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Best Apps Portfolio Management Wealth Management

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Portfolio Management
Portfolio Management
By Tarik BELABED ( Free )
- Build-up of a portfolio of assets - Each asset is inserted in the portfolio with risk (standard deviation), return and weight features - Asset allocation case definition - Asset allocation case data stored in your mobile so ...
2
Portfolio Asset Management
Portfolio Asset Management
By Orion Advisor Services, LLC. ( Free )
This mobile application allows you to view account valuation, performance, and reporting information for authorized users of Portfolio Asset Management.
3
The Portfolio Management Group
The Portfolio Management Group
By Faulkner Media Group, LLC. ( Free )
Welcome to the newest innovation in financial services. With our new app you can reach out anytime with questions, concerns and comments. Need an appointment? Schedule it easily here. Have a question about an investment ...
4
Portfolio - Stocks management
Portfolio - Stocks management
By Joao Nunes ( Free )
Portfolio app gives you an overview over your stock portfolios. Look at your profit/loss easily with the today widget. Observe up to 4 stocks for free Add unlimited buy transactions for your stocks Search and track ...
5
Agile Portfolio Management
Agile Portfolio Management
By O`Reilly Media, Inc. ( $7.99 )
By Jochen Krebs Published by Microsoft Press (http://oreilly.com/catalog/9780735625679) Agile development processes foster better collaboration, innovation, and results. So why limit their use to software projects when you can transform your entire business? Written by agile-mentoring expert Jochen Krebs, ...
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Journal of Portfolio Management
Journal of Portfolio Management
By Euromoney Institutional Investor PLC ( Free )
Founded by Peter L. Bernstein in 1974, The Journal of Portfolio Management (JPM) is the definitive source of thought-provoking analyses and practical techniques in institutional investing. It offers cutting-edge research on asset allocation, performance measurement, ...
7
Premium strategic portfolio management
Premium strategic portfolio management
By Michael Lechner ( Free )
This app was developed exclusively for business leaders, in particular, CEOs, members of the executive and management board as well as senior consultant. Based on years of highest-level scientific research we designed a tool in ...
8
INSA Portfolio Management System
INSA Portfolio Management System
By Insa Investment Software ( Free )
Insa Portfolio Management System clients and their customers now have worldwide secure access to online valuations of their portfolios via the iPad. Users are able to select individual portfolios or consolidate all. INSA for iPad ...
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Kestrel Portfolio Management System
Kestrel Portfolio Management System
By Insa Investment Software AG ( Free )
The Kestrel Portfolio Management System allows users to access information on their portfolios. Multiple options and features are available including the ability to follow performance, have a global overview of assets, consolidation of portfolios and ...
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CFA Level1 Portfolio Management Audio
CFA Level1 Portfolio Management Audio
By AppBrick ( Free )
Level1 Portfolio Management Audio Notes Our main goal is to provide you a way to learn and retain CFA topics in a much faster way. Our audio notes covers all the important topics of CFA curriculum. ...
11
VectorVest Stock Advisory and Portfolio Management
VectorVest Stock Advisory and Portfolio Management
By VectorVest, Inc. ( Free )
Clear direction, before you invest. VectorVest puts all the information you need to make faster, smarter, better investing decisions at your fingertips. You don t get data, you get answers. Key Features: No more looking for a needle ...
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Russell Capital Management Portfolio Center
Russell Capital Management Portfolio Center
By Tamarac Inc. ( Free )
DESCRIPTION Gain a complete picture of your financial portfolio right when you need it. Advisor View for iPad is a convenient and secure way for our investors to monitor their financial portfolios. TOP FEATURES - Stay on top of ...
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CFA 1 Corporate Finance and Portfolio Management Practice Questions
CFA 1 Corporate Finance and Portfolio Management Practice Questions
By Testbank ( $4.99 )
Comprehensive library of simulated test questions with detailed solution for CFA Level 1 Exam. Why do you need our testbank? Well designed high quality questions from our top notch exam takers. Simulates actual test-taking questions Makes your studying efficient Covers ...
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CFA Level I Portfolio Management & Corporate Finance
CFA Level I Portfolio Management & Corporate Finance
By Santpal Dhillon ( $0.99 )
This app is a good review for Portfolio Mgmt and Corporate Finance section of CFA level I . The app has following chapters 1. Capital Budgeting 2. Cost of Capital 3. Working Capital Management 4. Financial statement 5. Portfolio Management - ...
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CFA 2 Portfolio Management Practice Questions Test Prep
CFA 2 Portfolio Management Practice Questions Test Prep
By Testbank ( $6.99 )
Check out our CFA Practice series, get ready for the exam now ____________________________________________________ CFA TestBank series is the most comprehensive practice tool for the preparation of the CFA test. Our product fully covers Ethics, Quantitative Methods, Financial ...


Management System Portfolio Management

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EverBank Wealth Management
EverBank Wealth Management
By EverBank ( Free )
What s your portfolio up to? Get the mobile wealth app from EverBank Wealth Management, Inc. to stay connected to the current state of your portfolio. Key features include: Get a full breakdown of portfolio ...
2
PMI Forum
PMI Forum
By Portfolio Management Institute ( Free )
PMI Forum is the official event application for attendees of the Portfolio Management Institute`s 2015 Forum held at the JW Marriott in New Orleans, Louisiana. The Forum is designed to: 1. Offer portfolio management workshops. 2. Teach portfolio ...
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PMI Annual Forum
PMI Annual Forum
By Portfolio Management Institute ( Free )
This new PMI Forum event app will contain the 2016 Forum and future events all in one app PMI Forum is the official event application for attendees of the Portfolio Management Institute's Annual Forum is ...
4
CoinHolder - Portfolio Tracker
CoinHolder - Portfolio Tracker
By mohamed taoufik ( Free )
"CoinHolder Portfolio Tracker" is a Cryptocurrency portfolio management app. This cryptocurrency portfolio tracker aims to help crypto investors keeping track on their bitcoin and altcoin assets. Main Features of this crypto portfolio tracker include: Cryptocurrency portfolio management ...
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RATNAKAR WEALTH MANAGEMENT
RATNAKAR WEALTH MANAGEMENT
By RATNAKAR SECURITIES PRIVATE LIMITED ( Free )
RATNAKAR WEALTH MANAGEMENT is a FREE app brought to you by RATNAKAR SECURITIES PRIVATE LIMITED. This FREE App is for Investors to track their Investment Portfolio and know about RATNAKAR WEALTH MANAGEMENT . Products covered include ...
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Portfolio To Go Player
Portfolio To Go Player
By Nick Kuh ( Free )
Please note that this app is only intended for use by recipients of emails sent from `Portfolio To Go for Flickr` ( iPad) or `Portfolio To Go Mini` (iPhone / iPod Touch). Using Portfolio to Go, ...
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BRI Wealth Management Mobile
BRI Wealth Management Mobile
By Third Financial Software Limited ( Free )
BRI Wealth Management Mobile allows you to view your BRI Wealth Management account online. If you are a client, BRI Wealth Management Mobile allows you to access information on your portfolios. If you are an investment ...
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CIPACENYCDOT
CIPACENYCDOT
By Keenology Corporation ( Free )
this App is seprcal custom for NYCDOT,based on general version. a next generation cloud-based enterprise application platform that powers an integrated suite of infrastructure development solutions, including Capital Planning and Budgeting, Enterprise Capital Project and ...
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eVent Portfolio
eVent Portfolio
By RoundTableHQ, LLC ( Free )
eVent Portfolio requires a pre-existing eVent Portfolio account eVent Portfolio Available at selected Starwood Hotels & Resorts Properties, this project management and communication tool allows you to share meeting information, initiate online discussions and assign tasks. Simple. Effective. Designed ...
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Mobile Portfolio App
Mobile Portfolio App
By Denis de Montigny ( Free )
Mobile Portfolio App is the core of a portfolio management system designed to assist you in creating a balanced investment portfolio which meets your needs, within your time frame. With it, you can: Create separate portfolios ...
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CoinHutch
CoinHutch
By Andrew Hutchison ( Free )
A simple yet intuitive approach to crypto coin tracking and portfolio management. Included: -Live tracking of all the top crypto coins, with their historical trends visualized through line and candlestick graphs. -Portfolio management, with investment diversification and profits ...
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Journal of Portfolio Management
Journal of Portfolio Management
By Euromoney Institutional Investor PLC ( Free )
Founded by Peter L. Bernstein in 1974, The Journal of Portfolio Management (JPM) is the definitive source of thought-provoking analyses and practical techniques in institutional investing. It offers cutting-edge research on asset allocation, performance measurement, ...
13
Portfolio Optimizer by CBRE
Portfolio Optimizer by CBRE
By CBRE, Inc. ( Free )
From your desktop to your device, CBRE brings your portfolio to life with Portfolio Optimizer by CBRE (formerly known as BOSS the Benchmarking & Opportunity Spotting System). PO is a unique system designed to power ...
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ShareStack
ShareStack
By Marton Bodonyi
Keep track of the history of your ASX share portfolio anywhere you are with this handy mobile app. Track changes from day to day, see which weeks had an overall loss and which weeks had ...
15
MyPortfolioView
MyPortfolioView
By APPLIED SOFTWARE PRIVATE LIMITED ( Free )
MyPortfolioView is a mobile application available to clients of DHFL Pramerica Portfolio Management Services for tracking portfolio holdings, performance and transactions data anytime, anywhere.

Management System Portfolio Management