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Best Insurance planning Apps | Panload

3in4 Need More

2015-09-25
+9    Statistics show that 3 in 4 people will need more than traditional healthcare. The goal of the 3in4 Association is to conduct outreach activities to raise awareness for each citizen to develop a long term care plan, and to provide ...    17 MB    Views 8769

AFG In Touch

2015-01-15
0    Artifex Financial Group, a feeonly registered investment advisor and financial planning firm, offers this app to our clients, fans, and prospective clients. Stay in touch with one of the most cuttingedge financial planning firms in the industry. Setup and monitor ...    35 MB    Views 4970

Jerroms

2015-03-24
business tax planning key range
0    This App has been created for professionals and business owners alike. Designed to act as a reminder, our TaxApp provides convenient access to key tax rates and a range of useful tax calculators. It also summarises the key taxes with ...    4 MB    Views 7776

Retirement Calc

2015-08-23
0    This easy to use app comprises of two retirement calculators: retirement planning and retirement withdrawal calculators. The retirement planning calculator can help you to estimate how much money you will need to meet your retirement goals. The calculator uses your current ...    411 kb    Views 4738
+8    The FINANCIAL PLANNING & ASSET MGT Mobile Application makes it easy for you to connect with MADDEN ADVISORY SERVICES, INC and monitor your accounts anytime, anywhere. With this app, you can: Read the latest news from MADDEN ADVISORY SERVICES, INC Quickly ...    655 kb    Views 5734
+13    Money by Jumsoft for iPad presents a powerful, comprehensive, and intuitive system designed to help you keep control of your financial life. Oversee your account balances, track your income and spending, keep budgets, and have your data synced among your ...    9 MB    Views 3976
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+24    A retirement planning app designed to make your daily work quicker and easier. RetireMax takes all the confusing and complicated calculations surrounding a wide range of planning decisions. Answer client questions quickly and efficiently; draft consistently high quality retirement plans; and save, ...    12 MB    Views 8388

Money Journal

2015-08-06
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+5    Money Journal is an organizerstyle money management application that allows you to manage income and expenses. Your cash flow is always graphed out so you can easily see whether you spend too much on credit card or which expense is ...    8 MB    Views 8611
+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

Aaron Sim

2015-05-30
-4    I seek long term relationship over anything. I have a strong belief that by fostering a strong long term relationship, business will grow naturally due to trustworthiness. Throughout my time in the banking sector, I have gained strong experience in servicing ...    19 MB    Views 3707

Mile-Stone

2015-08-18
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+15    For iPhone and iPad, this financial calculator can be used for mortgage, auto, or any other fixed loan types. You may determine: Approximately monthly payment on a loan Modify your monthly payment Planning to pay off your Loan early Multiple ...    5 MB    Views 5254

RA Updates App

2015-02-28
planning associates
+1    Meet Rowling & Associates An independent, feeonly advisory firm, Rowling & Associates offers customized investment management, financial planning, and income tax preparation/planning services. You can sleep well at night knowing that we act out of “fiduciary duty,” the obligation to put your ...    17 MB    Views 917
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-7    This wedding app helps to plan and prepare the entire wedding. It is intended to serve as a faithful assistant up until the wedding day. Everything from the budget and schedule to the guest list and seat map can be ...    4 MB    Views 6099
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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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-3    Financial Health Review (FHR) helps users assess their preparedness to meet life’s major financial events like Income Protection, Retirement Planning, Wealth Creation and Special Needs. The tool simplifies complex calculations and presents a report about the present status of protection ...    NAN    Views 1605
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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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+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
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+13    With the SAP Cloud for Planning mobile app for iPhone, you have access to planning and analysis tools anywhere and anytime. This app connects to the SAP Cloud for Planning desktop solution and enables you to chat with colleagues, receive ...    9 MB    Views 7250

Future Value

2015-02-24
+11    Future value calculates the future value of your investments based on constant payments and fixed interest per period. It is a useful planning tool for 401k contributions and other financial planning.    127 kb    Views 690
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+2    Finance Me allows you tracking and control of your personal finances. Tracking and statistics allows you to find where that missing money has gone. Statistics per week and per year allow you to get a detailled overview of where, when and ...    6 MB    Views 7910
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+19    Independent Financial Advisers in Halesowen, Stourbridge, Kidderminster, Wolverhampton, Dudley, Worcester, Coventry, Birmingham and Nationwide. JWC Financial Solutions Ltd was formed by John Connor. John has been advising his clients for the last twenty years and offers a professional, honest and caring ...    11 MB    Views 2219
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+11    Modern Amway leaders use Diamond Plan for presentations, planning and consultations with partners. We offer you to try as well: Automatic compensation calculation Turnover management Unlimited possibilities of group building Bonus calculation in different countries and currencies The readymade business model can be sent to ...    14 MB    Views 1096
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+5    When it comes to strategic planning, credit union leaders have a lot of tough decisions to make. The CUNA Environmental Scan Report app can guide planning teams through the process. This app is an enhanced version of the report and is ...    6 MB    Views 5525
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+1    At McPhail HLG Financial Planning, we have been helping our clients meet their financial and lifestyle goals since 2001. Our associates at McPhail & Partners Certified Practicing Accountants have been in business for over 60 years. We are a boutique firm, ...    24 MB    Views 7209
+3    Financial planning with Manulife odyssey finanza Estate planning with Rockwills (Singapore) Pte ltd and Rockwills (Malaysia) Pte ltd Provide estate planning services in Singapore and Malaysia. 9 years experience in insurance and estate planning . 1) personal Insurance and investment planning 2) business insurance and succession ...    21 MB    Views 4259
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+9    Six systems: accounting of income and expenses, control of budgets, accounting of debts and loans, planning and insights, currency accounting and conversions, accounting of deposits and savings. Crossplatform. Work and synchronize on all your devices. Wide data analysis (more ...    82 MB    Views 7660
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-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
+1    Welcome to Genworth Financial’s Mortgage Planning Calculators These easy to use calculators are accessible whenever you need to help plan for your client's next home purchase.    NAN    Views 3979

ROCKWILLS MALAYSIA

2015-08-28
planning estate trusts malaysia
-6    The official mobile app for Rockwills Malaysia The Rockwills brand name is an established household name in the region and in the Estate Planning industry. For all interested in estate planning, wills, trusts and offshore corporate vehicles, this is the app to ...    30 MB    Views 4279
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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

LifecashPro

2015-11-22
planning financial advisers client clients
+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

ThinkTax

2015-02-02
tax planning liability investments
+5    Being proud citizens of India, it is our responsibility to pay the taxes. We think it's very important that every individual should have control over his/her tax planning. Every financial year end witnesses a sudden rush of tax payers running ...    1 MB    Views 5548

Lee Si Yun Joan

2015-02-04
planning protection
+15    A provision of comprehensive financial services. Together with a suite of customized programs , the aim is to help my clients to grow and protect their finances. Debt Management Healthcare Protection Investment Planning Family Income Protection Education Planning Retirement Planning    11 MB    Views 8115
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+17    Metropolitan, a division of MMI, wants to enhance the lifetime financial wellness of South Africans, their families and their communities through empowerment and education. Here is an introduction to the EXCO team leading the realisation of this vision. Keywords: Metropolitan, Augmented, Reality, ...    44 MB    Views 2663

My Pocket CPA

2015-07-12
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-6    Whether you're facing a difficult financial decision or just need a second opinion...never face another financial question alone Financial decisions have never been made easier. My Pocket CPA allows you to make informed decisions for life's difficult financial choices Whether ...    5 MB    Views 906

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

FutureBudget

2015-09-11
planning time input inputs flexible multiple inflation expenses assumptions
+25    FutureBudget is a flexible and relatively general purposes financial planning tool for longer term budgeting, forecasting and "what if" analyses. It will help you gain insights into and critically think about your finances, while learning about the timevalue of money, ...    4 MB    Views 8687
+1    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

BeABride

2015-02-02
wedding planning professionals top
+14    Congrats on your engagement Be A Bride Wedding Planning App brings the Bridal Extravaganza to life The Be A Bride App offers you: The ability to add your notes and share pictures Inspirational photos from the top designers and wedding professionals. Video advice from ...    4 MB    Views 2511

Wealth Assessment

2015-04-02
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+2    Now you can create PDF and export. This may be specific for Thailand due to the difference between tax regulation and interest rate. But for most country still a good guideline for Personal Financial Planning. For expat who lives and ...    2 MB    Views 8989

David Andreas Lim

2015-11-02
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+1    Now available on iPhone, iPad: David Andreas Lim Founded in 1983, IPP is the pioneer in the licensed financial advisory service. We provide comprehensive life insurance, investment planning and latterly investment advice in 1988. Today we have grown from a handful ...    16 MB    Views 8240

Moneygmnt

2015-05-21
budget planning finances income expenses reports accounts
+8    Moneygmnt take control over your finances You know what's even easier planning budget Dynamics of the budget, reminders and detailed reports that's what makes budget planning extremely simple. Comfort comes first Keep multiple accounts (eg. Cash, Credit card), record ...    9 MB    Views 4547

Income Taxes

2015-04-23
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+4    This is a Excellent Application on Learning Income Taxes Accounting and finance professors will make filing this year's taxes a bit easier for you by explaining basic taxation concepts and terminology. In this course, they cover topics such as taxable income, ...    1 GB    Views 399
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+14    Published monthly by CCH, TAXES provides cogent, innovative and practiceoriented analyses of federal, state and international tax issues. Articles selected for publication in this monthly magazine furnish pragmatic guidance for navigating a strategic course through the intricate landscape of tax ...    5 MB    Views 9243
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+15    That glorious time has finally come. You're engaged and deliriously happy contemplating a future with the love of your life. And amidst all the exhilaration and pleasures of being engaged, you are now faced with so many wedding planning decisions ...    716 kb    Views 1876
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0    "Been Planning On A Dream Vacation But Never Have The Money To Afford It? This EBook Teaches You Step By Step How You Can Have The Vacation Of Your Dreams And Have Money To Pay Your Bills" Family vacations don't need ...    686 kb    Views 8257

Andy Teo Soon Ann

2015-01-28
planning protection
+23    A provision of comprehensive financial services. Together with a suite of customized programs , the aim is to help my clients to grow and protect their finances. Debt Management Healthcare Protection Investment Planning Family Income Protection Education Planning Retirement Planning    11 MB    Views 8082

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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-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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+8    Want to know how much your investments are worth? Need some help from your financial adviser? Dynamic Planner – My Planning makes it easy for you to keep in touch with your wealth. Each time you login, it will update your investment ...    5 MB    Views 427

PeterThePlanner

2015-10-09
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0    Planning for your finances can be a daunting affair. With a myriad of products in the market, all promising good returns with low risk involved, how can you be sure that you're getting the right item for your needs? The best product ...    13 MB    Views 5386
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+1    The Leonard C. Wright, CPA/PFS app provides valuable financial resources for risk management planning which includes life, long term care, disability, and annuity plan options, investment access to the leading 401K retirement plan accounts in America, college education resources, financial ...    10 MB    Views 6925

Marriage Planner

2015-09-13
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+10    Need help planning your wedding on a budget? Marriage Planner app is here to help you manage your wedding in an efficient manner. Marriage Planner app not only enables you to create your detailed budget and plan but also lets you ...    15 MB    Views 7980

My Pension

2015-09-09
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-5    ‘My Pension’ is an easytouse Application for iPhones designed to help you with your retirement planning. As a member of a pension scheme, you have already taken a key step to plan for your finances in retirement. This App will help ...    24 MB    Views 105

Atas App

2015-11-21
planning financial services protection site
-2    Audrey Tan & Associates is an innovative and professional financial services group, Providing the following services: Financial Planning Wealth Accumulation Retirement Planning Education Planning Mortgage Protection Income Protection Business Insurance Estate Planning This app is developed for our valuable clients and prospects, the ease of contacting us as well ...    8 MB    Views 9593
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+3    This app is so useful tool for loan users. This app can provide you the following convenience tools & contents. You can use these function freely at any time. 1)Return planning calculation (simulate the return amount of money) 2)Return planning calculation (simulate the return ...    2 MB    Views 6011
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+23    The Trusts & Estates PLUS tablet app is the ultimate user interface and experience that takes the daily pulse of the wideranging wealth and estate planning industry—covering everything from estate and taxation strategies, family offices, philanthropy, fiduciary services, retirement planning, ...    9 MB    Views 7071
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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

R-OFer

2015-04-29
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+9    The full game “Retirement OddsFinder” (aka ROFer for short) is designed to let you learn about the financial planning the way you learned to walk. Unlike the current books and tapes, here is the ability to learn the value of ...    27 MB    Views 1613
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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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