Best Financial Plan Planning Apps

Forbes Lifetime Financial Planning

2015-01-06

+4 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

9.3

Metropolitan AR Business Cards

2015-12-31

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+5 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

8.8

FinPlan - Financial Planning Tools

2015-09-03

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+11 This is a Professional Financial Planning Tools to help Everyone to do Financial Planning by themselves. You can know how much insurance you need to have to protect your family; How much you need to save monthly to achieve your target ... 802 kb Views 5638

8.5

Finance Logix

2015-09-10

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+6 This application requires an existing relationship with advisor who subscribes to Finance Logix. Finance Logix Mobile is your gateway to financial health. With access to uptodate account data and a powerful financial engine, you will have a clear view of ... 89 MB Views 3955

7.2

Retiremap by Boulevard R

2015-09-25

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+18 Retiremap is a key part of your employer's retirement plan education, designed to help you reach your financial goals. Just download the app onto your iPad and activate it with your Employer Code. Retiremap is different from your existing retirement plan ... 34 MB Views 8572

8.4

Searcy Financial Services

2015-04-22

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+21 About Searcy Financial Services, Inc: We are an independent financial planning and investment management firm located in Overland Park, Kansas, partnering with our clients to help them reach the financial goals they have set for their lives. We believe every individual ... 7 MB Views 284

8.6

Savings Plan Lite - iAd Supported

2015-09-06

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+1 Savings Plan Lite allows the user to estimate how much money can be saved over a period of time. Enter your beginning balance, interest rate, monthly contribution (if applicable), length of investment and select how often interest is compounded. The use ... 416 kb Views 7586

9.2

Dr. Früh

2015-10-24

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0 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

8.8

Sphere

2015-08-20

Related Apps planning personal investment financial advice services

+22 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

8.6

PeterThePlanner

2015-10-09

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-5 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

8.0

The Premier Partnership Limited

2015-03-26

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+19 The Premier Partnership Limited offer many services; helping you make the most of your finances. We offer many services to our individual clients, such as investment and taxation advice along with pension and estate planning. We are Independent Financial Advisers and ... 14 MB Views 5730

9.2

Retirement Plan

2015-02-25

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+4 RETIREMENT PLAN Your employer’s retirement savings plan is an essential part of your future financial security. It is important to understand how your plan works and what benefits you will receive. Just as you would keep track of money that you ... 3 MB Views 462

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

7.0

Financial Planning Reference Guide

2015-10-20

Related Apps planning tax apps information financial guide professional rates super reference

-3 A+ Apps Financial Planning Reference Guide is a comprehensive range of rates, figures, formulas, and references for the professional Financial Planner. It contains information in the following sections: Tax Rates Tax Offsets Super Contributions Super Withdrawals Termination & Leave Payments Income Streams Social Security plus… Please note, the information in ... NAN Views 7220

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

8.5

Conference Map

2015-10-29

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+21 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

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

8.9

Plan your Life

2015-03-18

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-9 Are you worried about your family's future financial security? Do you dream of retiring in comfort? Are you planning to buy a second house or a new car and you are not sure you can afford it ? Are you ... 12 MB Views 8439

8.7

Myhub | Social Planning

2015-07-18

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-2 Myhub is the fastest, easiest way to plan group activities and collect cash from friends. Use it to coordinate an upcoming trip, group dinner, park day, epic house party, bachelor/bachelorette party, fundraiser and so much more. Setting up an event ... 32 MB Views 2707

8.9

Financial Focus Radio Show

2015-11-02

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+2 Financial Focus delivers quality information about financial planning, investments, wealth management and retirement planning. Financial Focus Radio Show likes to have guests on that are entertaining and bring good advice on specific topics to our audience. You can listen to ... 8 MB Views 5089

8.7

Money Plan for iPhone

2015-06-26

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+26 Money Plan lets you plan your longterm financial health by tracking cash, property, loans, and investments. Group your financial details by Categorizing them as Assets, Investments, and Credits. Visualize financial health with charts showing Investment allocation, Currency exposure, and Debt breakdown. See ... 1 MB Views 7107

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

8.9

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

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

9.2

Cash Balance

2015-03-25

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+28 Trinity Pension Consultants Cash Balance Calculator (CB Calculator) app allows financial advisors to quickly and easily generate a maximum annual contribution amount for their clients or prospects in utilizing a cash balance retirement plan. By selecting an individual age and ... 5 MB Views 362

7.2

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

2015-06-05

Related Apps home software personal budget planning bookkeeping subscription control solution financial spreadsheets

-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

7.2

Wealth Enhancement Group

2015-01-27

Related Apps planning retirement investment management wealth group financial services plan registered advisory

+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

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

9.2

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

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

9.7

CTMobile

2015-08-13

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+2 The Creative Technologies Mobile Suite is a secure application which enables professional financial planning firms to use all their financial planning, business management and real time trading applications through one mobile hub and synchronise this with their own back office. In ... 4 MB Views 2797

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

8.2

Raymond James WorthWhile Magazine

2015-06-05

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-3 Guidance on the go Raymond James presents WorthWhile, a publication of thoughtful insight dedicated to the life well planned. For more than nine years, WorthWhile magazine has delivered to readers informative articles on financial planning, investments, the markets, art, books and philanthropy. ... 5 MB Views 4552

9.4

JamaPunji Investor Education Portal

2015-05-09

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-9 The idea behind the creation of JamaPunji, Investor Education Portal Application is to equip the general public with skills and knowledge to make informed financial decisions and manage their money wisely on the go. Established, as a subsidiary of the Securities ... 10 MB Views 1864

7.5

Leonard Wright, CPA/PFS

2015-09-12

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+26 The Leonard C. Wright, CPA/PFS app provides valuable financial resources for risk management planning which includes life, long term care, disability, and annuity plan options, investment access to the leading 401K retirement plan accounts in America, college education resources, financial ... 10 MB Views 6925

9.6

GiftabulatorCA

2015-05-07

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+10 Use GIFTABULATOR to show you how much you’re worth now and in the future. How much tax do you have to pay based on your capital gains? What amount of tax credits can you get for giving a donation? This ... 12 MB Views 7516

6.9

JWC Financial Solutions

2015-12-12

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+27 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

8.6

Super Money Saver Ideas

2015-02-26

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+3 The ability to save money is the cornerstone of building wealth. In order to save money, you need to spend less than you earn. This is often easier said than done, but there are plenty of ways to help you ... 2 MB Views 1256

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

8.6

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

9.8

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

2015-07-29

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+30 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 2968

8.6

Symphony Financial Planning

2015-03-21

Related Apps planning portfolio information application clients financial

+5 This mobile application provides quick access to portfolio information for investment management clients of Symphony Financial Planning, LLC. Account values, performance information, portfolio analysis, and quarterly reports can all be accessed here by authorized users. This application has been developed ... 30 MB Views 856

9.2

愛生活愛未來

2015-12-09

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+9 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

9.0

Debts

2015-11-01

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+6 Debts app is your companion debt tracking app in your road to financial freedom. Track your debts, use the payment schedule as reminder, and plan your payoff with payment estimator. Capture detail payment and spending transactions of your debts for debts ... 2 MB Views 7040

9.5

Worksite Financial Solutions Mobile

2015-01-05

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+5 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

8.8

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

9.3

Chic PF

2015-11-01

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

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

8.4

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

8.8

ReadyForZero - Pay Off Debt

2015-05-16

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+12 Pay off debt and build wealth with ReadyForZero’s awardwinning financial tools. With the ReadyForZero app, you can: • Tackle all your personal debts from a single place. • Connect your online accounts to create a personalized payment plan. • Track and visualize your debt ... 7 MB Views 4938

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

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

7.1

Super Money Saver Ideas

2015-01-10

Related Apps money people save financial savings application saving ideas plan

-5 The ability to save money is the cornerstone of building wealth. In order to save money, you need to spend less than you earn. This is often easier said than done, but there are plenty of ways to help you ... 2 MB Views 871

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

8.6

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

9.5

College FAFSA Finder

2015-11-16

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-3 COLLEGE FAFSA FINDER: YOUR FIRST STOP TO STREAMLINE COLLEGE SEARCH AND STUDENT FINANCIAL AID REFERENCE. Try our flagship financial aid planning app FINANCIAL AID MAXIMIZER (FAME). College FAFSA Finder provides the most essential information for US college applicants around the world: (1) ... 1008 kb Views 9095

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

7.6

Transition to Retirement

2015-09-14

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+16 Everyone needs financial planning...EVERYONE In particular those aged 55+ are most at risk, since you are running out of time. This legislation can assist you model the benefits you could achieve in terms of tax savings, and additional retirement capital ... 32 MB Views 4176

9.3

R-OFer

2015-04-29

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+5 The full game “Retirement OddsFinder” (aka ROFer for short) is designed to let you learn about the financial planning the way you learned to walk. Unlike the current books and tapes, here is the ability to learn the value of ... 27 MB Views 1613

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

Transition to Retirement

JamaPunji Investor Education Portal

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

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