Best Investment Picture Portfolio Apps

Cherry Street Portal

2015-12-18

+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 ... 9 MB Views 3208

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

8.0

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

2015-01-28

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+4 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

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

8.4

Mgd Ops

2015-06-28

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+13 Securities America Advisors, through Managed Opportunities offers a turnkey platform to help 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 ... 2 MB Views 7284

6.9

Merriman Client Portal

2015-12-03

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

+25 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

8.9

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

8.7

DBS mBanking Hong Kong

2015-08-24

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+8 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

9.2

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

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

8.2

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

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

8.0

Portfolio Optimizer

2015-11-22

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+12 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

9.9

Journal of Portfolio Management

2015-02-17

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0 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

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

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

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

8.5

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

8.3

T-Advisor3.0

2015-07-13

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+14 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

8.4

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

9.2

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

AXA Wealth – My Elevate investments

2015-06-01

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+4 The My Elevate investments app is for AXA Wealth customers who have online access to their Elevate account. It enables you to view your Elevate portfolio and monitor investment performance whenever you like. You can view your whole Elevate investment ... NAN Views 2345

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

9.3

Morningstar – Stock & Fund Investing. Market Data. Portfolio Tracker.

2015-05-06

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+14 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

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

9.2

VennWell

2015-06-30

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

+27 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

9.7

Mobile Portfolio

2015-11-12

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+15 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

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

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

8.6

CBC-Invest

2015-04-21

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0 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

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

9.7

Investrack Prof

2015-09-15

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-9 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 5467

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

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

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

9.2

TradeSmart

2015-01-07

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+1 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

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

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

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

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

8.3

強積金*好幫手(精簡版)

2015-06-13

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-5 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

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

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

9.5

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

7.4

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

9.5

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

9.5

Thai Funds Today

2015-03-03

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+4 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

8.5

Covered Calls

2015-09-03

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+3 Covered Calls is both a portfolio manager for tracking Covered Call positions as well as a Quick Analysis calculator to evaluate the return on investment (ROI) for dynamically inputted values. The portfolio details view shows return on investment for the ... 830 kb Views 7935

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

9.8

Personal Capital Money and Investing

2015-03-14

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+1 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

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

9.3

Face Retirement for iPad from Merrill Edge

2015-06-11

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+8 What will you look like in the future? Find out with Face Retirement™ from Merrill Edge, Bank of America Corporation. Face Retirement is a realistic faceaging app that transforms your still photo into a lifelike 3D animation—so you can meet your ... 24 MB Views 2693

8.0

Green by Phone

2015-08-09

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+2 Process checks by taking a picture. Process to any bank inside the United States. Also process manual or recurring checks without a picture, as well as checks by email invoice. Built by the Fastest Check Processor in the World... Green ... 3 MB Views 6230

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

9.9

1-Stock : Perform Stock Valuation including Stock Watch List and Investment Portfolio

2015-03-03

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+15 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

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

8.5

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

9.0

ZT Wealth IRDB

2015-09-03

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0 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

Investrack Prof

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T-Advisor3.0

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