Best Information Investment Portfolio Apps

CBC-Invest

2015-04-21

+19 Check the details of your investment portfolio. Quickly, easily and at any time. 24 hours a day, 7 days a week. That's CBC Invest in a nutshell. If you're a CBC Private Banking client, you have a CBC Premium Banking Wealth ... 12 MB Views 2456

7.1

Retire-SURE (pro)

2015-03-28

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+23 Control the risks the portfolios are taking. The RetireSURE gives your clients realistic overviews of their retirement plans and enables them to fix their retirement plans by changing their saving/withdrawal patterns. The RetireSURE (pro) is a new generation of retirement requirement calculator ... 38 MB Views 7671

9.8

Stock Slots Pro

2015-12-10

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+13 Stock Slots is a revolutionary new way to track the performance of your stock portfolio, IRA, or 401(k). It provides a set of gamechanging tools that make monitoring your investments and making smart investment choices clear, intuitive, and fun. Traditional stock ... 17 MB Views 7348

9.8

Personal Capital Money and Investing

2015-03-14

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0 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

9.5

SigFig Investing – The smartest way to manage & improve your portfolio, 401k, and brokerage accounts

2015-07-02

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+8 Track all your investment accounts for free, or let SigFig invest for you in a low cost automated ETF portfolio, in one secure personal finance app. See why people use SigFig to manage over 300 billion: “The datadriven financial planner of ... 24 MB Views 7365

8.3

T-Advisor3.0

2015-07-13

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-3 TAdvisor is an online suite to manage investment portfolios by everyone. Our platform provides professional tools for all kind of people with an easy and usable interface. Besides, it includes gamification features to motivate the users and has also a ... 9 MB Views 3103

8.7

DBS mBanking Hong Kong

2015-08-24

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+24 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

8.9

ayondo

2015-06-24

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-5 ayondo offers the possibility to follow successful traders who share their investment strategies on our platform. In order to invest in selected traders strategies, customers have the option of following with an initial investment of just 100 EUR onwards. Start now ... NAN Views 1089

9.7

Mobile Portfolio

2015-11-12

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0 Mobile Portfolio is the core of a portfolio management system designed to assist you in following and analysing your investment portfolio. With it, you can: Create separate portfolios to group your investments List all investments contained in one portfolio Modify the ... 1 MB Views 1867

7.0

P2strategies Portfolio Simulation Tool

2015-10-31

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-5 P2strategies is an investment solution that is designed to help minimise the impact of market drawdowns and actively reduce portfolio volatility, while allowing dynamic participation in rising markets giving investors the confidence to stay invested for the longterm. The app ... 6 MB Views 9470

7.4

QStocksTracker

2015-02-22

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+2 With Q Stocks you will be able to stock tracking to increase the value of your investment portfolio. Manage the value of your portfolios and trading signals in any currency using advanced interactive graphics.Customize the application and manage your stock ... 4 MB Views 5274

8.9

Insider RU

2015-07-23

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+27 Insider RU is a unique informational and financial App. This application is intended for a wide range of users looking for investment tools in Russia. Want to get a look at big picture? Sectors? Industry? Compare different assets? It enables you to ... 10 MB Views 4239

8.0

Morningstar for Advisors℠ – Client Reporting. Portfolio Analysis. Market Data.

2015-01-28

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-1 Explore new possibilities in practicebuilding with Morningstar for Advisors, a mobile companion to Morningstar Office℠ or Morningstar Advisor Workstation℠. Morningstar for Advisors wraps client account information in an easytouse visual interface to help advisors like you illustrate account details, explain ... 70 MB Views 1580

7.5

MyStock Pro

2015-08-14

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0 Your Stocks. Your Money. Track how your investment portfolio is performing in a value that means something to you. Find your stock on any market in the world, enter the quantity you purchased and the value you purchased it for and see ... 8 MB Views 1125

8.0

Vontobel Mobile Private Banking

2015-02-03

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+1 Would you like to experience the future of private banking? The Vontobel Mobile Private Banking app gives you access to your banking at any time on your tablet. Whether you would like to view and analyse your portfolio, check account ... NAN Views 8100

8.0

Envestnet

2015-05-03

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+20 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

9.5

CommSec CFDs

2015-03-29

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-5 With the new CommSec CFDs product you can expand your portfolio and trade in thousands of securities across the globe. Invest in a diverse range of securities – including forex, indices, commodities and shares. CommSec CFDs may let you maximise ... 15 MB Views 4015

7.0

Schwab Intelligent Portfolios

2015-03-09

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+11 SUMMARY Schwab Intelligent Portfolios™ is an automated investment advisory service. This sophisticated technology automatically builds, monitors and rebalances your portfolio– so you don’t have to. And unlike other investment advisory services, there are no advisory fees, commissions or account service fees ... 7 MB Views 920

9.5

Kenjol SmartView

2015-09-14

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+12 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 945

7.6

Portfolio Lab

2015-08-23

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0 Portfolio Lab for iPad is a companion application to Portfolio Lab, a desktop portfolio research application for financial advisors and investment managers to manage portfolios, evaluate investment tradeoffs and create attractive proposals. 47 MB Views 4976

9.6

DBS Fund Tool

2015-05-30

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-4 DBS Bank (Hong Kong) Limited (“DBS Bank”) has powered up the invest•wise Fund Services in joint forces with global fund research authority Morningstar, helping you to gain unique insights to grasp hold of global investment opportunities Features: • Quick Search lets you ... 4 MB Views 7796

9.2

SigFig Investing HD - Manage your stocks, funds, 401k, IRA & other investment

2015-08-07

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+9 SigFig is the best free way to manage the most important part of your personal finances: your investments. Sync with your investment accounts and track all your stocks, funds, 401ks, and IRAs in realtime, in one secure personal finance app. ... 6 MB Views 6092

9.5

Investment Portfolio Creator

2015-04-01

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-3 Portfolio creator, create your example portfolio within seconds. Investing in uncertain times can be hard. How should one divide their investments? Portfolio creator can help, this app suggests different portfolios depending on investment amount and economic times. This app features investment portfolios ... 4 MB Views 5265

7.5

My Property Expert

2015-10-04

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+9 My Property Expert (MPE) was designed to help Australian Property Investors analyse their current Property Investment Portfolio and overlay any future Property investments to establish tax effectiveness, cash flows and future earnings. MPE believes informed property investment is a time ... 2 MB Views 4325

7.5

Tercero Mobile

2015-09-18

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-6 Tercero Mobile allows you to view your Tercero account online. If you are a client, Tercero Mobile allows you to access information on your portfolios. If you are an investment manager or financial advisor, you can access your client’s details and ... 20 MB Views 6075

9.0

USA TODAY Money Portfolio Tracker

2015-09-28

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-3 The USA TODAY MONEY Portfolio Tracker powered by SigFig is the best free way to manage the most important part of your personal finances: your investments. Sync with your investment accounts and track all your stocks, funds, 401ks, and IRAs ... 4 MB Views 9910

6.9

Merriman Client Portal

2015-12-03

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-8 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 3919

8.2

PortfolioView

2015-12-03

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-5 This app is developed for Portfolio Analytics based in Johannesburg, South Africa. The aim of the application is for Analytics clients to login to their branded app and view their monthly portfolio performances. The is comprised of static and dynamic data. ... 5 MB Views 2082

9.4

Portfolio & Investment Conference

2015-06-07

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-7 The 2013 Portfolio & Investment Conference app. Please download the app to receive the latest information pertaining to this conference. You will receive access to speakers bios, the agenda and much much more. 16 MB Views 9244

9.6

Optimist Investment Services

2015-08-23

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+13 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

8.5

Golden 8 - high profitable

2015-06-08

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+20 Golden Eight's mission is to offer to everyone high profitable investment opportunities without requiring financial knowledge and high account minimums. Our algorithms will take care of trades for you, managing automatically your diversified portfolio of spot currencies and commodities. We make ... 6 MB Views 655

9.5

HoyleCohen Client Portal

2015-12-30

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

+13 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 4115

8.8

mNivesh

2015-08-26

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+2 mNivesh is a FREE app for Investors to track their investment portfolio. Products covered include Mutual Funds & Equity Shares. Details of Insurance, FD's and Other asset classes will also be available shortly. Key Features of mNivesh 1. Family Portfolio Check updated ... 14 MB Views 6858

9.7

實德證券

2015-06-15

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-1 Introduction: Success Finance Group is committed to provide customers with onestop professional and financial services. Success Securities Limited (“Success Securities”) designs a new securities trading platform in mobile version with AAStocks. Customers can easily keep abreast of the latest market trends ... 17 MB Views 6717

8.6

Convergent Wealth Client Log In

2015-06-25

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-4 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

8.9

FIN - App กองทุนรวม Mutual Fund

2015-03-13

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-1 FIN ถูกสร้างมาเพื่อแก้ปัญหาที่มีมาอย่างยาวนานสำหรับผู้ลงทุนในกองทุนรวม โดยใน Version 2.3 นี้มีความสามารถหลัก 5 ด้าน 1. Fund Ranking ตามประเภทของกองทุนรวม (LTF, RMF, หุ้นไทย, กองที่ลงทุนในต่างประเทศ, อื่นๆ) และ ระยะเวลาที่ผ่านมา (เช่น 1 วัน ย้อนหลัง จนถึง 5 ปีย้อนหลัง) โดย update ค่า NAV แบบทันทีทันใดทุกตอนเย็นวันทำการตั้งแต่ 6.00pm เป็นต้นไป และ สามารถเลือกเรียงลำดับ NAV Performance จากมากไปน้อย หรือ น้อยไปมาก ได้ 2. ... 23 MB Views 2339

9.5

Spectrum Live Capital Management

2015-01-14

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-3 Spectrum Live™ Portfolio Select is a transparent and flexible way of accessing a broader range of financial markets strategies. The Trading Pursuits Investment Services team actively manages a pooled Income Portfolio and a passive Cash Portfolio. The key feature of Spectrum ... 1 MB Views 6965

7.1

Acorns - Invest Spare Change into Stocks

2015-08-26

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+28 Acorns is an app, FREE to download, that invests your spare change from everyday transactions into your very own diversified portfolio. You can easily get started in minutes: anytime, anywhere. · Intelligent Investing · A simple and intelligent automatic investment system not ... 20 MB Views 4671

9.4

ClavisTrader

2015-09-06

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-7 PLEASE NOTE THAT THIS APPLICATION IS FOR PRESENTATION PURPOSE ONLY. FOR TRADING PLEASE CONTACT YOUR INVESTMENT PROVIDER. For user name and password please register at www.dorsum.eu. With Dorsum Ltd’s ClavisTrader application you can follow up your portfolio and the market. You can ... 7 MB Views 7614

8.0

Bullion Investor App Lite

2015-11-12

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+3 LITE VERSION NOW AVAILABLE / RETINA VERSION COMING SOON Precious metals investment tracking made easy. The ONLY iOS app to actively track your gold, silver and platinum investments, through automatic valuations of your bullion portfolio of coins, bars, paper ... 17 MB Views 3400

7.1

Client Portfolio Manager

2015-05-23

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+1 Designed for financial advisors who want a clean yet detailed interface that can be easily understood by clients during review meetings and presentations. Client Portfolio Manager will enable you to record your clients’ insurance policies and investment plans information in ... 9 MB Views 5421

7.9

Investment Solutions Analyser

2015-12-07

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+1 The Investment Solutions Portfolio Analyser app gives registered clients of the Company useful insight into their investment portfolios. With information on: • Performance • Asset allocation • Risk stats • Economic indices and more, The world of portfolio management has become that much more accessible; ... 3 MB Views 129

9.2

Dogs of the Dow

2015-02-18

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0 With this new DOGS of the DOW App: investing in North America's easiest, most popular & consistent investment strategy just got easier. Stresstested with over 100 years of proven performance, the Dogs of the Dow strategy has shown that anyone can ... 7 MB Views 1942

9.6

Glassman Wealth

2015-06-16

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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 9016

8.5

Hewins Financial | Wipfli Hewins Client Portal

2015-04-30

Related Apps ipad investment portfolio view information advisor financial top pricing 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 1435

7.4

Bolero for iPad

2015-09-03

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0 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

9.2

T-Advisor

2015-04-30

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-6 TAdvisor is an online solution to manage easily your investment portfolio for every people, regardless of his or her financial knowledge or experience. Enjoy the investment experience with confidence thanks to our advanced wealth management tools: My Portfolio: All figures and reports ... 7 MB Views 7362

8.3

AJ Bell Youinvest

2015-09-03

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+8 Please be aware that by downloading this app you are agreeing to the AJ Bell Youinvest Dealing App Terms and Conditions. The AJ Bell Youinvest app helps our existing customers to buy and sell investments on the move. The app is available ... NAN Views 2383

8.4

KBC-Invest

2015-04-21

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-4 Check the details of your investment portfolio. Quickly, easily and at any time. 24 hours a day, 7 days a week. That's KBC Invest in a nutshell. If you're a KBC Private Banking client, you have a KBC Premium Banking Wealth ... 13 MB Views 604

9.5

DailyFinance - Stock Quotes and Business News

2015-04-17

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+24 DailyFinance Portfolio is the easiest way to manage your investments. Sync your investment accounts and track all your stocks, funds, 401ks, and IRAs in realtime, in one fast and secure app. Powered by SigFig, a leading investment portfolio and advice ... 9 MB Views 1195

7.2

Fondsenplatform

2015-02-13

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-5 Fondsenplatforms first Dutch Feasibility Application to access and monitor investment portfolios and objectives. Fondsenplatform has a successful track record over 25 years. Fondsenplatform is ideally placed to help you as a investment planner excel through and beyond 2012. We have a ... NAN Views 6322

8.6

Symphony Financial Planning

2015-03-21

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+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

9.5

Openfolio - Portfolio tracking and peer benchmarks

2015-10-15

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+6 Make better investment decisions with the collective intelligence of our community. Our Watch, iOS, and web apps connect to all your investment accounts, for free. Gain insight into your portfolio and see how your investments compare to your peers and ... 43 MB Views 3395

7.2

Advisor View Portal

2015-04-28

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-4 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

7.3

J.P. Morgan FundCenter

2015-02-05

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-2 透過摩根資產管理「FundCenter」應用程式, 協助您即時掌握基金資訊, 包括基金淨值,配息紀錄及休市公告. 此外, 亦可隨時查看市場最新動態, 舉凡市場評論、基金報告及影音節目. 而查閱自身投資組合狀況, 自選「我的最愛」基金及瀏覽專屬摩根服務資訊等功能, 皆可藉由本應用程式, 作為您投資理財之參考. 另外, 更有投資訊息推播服務, 讓您可以接收到即時損益警示到價與定期定額扣款通知. 歡迎來到摩根基金中心！功能選單： 1 我的最愛 2 最新訊息 3 個人訊息 4 投資組合 5 基金淨值 6 配息紀錄 7 休市公告 8 基金報告 9 市場評論 10 影音節目 11 摩根活動 12 理財新知 13 客戶服務 FundCenter for Taiwan Use： J.P. Morgan Asset Management offers Taiwan retail investors mobile access to ... NAN Views 6523

9.6

Stock Slots

2015-12-10

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-7 Stock Slots is a revolutionary new way to track the performance of your stock portfolio, IRA, or 401(k). It provides a set of gamechanging tools that make monitoring your investments and making smart investment choices clear, intuitive, and fun. Traditional stock ... 17 MB Views 7996

9.6

Portfolio Owl

2015-08-24

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+3 Portfolio Owl makes the process of receiving and acting on financial advice faster and easier than ever before. REAL TIME ADVICE Portfolio Owl receives trade recommendations directly from YOUR Financial Advisor. You can act on the advice immediately, reducing timelag and maximising ... 6 MB Views 5016

7.3

Portfolio Register

2015-12-13

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-8 Do you feel the need to organize your stocks and funds portfolio in a simple and an organized way? Do you find it difficult to keep a track of the loss or gain earned on a particular stock investment? Are ... 20 MB Views 5223

8.2

第一證券

2015-10-18

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+17 First Securities (HK) Limited launched the latest investment information and mobile trading platform. It provides Hong Kong securities trading and allows you to grasp the latest market trend. Also, you can check your global market portfolio wherever and whenever you ... 17 MB Views 5902

8.7

Risk Profiler

2015-10-18

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+3 Our online Portfolio Builder is the fast, simple way to match your clients' attitude to risk to customised investment solutions. Now our new Risk Profiler app lets you carry out the first part of the process – assessing each clients' attitude ... 4 MB Views 4657

mNivesh

T-Advisor3.0

Kenjol SmartView

Glassman Wealth

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