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Best Planning Apps | Panload

Wealth Assessment

2015-04-02
+21    Now you can create PDF and export. This may be specific for Thailand due to the difference between tax regulation and interest rate. But for most country still a good guideline for Personal Financial Planning. For expat who lives and ...    2 MB    Views 8989

Lee Si Yun Joan

2015-02-04
planning protection
+9    A provision of comprehensive financial services. Together with a suite of customized programs , the aim is to help my clients to grow and protect their finances. Debt Management Healthcare Protection Investment Planning Family Income Protection Education Planning Retirement Planning    11 MB    Views 8115
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+26    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

Moneygmnt

2015-05-21
+6    Moneygmnt take control over your finances You know what's even easier planning budget Dynamics of the budget, reminders and detailed reports that's what makes budget planning extremely simple. Comfort comes first Keep multiple accounts (eg. Cash, Credit card), record ...    9 MB    Views 4547

Simpkins Edwards

2015-04-04
0    Simpkins Edwards is a leading South West chartered accountancy firm with offices in Exeter, Barnstaple, Holsworthy, Okehampton and Honiton. We work with businesses and individuals in Devon, Cornwall, Somerset and beyond to provide accountancy services and much more. We go far ...    15 MB    Views 9433

Future Value Free

2015-02-24
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+14    Future value calculates the future value of your investments based on constant payments and fixed interest per period. It is a useful planning tool for 401k contributions and other financial planning.    128 kb    Views 5804

3in4 Need More

2015-09-25
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-1    Statistics show that 3 in 4 people will need more than traditional healthcare. The goal of the 3in4 Association is to conduct outreach activities to raise awareness for each citizen to develop a long term care plan, and to provide ...    17 MB    Views 8769

Rockwills Singapore

2015-06-20
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0    The official mobile app for Rockwills Singapore The Rockwills brand name is an established household name in the region and in the Estate Planning industry. For all interested in estate planning, wills, trusts and offshore corporate vehicles, this is the app to ...    46 MB    Views 2197

CTMobile

2015-08-13
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+5    The Creative Technologies Mobile Suite is a secure application which enables professional financial planning firms to use all their financial planning, business management and real time trading applications through one mobile hub and synchronise this with their own back office. In ...    4 MB    Views 2797

Jerroms

2015-03-24
-5    This App has been created for professionals and business owners alike. Designed to act as a reminder, our TaxApp provides convenient access to key tax rates and a range of useful tax calculators. It also summarises the key taxes with ...    4 MB    Views 7776

R-OFer

2015-04-29
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-7    The full game “Retirement OddsFinder” (aka ROFer for short) is designed to let you learn about the financial planning the way you learned to walk. Unlike the current books and tapes, here is the ability to learn the value of ...    27 MB    Views 1613

Jessie Tan

2015-05-23
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-7    Started Off as a Full timer with AIA since Year 2001, left to seek for more holistic planning for client versus individual product provider. Join 2007 with IPP Financial Advisers Pte Ltd the biggest Independentlyowned Financial Advisory Organization in Singapore and ...    23 MB    Views 6674

David Andreas Lim

2015-11-02
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+8    Now available on iPhone, iPad: David Andreas Lim Founded in 1983, IPP is the pioneer in the licensed financial advisory service. We provide comprehensive life insurance, investment planning and latterly investment advice in 1988. Today we have grown from a handful ...    16 MB    Views 8240
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+2    Published monthly by CCH, TAXES provides cogent, innovative and practiceoriented analyses of federal, state and international tax issues. Articles selected for publication in this monthly magazine furnish pragmatic guidance for navigating a strategic course through the intricate landscape of tax ...    5 MB    Views 9243
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0    This wedding app helps to plan and prepare the entire wedding. It is intended to serve as a faithful assistant up until the wedding day. Everything from the budget and schedule to the guest list and seat map can be ...    4 MB    Views 6099

Retirement Calc

2015-08-23
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-6    This easy to use app comprises of two retirement calculators: retirement planning and retirement withdrawal calculators. The retirement planning calculator can help you to estimate how much money you will need to meet your retirement goals. The calculator uses your current ...    411 kb    Views 4738

Money Journal Lite

2015-04-22
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0    Money Journal is an organizerstyle money management application that allows you to manage income and expenses. Your cash flow is always graphed out so you can easily see whether you spend too much on credit card or which expense is ...    8 MB    Views 333

Eileen Tan

2015-05-23
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+1    Hi There I am Eileen Tan and I have been an Associate Financial Planner with 25 years of experience in the Insurance industry. Key area of expertise in providing: 1. High Nett Worth individuals with comprehensive solutions. 2. Retirement planning 3. Corporate solutionplanning and ...    19 MB    Views 6910
+19    KFG Advisors offer 'solution based' advice that is customized to each individual client. We specialize in Comprehensive Financial Planning, Retirement Planning, Portfolio Management, Estate Planning, Education Planning, 401ks, IRAs, Trust Accounts, Insurance planning, Charitable Giving, Risk Management and more. Access ...    5 MB    Views 6848

ROCKWILLS MALAYSIA

2015-08-28
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+9    The official mobile app for Rockwills Malaysia The Rockwills brand name is an established household name in the region and in the Estate Planning industry. For all interested in estate planning, wills, trusts and offshore corporate vehicles, this is the app to ...    30 MB    Views 4279

FaST Guide

2015-03-10
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-8    Use our FaST Guide A Powerful Online Faraid Distribution Guide Revolutionary – only one of its kind in the world At last, a quick reference tool that quickly tells you who gets what in a Muslim estate distribution. No more ...    12 MB    Views 2472

愛生活 愛未來

2015-12-09
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+22    富通保險(亞洲)有限公司誠意推出「愛生活愛未來」「您」想退休需求方程式,為對生活有要求的您提供簡單易用的工具,計算出理想退休生活的所需金額。 本程式之特色包括: 1) 簡潔易用的介面設計 對理財分析人員及不太了解理財分析的普羅大眾亦能輕易掌握。 2) 配以富通保險人氣廣告系列「黃子華棟篤講您知」為主題,介面色彩鮮明,計算理想退休生活需要無難度。 所有於"愛生活愛未來"程式內提供的資料只作參考之用。 富通保險(亞洲)有限公司(「富通保險」) 是富通的全資附屬機構,也是香港最大的壽險公司之一。富通總部設於比利時及荷蘭,擁有180多年的豐富保險經驗,位列歐洲20大保險公司之一,業務遍及歐洲和亞洲,目前員工超過11,000人。 憑藉我們的環球優勢及對本地市場的專業知識,富通保險為個人及機構提供多元化的保險及理財規劃服務。同時,中國太平保險(香港)有限公司及亞洲保險有限公司為我們的業務夥伴,為客戶提供全面的一般保險服務。 "愛生活愛未來" is an easytouse retirement calculator designed by Ageas Insurance Company (Asia) Limited. aiming for everyone who would like to know how much would it cost for living the way they would dream of ...    NAN    Views 4362

YouRetire

2015-03-24
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+4    YouRetire, The Retirement Planning and Savings Calculator Many people think about planning for their future and consider their options for retirement. In the search for the best options, they have to consider many aspects such as when to retire and how ...    748 kb    Views 340
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+7    Everyone needs financial planning...EVERYONE In particular those aged 55+ are most at risk, since you are running out of time. This legislation can assist you model the benefits you could achieve in terms of tax savings, and additional retirement capital ...    32 MB    Views 4176

AFG In Touch

2015-01-15
0    Artifex Financial Group, a feeonly registered investment advisor and financial planning firm, offers this app to our clients, fans, and prospective clients. Stay in touch with one of the most cuttingedge financial planning firms in the industry. Setup and monitor ...    35 MB    Views 4970

Money Journal

2015-08-06
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+5    Money Journal is an organizerstyle money management application that allows you to manage income and expenses. Your cash flow is always graphed out so you can easily see whether you spend too much on credit card or which expense is ...    8 MB    Views 8611

Conference Map

2015-10-29
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+21    April 30th May 2nd, 2015 Bellagio Resort & Casino Las Vegas, NV You are cordially invited to the Finance Logix Industry Conference. Connect with the Finance Logix team and industry experts for a collaborative discussion on industry challenges and how ...    17 MB    Views 405
-7    Mastering Money is hosted by Certified Income Specialist Steve Jurich. Steve's comments have been seen on MarketWatch, CNBC.com, Bloomberg, and TheStreet.com. Steve is joined on the Money Radio Network by Sinclair Noe as well as experts and authors from the ...    10 MB    Views 6688
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0    Geen moeilijke woorden maar antwoorden. Geen dikdoenerij maar oplossingen. De professionals van ESJ Accountants & Belastingadviseurs ondersteunen u bij vrijwel elk zakelijk aspect van uw bedrijfsvoering en uw persoonlijke situatie. ESJ bestaat inmiddels 30 jaar. Met 5 vestigingen in ZuidWest ...    10 MB    Views 1253
Related Apps planning financial wealth solutions creation advice services
+4    Crescent Financial Solutions are financial services professionals located in Brisbane. Our range of financial services include financial planning, wealth creation, superannuation and risk insurance. Welcome to our Mobile App. We hope you find it interesting and informative, perhaps even inspiring you ...    3 MB    Views 6724
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+27    Welcome to Genworth Financial’s Mortgage Planning Calculators These easy to use calculators are accessible whenever you need to help plan for your client's next home purchase.    NAN    Views 3979

ThinkTax

2015-02-02
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+8    Being proud citizens of India, it is our responsibility to pay the taxes. We think it's very important that every individual should have control over his/her tax planning. Every financial year end witnesses a sudden rush of tax payers running ...    1 MB    Views 5548
Related Apps planning portfolio information application clients financial
+3    This mobile application provides quick access to portfolio information for investment management clients of Symphony Financial Planning, LLC. Account values, performance information, portfolio analysis, and quarterly reports can all be accessed here by authorized users. This application has been developed ...    30 MB    Views 856

My Pension

2015-09-09
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+25    ‘My Pension’ is an easytouse Application for iPhones designed to help you with your retirement planning. As a member of a pension scheme, you have already taken a key step to plan for your finances in retirement. This App will help ...    24 MB    Views 105
planning return calculation loan
0    This app is so useful tool for loan users. This app can provide you the following convenience tools & contents. You can use these function freely at any time. 1)Return planning calculation (simulate the return amount of money) 2)Return planning calculation (simulate the return ...    2 MB    Views 6011
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+8    When it comes to strategic planning, credit union leaders have a lot of tough decisions to make. The CUNA Environmental Scan Report app can guide planning teams through the process. This app is an enhanced version of the report and is ...    6 MB    Views 5525
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+6    For over 30 years, the awardwinning Journal of Financial Planning has introduced financial professionals to historymaking concepts such as Monte Carlo simulation and safe retirement withdrawal rates. Readers trust the nonprofit objectivity of this official FPA publication and the peerreviewed ...    6 MB    Views 8612
+6    Estate Planning and Asset Protection Information for Florida Residents, including wills and trusts information, probate and trust administration, charitable planning, small business planning, guardianship of incapacitated adults or for the property of minor children.    20 MB    Views 6677
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-2    Guidance on the go Raymond James presents WorthWhile, a publication of thoughtful insight dedicated to the life well planned. For more than nine years, WorthWhile magazine has delivered to readers informative articles on financial planning, investments, the markets, art, books and philanthropy. ...    5 MB    Views 4552
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+14    Do you know if you can retire early? Do you know if your current savings plans are enough? Do you need to put more money into your 401k each year? This Easy Retirement Calculator keeps it simple for easy highlevel planning ...    5 MB    Views 8837

FutureBudget

2015-09-11
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-2    FutureBudget is a flexible and relatively general purposes financial planning tool for longer term budgeting, forecasting and "what if" analyses. It will help you gain insights into and critically think about your finances, while learning about the timevalue of money, ...    4 MB    Views 8687

RA Updates App

2015-02-28
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-7    Meet Rowling & Associates An independent, feeonly advisory firm, Rowling & Associates offers customized investment management, financial planning, and income tax preparation/planning services. You can sleep well at night knowing that we act out of “fiduciary duty,” the obligation to put your ...    17 MB    Views 917

Andy Teo Soon Ann

2015-01-28
planning protection
+12    A provision of comprehensive financial services. Together with a suite of customized programs , the aim is to help my clients to grow and protect their finances. Debt Management Healthcare Protection Investment Planning Family Income Protection Education Planning Retirement Planning    11 MB    Views 8082
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-4    The Leonard C. Wright, CPA/PFS app provides valuable financial resources for risk management planning which includes life, long term care, disability, and annuity plan options, investment access to the leading 401K retirement plan accounts in America, college education resources, financial ...    10 MB    Views 6925
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+1    A retirement planning app designed to make your daily work quicker and easier. RetireMax takes all the confusing and complicated calculations surrounding a wide range of planning decisions. Answer client questions quickly and efficiently; draft consistently high quality retirement plans; and save, ...    12 MB    Views 8388
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+13    That glorious time has finally come. You're engaged and deliriously happy contemplating a future with the love of your life. And amidst all the exhilaration and pleasures of being engaged, you are now faced with so many wedding planning decisions ...    716 kb    Views 1876
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+18    Welcome to Genworth Financial’s Mortgage Planning Calculators These easy to use calculators are accessible whenever you need to help plan for your client's next home purchase.    NAN    Views 5230
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+9    Modern Amway leaders use Diamond Plan for presentations, planning and consultations with partners. We offer you to try as well: Automatic compensation calculation Turnover management Unlimited possibilities of group building Bonus calculation in different countries and currencies The readymade business model can be sent to ...    14 MB    Views 1096

Money Journal HD

2015-09-24
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+14    Money Journal HD is an organizerstyle money management application that allows you to manage income and expenses. Your cash flow is always graphed out so you can easily see whether you spend too much on credit card or which expense ...    20 MB    Views 6820
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0    The S&D Capital app is a mobile gateway that allows you to quickly connect to our financial advisors, and contains information about the services we provide. This app includes the functionality of the popular Retire Logix [app] which is a ...    10 MB    Views 9934
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+15    Want to know how much your investments are worth? Need some help from your financial adviser? Dynamic Planner – My Planning makes it easy for you to keep in touch with your wealth. Each time you login, it will update your investment ...    5 MB    Views 427
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+4    A+ Apps Financial Planning Reference Guide is a comprehensive range of rates, figures, formulas, and references for the professional Financial Planner. It contains information in the following sections: Tax Rates Tax Offsets Super Contributions Super Withdrawals Termination & Leave Payments Income Streams Social Security plus… Please note, the information in ...    NAN    Views 7220

Sphere

2015-08-20
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+2    Sphere Financial Services is a progressive financial planning practice located in Ringwood. Sphere Financial Services prides itself in providing financial planning, insurance and investment advice tailored to your personal situation. Our objective is to protect and increase the net worth of individuals, ...    860 kb    Views 1658

BeABride

2015-02-02
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-1    Congrats on your engagement Be A Bride Wedding Planning App brings the Bridal Extravaganza to life The Be A Bride App offers you: The ability to add your notes and share pictures Inspirational photos from the top designers and wedding professionals. Video advice from ...    4 MB    Views 2511

BizForceOne

2015-01-23
planning resource enterprise
+29    Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) technologies, and supported by endtoend service. With this release version, BFO bring the availability of numerous new functions with extended features and capabilities across entire product for Enterprise Resource Planning Development ...    1 MB    Views 9547

Blantik

2015-10-28
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+1    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
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-9    With the SAP Cloud for Planning mobile app for iPhone, you have access to planning and analysis tools anywhere and anytime. This app connects to the SAP Cloud for Planning desktop solution and enables you to chat with colleagues, receive ...    9 MB    Views 7250
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+2    You say you don't have the discipline to control your budgeting? With Home Bookkeeping, it's a snap It's your chance to finally become a savvy spender and protect yourself from the danger of debt. Unlike the usual paper and electronic ...    13 MB    Views 2968

My Pocket CPA

2015-07-12
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+5    Whether you're facing a difficult financial decision or just need a second opinion...never face another financial question alone Financial decisions have never been made easier. My Pocket CPA allows you to make informed decisions for life's difficult financial choices Whether ...    5 MB    Views 906
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-4    Maurice Financial Planning Financial planning covers a wide variety of money topics including budgeting, expenses, debt, saving, retirement and insurance among others. Understanding how each of these topics work together and affect each other is important for laying the groundwork for ...    27 MB    Views 3400
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