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Best Financial planning wealth Apps | Panload

+5    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
+17    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
+21    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
+6    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

外滩云财富

2015-08-01
+20    Bund Wealth Financial Services Co., Ltd. (hereinafter referred to as “Bund Wealth”)was established in 2015 in Shanghai. Bund Wealth is committed to build an efficient, trustful, and innovative onestop wealth management platform. We will gradually provide: A full range of ...    12 MB    Views 2671

Wealth+ Net Worth

2015-12-21
+4    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

财务需求分析

2015-05-31
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-3    财务需求分析是分析客户当前的财务状况,确定您未来的生活目标和梦想。这是一个全面的评估,并会关注特定的财务和风险需求。 该分析为客户提供了一个专业的、个性化的财务规划,如何管理您的短期和长期的财务福祉。 这个软件包括以下特性和功能: (1)财富管理和财富传承。如何守住您的财富,如何评测您的风险偏好,如何规划传承、让您的财富延续下去。 (2)综合保障需求分析。为您在重大疾病和意外保障方面撑起一把保护伞。 (3)退休养老需求分析。您期待的退休生活方式,是您一直梦寐以求的吗?从现在开始规划,使之成为现实。 (4)子女教育需求分析。想为您的孩子提供最好的教育,并确保你能负担得起吗? The Financial Needs Analysis is the process of determining a customer's current financial realities and how well these are aligned to his/her future dreams, goals and objectives. This comprehensive assessment process ultimately culminates in a detailed overview of his/her financial ...    20 MB    Views 4229
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+21    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
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+3    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
0    KFG Advisors offer 'solution based' advice that is customized to each individual client. We specialize in Comprehensive Financial Planning, Retirement Planning, Portfolio Management, Estate Planning, Education Planning, 401ks, IRAs, Trust Accounts, Insurance planning, Charitable Giving, Risk Management and more. Access ...    5 MB    Views 6848
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+9    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
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-1    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
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+9    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

Moneysoft

2015-07-09
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-5    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
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+15    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
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+4    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
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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
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+27    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
-5    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
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-9    "One of the 5 best financial apps.” CNNMoney "Cuts through the complexity of retirement investing.” Reuters Get a personalized financial checkup in 2 minutes. The advice 200,000 households use to grow 26 billion. Upgrade to Managed Investing to save even more ...    23 MB    Views 157
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-8    Upward Mobility's Certified Financial Planner Exam Prep software for the iPhone and iPod Touch is perfect to help you prepare for the challenging CFP exam. FEATURES: 520 targeted questions, written exclusively for Upward Mobility by professional financial writers. Detailed, explanatory answers ...    3 MB    Views 4967
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+8    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

愛生活 愛未來

2015-12-09
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-4    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
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0    Advising the Exceptionally Affluent is for professionals focused exclusively on servicing the financial, legal and lifestyle demands of ultrahighnetworth clients. This group, with its vast purchasing power, consists of the clients most desired by financial and legal professionals, luxury brands ...    21 MB    Views 9510

Blantik

2015-10-28
-2    Wealth planning activities should be fun and practical. Blantik explores the fun side from the seriousness of wealth planning activities. Blantik helps you calculate your funds needed for your investment goal, education and retirement plans. We also help you to calculate ...    2 MB    Views 175

Appetite For Risk

2015-04-10
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+4    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
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+2    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
0    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
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0    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
Related Apps management morgan stanley accounts online clients wealth access financial application
+9    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

What's Your Number

2015-06-29
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+9    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

LifecashPro

2015-11-22
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+22    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

CTMobile

2015-08-13
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+1    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
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-5    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
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+5    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
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+2    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
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0    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

Innate Wealth

2015-03-25
-7    Innate Wealth is a boutique financial services advisory firm which specialises in the provision of strategic advice, portfolio management and accounting services. This app provides Innate Wealth clients with a ‘window to their wealth’. Features include: • Net wealth tracking • Portfolio access and ...    NAN    Views 8886
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+26    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

Lifewealth GRP

2015-08-25
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+23    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

CRA Financial

2015-03-30
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+6    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
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+12    PlanMode can help you answer questions like "Will I have enough capital to retire on my terms?" and quantify how much you would need for the retirement and other key events. This is a real comprehensive financial planner for individuals. It provides ...    12 MB    Views 9311
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-9    “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

Wealth Solutions

2015-12-19
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0    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
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+5    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

Dr. Früh

2015-10-24
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-2    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
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+3    AMJ Financial Wealth Management – Account access and performance reporting    1 MB    Views 5178
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0    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
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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

ContractorTaxation

2015-10-06
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+1    The ContractorTaxation App is a musthave for contractors in any industry who work on international assignments, or Agencies who place international contractors anywhere in the world. The ContractorTaxation.com App gives both existing and prospective clients of ContractorTaxation.com access to the wealth ...    2 MB    Views 1322

Joey Wu

2015-05-10
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-8    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
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+4    For SRS Wealth Management Group clients. The iPhone app serves as a onestop shop to your financial information and resources. Features: •Review My Accounts: LPL Accounts, eMoney, and CLS Mobile •View upcoming events. RSVP to events. One click add event to your calendar •Company ...    6 MB    Views 8306
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+30    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
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0    An age old question has often been: will I have enough money to retire? The 2 Million Retirement System, brought to you by Dan Keppel, using the Study by App application development software system will help you to: Create a 2,000,000 ...    216 MB    Views 218

Eileen Tan

2015-05-23
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+1    Hi There I am Eileen Tan and I have been an Associate Financial Planner with 25 years of experience in the Insurance industry. Key area of expertise in providing: 1. High Nett Worth individuals with comprehensive solutions. 2. Retirement planning 3. Corporate solutionplanning and ...    19 MB    Views 6910
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-7    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

AegisConnect

2015-08-07
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-7    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
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0    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
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+2    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

Thebe Markets

2015-10-03
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-9    Those who have created wealth know that investing in the financial markets is an integral component of their financial strategy. Being savvy about what happens on financial markets and investing wisely is the key to financial independence yet many people ...    7 MB    Views 7814
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