Tracking and Stock Market Quotes

2015-12-08

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-1 StockWatch is the best App to keep an eye on the stock market, track your portfolios and holdings, and much more. With an easytouse interface, you will have all your investments and research tools just a few taps away. With ... 6 MB Views 2897

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

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

8.2

Legacy Financial Advisors

2015-07-10

Related Apps ipad legacy advisors financial access authorized application

+18 The Legacy Financial Advisors iPad application enables authorized Legacy Financial Advisors clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Legacy Financial Advisors client that has ... 1 MB Views 6032

9.4

Wealth Engineers

2015-12-03

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-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

9.8

Stock Market Pro: Stocks & Shares Portfolio Tracker

2015-07-05

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

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

9.3

iStocks Pro

2015-01-15

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+16 iStocks is an intuitive and innovative solution for tracking your favorite stocks on iPhone, iPod touch and iPad. Features: Watchlist Keep watch on your favorite stocks by creating most intuitive and clean watchlist ever. Now forget "Searching" & "Loading" indicators and ... 5 MB Views 3193

8.8

BB&T Banking for iPad

2015-01-15

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-8 Banking with BB&T has never been easier with the newly updated and free BB&T Banking App for iPad. Now in a native iOS format, you can use this app to manage your finances and experience BB&T in a whole new ... 24 MB Views 8908

9.3

F.I.G. Financial Advisory Services, Inc.

2015-11-13

Related Apps ipad financial services advisory access authorized application

-4 The F.I.G. for iPad application enables authorized F.I.G. Financial Advisory Services, Inc. clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a F.I.G. Financial Advisory Services, Inc. ... 1 MB Views 8163

8.1

CashFlow Financial Duo

2015-10-10

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+2 The CashFlow Financial iPad app performs computations most commonly encountered in the financial, banking, and insurance industries. The functionality of the app allows the user to perform tasks routinely done with special purpose calculators such as TI BA II Plus ... 8 MB Views 2651

7.1

BA Financial Calculator for iPad

2015-07-08

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+22 BA Financial Calculator for iPad best emulates FULL VERSION of Texas Instruments BA II Plus financial calculator for iPad. Built with identical algorithms and formulas of original, BA Financial Calculator provides exact same capabilities and operation sequences, with BETTER user experience. As ... 18 MB Views 9421

9.2

Matter Family Office

2015-09-15

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

+22 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 1892

9.2

MobiTrader for iPad

2015-11-01

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+5 Trade on the move with MobiTrader for iOS (iPad) MobiTrader is one of the most powerful mobile trading applications available. MobiTrader for iOS offers full trading, position and order management across multiple asset classes from a single consolidated trading application. Need to ... 5 MB Views 2542

7.0

Natixis Online Publications

2015-08-08

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-1 Laissezvous guider dans l’univers de Natixis, Natixis est la banque internationale de financement, de gestion et de services financiers du Groupe BPCE, 2e acteur bancaire en France. Avec plus de 15 000 collaborateurs dans 36 pays, Natixis conseille et accompagne ... 5 MB Views 7020

7.4

Portfolio mobile - Stock Tracking & Market Analysis for iPad

2015-07-27

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+25 "... the single most featurerich title we’ve seen yet in the App Store with stocks in mind." 4 1/2 stars, The iPhone App Review Portfolio mobile is the 1 stock portfolio tracking solution with more features and better support than any ... 6 MB Views 5924

8.0

Northstar Financial Planners

2015-08-29

Related Apps ipad northstar planners financial access authorized application

+6 The Northstar iPad application enables authorized clients of Northstar Financial Planners to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You must be client of Northstar Financial Planners who has been authorized ... 1 MB Views 7350

8.8

Cherry Street Portal

2015-12-18

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 ... 9 MB Views 3208

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

Matter Family Office

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VennWell

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