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Best Investment investors portfolio Apps | Panload

+15    eValue's risk profiler and forecaster app contains a psychometric questionnaire to help determine investors' risk appetites. It illustrates the range of possible returns investors could get back at the end of their desired investment term. This is based on a ...    328 kb    Views 9188
+9    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
+2    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

Haalbaarheid

2015-09-03
+13    NNEK's first Dutch Feasibility Application to access and monitor investment portfolios and objectives. NNEK has a successful track record over 25 years. NNEK is ideally placed to help you as a investment planner excel through and beyond 2012. We have a ...    NAN    Views 9933
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0    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

PensionMandate

2015-10-20
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+24    The PensionMandate App powered by Instintell Institutional Investor Intelligence Limited in London delivers timely news alerts about institutional investor activity in Europe, Americas and Asia Pacific. Our service offers an important competitive advantage against those who only use typical mainstream publications. By ...    2 MB    Views 3156
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-3    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
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+19    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

Aspiriant Connect

2015-06-11
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+22    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
+1    The Croesus for Investors app allows investors whose portfolios are managed using the Croesus Portfolio Management & CRM Solution to easily access their portfolio information, view their financial reports and communicate directly with their advisors.    12 MB    Views 4963
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+1    1Stock iOS App for iPad can be used for performing quick or more detailed Stock Valuations. The main features of 1Stock are as follows: • Quick Valuation using simple four valuation parameters. • Detailed Valuation. Start Stock Valuation by performing Quick Valuation and continue ...    12 MB    Views 1999
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+9    Baton Investing is a stockpicking system that has delivered 500% returns since 2003 while the S&P 500 has only delivered 170%. Its success is based on an algorithm designed by an M.I.T. engineer that mimics the investing strategies of Warren ...    18 MB    Views 4979
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-1    Founded by Peter L. Bernstein in 1974, The Journal of Portfolio Management (JPM) is the definitive source of thoughtprovoking analyses and practical techniques in institutional investing. It offers cuttingedge research on asset allocation, performance measurement, market trends, risk management, portfolio ...    6 MB    Views 9999
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+1    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
Related Apps ipad investment portfolio view information advisor pricing financial top date
-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 3919

Envestnet

2015-05-03
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-5    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
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-2    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

Portfolio Owl

2015-08-24
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+2    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    StocksInsiders is a great tool for investors to check realtime insider transactions of a particular stock or a portfolio. It also gives some insiderbased trading strategies such as "Insider Buy Near 52 Week Low" and "Insider Buy Near 52 Week ...    343 kb    Views 4012

AJ Bell Youinvest

2015-09-03
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+15    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

PortfolioView

2015-12-03
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+4    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

TradeSmart

2015-01-07
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+5    TradeSmart is a simple and easy to use tool for keeping track of your trading activity and at the same time helps you implement a combined investment strategy. If you are an active trader, TradeSmart will calculate the Target Sell Price ...    1 MB    Views 2362

第一證券

2015-10-18
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+3    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

AssetMark Advisor

2015-06-08
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+1    Please note: For registered financial advisors currently working with AssetMark, Inc. Tell your story anywhere, anytime. The AssetMark Advisor app makes it easy to communicate the “why” and “how” of your investment approach, helping you win new clients and enhance relationships ...    37 MB    Views 610
+15    For millions of investors, Morningstar.com is the first choice for independent investment research and insights. Now you can experience the best of our flagship website on your iPhone. Our app gives investors access to comprehensive investment data covering stocks, mutual ...    9 MB    Views 6163
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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

Mobile Portfolio

2015-11-12
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+4    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
-4    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
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-6    Designed for use by investment professionals and investors alike, “Investing Made Easy” is an app for understanding the Aegis Service and how it works. What is the Aegis service? Commonly referred to as a custodial wrap account or investment platform, the ...    14 MB    Views 2508
Related Apps investment ipad portfolio view information advisor pricing financial top date
-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 1892

mCCRC

2015-10-21
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-2    Comarch Mobile Reporting App provides financial institutions with online reporting on their client investment portfolios and with tools supporting investment decisions taken by the clients. Moreover, the solution empowers client advisors by letting them review details of their client portfolios. Features: Portfolio ...    3 MB    Views 7888
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-9    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
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+4    Ticker Stocks Portfolio Manager for Investors on the move. Portfolio Management Manage multiple portfolios with beautiful charts, graphs and detailed P&L Enter your trades, dividends, splits and see your positions and P/L live Full Portfolio performance metrics calculated: MWRR, TWRR ...    26 MB    Views 408
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+25    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

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
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+4    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 and other digital assets via accurate ...    17 MB    Views 6124

Portfolio Optimizer

2015-11-22
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+1    Portfolio Optimizer (Portopt) uses Modern Portfolio Theory (MPT) to optimize your investment portfolio. MPT is a mathematical theory, invented by Harry Markowitz, that earned him the Nobel prize in economics. MPT is often used in the financial industry to find ...    927 kb    Views 4480

iBank Investor

2015-10-14
-9    The mobile portfolio app for all your iOS devices, iBank Investor lets you keep your portfolio in your pocket, for access at a glance. Whether you sync with iBank for Mac or sync your portfolio across your devices, you'll always ...    3 MB    Views 127

MyStock Pro

2015-08-14
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+8    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

DBS Fund Tool

2015-05-30
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+16    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

ZT Wealth IRDB

2015-09-03
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-6    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
Related Apps ipad investment portfolio view information advisor pricing financial top date
+19    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

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

FocusOneInvestment

2015-11-05
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+6    Focus One Investment, founded in 2014, is a webbased matching service for angel investors seeking investment opportunities, franchises and for entrepreneurs seeking capital. We aim to bring the investment world much closer together by enabling entrepreneurs to contact investors locally, nationally ...    16 MB    Views 6102

VennWell

2015-06-30
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+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 ...    2 MB    Views 9592

QualityStocks

2015-08-11
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+8    Stay ahead of the pack with QualityStocks In addition to receiving NEW “Ones to Watch” every week, you will also get the latest microcap and smallcap news and information via our blog. We are constantly researching and evaluating investment opportunities, ...    2 MB    Views 9789
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-2    Portfolio Medics 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 account ...    12 MB    Views 719

T-Advisor3.0

2015-07-13
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+25    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

Portfolio Register

2015-12-13
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-6    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

Advisor View Portal

2015-04-28
Related Apps ipad investment view portfolio information advisor pricing top financial date
-9    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
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-1    MPF buddy provides MPF fund performance for the Hong Kong general public. MPF funds are ranked based on their historical returns, risk, the rate of inflation and the Hong Kong stock market performance. The ranking are based on the ...    NAN    Views 5803
Related Apps ipad investment portfolio information view advisor date pricing top picture
-9    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

Bolero for iPad

2015-09-03
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-2    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
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+3    Key features: • Direct access to market commentary • Ability to follow preferred investment strategies and international investing experts • Fund information and performance details • Convenient filtering of market insights and materials • Access to interactive charts • View and share content via email App content: ...    11 MB    Views 7203
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+26    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

Insider RU

2015-07-23
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+14    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

Portfolio Armor

2015-10-04
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-5    Portfolio Armor helps you hedge your stocks and ETFs by showing you the optimal put options to give you the precise level of protection you want at the lowest cost (Portfolio Armor Pro, available as an inapp subscription, also enables ...    1 MB    Views 1144

Glassman Wealth

2015-06-16
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+9    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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+10    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
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+20    Special Holiday Promotion 20 OFF Stock Investment Guru is an intelligent and sophisticated, yet simple to use and elegant app that quickly analyzes your stock portfolios and individual stocks in 23 countries and helps you make better investment decisions. PRACTICAL and ...    4 MB    Views 5830
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