Best Tnaflix Advisor Portfolio Apps

Croesus For Investors

2015-04-30

+14 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

8.0

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

2015-01-28

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0 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

9.7

BlackRock Advisor Elite

2015-09-11

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+30 BlackRock Advisor Elite è l’App di BlackRock Italia pensata per i Promotori Finanziari e Private Banker italiani. Questa applicazione è gratuita, e puoi accedere con le stesse credenziali utilizzate per BlackRock Advisor Elite. Se non sei registrato, puoi farlo direttamente dall’App. RESTA ... NAN Views 7547

9.4

The Stock Advisor STG

2015-01-19

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+13 ON SALE Daily stock picks from a pro trader Making app users money since 2010 The Stock Advisor STG aims for a 1264% annual yield No prior experience necessary Receive daily stock picks directly from a professional equities trader with The ... 6 MB Views 3014

8.4

Mgd Ops

2015-06-28

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+28 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

8.0

Croesus Mobile Advisor

2015-08-18

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+5 Connects to Croesus v9+. Croesus Mobile Advisor enables investment professionals to view client portfolios, cash balances, maturing bonds and expiring options. The application also allows users to add and share notes with teammates. 26 MB Views 80

9.5

Practical Applications

2015-03-25

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+2 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

9.4

Wealth Engineers

2015-12-03

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+11 24/7/365 realtime account access. No more wondering what's going on with your portfolio or waiting for your financial advisor to send you a quarterly report. This innovative, free app is made available by Wealth Engineers exclusively to its clients, their representatives, ... 8 MB Views 2894

6.9

Merriman Client Portal

2015-12-03

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+1 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

6.9

Stock Charts Portfolio - BA.net

2015-12-08

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+13 Stock Charts Portfolio Manage your quotes, charts list from your portfolio keeping all your information private on your app storage. No login or Registration required Small, fast app that protects your privacy. Yahoo quotes, charts and news. 2 MB Views 419

9.1

SCBS Stock Advisor HD

2015-11-28

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-6 "SCBS Stock Advisor for iPad" โปรแกรมวิเคราะห์หุ้นอัจฉริยะบน iPad ผู้แนะนำการลงทุนอัจฉริยะ พร้อมระบบแจ้งเตือนแบบเรียล์ไทม์ จาก บล.ไทยพาณิชย์ โมบายแอปพิเคชั่นใหม่ล่าสุดจาก SCBS เปรียบเสมือนผู้แนะนำการลงทุนส่วนบุคคลบนมือถือ ติดตามคุณไปทุกที ด้วยระบบค้นหาหุ้นตามเงื่อนไขที่คุณสนใจทั้งข้อมูลพื้นฐาน และ สัญญาณทางเทคนิค พร้อมข้อมูลประกอบการตัดสินใจครบครัน อาทิเช่น ราคาเป้าหมาย งบการเงินของหุ้นรายตัวย้อนหลัง 5 ปี สามารถตั้งค่า Indicators ลากเส้น Trendline แนวรับ/แนวต้าน ง่ายๆได้ด้วยตนเอง พร้อมระบบแจ้งเตือนแบบเรียล์ไทม์ แม้ว่าคุณไม่ได้อยู่ที่หน้าจอเทรด ดาวน์โหลดได้แล้ววันนี้ผ่าน App Store และ Play Store ผู้สนใจสามารถทดลองใช้ได้ฟรีได้ 7 วัน Functions 1. Advisor: ผู้แนะนำการลงทุนอัจฉริยะ ... 54 MB Views 7061

8.8

PSG Financial Services

2015-12-01

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0 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

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8.1

NFP

2015-02-28

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+29 NFP Advisor Services Mobile App is provided free of charge, exclusively for financial advisors and their authorized staff with NFP Advisor Services. It allows secure, mobilefriendly access to AdvisorComplete alerts, notifications and other key features. If you need assistance or have ... 1 MB Views 6351

9.0

Hokanson Advisor App

2015-09-04

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-5 The Hokanson Associates Inc Mobile Application makes it easy for you to connect with Hokanson Associates Inc and monitor your accounts anytime, anywhere. With this app, you can: Read the latest news from Hokanson Associates Inc Quickly access important contact details ... 645 kb Views 4140

8.3

Stock Smart

2015-10-08

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+4 EASY FAST and always FREE Stock smart will provide real time updates for your stock portfolio. It’s the fastest, easiest and most elegant way to manage your personal stock portfolio. 1 MB Views 4283

8.3

T-Advisor3.0

2015-07-13

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+1 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

9.4

R. Wadiwala PMS

2015-04-17

portfolio

+5 R.Wadiwala Portfolio Management Services (PMS) App is an app for our registered PMS clients. This app will help you track your portfolio anywhere, anytime with the help of different reports updated at the end of the day. 6 MB Views 2664

6.9

Stock Smash

2015-09-04

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-2 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

7.1

Arrowhead Properties

2015-10-25

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+4 Arrowhead Properties Limited is a property loan stock company holding a diverse portfolio of 98 properties across South Africa with a Gross Lettable Area of 428 000 m². Arrowhead Properties’ priority will be to distribute growing income returns to its ... 4 MB Views 9121

7.9

The Stock Advisor MTG

2015-04-12

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-1 ATTENTION: This app has been replaced with The Stock Advisor Elite, which can be downloaded here: https://itunes.apple.com/us/app/thestockadvisorelite/id427905312?mt=8&ls=1 Trade like a pro with The Stock Advisor MTG (Mid Term Growth) iPhone App Receive weekly stock picks from a professional equities trader. No subscription ... 2 MB Views 4829

9.7

Advisor Link

2015-07-24

advisor

+15 A tool for Legend Group advisors to monitor advisor and client data. 1 MB Views 2547

8.9

Advisor's Voice from Jefferson National

2015-06-17

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-3 Financial Advisors have heard us talk about how Jefferson National products bring real value to consumers...How we, like you, commit to transparency and flexibility because everyone wins...How easy it is to do business with Jefferson National. Enough from us. Let's let ... 50 MB Views 5639

9.5

SigFig Investing – The smartest way to manage & improve your portfolio, 401k, and brokerage accounts

2015-07-02

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+12 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

9.7

G3 My Portfolio

2015-08-07

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-1 G3 My Portfolio is an application that provides financial information and services to authorized users by Lombard Odier. NAN Views 9597

7.6

Beanstock - Simple Stock Portfolio Tracking

2015-04-25

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+4 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

8.2

BankMobile

2015-01-07

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-3 Nofee mobile banking. Get your financial freedom back BankMobile for iPhone, iPad and Apple Watch is a free mobile banking app that lets you live free and bank free. “The app’s interface is sleek, modern, and stylish…” – Forbes "America's first nofee mobile ... 28 MB Views 2732

9.4

Hip Pocket Trust Advisor

2015-01-27

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+5 Hip Pocket Trust Advisor brings knowledge of Personal Trust concepts right to you wherever you are. Cannon Financial Institute, the leading provider of Personal Trust training in the financial services industry, has created a video library of critical trust topics that ... 17 MB Views 1064

9.6

First Allied

2015-06-08

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+5 The First Allied app is a secure portal that allows First Allied financial advisors and assistants access from their mobile device(s) to tools to manage and grow their business. This unique platform provides advisors with a virtual office at their fingertips. ... 2 MB Views 4866

9.5

HoyleCohen Client Portal

2015-12-30

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

-5 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

8.6

Millionaire Blueprint Instant Stock Advisor

2015-02-01

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+25 Millionaire Blueprint’s Instant Stock Advisor uses proprietary fundamental analysis to determine the probability that a stock’s price will rise or fall based on a value to growth calculation. Instant Stock Advisor works on all stocks listed on a U.S. Stock Exchange, ... 725 kb Views 4186

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

7.7

Walker Crips

2015-10-21

portfolio

+6 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

7.2

Moj portfelj

2015-12-13

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+22 A portfolio of your investments is with you each/every moment. Application Moj portfelj is the ideal tool for a quick overview of the entire portfolio of your investments. Before using the mobile application Moj portfelj you have to register and enter a ... 4 MB Views 3522

9.2

AlphaGlider

2015-10-28

investment portfolio adviser

-5 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

7.3

Blue Flamingo Wlth Mgmt

2015-08-05

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-9 Blue Flamingo Wealth Management LLC offers the Trust Company of America 'Liberty' Application to authorized investors. Take Blue Flamingo with you and access your account information anytime and from anywhere. With comprehensive views of account positions, transactions and performance, you can ... 8 MB Views 6723

9.1

Financial Advisor

2015-10-24

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+11 Financial Advisor Investment by FinGuru is basic calculator for the profitability of regular savings or investments. The result is total saved amount, based on the monthly regular investments. For different evaluation percentage chosen, the type of investment would automatically ... 463 kb Views 2941

8.5

Finance Logix

2015-09-10

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+15 This application requires an existing relationship with advisor who subscribes to Finance Logix. Finance Logix Mobile is your gateway to financial health. With access to uptodate account data and a powerful financial engine, you will have a clear view of ... 89 MB Views 3955

8.7

iRisk Advisor

2015-01-28

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-5 Increase sales and efficiency. iRisk Advisor is a tool for advisors looking to improve their personal insurance client engagement process. It allows the advisor to collect client information (fact find) and then display a programmable "house view" of policy requirements for ... 10 MB Views 6837

9.2

Matter Family Office

2015-09-15

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+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 ... 1 MB Views 1892

8.7

Schwab Advisor Center® Mobile

2015-06-28

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+12 The Schwab Advisor Center Mobile Application makes it easy for independent registered investment advisors with a valid login to monitor and manage client accounts from their iPhone and iPad. This application is for advisors whose firms custody assets with Schwab, ... 6 MB Views 637

7.3

Portfolio.hu Magazin

2015-07-06

portfolio

-5 2012ben indítjuk útjára legújabb gazdasági témájú digitális tartalmunkat, a Portfolio.hu Magazint. A rendszeresen megjelenő kiadványban a pénzügyi szektor legfontosabb szereplőivel készített interjúkon és elemzéseken túl további exkluzív tartalmakat galériákat, videointerjúkat, irodakörképeket, interktív grafikonokat és dinamikusan kereshető listákat – is ... 58 MB Views 7473

9.2

QFolio HD - NASDAQ OMX Portfolio Manager

2015-04-01

Related Apps time markets real quotes portfolio

+4 • Real Time quotes from US markets • Real Time quotes from Nordic markets. • Portfolio • Multiple Watch Lists • News Streams • Charting • Aggregated Order Book • Ticker with Recent Trades Please send comments, suggestions or to report a concern to appfeedbacknasdaqomx.com 24 MB Views 5462

9.2

T-Advisor

2015-04-30

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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

9.8

Plante Moran

2015-08-31

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+19 Experience Accounting Beyond Bean Counting Download the Plante Moran app and receive every issue of our Universal Advisor magazine for free. The Universal Advisor is published three times a year and provides timely advice to businesses across a variety of industries. ... 7 MB Views 918

9.4

my Money Page

2015-08-26

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+2 Build your financial plan online, set your goals, manage your budget and track your net worth all in one place. Get the news and market information as well as exclusive content to keep you informed. The best part is that ... 23 MB Views 4164

7.4

WealthBar

2015-05-03

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+1 WealthBar makes online investing simple and easy. Our expert portfolio managers manage your investments for you using timetested diversified portfolio strategies and at a cost that is a fraction of what expensive mutual funds and traditional financial advisors charge you. ... 15 MB Views 1974

8.5

My Financials

2015-11-19

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+14 Your small business faces unique financial hurdles to grow and prosper. As your trusted business advisor, we provide you instant access to your financial at your fingertips. With realtime financial insights, you will be able to run your business worry free, ... 2 MB Views 1785

9.3

Dimensional Advisor App

2015-03-06

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-3 Designed for financial advisors who work with Dimensional, this iPad app features select clientsite content, providing an intuitive tool for client communication, prospecting, and professional education. You must have a Dimensional clientsite account to use this app. Advisors can use the ... NAN Views 5663

9.4

Portfolio & Investment Conference

2015-06-07

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+20 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

8.3

Financial Snapshot

2015-05-23

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+9 Designed for individuals who want to understand your financial health and plan for financial goals without the hassle. A simple interface to enable you to input financial data at your fingertips ang generate the financial computations to give you a ... 4 MB Views 5533

8.5

Golden 8 - high profitable

2015-06-08

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-4 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

9.5

Kenjol SmartView

2015-09-14

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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 ... 1 MB Views 945

7.3

Financial Advisor Magazine

2015-09-03

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+5 Financial Advisor is published exclusively for independent advisors by one of the most experienced and respected publishing teams in the industry. FA offers advisors unparalleled ideas and strategies to help them better invest for their clients and manage their practices. ... 21 MB Views 6873

8.4

Aspiriant Connect

2015-06-11

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-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 2334

7.0

Advisor Gadget

2015-05-23

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-5 The Advisor Gadget is a brand new way to experience Global Financial Private Capital's 'Compleat Advisor' information from multiple devices. It brings together all the essential information you need to support your role as an Advisor for Global Financial ... 19 MB Views 3570

9.6

RepOffice

2015-09-30

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+4 The app is intended for use by independent financial advisors who use Summit Brokerage as their BrokerDealer. RepOffice (also the name of the app) refers to the advisor portal that allows Summit’s advisors to view specific information regarding their business ... 289 kb Views 6546

6.9

WealthVue

2015-10-15

advisor portfolio data

0 WealthVue allows you ondemand access to your portfolio data from your independent investment advisor. Does your advisor offer WealthVue? Ask them today WealthVue provides current portfolio reports with interactive features that include dynamic charts, drilldown capabilities, and integrated market data. In ... 7 MB Views 1469

8.7

ADVISOR ONLINE

2015-10-30

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-2 ADVISOR – newsmagazine della consulenza finanziaria è il primo mensile italiano interamente dedicato alla consulenza finanziaria. Nato nel 2004, in questi anni il mensile ha cambiato veste sia graficamente che contenutisticamente seguendo tutte le evoluzioni e i cambiamenti che hanno caratterizzato ... 20 MB Views 6457

7.7

Envestnet Advisor Summit

2015-03-19

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+4 Envestnet’s 2015 Advisor Summit will speak to our legacy of innovation and our commitment to helping our clients grow and stay competitive. Over 1,400 attendees will gather on May 68, 2015 at the Hilton Chicago – making our event one ... 47 MB Views 3977

9.7

Expert Advisor

2015-01-29

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+1 The Expert Advisor app provides access to the content of knowledgebased applications developed using XpertRule's Knowledge Builder and deployed to XpertRule's cloud server. Please obtain your login details from the developers of your XpertRule knowledgebased application to use this app. XpertRule Software ... 3 MB Views 4267

Stock Smash

Hokanson Advisor App

Matter Family Office

T-Advisor3.0

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