Best Hclips Advisors Llc Apps | Panload iOS Finance

OptionsHouse

2015-03-03

+4 Take the power with you with the innovative and powerful functionality of OptionsHouse’s award winning mobile app. Streaming and synchronized with the desktop trading platform, OptionsHouse customers can trade, manage their accounts and stay up to date anywhere, anytime. Features include: ... 21 MB Views 3609

7.0

Acumen

2015-07-22

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+13 This powerful App has been developed by the team at Acumen Accountants & Advisors to give you key financial information at your fingertips, 24/7. Now you can have instant access to your latest business and personal accountancy facts, dates and calculators. ... 9 MB Views 1420

9.0

LPL Financial Mobile

2015-08-02

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+5 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

8.0

Envestnet

2015-05-03

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+10 Envestnet delivers an endtoend platform to help financial institutions and independent advisors deliver solutions to clients at all asset levels. The stateoftheart platform provides access to multiple investment programs, proposal generation tools, and account management resources. Key features of the ... 195 kb Views 9900

9.8

Vanguard for Advisors

2015-10-12

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+5 As a financial advisor, you need uptotheminute information, no matter where you are. Vanguard’s industryleading mobile app for advisors gives you access to the latest product information, investment research, and economic commentary when you’re away from the office. Vanguard for ... 16 MB Views 6368

9.0

Mortgage Rates & Calculator

2015-10-24

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-4 PennyMac's easytouse mortgage app stays on top of mortgage rates, products, and estimated monthly payments for you. Don't miss a chance to lock in a low rate create an anonymous personal rate profile and PennyMac automatically displays uptodate rate ... 6 MB Views 7890

7.9

Capital One Investing for iPad

2015-12-03

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+6 Capital One Investing for iPad gives you the straightforward tools and features that you need to make informed investment decisions and take control of your financial future. With easytouse research tools, a simple comparison engine and portfolio analysis features, our ... 24 MB Views 1429

7.0

Learn Automated Forex Trading HD

2015-09-30

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+19 Want to avoid staring at forex charts/graphs for long periods of time with mechanical trading rules that you know can be implemented by a robot? With this education app, you will learn the basics of how to create your own automated ... 12 MB Views 1520

8.3

Decker Wealth Management LLC

2015-11-13

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+2 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

9.2

Satovsky Asset Management

2015-06-28

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+2 The MySAM iPad application enables authorized Satovsky Asset Management, LLC clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Satovsky Asset Management, LLC client that has ... 1 MB Views 9912

9.2

Atlas Peak Advisors

2015-06-14

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+25 Atlas Peak Advisors, Inc.’s mobile application allows you to view account valuation, performance, and reporting information for authorized users of the firm. Available on the Apple operating system, clients can access the following data: Account Value Snapshots Performance reports Account positions by asset ... 3 MB Views 3512

8.6

NPC LLC

2015-04-15

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+15 NPC, LLC has managed the delivery of safe, highquality produce to national and regional restaurant chains, schools, health care organizations and contract feeding organizations for over 20 years. We call our philosophy From Farm to Fork: integrity, food safety and ... 20 MB Views 8886

7.0

Odyssey Funding LLC

2015-05-07

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-9 Odyssey Funding LLC offers mortgage customers a unique way of communicating and interfacing with their realtor and loan officer. The app can easily provide loan information and status, have push notification reminders for important dates (appraisal, closing, rate lock etc.), ... 15 MB Views 6970

8.6

Real Estate Advisors

2015-09-16

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+8 Real Estate Advisors App has many powerful tools such as a Mortgage Calculator, Virtual Tours, Contact Info, Property Searches and much more, all in this free app So even if you're a buyer, a seller or just a real estate ... 15 MB Views 9456

8.3

Balasa Dinverno Foltz LLC

2015-11-25

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-8 The Balasa Dinverno Foltz LLC Mobile Application makes it easy for you to connect with Balasa Dinverno Foltz LLC and monitor your accounts anytime, anywhere. With this app, you can: Read the latest news from Balasa Dinverno Foltz LLC Quickly access ... 747 kb Views 583

9.2

Market Advisors

2015-04-23

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-1 This app connects you with the best financial advisors of the country. Our popular "Ask and Advisor" feature enables you to ask anything you want about wealth & money management, the financial markets, and short/long term money investments. This is ... NAN Views 992

8.9

Z-Ben Advisors

2015-09-14

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+7 ZBen Advisors is a Shanghaibased consultancy firm whose core analytical interest is in exploring all opportunities open and available to the foreign asset management and servicing community within the Chinese investment management industry. Established in 2004, ZBen Advisors provides clients ... 7 MB Views 8789

9.8

Titan Retirement Advisors, LLC

2015-11-05

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-4 Titan Retirement Advisors, LLC offers the 'Liberty' Application to authorized clients, their representatives and Registered Investment Advisors (RIAs). Take the Power the Titan Retirement Advisors App with you and access your account information anytime and from anywhere. With comprehensive views of ... 3 MB Views 4768

9.8

Financial Strategy Network, LLC

2015-11-13

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

9.8

Cetera Financial Specialists Connect 2015

2015-05-20

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+4 Connect is the premier event hosted by Cetera Financial Specialists for our advisors, client service associates and partners. Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera ... 38 MB Views 748

9.2

Evergreen Advisors

2015-05-30

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+6 This app allows client of Evergreen Advisors to securely view their account valuation, performance, and reporting information in an application developed specifically for mobile devices. Please contact Evergreen Advisors if you need to setup access at contactusevergreenadvisors.com or 4239331814 11 MB Views 9492

6.9

Duckworth Wealth

2015-06-26

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+5 The Duckworth Wealth Advisors Mobile App allows authorized Duckworth Wealth Advisors clients to access their portfolio data in a format that was custom designed for mobile devices. This Mobile App allows you to view account information, balances and easily contact ... 3 MB Views 1919

9.7

US Gold Bureau

2015-10-05

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+21 This is the official public app for the United States Gold Bureau. Track the current price of gold, silver and platinum throughout the day, based on the official market price set by the Commodities Exchange (COMEX). Stay uptodate on the ... 4 MB Views 4397

8.8

DailyFunder

2015-01-24

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+14 Created for the industry's official print trade magazine, this app connects you to the official social network for alternative business lending. As of 2014, It is used by more than 1,000 industry professionals. Find out where to place deals, catch up ... 5 MB Views 5858

8.9

SFG App

2015-06-10

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-3 SFG Asset Management offers the this application to authorized Trust Company of America investors, their representatives and Registered Investment Advisors (RIAs). Take the power of accessing your account information with you anytime and from anywhere. With comprehensive views of account positions, ... 8 MB Views 6789

9.5

FOCUS Wealth Advisors

2015-12-10

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+12 The FOCUS Wealth Advisors iPad application enables authorized FOCUS Wealth Advisors clients to access their performance, asset allocation, holding and transaction data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a FOCUS ... 1 MB Views 8195

8.0

RoseCap Investment Advisors

2015-04-12

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-5 The RoseCap iPad application enables authorized clients of RoseCap Investment Advisors, LLC to access their performance data in a simple, elegant interface that is custom designed for the iPad. Just another reason RoseCap is the "next generation of investment advisors." REQUIREMENTS: ... 2 MB Views 1980

9.0

Echo Wealth Management Mobile

2015-07-31

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+30 This Mobile App allows you to view account information, positions, balances and performance reports. You can contact your advisor easily. This is designed for the clients of Echo Wealth Management, LLC. To learn more about Echo Wealth Management, LLC, visit ... 3 MB Views 3310

8.1

Strategic Wealth Partners, LLC

2015-11-13

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+8 The Strategic Wealth Partners, LLC (SWP) iPad application enables SWP clients to access their performance data in a simple interface that was designed for the iPad. Requirements: You need to be a SWP client that has been authorized for the iPad ... 1 MB Views 451

9.6

TBA Inc

2015-05-21

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+5 Get out from behind that desk The TBA Mobile App allows Life Insurance Advisors to work seamlessly from their smartphone or tablet. Compare term rates and products from some of the top rated carriers in the life insurance industry. You ... 21 MB Views 8196

9.4

Domus Capital Group, LLC

2015-04-01

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+5 The Domus Capital Group, LLC iPad application enables authorized Domus Capital Group, LLC clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Domus Capital Group, LLC ... 1 MB Views 5314

8.3

New England Private Wealth Advisors, LLC

2015-12-19

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0 The New England Private Wealth Advisors iPad application enables authorized clients to access their performance data in a simple, elegant interface custom designed for the iPad. REQUIREMENTS: To utilize this application you must be a client of New England Private Wealth ... 1 MB Views 4983

9.9

Boon Capital

2015-06-05

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-4 The Boon Capital Advisors iPad application enables authorized Boon Capital Advisors clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Boon Capital Advisors client that has ... 1 MB Views 1549

8.6

DS Wealth Advisors

2015-03-19

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+9 DS Wealth Advisors offers the Trust Company of America 'Liberty' Application to authorized investors and Registered Investment Advisors (RIAs). Take the Power of Liberty with you and stay in touch with DS Wealth Advisors anytime and from anywhere. Representatives and RIAs ... 3 MB Views 606

7.8

Topturn Capital, LLC

2015-08-09

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+2 The Topturn Capital, LLC iPad application enables authorized Topturn Capital, LLC clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. 1 MB Views 1628

8.9

Archetype Investment Advisors

2015-12-11

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+12 Archetype Investment Advisors, a division of Eddleman & Eddleman, LLC, gladly provides your account information with the custodian Trust Company of America. For our clients, and your approved, trusted family advisors such as Registered Investment Advisors (RIAs), Certified Public Accountants ... 968 kb Views 159

9.1

Karsten Advisors Mobile

2015-01-09

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+19 The Karsten Advisors iPad application enables authorized clients to access their performance data in a simple and elegant interface which was custom designed for the iPad. REQUIREMENTS: You must be a Karsten Advisors client that has been authorized for the iPad ... 1 MB Views 9211

8.0

Emergent Investor

2015-12-11

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+11 The Emergent Investor app gives investors and their advisors easy access to realtime information. Emergent Investor Services provides relationship and portfolio management to support licensed financial advisors and their clients. Our emergent blend of caring, experience, and technology delivers: • Advisor/client relationship management • ... 961 kb Views 8950

7.4

Option Financial, LLC

2015-11-06

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+12 Introducing the Option Financial interactive mortgage application, the perfect app for Realtors, Home Buyers, and Home Owners. This app was developed to make the home buying and mortgage loan process as quick and convenient as possible, as it should be. Our easy to use ... 12 MB Views 4324

8.6

Irish Life - Ask UW

2015-07-14

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+17 Ask Underwriting is the Irish Life Underwriting Information Resource for Financial Advisors. This application is only available to advisors who hold an agency with Irish Life. It provides you with the following up to date information: 1. Medical Conditions: descriptions of illnesses, likely ... NAN Views 4056

9.3

Retirement Advisors of America

2015-06-04

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-8 The Retirement Advisors of America iPad application enables authorized Retirement Advisors of America clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Retirement Advisors of America ... 2 MB Views 8643

8.9

FUTR Family Management, LLC Mobile

2015-08-27

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-6 The FUTR Family Management, LLC iPad application enables authorized FUTR clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a FUTR client that has been authorized for ... 1 MB Views 339

9.6

White Horse Advisors

2015-11-20

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+3 The White Horse Advisors iPad application enables authorized White Horse Advisors’ clients to access their investment performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a White Horse Advisors client that ... 1 MB Views 9546

7.1

Design One Creative PMC Mobile

2015-03-02

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0 Personalize and test PMC Mobile from your iPhone, iPod, and iPad using Picture My Card™ Mobile from Design One Creative, LLC. Choose or take your favorite photo, crop it, and view a preview of your card. Submit your request when you ... 1 MB Views 2571

9.3

ShareBuilder Mobile

2015-06-28

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+23 Investing in your future shouldn't be daunting. With straightforward research tools, a simple comparison engine and portfolio analysis features, ShareBuilder gives you all the power, minus the clutter. And now you can fit your investing neatly into commuting time, wait ... 30 MB Views 1913

7.5

CFANY

2015-12-13

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+25 The Capital Financial Advisors of New York iPad application enables authorized Capital Financial Advisors of New York clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a ... 1 MB Views 5825

9.7

ISC Advisors

2015-10-18

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-9 The ISC Advisors app allows you to view your managed account information such as balances, activity, as well as run reports right from your mobile device. 3 MB Views 9467

9.8

MLC Insurance app

2015-03-18

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+29 Increase sales and efficiency. The MLC Risk App is a tool for advisors looking to improve their personal insurance client engagement process. It allows advisors to collect client information (fact find) and display a programmable 'house view' of policy recommendations for ... NAN Views 8368

9.4

MAccess Mobile

2015-02-22

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+9 The Mercer Advisors MAccess Mobile app allows you to check your current account valuation, performance and reporting information using your existing MAccess Online username and password. MAccess Mobile is an application developed specifically for mobile devices and is available for ... 360 kb Views 2994

9.2

Taxessor

2015-02-21

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-8 Taxessor allows the user to estimate their property's possible taxable value for Bernalillo County commercial properties. The underlying data was compiled from resolved cases from the 2010 tax year for apartments, hotels and commercial buildings. It does not include data for single family homes, land ... 1 MB Views 1562

8.0

TBA Inc hd

2015-05-21

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+9 Get out from behind that desk The TBA Mobile App allows Life Insurance Advisors to work seamlessly from their smartphone or tablet. Compare term rates and products from some of the top rated carriers in the life insurance industry. You ... 30 MB Views 950

8.5

HBW Advisory Services LLC

2015-08-01

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-2 HBW Advisory Services 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. With comprehensive views ... 864 kb Views 8055

8.4

myNestEgg ~ the retirement calculator

2015-09-17

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+17 My nest egg, my retirement. Retirement planning at finger tip. We believe retirement planning should be available and simple (easy to use) for everyone, with or without access to good financial advisors/planners. myNestEgg is an iPhone (iOS 3.1.2 and above) app that ... 8 MB Views 854

9.2

Halstatt, LLC

2015-04-29

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+11 This custom iPad app enables authorized stakeholders and investors of Halstatt, LLC and its affiliates to view their account valuation and performance metrics in a simple, elegant interface. 1 MB Views 5592

9.6

Sojourn App

2015-08-03

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0 Sojourn Financial Strategies 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. With comprehensive views of ... 9 MB Views 246

9.8

WealthMark App

2015-12-21

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+2 WealthMark 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 stay in touch with WealthMark LLC anytime and from anywhere. Representatives and RIAs ... 6 MB Views 5918

9.2

TCG Advisors

2015-06-05

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+4 The TCG Advisors iPad application enables authorized TCG Advisors clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a TCG Advisors client that has been authorized for ... 1 MB Views 6612

7.6

MACRO Financial Advisors

2015-03-07

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+10 The MACRO Financial Advisors iPad application enables authorized MACRO Financial Advisors clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a MACRO Financial Advisors client that has ... 1 MB Views 4926

8.9

Nautilus Advisors LLC

2015-07-07

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-5 The Nautilus Advisors LLC iPad application enables authorized Nautilus Advisors LLC clients to access their performance data in a simple, elegant interface that was custom designed for the iPad. REQUIREMENTS: You need to be a Nautilus Advisors LLC client that has ... 1 MB Views 8059

8.0

Financial Wishboard

2015-03-18

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-8 Designed by a Certified Financial Planner (CFP), this app allows people to put their goals, the ones that will define their financial future, on 'paper'. This way you see the goals in your language, first. Not everyone speaks the language ... 230 MB Views 1950

Echo Wealth Management Mobile

Duckworth Wealth

Evergreen Advisors

DS Wealth Advisors

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