Best Investment Portfolio Service Apps

Hewins Financial | Wipfli Hewins Client Portal

2015-04-30

+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 1435

8.1

Clipper Advisor - Global Investing Made Easy

2015-03-11

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0 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

7.2

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

2015-09-16

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0 Stay in touch with Morningstar's independent data and trusted insight with Morningstar for iPad. Research thousands of stocks, funds, and exchangetraded funds; build a library of investment ideas; and drill down into proprietary Morningstar ratings and Analyst Reports. Scan for ... 18 MB Views 3222

8.9

MoneyController Free

2015-01-24

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+5 MoneyController is a professional risk analysis and expected yield tool for a stock portfolio. But, you don't have to be a finance expert in order to use MoneyController. MoneyController uses simple language to explain the complex indicators that are usually adopted ... 23 MB Views 6539

9.5

Openfolio - Portfolio tracking and peer benchmarks

2015-10-15

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-1 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

9.8

RegentAtlantic Client Portal

2015-12-03

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 6948

8.4

Aspiriant Connect

2015-06-11

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+7 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

7.4

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

8.8

mCCRC

2015-10-21

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-4 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

8.2

第一證券

2015-10-18

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+15 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

8.9

ayondo

2015-06-24

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+3 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

9.0

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

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

8.0

Legal & General IPS

2015-11-29

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+26 Keep a close eye on your Legal & General Investor Portfolio Service (IPS) investments while you're on the move it's all there to view securely at your convenience. The IPS App enables you to: View your up to date portfolio ... 2 MB Views 4450

9.4

ClavisTrader

2015-09-06

Related Apps investment news market portfolio data transactions application

-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

8.3

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

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

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

9.8

AXA Self-Investor – My Self Investor

2015-06-01

Related Apps investment investor axa portfolio access view Ios Offers Trading Calculator Currency Time Apply Banking Deposit Pay Tax Work Banking Fcu Information Access Card Transactions Account Businesssource Security Automatically Calculator Tax Dates Reminders Stamp Easy Expenses Graph Access Market Time Gps Mileage Tracking

-7 The My Self Investor app is for AXA Self Investor customers to view their portfolio and monitor investment performance whenever they like. You can view your whole AXA Self Investor investment portfolio, get a breakdown by product or by investment ... NAN Views 2868

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

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

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

8.8

Cherry Street Portal

2015-12-18

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

-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 ... 9 MB Views 3208

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

8.5

MoneyController PLUS

2015-01-26

Related Apps investment weight time finance stock portfolio risk yield stocks portfolios calculate ratio database save Bank Exchange Information Card Chip Mobile Home Loans Payments Planner Return Tax Accounts Bank Text Expenses Personal Travel Amortization Loan Real Notification Push Store Check Search Transactions Access Information News Account Anytime Banking Information Liberty Rias

-3 MoneyController is a professional risk analysis and expected yield tool for a stock portfolio. But, you don't have to be a finance expert in order to use MoneyController. MoneyController uses simple language to explain the complex indicators that are usually adopted ... 23 MB Views 105

8.0

iSergel

2015-01-03

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+3 What is it? iSergel is a Predator CMS application for mobile devices. The application is designed for iPads and iPhones and gives clients of credit management services (CMS) companies access to portfolio information. iSergel gives all customers of credit management services (CMS) ... 5 MB Views 5180

7.6

Portfolio Lab

2015-08-23

Related Apps investment portfolio application

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

8 Now!

2015-07-24

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+14 8 Now is a simple new way to own and automate a global investment portfolio. 8 Now gives you the benefit of a professional portfolio that is designed just for you. Your portfolio is globally diversified and automatically optimized as ... NAN Views 4796

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

8.6

USA TODAY Money Portfolio Tracker for iPad

2015-02-04

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-2 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 ... 3 MB Views 7286

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

AlphaGlider

2015-10-28

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-9 This free app allows AlphaGlider clients to securely view current portfolio holdings, monitor portfolio performance, read quarterly statements and run numerous reports on their portfolio. Data is generally up to date as of the previous business day. AlphaGlider is a modern, ... 3 MB Views 5462

8.7

Investrack Pro

2015-07-10

Related Apps management investors relationship managers investment portfolio client information view order

+29 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 3137

8.0

Vontobel Mobile Private Banking

2015-02-03

Related Apps banking relationship security research time investment private bank access information portfolio mobile

+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

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

9.7

My Bank Personal Investors

2015-03-20

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+2 The My Bank Personal Investors application from BNP Paribas Personal Investors/The Bank For Expats gives you free access to your bank at all times. The application, in addition to the transactional website (http://www.bnpparibaspersonalinvestors.lu), allows you to make banking transactions on your ... 24 MB Views 7367

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

9.0

CIP Mobile

2015-05-01

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-4 CIP Mobile gives you access to markets, news, research and your portfolio wherever you are. How do I access CIP Mobile? 1. Download the app 2. Login or Register for access Key Features Markets Comprehensive market data and dynamic charting including; Security Search ... NAN Views 4090

6.9

Merriman Client Portal

2015-12-03

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

-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

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

7.1

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

8.0

Stock Investment Guru

2015-08-08

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-5 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

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

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

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

8.6

Convergent Wealth Client Log In

2015-06-25

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

-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

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

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

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

9.2

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

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

7.4

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

8.5

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

9.3

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

9.8

Stock Slots Pro

2015-12-10

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+28 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

9.6

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

7.4

Bullion Investor App

2015-03-06

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+3 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

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

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

Investrack Pro

VennWell

Convergent Wealth Client Log In

Aspiriant Connect

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