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Best Investment services wealth Apps | Panload

HORAN Wealth Mobile

+9    The HORAN Wealth iPad application enables authorized HORAN Wealth clients to access their performance data in a simple, elegant interface that was custom designed for the iPad.    1 MB    Views 8850

CIMB Deals Malaysia

+5    CIMB Deals enables users to check out CIMB promotions on hand and offers nearby at their fingertips. Users can add offers into their favourites and also apply for their preferred CIMB Bank card via the application. Key Features: 1. Latest promotions and ...    15 MB    Views 3250

Bennelong WP

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+18    Bennelong Wealth Partners – a departure from traditional wealth management. The Bennelong Wealth Partners app provides clients with interactive access to their portfolio, valuations, transaction history, performance and reporting.    8 MB    Views 5209

USAA Mobile

+7    USAA mobile gives you immediate and secure account access from your mobile device. MANAGE FINANCES — Pay bills, transfer funds, send money, track spending with Money Manager INVESTMENT CENTER – Place trades, get quotes and market news, and perform research DEPOSITMOBILE — Qualifying ...    88 MB    Views 5565
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-3    This app has been developed to help introduce my investment and personal financial planning services and products to my existing clients to help increase interaction and provide real time updates to events, new product launches and other exciting promotions. Many useful ...    16 MB    Views 5584
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+27    This app provides updates on Momentum Investment documents and data. Momentum Investments includes all the investmentsrelated businesses of MMI Holdings and has more than R332 billion assets under management, making us one of South Africa's largest investment houses offering a wide ...    48 MB    Views 4300
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+13    The UBS Financial Services Inc. mobile app offers clients select functionality of UBS Online Services (OLS). You'll be able to view your UBS investment, credit card, credit line and mortgage accounts, as well as transfer funds, pay your UBS credit ...    8 MB    Views 9938


+14    Easy, Fast & Advanced Online Trading Platform Al Ramz BORSAT is the best trading platforms in equities. Al RAMZ BORSAT has been recognized for excellence in technology as well as for superiority in services such as: advanced charts, market depth information, ...    4 MB    Views 7432
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+5    The pursuit of riches is what many of us are after. Investing in valuable assets is a way of securing that wealth for our future. Putting your money into an asset with a possible risk factor may be a bit ...    27 MB    Views 3843
-8    This completely redesigned U.S. Trust iPad app makes it easier for you to view accounts and our Thought Leadership to give you a more informed experience. With this app you can: • Review balances, holdings and pending and historical transactions • Review historical ...    31 MB    Views 165


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-7    Wing Fung Financial Group smartphone app, a collection of bullion, securities, future & forex trading platforms in one, and also, gathered information for the group’s services. Let your diversified investment portfolio controlled within your fingertips, anytime, anywhere. Highlights of the ...    22 MB    Views 9289
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+2    The Wealth Manager iPad app provides a new dimension for the favourite information source of Britain’s leading discretionary wealth managers and fund researchers. Powered by Citywire, Wealth Manager provides a rich daily mix of news, comment, insight, investment analysis and insider ...    NAN    Views 8911

Wealth Solutions

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+29    This is another feature offered exclusively to clients as we continue to help you build bridges to financial prosperity. You can now take Wealth Solutions with you on the go. We want to keep our clients connected, confident and informed ...    4 MB    Views 2535
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+3    Vincent Kua Organisation (VKO) is a team of dedicated financial consultants representing an independently owned financial advisory company, licensed by the Monetary Authority of Singapore. We believe in the value of longterm planning to provide objectivebased financial advisory services to ...    13 MB    Views 6954
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+20    Using FSB Mobile Banking, Franklin Savings Bank’s mobile banking application, you can manage your money anytime, anywhere—from your mobile device FSB Mobile Banking is free, fast and secure. FEATURES •Check account balances •View account history •Transfer between FSB accounts •Pay bills •Find ATMs •View FSB Hours and ...    1 MB    Views 5001


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+21    "Golday Gold & Silver Mobile Trading Platform Golday Precious Metals , wholly owned by the Golday Capital Group, is a member of the Chinese Gold and Silver Exchange Society (CGSE) (Membership No. 047) engaged in bullion trading business. GOLDAY provides ...    12 MB    Views 8010
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-4    Stay connected to your investment goals while on the go. The UBS Wealth Management app is a new digital offering that provides Wealth Management clients of UBS Singapore and Hong Kong with access to UBS Wealth Management while on the go, ...    29 MB    Views 120
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+5    The Avendus Wealth App for iOS gives you secure access to your investment portfolio, allowing you to view asset allocation, returns, comparison with benchmark returns and holdings conveniently at anytime from your mobile devices.    4 MB    Views 9136
+2    iPad subscribers get it FIRST Get access to Canada’s most influential property investment magazine, Canadian Real Estate Wealth, as soon as the editor wraps up the magazine. No need to wait for mailing download your issues directly from your iPad before ...    4 MB    Views 1240


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-9    Selftrade has developed a mobile trading app so you can stay on top of your investment portfolio when you are on the move. Our mobile trading app allows you monitor and manage your investments in real time, wherever you are, so ...    NAN    Views 3708
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+23    Easy Street Investing is a free investment enewsletter that discusses the same proven wealthbuilding approaches that many of America's richest investors have employed for years. It was founded by income and retirement expert Nilus Mattive for one simple reason: Helping investors ...    7 MB    Views 6305


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+1    Easy, Fast & Advanced Online Trading Platform RAMZE is the best trading platforms in equities , RAMZE has been recognized for excellence in technology as well as for superiority in services such as: advanced charts, market depth information, realtime prices, and ...    11 MB    Views 3558

Wealth Projector

+16    Interactive game that allows users to create a personalised wealth report through dragging and dropping icons.    NAN    Views 3497

Jaykay Wealth

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-4    Welcome to the newest innovation in financial services. With our new app you can reach out anytime with questions, concerns and comments. Need an appointment? Schedule it easily here. Have a question about an investment or a concern about your ...    7 MB    Views 2121
+12    Experience Wealth Monitor magazine through this app which you can download now and subscribe for FREE. Each digital issue of Wealth Monitor, the marketdriven monthly business magazine based in Dubai, U.A.E, includes insightful and actionable business/ financial news, reviews and ...    26 MB    Views 7679
Related Apps management wealth
+16    This moble app allows you to view account information, balances, and easily contact our advisor team at Coliseum Wealth Management    6 MB    Views 2901

Innate Wealth

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-8    Innate Wealth is a boutique financial services advisory firm which specialises in the provision of strategic advice, portfolio management and accounting services. This app provides Innate Wealth clients with a ‘window to their wealth’. Features include: • Net wealth tracking • Portfolio access and ...    NAN    Views 8886

CRA Financial

+1    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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+6    Full House Finances is a complete financial services business offering everything you need to buy property. We are here to work with you and your family to achieve your financial goals... from right now, to right into the future. We specialise ...    12 MB    Views 5227

Appetite For Risk

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-8    This app is for UK financial advisers only. Getting your clients to understand and agree their ‘appetite for risk’ is one of the key stages in the investment process. The task of risk profiling and risk discussion can however be time ...    NAN    Views 7958
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0    Download this Sun Group Wealth Partners communication app. This app features: Direct calling from an iPhone Emailing Requesting an appointment Map address SunGroupWP website Social Media feeds LPL Client Research Publications Account View link Winnie Sun and Brandon Chang are registered ...    27 MB    Views 1294
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-9    This mobile application allows you to view account valuation, performance, and reporting information for authorized users of Macro Trend Wealth Advisors.    6 MB    Views 3355

IMSplus Mobility

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-8    PROFILE Software’s IMSplus Mobility, enables mobile access to your investment management platform. Specifically, this new module of IMSplus provides a set of client relationship and portfolio management tools, which may be whitelabeled, to better promote business and sales objectives of ...    4 MB    Views 822


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+13    From now on, tracking investment performance will be so much easier Manulife App is an innovative tool to keep track of the performance of your investment in Manulife Hong Kong, including all mutual funds, investmentlinked assurance schemes and MPF funds, any ...    1 MB    Views 6427
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+2    Precision Investment Services was established in 1992. A Pune based company which advices on wealth creating assets Equity, Mutual Funds, Real Estate & Health. Health has been included because we believe that an individual needs to be healthy to ...    4 MB    Views 7161
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+4    Canaccord Genuity Wealth Management’s Optimized Portfolios, part of Canaccord Genuity Global Portfolio Solutions (GPS), aim to provide better returns with less risk by targeting a capped level of volatility. In other words, returns include peace of mind. GPS Optimized Portfolios adjust ...    55 MB    Views 8733


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+7    NCB Mobile Application provides you with onestop banking and investment services, as well as the latest financial information, helping you manage your wealth flexibly. New features: Personalised setting: You can flexibly arrange the homepage setting according to your preference, retrieving the information ...    45 MB    Views 6761
-7    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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+17    Capital One Investing for iPad gives you the straightforward tools and features that you need to make informed investment decisions and take control of your financial future. With easytouse research tools, a simple comparison engine and portfolio analysis features, our ...    24 MB    Views 1429
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+26    Welcome to Braymen, Lambert and Noel Securities, Ltd we are an independent fully disclosed broker / dealer firm with over 100 years of experience in the financial services industry. We are headquartered in San Antonio, Texas with branch offices in ...    6 MB    Views 4456


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+19    The Marcus & Millichap app provides a mobile connection to Marcus & Millichap Real Estate Investment Services Inc., the nation’s largest real estate investment services firm. The app quickly connects you to the firm’s national network of offices, real estate ...    14 MB    Views 6194

The Wealth Pilot

-8    Wealth Pilot Account Information    8 MB    Views 9800
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+19    The LeConte Wealth mobile app allows our asset management clients to access their investment data via their Apple device.    3 MB    Views 319

Mattioli Woods

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-6    Easily view up to date values of your Mattioli Woods Portfolio Management investments using your smartphone or tablet. This service is available FREE to clients of Mattioli Woods who invest in the Mattioli Woods Portfolio Management service. Mattioli Woods is one of ...    NAN    Views 3751


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0    Start making progress on your money today with the free LearnVest app for iPhone and iPad. Track your budget, set your goals, and get articles full of advice. You can also work with a LearnVest Planner to get dedicated help ...    40 MB    Views 9808

Momentum WIT

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0    This application provides an investment tool for financial advisers which is a simple, visual pointofsale guide for voluntary and compulsory investment products available on the Momentum Wealth investment platform. It gives you easy online or offline access to a Wealth ...    7 MB    Views 3292
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-1    Mobile portal for clients of Prairie Wealth Advisors to see their performance.    3 MB    Views 6453
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-4    Private Workbench Mobile is available to existing BNY Mellon Wealth Management investment clients with Private Workbench access. If you are a client who is not currently accessing Private Workbench, please visit to enroll. This free BNY Mellon Wealth Management app ...    5 MB    Views 2156


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0    BOCHK Mobile Application provides you with onestop banking and investment services, as well as the latest financial information, helping you manage your wealth flexibly. New features: Personalised setting: You can flexibly arrange the homepage setting according to your preference, retrieving the information ...    45 MB    Views 1633


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+16 is the financial website and portal developed by South China Financial Holdings Ltd. (00619), one of the most comprehensive financial trading platforms in Hong Kong. offers electronic trading in HK stocks, HK stock options, index futures and options, ...    4 MB    Views 2735


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0    BuyHomes A Residential Property Investment Evaluation Tool BuyHomes is a powerful, yet easy to use, tool for the residential property investor with an iPhone, iPad or iPod touch. Just enter some basic information about a home and BuyHomes will provide ...    1011 kb    Views 275


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+3    ICBC International Holdings Limited (“ICBC International”) is the whollyowned investment banking subsidiary of the Industrial and Commercial Bank of China. Committed to provide comprehensive, convenient, efficient and secure securities investment services to our corporate and individual clients in People’s Republic ...    9 MB    Views 350

Ignition Weath

0    Ignition Wealth is an online, automated investing service, helping people to better manage and grow their wealth for a fraction of the cost of traditional financial services.    NAN    Views 7655
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+1    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


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+3    At BetaPlus Group Solutions our primary objective is to achieve the maximum investible portion of our clients Employee Benefit Total Funding, at both company and employee level. Through reducing unnecessary or excess costs and ensuring that we utilize all available ...    6 MB    Views 1616


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+1    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


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+21    Wealth planning activities should be fun and practical. Blantik explores the fun side from the seriousness of wealth planning activities. Blantik helps you calculate your funds needed for your investment goal, education and retirement plans. We also help you to calculate ...    2 MB    Views 175

Manulife MPF

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This mobile application is intended for members participating in Manulife’s Mandatory Provident Fund schemes. 

All Manulife MPF members can access through this mobile application to view the latest information of their MPF accounts any time anywhere Features include:

 • Account balance
 • Contribution ...    NAN    Views 7935


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+1    Bund Wealth Financial Services Co., Ltd. (hereinafter referred to as “Bund Wealth”)was established in 2015 in Shanghai. Bund Wealth is committed to build an efficient, trustful, and innovative onestop wealth management platform. We will gradually provide: A full range of ...    12 MB    Views 2671

Mag Life Wealth

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+11    Life & Wealth magazine, providing information on people's livelihood, finance, fashion, shopping. 民生财智杂志,提供民生,理财,时尚购物方面的资讯。    18 MB    Views 775
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