Financial planning made easy visually.
This iPad application helps financial planners and sales representatives engage clients. It uses visual elements and touch controls to facilitate discussions about life plans and financial simulations.
Showing 281–300 of 1,000 ranked alternatives.
Strategence Capital, LLC
View portfolio, track performance, access financial info
View portfolio details, including positions and performance. Add external retirement plans. Access contact information and website links. Retrieve financial data and manage account overview.
I.B. SYSTEM DESENVOLVIMENTO DE SOFTWARE LTDA
Manage potential clients and simulate quotes
Manage potential clients through the broker area, register customers, and perform real-time simulations for client proposals. Track client data and generate customized financial scenarios.
X20 LLC
Track expenses, log mileage, capture receipts
Track mileage and record expenses with receipt capture. Manage clients, leads, and sales with document uploads, reminders, and notes. View profit, expenses, and broker fees per sale. Generate tax reports and track buyer activity.
Ellisapps Inc.
Log cravings and track progress.
The app helps users quit smoking by logging cravings and smoking. It allows users to choose a quit date, track progress, and view health and financial statistics.
Surf City Apps LLC
Skills with exercises
Skills through interactive conversations tailored for Pre-Intermediate to C1 learners. Engage in real-life dialogues, correct grammar mistakes, and track progress with detailed feedback.
PICC Information Technology Company Limited
Comprehensive insurance and financial services app.
The app offers comprehensive financial services including insurance, claims processing, and health management. Users can access a wide range of products and personalized services for their insurance and financial needs.
SPARHEEL LLC
Connect and share financial insights
Connect with others to build financial relationships. Share insights, post updates, and react to community conversations. Find like-minded users, expand connections, and vouch for credibility.
Recruit Co.,Ltd.
Wedding preparation made fun and easy.
The app provides comprehensive wedding and new life preparation information. It includes search functions for venues, rings, and esthetics, along with a checklist for managing tasks.
Soojin Ro
Wire money with one finger
Manage financial securely with face ID authentication and one-touch iCloud syncing. Save unlimited , recover forgotten passcodes, and lock the with a passcode. Sensitive data is encrypted.
Scripbox Wealth Managers Private Limited
Invest in funds and SIPs
Invest in funds and set up systematic investment plans. Access personalised portfolio recommendations based on risk profile and financial goals. Monitor performance and track investments. Adjust SIPs and view detailed investment history.
Wolters Kluwer Tax & Accounting Deutschland GmbH
Financial data accessible anywhere, anytime.
The app provides mobile business evaluations for clients of Nordlichter Steuerberater. It displays key financial data, income statements, and liquidity analyses on smartphones and tablets.
Liquidstreams, LLC
Chart real-time data and analyze trends
™ offers real-time financial data and customizable charts with multi-touch gestures. Users can analyze price movements, set technical indicators, and view multiple timeframes.
Handan Bank Co., Ltd.
Financial services made more simple.
The app offers 7x24 hour mobile financial services with a redesigned interface and simplified operations. It provides smart transfers, biometric login options, and mobile number registration for enhanced convenience and access.
Warren Brasil Gestao e Administracao de Recursos Ltda - EPP
Invest in managed portfolios with strategies
Manage investment portfolios with managed strategies tailored to financial goals. View performance metrics and adjust allocations. Access expert insights and track portfolio progress over time.
Banco BTG Pactual S.A.
Invest in assets and track performance
Invest in financial products with real-time market data and portfolio tracking. View investment performance, manage accounts, and execute trades. Receive notifications and access customer support.
GuoYuan Securities Company Limited
Financial management terminal for investors.
The app offers stock trading, account opening, and financial management services. It provides market data, intelligent investment tools, and a community for professional advice and analysis.
Biz2credit Inc.
Small business loans made easy.
The app provides entrepreneurs instant access to small business loan options for business expansion. Users can apply for loans on their mobile device and receive up to $1 million in less than 72 hours.
Globes Publisher Itonut Ltd
Business and financial news analysis.
The app provides business and financial news, stock market data, and analysis. Users can follow topics, save articles, and manage a personal portfolio.
Beyond Stop, LLC
Focus on budget planning, not tracking.
The app simplifies financial budgeting by using three spending categories based on the 50/30/20 budget rule. Users can track their financial standing and take action toward building wealth without focusing on daily expense tracking.
H2 Software Ltd UK
Practice entries on the go
With practice sets for double entries and financial ratios. Track transactions, practice journal entries, and calculate liquidity ratios. Access additional advanced topics in the Pro version.
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