Best Financial Management Wealth Apps

Refined Wealth Management

2015-10-01

+5 The Refined Wealth Management iPad application enables authorized Refined Wealth Management clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Refined Wealth Management client that has ... 1 MB Views 9093

8.5

Develop Your Financial IQ!

2015-09-11

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+12 Greatly Enhance Your Financial Sense In A Fun And Easy Way – And Take Control Of Your Finances Today Here is what you will learn inside... Chapter 1: Foundation In Financial IQ Definition of Insanity What is Money? Awareness Before Change ... 243 kb Views 5985

9.9

Leeka

2015-04-30

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+14 The Leeka Group has always believed strongly in the concept of collaborative growth, and this vision has seen it emerge as one of India’s most respected and successful business conglomerates. Leeka has traced a route of growth that spans through many ... 10 MB Views 7399

9.8

Aqua Wealth Home Loan Assist

2015-07-06

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+25 Description: A suite of easy to use calculators from leading Australian Mortgage Broker that enables you to: •Calculate loan repayments •Estimate Government Duties, Fees and Charges •Calculate the effect of extra repayments on your home loan •Determine your borrowing power •Calculate Lease Repayment •Glossary of common terms ... NAN Views 7248

8.9

Wealth Assessment

2015-04-02

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+25 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

8.4

Sugarloaf WM

2015-06-11

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-3 The Sugarloaf Wealth Management iPad application enables authorized Sugarloaf Wealth Management clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Sugarloaf Wealth Management client that has ... 1 MB Views 9784

8.9

iSecure Retirement

2015-11-08

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+14 BondStreet Wealth Management Bio BondStreet Wealth Management offers a widerange of services to our clients with no hidden fees. Because we are an independent Registered Investment Advisor, we are able to offer customized solutions for our clients with no constraints on ... 8 MB Views 1939

7.0

UBS Wealth Management

2015-05-17

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+9 Stay connected to your investment goals while on the go. The UBS Wealth Management app is a new digital offering that provides Wealth Management clients of UBS Singapore and Hong Kong with access to UBS Wealth Management while on the go, ... 29 MB Views 120

7.3

Wagner Wealth Management

2015-01-02

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+18 The Wagner Wealth Management Mobile Application makes it easy for you to connect with Wagner Wealth Management and monitor your accounts anytime, anywhere. With this app, you can: Read the latest news from Wagner Wealth Management Quickly access important contact details ... 723 kb Views 6223

9.1

Ledford Freedom Index

2015-07-05

+3 The Ledford Freedom Index is an application built for clients of Ledford Wealth Management. This free app will give you a snapshot of your financial journey and your risk tolerance. Your personal login information will be given directly to you ... 5 MB Views 2391

8.4

Poggi Wealth Institute

2015-05-21

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+5 Welcome to the Poggi Wealth Institute Website. We aim to make this more than just a website. It's an information database full of tools and strategies you can apply immediately to better your financial future. The Poggi Wealth Institute is ... 10 MB Views 4

9.3

Odyssey WM

2015-04-29

Related Apps management ipad wealth access authorized application

+28 The Odyssey Wealth Management iPad application enables authorized Odyssey Wealth Management clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be an Odyssey Wealth Management client that has ... 1 MB Views 4613

9.0

KMH Wealth Management, LLC

2015-12-28

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-3 This mobile application allows clients of KMH Wealth Management, LLC to view account valuation, performance, and reporting information who are authorized users. This is an applicaiton developed specifically for mobile devices. 3 MB Views 8610

8.3

Decker Wealth Management LLC

2015-11-13

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0 The DeckerWealth iPad application enables authorized clients of Decker Wealth Management LLC to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Decker Wealth Management LLC client that ... 1 MB Views 9953

8.2

Schneider Downs Wealth Management Advisors

2015-07-07

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0 This Mobile App allows clients of Schneider Downs Wealth Management Advisors to view account balances and reports across custodians plus connect with your advisor. 3 MB Views 3702

9.1

UBS Newsstand

2015-04-28

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+1 The UBS Newsstand offers access to public UBS Flagship publications, allowing you to stay current on UBS’ investments strategy, reflected on global financial market developments. The UBS newsstand is geared towards wealth management investors, who have an global interest, but ... NAN Views 1091

9.7

Goldman Sachs Private Wealth Management

2015-09-25

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+5 The Goldman Sachs Private Wealth Management app offers private clients mobile access to their portfolio data information, market news and insights from across Goldman Sachs. The Private Wealth Management app offers you: Convenient access to your portfolio information, including positions, asset ... 24 MB Views 4947

8.3

Wealth Protection Australia

2015-03-10

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+12 Wealth Protection Australia (WPA) is a premier financial services company providing Australiawide proactive and holistic wealth protection and financial planning advice to business owners and individuals. We believe your situation, asset and liabilities, future goals and tax situation should be considered ... 12 MB Views 4353

8.1

Coliseum Wealth Management

2015-03-28

+2 This moble app allows you to view account information, balances, and easily contact our advisor team at Coliseum Wealth Management 6 MB Views 2901

9.4

Dow Wealth Management Mobile

2015-07-17

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0 Dow Wealth Management Mobile is a fast, secure, and free service for Dow Wealth Management clients. It is optimized for iOS devices and is available 24/7. TRACK INVESTMENTS • Monitor balances and holdings. INITIATE REQUESTS • Check requests. • Consolidate accounts. • Forms requests. INVESTMENT AND INSURANCE ... 17 MB Views 3964

9.4

AMP Wealth Management

2015-09-24

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+19 AMP Wealth Management is happy to offer the 'Liberty' Application to our valued clients. Take the Power of Liberty with you and access your account information anytime and from anywhere. With comprehensive views of account positions, transactions and performance, you can ... 9 MB Views 8894

9.1

Morgan Stanley Wealth Management for iPad

2015-11-04

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-4 The Morgan Stanley Wealth Management mobile application, now optimized for iPad, is the only mobile solution designed exclusively for Morgan Stanley Wealth Management clients. It provides anyone with a valid Morgan Stanley Online login the ability to: Access their Morgan Stanley ... 15 MB Views 6841

8.3

Concentrum

2015-05-16

Related Apps management ipad wealth access authorized application

-9 The Concentrum Wealth Management iPad application enables authorized Concentrum Wealth Management clients to access their performance data in a simple, elegant interface that was custom designed for the iPad Requirements: You need to be a Concentrum Wealth Management client that has ... 1 MB Views 3633

7.5

Vector Wealth Management

2015-07-09

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-5 The Vector Wealth Management Mobile Application makes it easy for you to connect with Vector Wealth Management, LLC and monitor your accounts anytime, anywhere. With this app, you can: Quickly access important contact details to email, visit Vector Wealth Management View ... 8 MB Views 7975

8.1

Wealth+ Net Worth

2015-12-21

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0 Wealth+ makes it simple to track your net worth over time. Beautiful charts let you see how your wealth is trending over a number of categories: banking, investments, auto, mortgage, loans and more. Add your own categories, too. At a ... 5 MB Views 4901

7.5

7300 Wealth Management, LLC

2015-12-09

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-9 7300 Wealth Management, LLC. offers the Trust Company of America 'Liberty' Application to authorized investors, their representatives, and Registered Investment Advisors (RIAs). Take the Power of Liberty with you and access your account information anytime and from anywhere. Representatives and RIAs ... 875 kb Views 9725

7.2

Morgan Stanley Wealth Management

2015-03-30

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+15 The Morgan Stanley Wealth Management mobile application is the only mobile solution designed exclusively for Morgan Stanley Wealth Management clients. It provides anyone with a valid Morgan Stanley Online login the ability to: Access their Morgan Stanley accounts, including balances, holdings ... 14 MB Views 2122

9.8

PSM Wealth Management

2015-08-12

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+14 The PSM Wealth Management iPad application enables authorized PSM Wealth Management clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. 1 MB Views 818

8.6

NF Wealth Management

2015-01-11

Related Apps management ipad wealth access authorized application

-8 The NF Wealth Management iPad application enables authorized NF Wealth Management clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a NF Wealth Management client that has ... 2 MB Views 9536

8.5

Wealth Management San Diego

2015-10-23

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+4 With the Michael Lucia & Associates Wealth Management San Diego App, you will be able view services offered by ML&A, post questions/comments, receive the latest news via push notifications, and even view articles about 401k plans with one click on ... 11 MB Views 1485

7.0

Wealth Management Symposium

2015-09-09

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+10 This is an official app for OppenheimerFunds Wealth Management Symposium to be held at New York. Download the app to get the latest updates. Check schedule, speaker details and city information within the app. Get the latest updates regarding events ... 14 MB Views 7320

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

9.8

BNY Mellon Business Banking for iPad

2015-02-18

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-4 Business Mobile Banking is available to existing BNY Mellon Wealth Management Business Banking clients with business Banking access. This free BNY Mellon Wealth Management app for the iPad allows you to access information for your banking accounts anywhere and anytime. View current ... 8 MB Views 9548

9.5

Young Wealth Generation (USA)

2015-03-20

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-3 Young Wealth Generation is a financial education app for those starting their careers. While the world of finance can seem complicated or intimidating, this app is designed to teach you the basics of setting up a simple financial plan that ... 368 MB Views 4665

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

8.6

Young Wealth Generation

2015-03-12

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+26 Young Wealth Generation is a financial education app for those starting their careers. While the world of finance can seem complicated or intimidating, this app is designed to teach you the basics of setting up a simple financial plan that ... NAN Views 4706

8.7

BNY Mellon Private Workbench for iPhone

2015-01-04

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+8 Private Workbench Mobile is available to existing BNY Mellon Wealth Management investment clients with Private Workbench access. If you are a client who is not currently accessing Private Workbench, please visit bnymellonwealthmanagement.com to enroll. This free BNY Mellon Wealth Management app ... 6 MB Views 4357

8.5

AegisConnect

2015-08-07

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+22 This is the official mobile portal for existing clients of Aegis Wealth Group. This app offers a minimalist view of your investments with personal reporting available for download. The lack of features in this application underscores another Aegis Wealth Group advantage: ... 3 MB Views 8235

8.0

Mariaca Wealth Management

2015-06-06

Related Apps management ipad wealth access authorized application

+22 The Mariaca Wealth Management iPad application enables authorized Mariaca Wealth Management clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Mariaca Wealth Management client that has ... 1 MB Views 3180

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

7.0

BNY Mellon Business Banking

2015-02-18

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+2 Business Mobile Banking is available to existing BNY Mellon Wealth Management Business Banking clients with business Banking access. This free BNY Mellon Wealth Management app for the iPhone allows you to access information for your banking accounts anywhere and anytime. View current ... 5 MB Views 120

9.1

Highland Private Wealth Management

2015-12-13

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+2 The Highland Private Wealth Management iPad application enables Highland Private Wealth Management clients to access their investment metrics in a simple interface that was custom designed for the iPad using the Black Diamond Performance Reporting system. Requirements: You must be a ... 1 MB Views 8861

8.8

Wealth Path

2015-04-05

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0 Details: Your life goals are unique. The path you take to achieve them should be, too. The Wealth Path app provides substantive article, white paper, video and audio material related to your customized wealth management goals and objectives. You will have ... 47 MB Views 9358

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

8.5

Citadel Investment Services

2015-04-30

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

9.5

U.S. Trust Client Account Access for iPad

2015-10-15

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+1 This completely redesigned U.S. Trust iPad app makes it easier for you to view accounts and our Thought Leadership to give you a more informed experience. With this app you can: • Review balances, holdings and pending and historical transactions • Review historical ... 31 MB Views 165

8.0

Tackett Wealth Management

2015-04-08

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-3 The Tackett Wealth Management iPad application enables authorized Tackett Wealth Management clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Tackett Wealth Management client that has ... 1 MB Views 4400

8.6

BNY Mellon Private Workbench Mobile

2015-08-30

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0 Private Workbench Mobile is available to existing BNY Mellon Wealth Management investment clients with Private Workbench access. If you are a client who is not currently accessing Private Workbench, please visit bnymellonwealthmanagement.com to enroll. This free BNY Mellon Wealth Management app ... 5 MB Views 2156

7.7

Salem Partners Wealth Management

2015-05-24

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+1 The Salem Partners Wealth Management iPad application enables authorized Salem Partners Wealth Management clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Salem Partners Wealth Management ... 1 MB Views 8427

7.7

Comarch Wealth Manager

2015-07-08

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-7 Personal wealth management based on consolidated information on wealth of individuals or families, in particular the clients of private banking, wealth management or family office services. The most important areas of the wealth management process supported by the solution include: ... 25 MB Views 6577

7.2

IMSplus Mobility

2015-04-17

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-8 PROFILE Software’s IMSplus Mobility, enables mobile access to your investment management platform. Specifically, this new module of IMSplus provides a set of client relationship and portfolio management tools, which may be whitelabeled, to better promote business and sales objectives of ... 4 MB Views 822

8.5

Wealth Solutions

2015-12-19

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+17 This is another feature offered exclusively to clients as we continue to help you build bridges to financial prosperity. You can now take Wealth Solutions with you on the go. We want to keep our clients connected, confident and informed ... 4 MB Views 2535

6.9

PRN tax calculator

2015-08-07

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-1 The PRN App gives you instant access to a unique tax calculator – and a whole lot more. It’s the ONLY app that shows you best takehome figures from over 100 countries/tax jurisdictions AND premium contract, interim, freelance and temporary ... 18 MB Views 869

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

8.8

Appetite For Risk

2015-04-10

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+6 This app is for UK financial advisers only. Getting your clients to understand and agree their ‘appetite for risk’ is one of the key stages in the investment process. The task of risk profiling and risk discussion can however be time ... NAN Views 7958

9.4

Sun Group Wealth Partners

2015-09-10

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-8 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

9.7

thewealthnet

2015-01-03

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-7 thewealthnet is designed to meet the information needs of those involved in the creation and preservation of private wealth. On this app you will find the following features: News tailored to your personal needs thewealthnet is the first with the news ... 15 MB Views 9867

8.0

BNP Paribas Wealth Management KCG Leadership Conference 2015

2015-05-28

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+9 This is the official event app for "BNP Paribas Wealth Management KCG Leadership Conference 2015". The KCG Leadership Conference aims to provide valueadded services to BNP Paribas Wealth Management clients. Since its initiation, the programme has seen increasing demand and popularity. ... 20 MB Views 6400

7.4

Lifewealth GRP

2015-08-25

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-6 Lifewealth is an independent Australian owned Financial Advisory Firm providing comprehensive Wealth Management and Accounting & Taxation Solutions. Our business model is based on providing holistic and genuinely individualised solutions to our clients’ financial needs. We pride ourselves on the ... NAN Views 8724

9.1

Avondale Wealth

2015-07-24

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-2 The Avondale Wealth Management iPad application enables authorized Avondale Wealth Management clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be an Avondale Wealth Management client that has ... 1 MB Views 3391

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