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 701–720 of 1,000 ranked alternatives.
Zions Bancorporation, N.A.
Review payments, approve files, track exceptions
Review payment exceptions, enter issues, and approve file maintenance remotely. Check fraud alerts and manage account settings. Access secure financial controls without additional fees. Connect to mobile internet for real-time updates.
Direct Accounting Management Ltd
Generate tagline for Finance
Create and manage financial documents like invoices and receipts. Submit credit applications anytime. Communicate with clients. Access the with a subscription. No additional costs for basic features.
Piteco S.r.l.
Manage financial transactions with the company.
The app automates financial transaction authorization workflows and centralizes payment authorization procedures. It manages the safe dispatch of financial transactions to the bank system and tracks their progress.
Sidetrade
Financial customer relationship management available now.
The app provides financial customer relationship management for users on the go. Users can monitor customer financial status, including outstanding payments and invoices, and communicate directly with contacts.
Insight Marketing
Financial and tax information at fingertips.
The app provides users with financial and tax information, tools, and news. It includes features like a GPS mileage tracker, receipt and expense management, and an income tracker.
Jacobson & Schmitt Advisors, LLC
View net worth and financial plan anytime
View real-time net worth and financial plan details. Track investments, expenses, and income. Receive alerts for account changes. Update financial goals and view performance reports. Sync with banking accounts for accurate data.
Property Info Corporation
Access property data and manage clients
Access property data including ownership details, transaction history, historic values, sales comparables, and demographics. Search for properties nationwide. Provide clients with estimated net proceeds and closing costs for home sales and purchases.
Qian Wang
Plan retirement scenarios and model financial strategies
Plan retirement with Monte Carlo simulations generating 1000+ scenarios. AI advisor provides personalized recommendations. Model margin loans, tax strategies, and market volatility. Analyze real-time risk.
Ginmon GmbH
Track expenses, plan budgets, manage investments
Set financial goals like retirement or home purchase. Create personalized plans with investment recommendations. Track progress and adjust strategies. Receive expert guidance on wealth management. Sync accounts for real-time data.
Shenzhen Futu Network Technology Company Limited
Digital financial service for investors.
The app provides access to HK, US, and CN stock markets with real-time quotes and order functions. It offers financial derivatives, live chat, a financial calendar, and big data applications for investment.
Vellum Mortgage LLC
Get approval with real data
Get approval with real payment data and actual terms. Input financial details to receive full approval. View payment schedules and loan estimates without using external calculators.
Aleksandr Romanov
Track expenses, set budgets, stay on target
Track expenses with daily spending limits and monthly recommendations. Set financial goals and receive alerts for overspending. Sync transactions across devices and generate detailed spending reports.
Fort Worth Christian School Inc
Access schedules, grades, and announcements anytime
Access announcements, event calendars, student grades, and athletics updates. View FACTS financial information. Communicate with staff and parents. Log in to view personalized content and notifications.
oakmont country club
Monitor statements, access directory, track events
Monitor financial statements and access membership directory information. Stay updated on events and facilities. View member profiles and send messages. Manage event registrations and communications.
Splitify, LLC
Split bills with friends and track
Track , set budgets, and receive AI-powered spending insights. Split bills with friends, family, or colleagues. Manage debts, view transaction details, and achieve financial goals.
DELTA DIGITAL LLC
Learn financial skills and track progress
Learn about cryptocurrency, NFT, and metaverse investing through pre-recorded videos. Access step-by-step trading guidance and coursework. Subscribe to Premium for STANDARD and MONTHLY plans.
DEVASHISH SECURITIES PRIVATE LIMITED
Track assets and manage your portfolio
Manage financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, track historical performance, and generate transaction statements.
Spirit of America Federal Credit Union
Manage finances securely anywhere anytime.
The app allows users to access accounts 24/7. Users can manage finances and perform financial transactions securely from anywhere.
Trust Company of America
Access real-time financial data anytime
Access financial information anytime and anywhere. View account details, manage transactions, and receive real-time updates. Navigate a user-friendly interface designed for easy access to essential financial data.
Banco Inversis S.A.
Financial operations and information on tablet.
The app provides comprehensive Inversis Banco operations and financial information. Users can consult streaming quotes, execute buy and sell orders, manage fund subscriptions, and view integrated positions and balances.
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