Best Mobile Portfolio Tools Apps | Panload iOS Finance

CDS Webtools

2015-03-21

+13 The CDS Webtools application brings the best of our industry leading ATM Management application to your mobile device. •Access to the overall health of your ATM portfolio is now at your fingertips with real time information on terminal status, cash balances ... 8 MB Views 8853

9.3

Croesus For Investors

2015-04-30

Related Apps investors portfolio

+15 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

8.6

EFG Tax Tools

2015-07-23

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+1 EFG Tax Tools App provides you with UK tax rate data, tax and financial calculators, tax tips and news. Our FREE app is updated with all current rates and data and is available for you to navigate quickly and easily ... 2 MB Views 5356

8.9

Stocks, Bonds & Stuff

2015-07-24

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+4 The Stocks Bonds and Stuff app helps develop intuition and confidence in portfolio management. Build a simple diversified portfolio of ETFs and see how your investment decisions effect risk and return. Let us know what you think 3 MB Views 7159

7.6

Beanstock - Simple Stock Portfolio Tracking

2015-04-25

stock portfolio

0 Beanstock is an easy way to track the value of your stock portfolio. • Stay up to date with stocks in your portfolio • See your overall and daily net gain • Secure your sensitive portfolio information with Touch ID or a passcode • ... 5 MB Views 9276

8.4

MeS Mobile

2015-04-27

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+6 Accept all major credit cards with your iPhone, iPad with MeS Mobile from MerchanteSolutions. This secure and easytouse app allows users to accept credit card payments anywhere network coverage or a WiFi connection is available on their device. Pair the MeS ... 19 MB Views 2384

9.6

OSK188

2015-10-09

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+30 Now you can trade where and when you want. The new generation OSK188 Mobile app lets you carry out a variety of tasks related to online trading anywhere and anytime on your iPhone and iPad devices Download the OSK188 Mobile app ... 3 MB Views 8346

8.8

PSG Financial Services

2015-12-01

financial portfolio

+2 Obtain a consolidated view of all your financial information within PSG from this secure application. This includes investment portfolio values, profiles, premiums, cover amounts as well as direct access to your share portfolio and watchlist. This app is the key ... 1 MB Views 1738

8.5

Myddleton Croft Mobile

2015-07-05

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0 Myddleton Croft Mobile allows you to view your Myddleton Croft account online. If you are a client, Myddleton Croft Mobile allows you to access information on your portfolios. If you are an investment manager or financial advisor, you can access your ... 20 MB Views 2635

8.5

Artorius Wealth Mobile

2015-05-13

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+2 Artorious Wealth Mobile allows you to view your Artorious Wealth account online. If you are a client, Artorious Wealth Mobile allows you to access information on your portfolios. If you are an investment manager or financial advisor, you can access your ... 21 MB Views 9305

8.3

Stocks Stack

2015-07-22

stocks portfolio stack

+14 Keep track of your portfolio in no fuss, with no fancy features, but just in the most plain and simple way. Start with an initial balance, and record your portfolio ins and outs, and adjustments (income & expenses). STOCKS STACK will ... 2 MB Views 8153

7.2

BRI Wealth Management Mobile

2015-05-30

Related Apps management information wealth portfolio mobile access data client

+14 BRI Wealth Management Mobile allows you to view your BRI Wealth Management account online. If you are a client, BRI Wealth Management Mobile allows you to access information on your portfolios. If you are an investment manager or financial advisor, you ... 12 MB Views 4972

7.5

Tercero Mobile

2015-09-18

Related Apps information portfolio access mobile data client

-6 Tercero Mobile allows you to view your Tercero account online. If you are a client, Tercero Mobile allows you to access information on your portfolios. If you are an investment manager or financial advisor, you can access your client’s details and ... 20 MB Views 6075

8.5

SBISmart

2015-03-03

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+30 SBISMART MOBILE TRADER – Experience the Advanced Trading App that you always desired Track live Indian financial markets, news, monitor your stocks and trade on the move. SBICAP Securities Limited introduces a SBISMART MOBILE TRADER APP – an exclusive stock trading ... 12 MB Views 2055

9.6

Power Trader Mobile

2015-10-25

Related Apps monitor trade portfolio power trader mobile

+4 Stay connected to the market and your accounts with Virtual Brokers stateoftheart iPhone native Power Trader Mobile App which is designed to be userfriendly, fast, secure and reliable. No matter where life takes you, monitor your portfolio, check balances and ... 7 MB Views 5866

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

8.3

Mobius Wealth

2015-04-10

Related Apps management security market investment time wealth data service portfolio existing mobile white

-3 Mobius Wealth is a top level mobile app offering easy access to both your RMs and their clients providing a compelling digital experience across all mobile channels. It is a whitelabelled solution that you can brand with your own logo ... 5 MB Views 7433

9.5

ZT Protrader

2015-10-22

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+3 Multiasset functionality of ZT Protrader platform is now available for iPhone, iPod and iPad With this application you get an access to all major markets, including, forex, equities and CFDs on the go. ZT Protrader represents a completely new approach in ... 15 MB Views 3545

8.4

StockStation: Real Time Stock+Option Portfolio Tracker and Market Screener with Alert

2015-07-26

Related Apps stock calendar market history management time news tools options portfolio chart data advanced call based Directfn Market Time Check Liberty Search Growth Rates Stock Bank Bills Yadkin Application Investors Trading Accountant Keyboard Paper Access Community Union Mobile Pay Services Peso Pound Rial Application Card Date Home Mortgage Provide Easily Fly Pay

+2 StockStation is your answer for a comprehensive allinone market app and onthego solution to always be in touch with your financial interests The ultimate tools for RealTime Advanced Stock Quotes (Pre & After market) and Advanced Charts; Live News; Notes; ... 19 MB Views 5604

9.3

Fin-Soft Mobile Application

2015-06-23

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-8 Mobile app to view your portfolio valuation FinSoft Mobile app by FinSoft Solutions gives you access to your portfolio on your iPhone. What can you do? View Portfolio valuation Get Summary of Investment report with XIRR and Absolute return. Latest transaction and ... 4 MB Views 5563

9.7

RHB TradeSmart

2015-03-16

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+12 Now you can trade where and when you want. The new generation TradeSmart Mobile app lets you carry out a variety of tasks related to online trading anywhere and anytime on your iPhone and iPad devices Download the TradeSmart Mobile app ... 7 MB Views 1147

9.8

Property Investor

2015-01-21

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-1 Property Investor Toolbox Property investment has never been so good. There are many good buys , opportunities abound. You have to know what you are doing. Property Investor gives you all the tools. They are designed for everyone to use ... 1 MB Views 4398

8.7

Trade Interceptor Forex Trading

2015-09-23

Related Apps time tools trading trade forex analysis charts mobile real technical

+3 "Trade Interceptor Forex Trading" offers the possibility to trade currencies, commodities and binary options, choosing among recommended forex brokers, using an intuitive interface which offers advanced trading and analysis tools. Trade Interceptor has been honored "Best Mobile Platform" by the ... 20 MB Views 6057

9.2

Portfolio Wealth Advisors

2015-05-30

Related Apps portfolio wealth information advisors summary point performance mobile

-7 Portfolio Wealth Advisors mobile gives you immediate and secure account access from your mobile device. PORTFOLIO SUMMARY HOLDINGS SUMMARY PERFORMANCE REPORTING Point to point performance down to the asset RETIREMENT CALCULATORS Powered by AdvisoryWorld NEWS & MARKET COMMENTARY including CIO notes from ... 3 MB Views 4962

7.6

Portfolio Lab

2015-08-23

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

8.5

Assidium Portfolio Management

2015-06-21

portfolio

0 Assidium helps you know more about your share portfolio in realtime. Monitor live profit/losses and see your portfolio broken down by country, currency and sector. Value at risk, betas and liquidity complete this professional trading package for the discerning ... 20 MB Views 1585

7.4

Portfolio mobile - Stock Tracking & Market Analysis for iPad

2015-07-27

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+25 "... the single most featurerich title we’ve seen yet in the App Store with stocks in mind." 4 1/2 stars, The iPhone App Review Portfolio mobile is the 1 stock portfolio tracking solution with more features and better support than any ... 6 MB Views 5924

9.8

Portfolio Pro: Real-Time Stock and Options Portfolio Management

2015-03-29

Related Apps stock research time market tools calendar strategy management news portfolio options chart price loss notification push alert Banking Devices Treasury Account Businesssource Security Choose Passwords Version Accounts Balance Pay Expenses Payments Work Application Vehicle Vehicles Business Email Tax Great Member Store Account Checks Transfer Ipad Pages Publications Accounts Bank View Service Trust View

-1 Everybody can be a stock Expert Watch your portfolio value change in RealTime and in Various reports. Get push notification Alert on your portfolio's total value and daily profit / loss. Check and Research on all holding stocks and options ... 17 MB Views 9098

7.3

J.P. Morgan FundCenter

2015-02-05

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-2 透過摩根資產管理「FundCenter」應用程式, 協助您即時掌握基金資訊, 包括基金淨值,配息紀錄及休市公告. 此外, 亦可隨時查看市場最新動態, 舉凡市場評論、基金報告及影音節目. 而查閱自身投資組合狀況, 自選「我的最愛」基金及瀏覽專屬摩根服務資訊等功能, 皆可藉由本應用程式, 作為您投資理財之參考. 另外, 更有投資訊息推播服務, 讓您可以接收到即時損益警示到價與定期定額扣款通知. 歡迎來到摩根基金中心！功能選單： 1 我的最愛 2 最新訊息 3 個人訊息 4 投資組合 5 基金淨值 6 配息紀錄 7 休市公告 8 基金報告 9 市場評論 10 影音節目 11 摩根活動 12 理財新知 13 客戶服務 FundCenter for Taiwan Use： J.P. Morgan Asset Management offers Taiwan retail investors mobile access to ... NAN Views 6523

7.7

Forex+

2015-10-10

Related Apps tools forex ticket application

-9 Forex Ticket provides you with the tools to trade on Forex: Candlesticks Charts, correlation, volatility, currency indexes, Pivot Points, etc. .... Find realtime quotes of the major pairs. All tools from www.forexticket.com just here Download for free the application Forex Ticket. You ... 5 MB Views 5427

9.0

RMS Wealth Mobile

2015-03-30

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+2 RMS Wealth Mobile allows you to view your RMS Wealth account online. If you are a client, RMS Wealth Mobile allows you to access information on your portfolios. If you are an investment manager or financial advisor, you can access your ... 11 MB Views 6040

8.9

Insider RU

2015-07-23

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+27 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

7.3

Bridges Portfolio Watch

2015-12-18

portfolio

+16 Access your investment portfolio from your iPad including valuations, recent transactions and market information. View file notes, update your contact inforamtion, key details and generate reports. 490 kb Views 3173

9.4

Home Loans FINWEB

2015-06-23

Related Apps home tools lending loans

+3 FINWEB's Home Loan helper gives you all the tools you'll need to manage your loans, and research for your future lending needs. Our team of qualified and experience Brokers will be able to provide a financial solution to meet your ... 12 MB Views 3614

8.0

Envestnet

2015-05-03

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+20 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

8.3

Set for Life

2015-04-01

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+1 Set for Life’s Vision is to build a trusted, generational brand by being in the business for the service of our customer community first and foremost and to deliver the tools and resources necessary for people to move their financial ... 20 MB Views 2453

9.0

CIP Mobile

2015-05-01

Related Apps news research investment market search security reports mobile clients portfolio latest

-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

9.5

Practical Applications

2015-03-25

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-7 With the growing amount of literature available in the industry, researchers and portfolio managers face the daunting challenge of prioritizing what they should read. Practical Applications, focusing on portfolio management, takes IIJournals research articles a step further. 6 MB Views 415

7.2

Investors Are Idiots

2015-01-17

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+12 InvestorsAreIdiots.com provides users the tools for taking the right investment decisions. The tools are in the form of practical, marketoriented and easytoread content. The completely original content is created by specialists. InvestorsAreIdiots.com Mobile App enables users to track developments in the ... 21 MB Views 72

8.6

Kaiser Accounting Tools

2015-03-07

Related Apps tools tax accounting services

-6 A suite of accounting tools from Kaiser & Associates, provider of professional accountancy and tax planning services. The initial tool provides a simple VAT or Sales Tax calculator. Additional tools and services will be added over time, so download and ... 6 MB Views 256

7.7

Walker Crips

2015-10-21

portfolio

0 Giving you a snapshot of your portfolio. WalkerCrips Mobile v.1.0 provides you with a quick, and easy to use, App to access your portfolio summary and to view a list of your recent transactions. www.wcgplc.co.uk 829 kb Views 877

7.3

CSE Mobile App

2015-06-18

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0 Obtain insights in to the Colombo Stock Exchange while on the move The CSE iOS Mobile Application enables you to access a range of features as provided through the CSE Web Portal, but through a mobile interface designed for heightened user ... 33 MB Views 3823

7.8

Maybank KE Trade SG

2015-06-29

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0 Trade with the FourTime Winner of the Best Mobile Platform Award. Seize investment opportunities while you are on the move with Maybank Kim Eng’s KE Trade Mobile iPhone and iPod Touch app. Trade in local and foreign markets including Singapore, Hong ... 8 MB Views 3128

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

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

9.0

Geneva Capital Tools

2015-07-23

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+3 The Geneva Capital app puts our best financing tools at your fingertips. Calculate an estimated payment range, see how much your customer could save at tax time, create & email a quote directly from the app as well as ... 1001 kb Views 2240

8.6

Mole Valley Asset Management Mobile

2015-11-02

Related Apps management portfolio information valley asset access mobile data client

-2 Mole Valley Asset Management Mobile allows you to view your Mole Valley account online. If you are a client, Mole Valley Asset Management Mobile allows you to access information on your portfolios. If you are an investment manager or financial advisor, ... 11 MB Views 8986

8.2

Qtrade Mobile

2015-09-15

Related Apps iphone ipad investor account manage accounts mobile portfolio orders information touch

+4 Never miss an investment opportunity. Stay connected to the markets and manage your Qtrade Investor accounts from wherever you are. Qtrade Mobile allows you to execute trading orders quickly and easily. Compatible with iPhone, iPad and iPod Touch. From a wellorganized ... NAN Views 5982

8.8

UTRADE SG Mobile

2015-11-19

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+14 UTRADE. Online trading made easy. Experience easy mobile trading with UTRADE Mobile, the webbased stock trading app from UOB Kay Hian. With UTRADE Mobile, you can keep watch on market movement on the go, take immediate action on trading opportunities and monitor ... 299 kb Views 838

8.6

Portfolio Tracker - Shares

2015-06-11

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+3 Portfolio Tracker is brought to you by Melio Systems. Portfolio Tracker helps you to track your portfolio performance continuously. You will have data to show how well the portfolio is performing over a period of time and how your actions have helped ... 13 MB Views 6456

8.3

iSwordfish

2015-08-06

tools order stop

+19 This version of iSwordfish includes: Realtime Quotes Improved Graphing tools (historical data and time periods from one minute to one month) A full list of order types such as market, stop, limit and conditional order (one cancels the other, trailing ... 17 MB Views 4833

9.2

AlphaGlider

2015-10-28

investment portfolio adviser

-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

6.9

Stock Smash

2015-09-04

stock portfolio

-9 EASY FAST and always FREE Stock smash will provide real time updates for your stock portfolio. It’s the fastest, easiest and most elegant way to manage your personal stock portfolio. Web Site: stocksmash.javacaffeine.com 4 MB Views 4619

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

7.3

Squaber

2015-12-06

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0 SQUABER protects your portfolio against excessive losses and delivers personalized alerts on companies from your investment portfolio. Build your portfolio using specially selected hot stocks, activate alerts and forget about the daily checking of quotes SQUABER will inform you ... 6 MB Views 8373

9.1

Stena Steer

2015-09-13

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+23 Petrologica builds simulators, models and scenario tools for market planners, management and investors in order to assist organisations in understanding the nature of tomorrow's energy markets. While other consultancies may only provide static forecasts, our simulation tools allow you to see ... 14 MB Views 341

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

TodayStocks

2015-05-25

portfolio

+9 TodayStocks is a lightweight stocks app that shows you your portfolio in a minimalist today extension. No need to scroll to find the stock you're looking for like in other applications. TodayStocks will sort your portfolio by percent change so you ... 940 kb Views 7855

7.4

Portfolio mobile - Stock Tracking & Market Analysis for iPhone

2015-12-29

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+3 Portfolio mobile is the 1 stock portfolio tracking solution with more features and better support than any other app. With realtime P&L and value calculation of your actual positions and support for more than 6 different online quote sources, you're ... 6 MB Views 7824

6.9

Focus8

2015-11-20

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+9 Give your entire team the power to accomplish business tasks from their iOS devices with mobile access to Focus 8 – software that enables small businesses to manage their key processes. Whether your company already uses Focus 8 or would ... 4 MB Views 369

Stock Smash

T-Advisor3.0

Home Loans FINWEB

Fin-Soft Mobile Application

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