PitchBook Mobile!

The S&P Capital IQ platform provides the most accurate and timely financial information to investment banks, asset management firms, private equity firms, and corporations around the world. The S&P Capital IQ app gives clients the freedom to access breaking news, current company financials, broker research, and market information on the go. Key Features:Sync to your Watch Lists on the S&P Capital IQ platform, or create new Watch Lists from within the app, to view key content sets such as: Financials, price/volume charting, professionals data, and other relevant company information Breaking news and real-time broker researchLook up private and public companies Access their latest financials, multiples, and current and historical price performanceLook up market trading information Follow pricing for major market indices, interest rates, commodities, and currencies

• size 47.1 MB

Scout Finance lets you access deep data on your favorite stocks in real time from anywhere. The best app for professional-grade stock tracking, news, and financial data. Please email us with any suggestions or questions: [email protected] Finance | The Next Generation of Investing

• rating 4.57143

• size 34.5 MB

LIMITED TIME OFFER: DISCOUNTED IN-APP PURCHASES Download the app for free to see how it works, then make your purchase to access the content you need. The ultimate training app for your FINRA Exam prep. Key Features:Hours of comprehensive On-Demand TrainingContact information for an instructorBookmark where you left off in your trainingAccess training through the app & onlineAccess to test-takers FAQsSlide handouts for note-takingPractice Quizzes & Explanations100s of Flashcards

• rating 5.0

• size 13.2 MB

*NOTE* The FactSet app is for subscribers to FactSet only FactSet has been Transforming Information Into Intelligence for over 30 years, and is now doing so on the iPhone, iPod Touch, and iPad. FactSet allows you to access up to the minute market information, news, and research on the universe of companies, funds, and indices that are most important to you. We appreciate ratings/reviews from our clients, but for support issues or questions please contact the FactSet Help Desk or your Consultant.

• size 95.6 MB

Use this application to view your portfolio performance data, contact your financial adviser, share documents and access revolutionary impulsesave technology. This application is available to all clients of True Potential powered firms. This includes: - New navigation and look - Full portfolio information and valuations, along with checking the status of your financial goals- The ability to impulsesave to quickly add amounts to your accounts- Access to Asset Allocation X-ray - Innovative document management and upload - Personal details and your attitude to risk- Adviser contact and mapping Clients of TP Powered firms can contact their financial adviser if they do not have their login details.

• size 77.2 MB

• version 5.3.27

Compass gives you real time access to the platform while youre on the move. Advisers and account holders simply use your online ID and password to access Compasss many features. Compass for advisers - Access full platform functionality, including the ability to transact, anywhere, anytime - Keep track of client account details on the go, including the ability to download reports and graphs- Check FUA, fee inflows, managed portfolio performance, important notifications, up to date asset values, client contact details and much more Compass for investors Easily view: an account snapshot portfolio performance corporate actions, dividends and franking credits asset valuations super and pension components all fees and charges important notifications

• size 0.5 MB

• version 2.3

MX HUB24 gives you real time access to the platform while youre on the move. Advisers and account holders simply use your online ID and password to access MX HUB24s many features. MX HUB24 for advisers - Access full platform functionality, including the ability to transact, anywhere, anytime - Keep track of client account details on the go, including the ability to download reports and graphs- Check FUA, fee inflows, managed portfolio performance, important notifications, up to date asset values, client contact details and much more MX HUB24 for investors Easily view: an account snapshot portfolio performance corporate actions, dividends and franking credits asset valuations super and pension components all fees and charges important notifications

• size 0.4 MB

• version 2.3

iFAST Corporation is a leading Internet-based investment products distribution platform headquartered in Singapore, providing a comprehensive range of investment products and services to financial advisory firms, financial institutions, banks, multinational companies, as well as retail and high net worth investors in Asia. The Group offers access to over 5,000 investment products including funds, bonds and Singapore Government Securities (SGS), stocks, Exchange Traded Funds (ETFs), insurance products, and services including online discretionary portfolio management services (DPMS), research and investment seminars, financial technology (fintech) solutions, investment administration and transactions services. 5,000

• size 25.9 MB

• version 1.0.2

The LGT Vestra Model Portfolio Service app provides professional advisers with access to the latest information and data on the LGT Vestra Model Portfolio Service. Information including performance data, asset allocation, underlying fund costs and volatility data will be updated on a monthly basis. The app will keep professional advisers updated via push notifications on their mobile device.

• size 31.8 MB

• version 1.2.4

The VISION2020 Wealth Management Platform (WMP) is an integrated delivery of wide-ranging investment solutions, innovative advisory tools, and superior home office support. The platform empowers independent financial advisors to provide exceptional advice and strengthen their fee-based practice. Powered in partnership with Envestnet, key features of the WMP include: Proposal Generation, Portfolio Analysis, Automated Fee Billing, Performance Reporting, Portfolio Rebalancing Tools, and Research Investment Advisory Programs Ranging from Completely Turnkey to Advisor Discretion Full Suite of Investment Solutions including: Over 800 Separate Account Strategies Over 80 Turnkey Mutual Fund/ETF Model Strategies Managed by Best in Class Third Party Strategists Nearly 10,000 No-Load and Load Waived Mutual Funds Choice of custody with NFS or Pershing

• size 1.6 MB

• version 1.0

Algovest is a data-driven, automated investment platform that allows retail investors to access to the same algorithmic trading strategies used by institutions. Algovest allows users to analyze and trade algorithms and view live, accurate results. In-App Support Calls Hours : Monday-Friday 9am-2pm Est.

• size 54.5 MB

• version 1.3

ZuluTrade is the worlds largest Forex social trading community. The platform enables social trading for the common user by allowing them to follow top traders globally, which are ranked via a proprietary performance evaluation algorithm. ZuluTrade shall not be liable to any person for any losses, damages, costs or expenses (including, but not limited to, loss of profits, loss of use, direct, indirect, incidental or consequential damages) resulting from the investors use of a handheld mobile device.

• size 32.7 MB

• version 4.5.6

The Charles Stanley Direct APP is the new secure portfolio viewing app for clients of Charles Stanley Direct one of the leading execution only investment brokers in the UK.The Charles Stanley Direct APP gives you quick and easy access to your portfolio, fund and share prices, indices, market news, investment research and much more. Get access to: Check their portfolio valuations, including the prices of any constituent shares and fundsSee a cash statement or stock movements for any accountCheck the latest Market NewsSee News, Features & Research from Charles StanleyExplore market data, including major indices such as FTSE100, Sectors, Risers & FallersShare and fund search and factsheetsSend and receive secure messages to your investment managerTo log into the app clients should use their existing username and password to enrol their mobile device with the APP. You will then need to set up a PIN number to allow subsequent logins to the APP .

• size 21.4 MB

• version 1.0

App Description Should be:HBW Advisory Services LLC offers the Trust Company of America Liberty Application to authorized investors, theirrepresentatives and Registered Investment Advisors (RIAs).Take the Power of Liberty with you and access your account information anytime and from anywhere. With comprehensiveviews of account positions, transactions and performance, representatives and RIAs can rely on Liberty to provide theinformation they need to manage client accounts and respond to client inquiries. Key features of Liberty include: Enhanced usability with a user experience that helps the viewer navigate easily to the information they need Better functionality means the user sees real-time transaction information with complete transparency so the investor andadvisor see the same view Mobility gives advisors the ability to interact with clients anywhere, anytime, on any mobile device using real-timeinformation

• size 2.1 MB

• version 5.4.1