Client Experience Drive iOS Apps

Best Apps Client Experience Wealth Management

1
Allscripts Client Experience
Allscripts Client Experience
By TripBuilder, Inc. ( Free )
TripBuilder EventMobile is the official mobile application for The Allscripts Client Experience (ACE) 2013 taking place in Chicago, IL and starting August 21, 2013. Use this app to: Easily view event info, interactive maps, and more ...
2
Cockpit Expérience Client
Cockpit Expérience Client
By ELOQUANT ( Free )
L application Cockpit s adresse aux PME et aux Grandes Entreprise qui veulent passer la vitesse sup rieure dans l optimisation de l exp rience client. Les objectifs de l application sont les suivantes : - C est ...
3
Sentinus Client Experience
Sentinus Client Experience
By SENTINUS, LLC ( Free )
Sentinus is an independent investment advisory and financial planning firm offering a variety of financial services to individuals and high-net-worth individuals, corporate executive groups, trusts, corporations, partnerships, pension and profit sharing plans, institutional retirement plans, ...
4
Allscripts Client Experience
Allscripts Client Experience
By DoubleDutch ( Free )
ACE 2014 is the official mobile application for The Allscripts Client Experience (ACE) 2014 taking place in Chicago, IL from August 12-15, 2014. Use this mobile app to: View schedules, explore sessions, and find networking events Curate ...
5
YorkBridge Client Experience
YorkBridge Client Experience
By Lightport, Inc. ( Free )
YorkBridge Wealth Partners provides comprehensive financial planning and investment management services within the framework of an objective and open-architecture environment. From offices in both New York City and Bridgehampton, YorkBridge ensures our high-net-worth clients a ...
6
NEIG Client Experience
NEIG Client Experience
By New England Insurance Group, LLC. ( Free )
Our goal at New England Insurance Group is to exceed client expectations. This means providing you service options that are available 24/7, mobile, and fast. Access to your insurance information from any device. With our ...
7
Client Experience CWT
Client Experience CWT
By CrowdCompass, Inc. ( Free )
Download Client Experience CWT app today to optimize your event experience. Get all Client Experience CWT Event information in the palm of your hand, connect with other attendees, stay informed of important announcements and much ...
8
Buckley WM Client Experience
Buckley WM Client Experience
By Lightport, Inc. ( Free )
Buckley Wealth Management is an Independent Registered Investment Adviser, registered with the Securities and Exchange Commission in 2017. Our team of financial advisors provides wealth management support for not-for- profit organizations and for high net-worth ...
9
Procyon Partners Client Experience
Procyon Partners Client Experience
By Lightport, Inc. ( Free )
Procyon Partners is an independent, employee owned financial advisory firm. We have a dual focus on: 1) helping institutions prudently manage the retirement plans, endowments, and foundations under their stewardship and 2) assisting affluent individuals, ...
10
Fortiter Wealth Digital Client Experience
Fortiter Wealth Digital Client Experience
By Lightport, Inc. ( Free )
Strong Family Wealth. Strong Family Values. Fortiter et Recte the Elliott family motto means Strong & Righteous. These are the ideals we aspire to. Fortiter Wealth Management serves families who know that success in life ...
11
MAXIMAI Investment Partners Client Experience
MAXIMAI Investment Partners Client Experience
By Lightport, Inc. ( Free )
MAXIMAI Investment Partners is a boutique investment advisory firm located in Miami, Florida. We provide comprehensive financial planning, overall wealth management and strategic investment advice to ultra-high-net-worth individuals, entrepreneurs and families. The principals of MAXIMAI came ...
12
Dynasty Private Wealth Client Experience
Dynasty Private Wealth Client Experience
By Lightport, Inc. ( Free )
With over 1 billion in assets under advisement, Dynasty Private Wealth is an industry leader in providing customized managed services and investment counsel exclusively to high net worth individuals and their families. As a New ...
13
Rose Capital Advisors Client Experience
Rose Capital Advisors Client Experience
By Lightport, Inc. ( Free )
Rose Capital Advisors is an independent, boutique wealth management firm located in Miami Beach. We provide comprehensive financial planning, overall wealth management, and strategic investment advice to high net worth individuals, entrepreneurs, and families who seek ...
14
Premia Global Advisors Client Experience
Premia Global Advisors Client Experience
By Lightport, Inc. ( Free )
Premia Global Advisors is a Registered Investment Advisor founded in January 2016. Premia was founded by Miguel Sosa, who has spent more than 30 years working with affluent clients to address a full range of ...
15
ICON Wealth Partners Digital Client Experience
ICON Wealth Partners Digital Client Experience
By Lightport, Inc. ( Free )
Welcome to Icon Wealth Partners, an independent, privately-held wealth advisory firm providing comprehensive wealth management and financial advice to a select group of business owners and executives, high-net-worth families and entrepreneurs throughout the country. Driven by ...


Datto Drive Client Experience Allscripts Client Experience

1
Blukastor Provider
Blukastor Provider
By BLUKASTOR LLC ( Free )
HOW IT WORKS: Sign up using Blukastor Provider app. We ll guide you through the steps and notify you when you re all set. In less than 24 hours you will be ready to start making ...
2
eEndorsements
eEndorsements
By KMD Ventures, LLC ( Free )
The eEndorsements Survey App enables you to easily send client review request by text, email or other channels. Capture more client testimonials easily and efficiently with the eEndorsements Review Management System. eEndorsements client reviews syndicate ...
3
Private Drive
Private Drive
By Fangming Ning ( Free )
Private Drive is the client app for Private Drive Server, which is available at https://github.com/DerekFangming/shareDrive
4
Mandobi || مندوبي
Mandobi || مندوبي
By Muath Abuhaimed ( Free )
Mandobi Client can request the driver around his area.Client requests an order request to driver to deliver something anytime. Client'll be paid directly to his Payfort account every week, or receive cash on each trip- ...
5
Datto Drive
Datto Drive
By Datto Inc. ( Free )
The Datto Drive iOS app connects to your Datto Drive cloud share to browse files, create and edit new files, share, and keep the contents of those new contents in sync across Datto Drive. Datto Drive ...
6
Jouska
Jouska
By Aakar Abyasa Fidzuno ( Free )
JOUSKA is an Independent Financial Advisery Firm. This app is tailored toward a customized experience for JOUSKA's Client. If you are one of our client, or you want to be our client, this app is for you.
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Parallels Client
Parallels Client
By Parallels, Inc. ( Free )
Parallels Client, when connected to Parallels Remote Application Server, provides secure access to business applications, virtual desktops, and data from your device. Using virtualized applications and desktops on Parallels Client is intuitive, fast, and reliable. Parallels ...
8
Gumnut Client Manager
Gumnut Client Manager
By Gumnut Software Pty. Ltd. ( Free )
Used by therapists or practitioners before, during or after the treatment to access all booking and client data to view or add notes and fill forms. Could Select Branch Could Search Clients Displays Staff Can ...
9
Hill Driving Adventure Stunt Rider
Hill Driving Adventure Stunt Rider
By Tahir Mahmood ( 1.990 )
Drive the mountain rickshaw in your leisure time and enjoy the auto rickshaw drive in the hilly areas on the off road. Rickshaw gives you the realistic drive to enjoy on the mountains rather than ...
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Ultimate Drive
Ultimate Drive
By Freo Labs ( Free )
Ultimate Drive makes driving a supercar a reality. Take on a Ferrari F430 F1 Spider or tame a Lamborghini Gallardo Spyder on the streets of Singapore. Stream your entire drive LIVE and make your friends ...
11
Client Tracker: Business
Client Tracker: Business
By TwentySix TwentyEight ( $2.99 )
In Business, the quicker you can get information, the better. With Client Tracker: Business, you can view your contact`s products, the instant they call you. By configuring your Client into Client Tracker, and they products ...
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How To Drive A Car
How To Drive A Car
By Global Appz ( 2.990 )
How To Drive A Car is an app that includes some helpful information on how to drive a car. How To Drive A Car Includes: Complete Guide With Manual Transmission Drive a Car Safety How To Drive A Car Drive A ...
13
Trebbly Rewards App
Trebbly Rewards App
By Book Your Lifestyle Ltd.
Trebbly is a customer experience channel for the health and beauty sector, designed with your clients in mind. This app offers a unique interaction point between you and your customer, enhancing their experience with rewards and ...
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LTFS Wealth
LTFS Wealth
By L&T Investment Management Ltd. ( Free )
LTFS Wealth displays the complete investment details of the client along with the Market Value, Total Returns and XIRR %. The client shall able to directly call, text, or chat with the respective RM with the ...
15
Atlas Pickup
Atlas Pickup
By David Ekpo ( Free )
Atlas Pickup seeks to create a unique experience that focuses not just on getting the client to it s location, but also on leaving the client with a feeling of being special and royal

Datto Drive Client Experience Allscripts Client Experience