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Similar Apps

1
True Potential
2
MX HUB24
3
Compass
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Vestra Wealth MPS
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iFAST HK - Client Mobile
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Algovest
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ZuluTrade
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WMP
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Charles Stanley - Direct
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Fusionetics Pro
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HBW Advisory Services LLC
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Pictet AM
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NBADS Trade
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SWFX Trader for iPad
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Atom8 Forex Trader HD
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FXDD Europe JForex HD

PitchBook Mobile alternatives

S&P Capital IQ

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

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

Knopman Marks Financial Training

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

FactSet

*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

More Information About alternatives

True Potential

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

MX HUB24

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

Compass

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

Vestra Wealth MPS

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

iFAST HK - Client Mobile

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

Algovest

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

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

WMP

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

Charles Stanley - Direct

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

Fusionetics Pro

Fusionetics is developing a new class of products to support its expanding user base as it extends relationships across performance healthcare and the various settings and environments where services are delivered. The new products are intended to support providers and extend their reach and capabilities in delivering evidence-based solutions to help people move better, perform stronger, and recover faster. Fusionetics Pro App Features include: Access accounts including Facilities, Teams and Clients Add new Clients on the fly View Client Profiles & Dashboards Access Client Training Calendars for daily activities and monthly game plans Perform Tests for Movement Efficiency, Range of Motion, Performance, and Recovery Generate and view reports & analytics based on test data Generate and edit recommended Movement Efficiency Programs Select, edit and assign Programs from the Program Catalog Management of training calendars and client schedules View program exercises and techniques with HD video instruction All data syncs in real-time with the Fusionetics Sports Science platform

  • size 14.9 MB
  • version 1.0.5

HBW Advisory Services LLC

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

Pictet AM

Pictet Asset Managements innovative Pictet AM App provides you with extensive information on our broad range of funds anywhere and anytime you need Discover our latest news and fund updates and personalise your App with your favourite funds. Check the latest performance on the interactive chart and use the unique dedicated search interface to find funds that match your specific investment needs. IN NO EVENT SHALL THE COPYRIGHT HOLDER OR CONTRIBUTORS BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, OR CONSEQUENTIAL DAMAGES (INCLUDING, BUT NOT LIMITED TO, PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES; LOSS OF USE, DATA, OR PROFITS; OR BUSINESS INTERRUPTION) HOWEVER CAUSED AND ON ANY THEORY OF LIABILITY, WHETHER IN CONTRACT, STRICT LIABILITY, OR TORT (INCLUDING NEGLIGENCE OR OTHERWISE) ARISING IN ANY WAY OUT OF THE USE OF THIS SOFTWARE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGE.

  • size 22.8 MB
  • version 3.3.8

NBADS Trade

Manage your investments on the go with the NBADS Trade app from NBAD Securities. With a direct connection to NBAD Securities trading platform, you can access a number of stock exchanges including ADX, DFM and Nasdaq Dubai. Buy and sell stocks, or track their performance on your personal watch list.- Available for NBAD Securities investors, on iPhone and iPadMarkets:- Market summaries, with news updates and indices- Market, index and stock charts- Most active stocks, top gainers and top losers- Market depth- Price spectrumWatch list:- Create personal watch listsOrders:- Place, modify and cancel orders- Search your order history for the last 60 daysYour account:- Account summary and detail- Portfolio positionTo register for the NBADS Trade app, please call NBAD Securities on +971 2 6161663.

  • size 30.1 MB
  • version 2.3

SWFX Trader for iPad

The most innovative Forex trading platform available on the iPad Special iPad edition gives you more information at the same time thanks to great display of iPad. Enjoy a genuine iPad application with the following features: - Live, secure and persistent connection with server - Lowest FX spreads (starting from 0.5 pips) - ECN liquidity (100-200 mio on majors) - Instant order execution - Wide range of trading orders (including stop / limit / bid & offer ) - OCO / merge functionality - Access to the trading reports Big set of FX tools included: - Live Charts with technical analysis - FX Market News - Economic Calendars - Forex TV - Daily High/Low - Movers & Shakers - Pivot Point Levels In order to let you trade your account from anywhere, app supports Edge/3G/Wi-Fi connection types with an automatic connection control system that adapts data flow size depending on the connection speed. Operational risks include, but are not limited to: Technical failures, loss of phone network, human failures, communication failures and other.

  • size 14.0 MB
  • version 5.4

Atom8 Forex Trader HD

The most innovative Forex trading platform available on the iPad Special iPad edition gives you more information at the same time thanks to great display of iPad. Enjoy a genuine iPad application with the following features:- Live, secure and persistent connection with the server- Lowest FX spreads (starting from 0.1 pips)- ECN liquidity (100-200 mio on majors)- Instant order execution- Wide range of trading orders (including stop / limit / bid & offer )- OCO / merge functionality- Access to trading reportsBig set of FX tools included:- Live Charts with technical analysis- Custom indicators for technical analysis- FX Market News- Economic Calendars- Daily High/Low- Movers & Shakers- Pivot Point LevelsIn order to let you trade your account from anywhere, app supports Edge/3G/Wi-Fi connection types with an automatic connection control system that adapts data flow size depending on the connection speed. Operational risks include, but are not limited to: Technical failures, loss of phone network, human failures, communication failures and other.

  • size 13.3 MB
  • version 5.4

FXDD Europe JForex HD

The most innovative Forex trading platform available on the iPad Special iPad edition gives you more information at the same time thanks to great display of iPad. Enjoy a genuine iPad application with the following features: - Live, secure and persistent connection with the server - Lowest FX spreads (starting from 0.5 pips) - ECN liquidity (100-200 mio on majors) - Instant order execution - Wide range of trading orders (including stop / limit / bid & offer ) - OCO / merge functionality - Access to trading reports Big set of FX tools included: - Live Charts with technical analysis - FX Market News - Economic Calendars - Forex TV - Daily High/Low - Movers & Shakers - Pivot Point Levels In order to let you trade your account from anywhere, app supports Edge/3G/Wi-Fi connection types with an automatic connection control system that adapts data flow size depending on the connection speed. Operational risks include, but are not limited to: Technical failures, loss of phone network, human failures, communication failures and other.

  • size 13.9 MB
  • version 5.2