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
Create and customize sales presentations for insurance products. Upload and organize policy documents. Share presentations via email or link. Track client interactions and follow-up notes. Schedule and manage appointments.
The app provides a mobile view of a travel company's financial summary. Figures like bookings, passengers, turnover, and profit are updated daily, with breakdowns by booking type and ancillary products.
The app provides mobile access to financial reports, including key data, income statements, and liquidity analysis. It offers a clear and understandable presentation of business figures from any internet-connected location.
The app offers 24/7 access to economic and market insights. Users can view market performance, daily financial snapshots, and research reports, with the ability to search and monitor investment funds.
The app offers a mortgage calculator, allows users to search for mortgage plans, and provides a property budget tool. It also includes market news, research, and a mortgage encyclopedia.
The app provides institutional and corporate clients access to electronic services. It offers a single secure entry point to financial and business services with mobile-friendly options and biometric data protection.
The app provides access to the prices of Spanish and global markets and securities. Users can stay updated on economic and financial information and follow selected securities.
The app provides stock market information and financial documentation for investors. Users can access share prices, dividends, corporate news, financial reports, and multimedia content online and offline.
Economic and financial market information provided.
The app provides quick information, analyses, and selected data related to economic and financial market events. Some content is freely available, while exclusive content requires login credentials.
The app provides users with Cegedim financial news, investor information, and customizable push notifications. It includes agenda details, stock data, reports, press releases, presentations, and contact information.
Track income and expenses with automatic transaction categorization. View detailed financial trends through customizable charts by day, week, month, or year. Set intelligent reminders for recurring entries.
Track income and expenses by setting up paycheck schedules and amounts. Update account balances automatically on payday. Add financial accounts like checking and savings.
Access announcements, event calendars, student grades, and homework. View athletics schedules and FACTS Financial information. Communicate with staff and stay updated on school activities.
The app provides access to financial accounts, allowing users to view balances, pay bills, deposit checks, and transfer funds. Users can also locate shared branches and ATMs nationwide through the mobile banking application.
The app provides real-time economic, financial, and business news. It offers international market coverage, personalized notifications, and multimedia content including podcasts and videos.
The app helps users make decisions by comparing multiple items. It uses a paired comparison method to break down complex choices into easier pairwise evaluations.
Access announcements, event calendars, student grades, and homework. View athletic schedules and financial information. Receive updates and communicate with school staff and parents.
Access announcements, event calendars, student grades, and homework. View athletic schedules and financial information. Communicate with staff and stay updated on school activities.