How It Works:1. Select a client form We provide you with a library of professional-looking client forms that can be easily customized to fit your firms needs. Mobile Features:- Dashboard with recent statistics and activity- Searchable list of clients and prospects- Call your clients and prospects with one swipe- Email your clients and prospects with one swipe- Access up-to-date profiles of your clients and prospects - Ability to add and remove co-clients- Ability to manage client and prospect form access- Send forms to one or several clients and prospects- Searchable list of live forms- Ability to preview live forms- Ability to close or resend live forms- Ability to generate and download custom reports- Create and manage opportunities- Update user profile

PreciseFP Mobile alternatives

EZ Financial Calculators

For phone and tablet, this application includes the complete package of financial calculators by Bishinew Inc: Finance and Investment Calculators * TVM Calculator * TVM Advanced Calculator * Currency Converter * Compound Interest Calculator * Compound Interest Advanced Calculator * APR Calculator * Mutual Fund Fee Calculator * Return On Investment (ROI) Calculator * Rule of 72 Calculator * Effective Rate Calculator * IRR NPV Calculator * MIRR Calculator * Tax Equivalent Yield Calculator * US Inflation Calculator * Salary Increase Calculator * US Paycheck Tax Calculator * Net Distribution Tax Calculator Loan/Mortgage Calculators * Loan Calculator * Loan Comparison Calculator * Loan Refinance Calculator * Loan Analysis Calculator * Loan Analysis Advanced Calculator * Commercial Loan Calculator * Loan Term Calculator * Fixed Principal Loan Calculator * Home Affordability Loan Calculator * Rent vs Buy Loan Calculator * Mortgage Tax Saving Loan Calculator * Discount Points Loan Calculator * Adjustable Rate Loan Calculator * Fixed vs Adjustable Rate Loan Calculator * Bi-weekly Payment Loan Calculator * Interest Only Loan Calculator * Rule of 78 Loan Calculator Retirement Calculators * Retirement/401k Contribution Calculator * Retirement Calculator * Retirement Savings Analysis * Retirement Income Analysis * Traditional IRA vs Roth IRA - Retirement * Required Minimum Distribution - Retirement * Social Security Estimator - Retirement * Asset Allocation Calculator - Retirement * Start Early and Save Regularly - Retirement * Set Goal for Retirement - Retirement * Max Out 401k/IRA Savings - Retirement * Invest Wisely - Retirement * How Much Money Will I Need? - Retirement * How Long Does My Money Last? We will reply right away.

  • size 16.7 MB

American Express Spend Manager

Simplify how you manage your business expenses. The Spend Manager Mobile App, available with all Business Cards and Corporate Cards from American Express, helps you manage your Card expenses by allowing you to add receipt images and notes to your transactions. App Store is a service mark of Apple Inc. All access to and use of the Spend Manager Mobile App is subject to and governed by the American Express End User License Agreement, Terms of Service and Privacy Statement.

  • rating 3.6
  • size 75.8 MB

IB Key

IB clients who want an alternative to carrying around a security device for two-factor login authentication can now use the IB Key application*. It has all the benefits of the security device and none of the inconveniences. * Please note that this offer is subject to certain restrictions.

  • size 22.4 MB