Best Financial Portfolio View Apps

StockTrace

2015-01-20

0 StockTrace is the simplest way to monitor your investment portfolio. See the current value of your holdings at a glance, or dig deeper to keep tabs on individual stocks and funds. SIMPLE INTERFACE StockTrace provides a clear and concise interface, allowing you ... 837 kb Views 6058

9.2

Matter Family Office

2015-09-15

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

+14 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

9.6

Glassman Wealth

2015-06-16

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+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 ... 1 MB Views 9016

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9.2

AUB

2015-11-16

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+10 Asia United Bank (AUB) is a domestic commercial bank that is committed to deliver superior and efficient financial services to the local community as well as the business sector. AUB is known for financial strength and delivery of superior innovative ... 3 MB Views 3312

8.5

Hewins Financial | Wipfli Hewins Client Portal

2015-04-30

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

+29 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

9.9

FinnSys

2015-02-20

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-2 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

9.0

LPL Financial Mobile

2015-08-02

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+11 LPL Financial Mobile, exclusively for LPL Financial advisors, is a fast, secure service that allows you to stay connected to your clients and monitor accounts from your iPhone and iPad. If you are a client of an LPL Financial advisor, please ... 1 MB Views 5390

8.6

Portfolio Alerts

2015-06-14

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-6 "Portfolio Alerts” app brings to you, stock quotes & historical data for stocks (1 week 2 year trend), mutual funds & currencies. It also provides easy stock price tracking and notification based alerts for your portfolio monitoring. It does ... 3 MB Views 2456

8.8

UTI Buddy

2015-07-01

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+11 Where folks have friends, our Independent Financial Advisors have UTI Buddy to help them outshine in the arena of “Financial Planning” by eradicating operational hassles and paper work. The singular objective of this mobile app is to enable our partners ... 5 MB Views 5158

9.0

ZT Wealth IRDB

2015-09-03

+2 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

7.4

UTRADE Foreign Trading Mobile

2015-06-09

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+13 UTRADE. Online trading made easy. Experience easy mobile trading with UTRADE FOREIGN MY, the latest foreign trading app from UOB Kay Hian. Keep watch on market movement on the go, take immediate action on trading opportunities and monitor your order book and ... 3 MB Views 9774

8.2

Southeast Financial Credit Union Mobile Banking

2015-02-01

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-3 With the Southeast Financial Credit Union app, members can check available balances, view transaction history, transfer funds between accounts, view and activate your cash back offers, pay bills, contact local branches, and find ATM and branches in the area. Just ... 11 MB Views 2732

9.4

Wealth Engineers

2015-12-03

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+1 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

9.3

Fort Financial Mobile

2015-05-31

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-7 Once you download the application, please call Fort Financial Credit Union at (260) 4321561 ext. 5300, to receive your activation code to enroll your device. View your Fort Financial Credit Union account information anytime or anywhere on your mobile device using ... 5 MB Views 4763

8.7

Investrack Pro

2015-07-10

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+5 Investrack is a client engagement solution that allows Wealth Management and Investment Management companies to provide online portfolio access, reporting and trading capabilities to their clients as well as internal employees. • Investors can securely log in and view their portfolio ... 5 MB Views 3137

9.5

Thai Funds Today

2015-03-03

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-5 Thai Funds Today is an easytouse app that helps you keep track of your Thai mutual fund investments. With just a few taps and swipes, you can easily view fund information including past performances, create a personal investment portfolio and ... 16 MB Views 9195

8.3

My Puilaetco Dewaay

2015-12-16

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+2 With My PLDW application, Puilaetco Dewaay clients can safely consult their portfolio, documents, news and research anywhere, anytime. Activate your account and enjoy a clear view of your portfolio, optimized for iPad. Main features: Secure Access Multilingual French and Dutch Consolidated and ... 13 MB Views 1453

8.7

DBS mBanking Hong Kong

2015-08-24

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+10 DBS mBanking lets you enjoy mobile banking services on the go with unparalleled security and flexibility. Be the first to know about DBS’ latest promotions and market updates.  Features: Check account balances Enquire wealth management investment portfolio View transaction history Conduct ... 13 MB Views 8737

9.7

Supply Chain Metrics

2015-06-25

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+29 Supply chain efficiency tool This app enables you to better analyse the efficiency of your business, from both the financial and SCM perspectives, by deriving useful metrics on the following areas of interest: Financial view: · Liquidity · Profitability · Operating Efficiency · Solvency & Leverage Supply ... 2 MB Views 9817

9.8

Personal Capital Money and Investing

2015-03-14

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+4 Personal Capital's awardwinning free finance app lets you see all of your accounts in one place and gives you a comprehensive view of your income, spending, and investment performance. Knowing what's happening with your money anytime, anywhere helps you save ... 33 MB Views 2168

9.8

EMUF Mobile Banking

2015-01-13

Related Apps banking financial view account mobile

+7 EMU Financial Mobile Banking allows EMU Financial members to safely and securely login to their account and perform transactions. View account balances Transfer Funds Make Loan Payments Pay Bills Locate ATMs and Branches Correspond with EMU Financial staff View rates, financial tips, and promotions Deposit checks Federally insured by ... 4 MB Views 7348

7.4

Financial One Mobile Banking

2015-11-13

Related Apps banking history financial transaction transfer view pay loans funds balances

+18 Financial One Credit Union Mobile Banking allows you to check balances, view transaction history, transfer funds, and pay loans on the go Features: Check Balances View Transaction History Transfer Funds Pay Loans Secure Messaging for support If you have any question about this application, please contact Financial ... 10 MB Views 524

9.5

DaVinci Money

2015-10-25

Related Apps ipad financial product portfolio order risk markets unique

+11 DaVinciMoney is a unique product to manage your financial investments via iPad. Designed for those who want to invest in an independent and really proactive way, DaVinciMoney allows you to build multiple portfolios, including multicurrency, taking advantage of all possible opportunities in the ... 8 MB Views 4495

9.8

RegentAtlantic Client Portal

2015-12-03

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

-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 ... 1 MB Views 6948

9.8

BankFirst Financial Services Business Banking for iPad

2015-07-31

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+2 With BankFirst Financial Services' Business Banking App you can safely and securely access your accounts anytime, anywhere. Our mobile app is FREE and allows you to: • View your balance • View account activity • Transfer funds • Approve/deny wires and ACH • Locate a ... 12 MB Views 4698

9.4

My Stocks 2

2015-01-19

Related Apps stock london iphone history stocks portfolio portfolios yahoo support currency pounds add view

-9 My Stocks 2 is a stock market and portfolio tracking utility for Australian (ASX), New Zealand (NSX), US, London (including those valued in pence), German, Indian and Hong Kong stock exchanges or any yahoo supported stock exchange. It allows you ... 571 kb Views 1814

9.2

StockBook - Real Time Stock App

2015-12-30

Related Apps view updates live stocks portfolio interface

+12 StockBook was designed to show the latest market updates quickly and cleanly. It has a familiar interface that allows you to view live updates to your portfolio at a glance, or view more detailed information with a swipe. Features: Live updates, including ... 6 MB Views 7162

8.6

IndoStocks

2015-03-30

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+7 We are excited to release the new IndoStocks, our first universal app for iOS 8 with nextgeneration features. Invest intelligently with IndoStocks, portfolio manager and market watcher for Indonesian Stocks. Why IndoStocks? 1. A universal app optimized for both iPad and iPhone including ... 5 MB Views 5586

9.3

PrimeTrust Financial Mobile Banking

2015-01-22

Related Apps banking history transfer funds pay loans transaction view financial

-6 PrimeTrust Financial Mobile Banking allows you to check balances, view transaction history, transfer funds and pay loans on the go Features: Check Balances View Transaction History Transfer Funds Pay Loans Secure Messaging for support 11 MB Views 213

9.8

AXA Self-Investor – My Self Investor

2015-06-01

Related Apps investment investor axa portfolio access view

-6 The My Self Investor app is for AXA Self Investor customers to view their portfolio and monitor investment performance whenever they like. You can view your whole AXA Self Investor investment portfolio, get a breakdown by product or by investment ... NAN Views 2868

7.4

Bolero for iPad

2015-09-03

Related Apps market stock ipad news investment time monitor portfolio view analysis

+4 Monitor the stock market and your portfolio in real time and don’t miss any investment opportunity with the quick and easytouse Bolero iPad app. React instantly to important stock market news and invest securely in a broad range of shares, ... NAN Views 3774

7.8

ROIC

2015-09-04

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0 The Return On Invested Capital app (ROIC Mobile) gives you quick access to the Return On Invested Capital models of tens of IT vendors and distributors around the world. You can view their financial performance over the past year across a ... 8 MB Views 778

8.0

Auswide Bank

2015-05-18

Related Apps banking bank account accounts view access payments transfer financial

-7 The Auswide Bank Smartphone App offers an easy and fast way of connecting to us. Auswide Bank customers can log in directly to conduct online banking online: • check account balances • balance Peak accounts for quick balance checking without the need to ... 5 MB Views 5280

8.6

Symphony Financial Planning

2015-03-21

Related Apps planning portfolio information application clients financial

0 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

7.4

WealthBar

2015-05-03

Related Apps personal investing time financial portfolio advisor

+13 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

8.8

1st Financial Business Banking

2015-07-10

Related Apps business banking financial view account transactions features day mobile alerts

+13 With First Financial Business Mobile Banking, you can have convenient access to your accounts when and where you need it. Use your mobile phone or device to bring the bank to you Available Features Include: Application Alerts New Features Tutorial Security ... 6 MB Views 7558

9.3

Union Bank for Commercial Customers

2015-10-17

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-6 Access your accounts and perform certain timesensitive treasury management activities securely and conveniently using Union Bank’s Commercial Mobile Banking. This application is for commercial customers only. To use Commercial Mobile Banking, users must have the appropriate entitlements to the services ... 2 MB Views 3193

7.4

Natixis Profile

2015-11-29

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+1 Let us take you through the universe of Natixis, “the corporate, investment and financial services arm of Groupe BPCE, the secondlargest banking player in France”: its business lines, its experts, its current events, etc. This fun application makes it easy to ... 22 MB Views 324

8.4

Mobile Finance Manager

2015-12-11

Related Apps history finance bills mobile view manager financial funds pay balances

+2 Mobile Finance Manager allows you to check balances, view transaction history, transfer funds, pay bills, and find ATM and Branch locations. Features: Check Balances View Transaction History Transfer Funds Pay Bills View balance history and income/expense graphs Secure Messaging for support Mobile ... 13 MB Views 2704

8.8

Arab Finance

2015-04-24

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-4 The Arab Finance iPhone application provides unparalleled access to the Egyptian Stock Market Arab Finance iPhone application including the following features : Market stocks prices watch list – throw which you can modify and monitor certain stocks. Market Lists – see ... 4 MB Views 5158

8.8

PSG Financial Services

2015-12-01

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0 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

9.8

Wealthsimple

2015-12-17

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0 Wealthsimple is the smartest and easiest way for Canadians to invest their savings. In 10 minutes we'll build you a globally diversified portfolio of Exchange Traded Funds that is automatically rebalanced and optimized for tax efficiency on a daily basis. ... 10 MB Views 7968

8.8

Afrinvestor Mobile

2015-04-06

Related Apps time news view account real manage orders portfolio access

-4 Afrinvestor is a mobile trading application that provides real time access to your portfolio, market data and news. Trade from anywhere: With Afrinvestor you can view the markets in realtime, buy and sell stocks, bonds and manage your holdings and view your ... 2 MB Views 6638

9.7

My Bank Personal Investors

2015-03-20

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-4 The My Bank Personal Investors application from BNP Paribas Personal Investors/The Bank For Expats gives you free access to your bank at all times. The application, in addition to the transactional website (http://www.bnpparibaspersonalinvestors.lu), allows you to make banking transactions on your ... 24 MB Views 7367

9.7

myLFS - Lexus Financial Services

2015-10-26

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-1 Access your Lexus Financial Services (LFS) account with the myLFS application for iPhone mobile devices. The myLFS application allows an existing Lexus Financial Services customer to make a payment or obtain payoff information on an existing Lexus Financial Services account. LFS account ... 8 MB Views 3447

8.2

GoInvest - L&T Mutual Fund

2015-08-07

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+15 GoInvest is the official mobile app for L&T Mutual Fund investors. The app leverages stateoftheart technology to provide you access to a host of services—anytime, anywhere Here’s a list of what you can do: Transact: Invest, Redeem, Switch or start a Systematic ... 8 MB Views 9502

8.7

F.Q (Portfolio generator)- Financial Quotient -

2015-02-28

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+18 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

6.9

FirmView

2015-06-12

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+8 FirmView app is designed for use by FirmView customers and requires authorized credentials. For FirmView customers, this app allows secure mobile access to your FirmView suite of cloud applications and allows you access to your data when you are away from ... 8 MB Views 9869

7.2

Advisor View Portal

2015-04-28

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

-6 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

8.7

Rupee

2015-07-14

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-2 View and compare Indian Rupee exchange rates for US Dollar, Pound, Euro, Singapore Dollar or Australian Dollar from well known financial institutions like Axis Bank, HDFC, ICICI, Remit2India, SBI and others. . ++[ FEATURES ]++ . View exchange rates by financial institution View ... 1 MB Views 1207

8.4

Aspiriant Connect

2015-06-11

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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 2334

8.7

MyLifetime

2015-05-10

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+18 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

8.6

Convergent Wealth Client Log In

2015-06-25

Related Apps ipad investment portfolio information view advisor date pricing top 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 1736

7.4

BankFirst Financial Services Business Banking

2015-07-31

Related Apps business banking security financial contact services view

-4 With BankFirst Financial Services' Business Banking App you can safely and securely access your accounts anytime, anywhere. Our mobile app is FREE and allows you to: • View your balance • View account activity • Transfer funds • Approve/deny wires and ACH • Locate a ... 12 MB Views 1074

8.2

Leading Edge Financial

2015-06-04

Related Apps management credit view file leading account current information financial edge

+9 Follow your credit management progress with the Leading Edge Financial app. Credit Analysis explaining the positive & negative information on your credit file. Credit Coach & Credit Specialist. 24/7 Access to your credit file. Money Management. Credit Education & Credit Advice Features: View your account and credit ... 12 MB Views 1752

9.3

BSV Mobile

2015-11-21

Related Apps bills banking bank accounts internet mobile view financial

-6 Information shown may not accurately reflect the bank's records of your account(s). The Bank of Southside Virginia (BSV) assumes no liability for actions that you take based on data from this app. We value your opinion, and we appreciate any feedback ... 15 MB Views 2643

9.2

VennWell

2015-06-30

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

-7 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

9.2

IRESS

2015-10-21

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+25 View realtime financial market news and pricing, trade orders and track your portfolio and holdings directly from your iPhone and iPad. This app requires a valid IRESS license. Content and specific functions depend on your provider’s configuration. Leverage proven IRESS infrastructure to ... 3 MB Views 3812

8.1

Clipper Advisor - Global Investing Made Easy

2015-03-11

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+13 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

9.3

Fin-Soft Mobile Application

2015-06-23

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+29 Mobile app to view your portfolio valuation FinSoft Mobile app by FinSoft Solutions gives you access to your portfolio on your iPhone. What can you do? View Portfolio valuation Get Summary of Investment report with XIRR and Absolute return. Latest transaction and ... 4 MB Views 5563

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