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.
by CP Links Co.,Ltd.★ 0.00 ratingsFinance$169.99Data updated 2026-10-02
The app allows users to access their accounts, deposit checks, view transactions and balances, transfer funds, and manage bills. Users can log in using Touch ID for secure access to their financial information.
View real-time currency exchange rates and financial news. Analyze charts with technical indicators. Trade pairs with order execution. Access trader discussions and market insights. Manage trades and track performance.
The app offers real-time quotes for securities, futures, options, and international markets. It provides financial news, market data, and personalized watchlists with up to 150 items across five groups.
Access portfolio, download reports, connect with advisor
Access portfolio details, download performance reports, and communicate with your financial advisor. View account summaries, track investments, and schedule meetings directly through the .
Track debts automatically across credit cards, loans, and other accounts. Receive smart recommendations to reduce interest and pay off balances faster. Customize plans based on personal financial goals and lifestyle.
The app calculates residential real estate and mortgage finance questions. It offers loan qualifying features and calculates amortization and loan data.
The app provides real-time information on global financial markets, including precious metals futures. It offers a financial calendar with event reminders and aggregates news from international and domestic sources to cover economic events and data.
The app provides financial management for fitness centers, including accounting, budgeting, and exchequer operations. It informs management about financial results such as cash flow, investments, and financing.
Invest in solar projects and receive monthly dividends. View real-time energy production data. Track financial returns and environmental impact. Manage investments and access performance reports.
Perform financial transfers between self, others, local, and international banks. Make bill payments to merchants, utilities, and education institutions. Submit e-requests for account-related inquiries.
Access financial information anytime and anywhere. View details, track investments, and receive updates. Navigate the with an intuitive interface designed for ease of use. Sync data across mobile devices for consistent access.
The app provides real-time quotes for stocks, futures, options, international indices, foreign exchange, and US stocks. It offers financial news, after-hours market data, and personalized watchlist features with five groups and 150-item settings.
View consolidated financial accounts from multiple institutions in one place. Track personal net worth and compare it to others. Set financial goals and receive progress updates. Share achievements and engage with a community of users.
Record transactions, track sales, reconcile accounts
Track sales and expenses with real-time transaction logs. Generate reports and reconcile accounts. Automate invoicing and manage cash flow. Sync with banking systems for accurate financial records.
The app saves financial accounting data using double-entry bookkeeping. It displays results like balance sheets and earning statements based on the saved data.
The app provides financial news and information for shareholders. It allows users to follow financial communications and access details like share price and agenda.