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 381–400 of 1,000 ranked alternatives.
Vaibhav Pandya
Track prices and financial reports
Track and rankings with real-time data from SEC Edgar. Search for over 10,000 stocks and view historical performance. Analyze financial metrics, compare companies, and set up alerts for price changes. Export data and generate reports.
Webudding Inc.
Organize tasks and manage projects
Create and customize diaries, planners, and . Access 20,000+ design elements including stickers, fonts, and brushes. Download 1,000+ free items. Receive weekly updates with new from 2,000+ creators. Organize and edit content within the .
LiveKid Sp. z o.o.
Manage contacts, orders, and records securely
Manage school finances with automatic settlement tracking and catering orders. Maintain electronic and specialist diaries. Facilitate parent communication and staff coordination. Streamline documentation and reduce paper use.
PWM LLC
View account performance and track financial goals
View account balances and performance metrics. Access financial goal plans and progress. Receive personalized insights and updates from financial advisors. Adjust investment settings and review portfolio details.
StockMotion LLC
Learn financial concepts and track stock performance
Learn about personal finance through interactive lessons on budgeting, investing, and wealth management. Track stock performance and simulate trades. Set financial goals and receive progress reports. Sync with financial accounts for real-time data.
Kango Studios LLC
Track balances, set budgets, manage savings
Track daily and monthly account balances across three categories: on-hand, operating cash, and net . Monitor financial progress without recording individual transactions.
PFG Private Wealth Management, LLC
Access your portfolio and financial plan anytime
Track portfolio balances, performance, and transactions with real-time updates. Monitor financial goals and progress toward retirement, savings, and other objectives.
BCP ADVISORS, LLC
Manage investments and access financial tools
Manage investments in U.S. dollars with access to various financial products. View portfolio performance, track expenses, and set investment goals. Receive guidance from financial advisors and monitor market trends in real time.
Anishu, Inc.
Calculate, store, and analyze financial data
Perform financial calculations with TVM, amortization, and cash flow functions. Access bond, depreciation, and statistics tools. Calculate percent change, compound interest, and date differences. View profit margin and breakeven worksheets.
The Box App Software SRL
Learn concepts through interactive quizzes
Learn financial concepts through gamified , quizzes, and visual infographics. Explore topics like value, incentives, and systems. Track spending and set financial goals. Receive feedback and progress reports to improve management skills.
iCruise
Comprehensive cruise vacation planning app.
The app provides detailed information on over 50 cruise lines, 500 ships, 50 destinations, and 45,000 itineraries. Users can search for cruises by destination, date, port, or ship, with real-time pricing and availability.
Payzah Payment Systems W.L.L.C
Accept payments and manage bookings
Accept payments via secure links, e-Stores, and booking systems. Manage invoices, track sales, and handle product listings. Set up payment reminders and monitor transaction history. Integrate with accounting tools for financial oversight.
Futoshi Niiho
Track expenses and manage budgets
Track expenses with categorized entries and set spending limits. View monthly summaries and adjust budgets. Simplify financial management with an intuitive interface and minimalistic design.
StockTalk, Inc.
Optimize portfolios and track investments
Track investment performance and analyze portfolio risk. Receive personalized financial insights and recommendations. Adjust portfolio allocations and minimize capital-gains taxes. Identify and reduce fund fees.
LifeCassette Inc.
AI characters in vivid voices
Explore conversations historical figures and AI mentors. Engage in discussions about philosophy, science, and life advice. Customize character voices and participate in thought-provoking chats. Share insights and save conversation history.
Bank of Qingdao Co., Ltd.
Financial services for life's journey.
The app offers a refreshed user experience with an upgraded homepage featuring financial news. It provides enhanced credit card services, including a points mall with various benefits and discounts for shopping, travel, and dining.
Rhame & Gorrell Wealth Management, LLC
View financial data and manage budgets
View financial overview with interactive dashboard. Generate dynamic reports on investments. Store and share documents securely with advisors. Manage budgets and track spending. Set financial goals and monitor progress.
Beijing duiawang education & technology Co. Ltd.
Study securities exams with live videos
Learn about securities qualifications with video courses, offline practice exams, and live lectures. Access forums for questions and discussions. Study fundamentals, stock analysis, and financial principles.
Verde Money Inc
Set financial goals and track progress
Track spending habits and set budget limits. Receive personalized financial advice and goal tracking. Monitor expenses and categorize transactions. Get reminders for bill payments and savings targets.
Stronix Technologies Inc
Manage accounts, track expenses, and generate reports
Create and manage receipt and payment records, and track daily journal entries. Generate sales and purchase invoices. Organize accounts with customers and suppliers. Set reminders for payments and expenses. Export financial data in various formats.
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