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Independent Financial Advisor freeware
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Independent Financial Advisor

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Released: May 13, 2014  |  Added: May 13, 2014 | Visits: 108

Grendel Online Mobile The Grendel Online app is the mobile companion to the "desktop" Grendel Online system for financial advisor professionals. Grendel includes CRM, account aggregation, portfolio rebalancing, compliant paperless office, email archiving, proposal generation, and a client portal. Users of this mobile...



Platforms: iOS

License: Freeware Size: 25.4 MB Download (8): Grendel Online Mobile Download

Released: October 23, 2013  |  Added: October 23, 2013 | Visits: 118

Money Guy To Go The Money Guy podcast was started by Bryan Preston, CPA, CFP, PFS, NAPFA - Registered Financial Advisor, Certified Financial Planner, Wealth Manager, Media Personality, and Blogger/Podcaster. The Money Guy podcast goes "beyond common sense", to bring you the tools and information you need to...





Platforms: Windows Phone

License: Freeware Size: 2 MB Download (7): Money Guy To Go Download

Released: April 20, 2014  |  Added: April 20, 2014 | Visits: 158

529 Calculator AARP COLLEGE SAVINGS SOLUTIONS FROM TIAA-CREF Calculate your college savings goals and learn what you need to do now to help meet them. With the College Savings Planner from TIAA-CREF, you can learn more about what college may cost when and where your child enrolls and begin to craft an...


Platforms: iOS

License: Freeware Size: 5.6 MB Download (7): 529 Calculator Download

Released: May 05, 2014  |  Added: May 05, 2014 | Visits: 131

Barclays CFD&FST Trader for iPad Barclays CFD and Financial Spread Trading App for iPad The CFD and Financial Spread Trading App is an essential tool for managing your trading account, while providing full, secure access to trade global markets wherever, whenever. The Barclays CFDs and Financial Spread Trading app for iPad...


Platforms: iOS

License: Freeware Size: 5 MB Download (7): Barclays CFD&FST Trader for iPad Download

Released: June 09, 2013  |  Added: June 09, 2013 | Visits: 121

CFPFM The purpose of The Comprehensive Financial Planning Field Manual (CFPFM) is to provide a mobile reference to any user that needs immediate access to current and up to date financial planning information. This information can be used by the financial professional from an educational and reference...


Platforms: iOS

License: Freeware Size: 19.6 MB Download (7): CFPFM Download

Released: January 27, 2010  |  Added: January 27, 2010 | Visits: 187

Essential Investment Advice Growing up in a family run investment advisory business and then working with the highly efficient financial strategies of the powerhouse Hollywood studios he discovered within Disney, Universal and Warner Brothers, Alan Haft has been involved in the world of finance for most of his life. Having...


Platforms: iOS

License: Freeware Size: 3 MB Download (8): Essential Investment Advice Download

Released: March 10, 2014  |  Added: March 10, 2014 | Visits: 119

PSSap Retirement Modeller The PSSap Retirement Modeller provides you with a snapshot of your financial future by projecting your final super balance and how long it will last in retirement. Projections are based on the unique features of the Australian Public Service PSSap scheme, including default 15.4% employer...


Platforms: iOS

License: Freeware Size: 11.4 MB Download (9): PSSap Retirement Modeller Download

Released: April 08, 2014  |  Added: April 08, 2014 | Visits: 138

Quick EMI Calculator Planning to take a loan for financial purposes? Make a better-informed home finance decision with the most comprehensive Quick EMI Calculator App. A simple yet powerful free tool to calculate your Equated Monthly Installments (EMI) for the given loan amount. Based on loan amount, interest rate...


Platforms: iOS

License: Freeware Size: 3.9 MB Download (7): Quick EMI Calculator Download

Released: March 14, 2014  |  Added: March 14, 2014 | Visits: 77

Raymond James WorthWhile Magazine Guidance on the go Raymond James presents WorthWhile, a publication of thoughtful insight dedicated to the life well planned. For more than nine years, WorthWhile magazine has delivered to readers informative articles on financial planning, investments, the markets, art, books and philanthropy....


Platforms: iOS

License: Freeware Size: 4.6 MB Download (7): Raymond James WorthWhile Magazine Download

Released: June 01, 2011  |  Added: June 01, 2011 | Visits: 92

CalculateThat - FREE In a world filled with options and choices, sometimes finding the right answer for your most important financial decisions is often confusing and difficult. More often than not, we have to take time in our busy lives to speak to a financial advisor about what we should do with OUR money. Who...


Platforms: Windows Phone

License: Freeware Size: 1024 KB Download (7): CalculateThat - FREE Download

Released: July 01, 2012  |  Added: July 01, 2012 | Visits: 575

SpreadsheetConverter to ASP & ASP.NET - Standard Edition Solve your problem using Microsoft Excel, and let SpreadsheetConverter to ASP & ASP.NET - Standard Edition generate an ASP or ASP.NET-page. The ASP-page looks like and calculates like the spreadsheet. No programming required. Easy updating, fix spreadsheet and generate. SpreadsheetConverter to...


Platforms: Windows, 2K, XP, 2003, Windows Vista, 7, 7x64


Released: April 06, 2014  |  Added: April 06, 2014 | Visits: 130

Equity Vs. Fixed Investments A simple yet intuitive app to know about Stock and very easy way to manage Stock Portfolio and find profit / loss regarding equity vs fixed investment. - Just search different stocks with symbol or company name, add it to your portfolio with purchase price, quantity and buying date. Leave...


Platforms: iOS

License: Freeware Size: 11.4 MB Download (7): Equity Vs. Fixed Investments Download

Released: December 08, 2012  |  Added: December 08, 2012 | Visits: 150

ExpenseMagic - Receipts to Expense Reports ExpenseMagic turns your business receipts and invoices into reports and spreadsheets. No more lost receipts, no more data inputting in Excel. We do it all for you! How it works: 1) Photograph your receipt and submit it 2) Our bookkeepers enter the details 3) You're sent a monthly report &...


Platforms: iOS

License: Freeware Size: 4.9 MB Download (9): ExpenseMagic - Receipts to Expense Reports Download

Released: June 16, 2014  |  Added: June 16, 2014 | Visits: 122

My Home Buyer My Home Buyer is an essential app designed for Property Buyers looking to purchase a home or an investment property. My Home Buyer is also invaluable for real estate agents and is an excellent filing system for investors to store their property portfolio. When you are searching for properties My...


Platforms: iOS

License: Freeware Size: 2.3 MB Download (7): My Home Buyer Download

Added: February 04, 2010 | Visits: 531

PLCash 2.00 Build PLCash project is a platform-independent personal financial program..


Platforms: *nix

License: Freeware Size: 614.4 KB Download (76): PLCash 2.00 Build Download

Released: June 22, 2014  |  Added: June 22, 2014 | Visits: 126

Christian Financial Resources Inc. Christian Financial Resources (CFR) is a not-for-profit organization with a mission of "Funding Ministry... Changing Lives." At CFR, we assist independent Christian Churches and their associated ministries. We currently manage over $200 million in total assets while serving more than 2,000...


Platforms: iOS

License: Freeware Size: 19.6 MB Download (7): Christian Financial Resources Inc. Download

Released: August 10, 2014  |  Added: August 10, 2014 | Visits: 119

Envestnet Envestnet delivers an end-to-end platform to help financial institutions and independent advisors deliver solutions to clients at all asset levels. The state-of-the-art platform provides access to multiple investment programs, proposal generation tools, and account management resources. Key...


Platforms: iOS

License: Freeware Size: 204.8 KB Download (7): Envestnet Download

Added: April 05, 2010 | Visits: 1.122

Database Independent Abstraction Layer for C Database Independent Abstraction Layer for C (libdbi) implements a database-independent abstraction layer in C, similar to the DBI/DBD layer in Perl. Writing one generic set of code, programmers can leverage the power of multiple databases and multiple simultaneous database connections by using...


Platforms: *nix

License: Freeware Size: 1013.76 KB Download (79): Database Independent Abstraction Layer for C Download

Added: November 16, 2013 | Visits: 938

Independent FTP Daemon iFTPd, Independent FTP Daemon, is an open source FTP server written in Java. Independent FTP Daemon features platform independence, system independence, ruggedness and a virtual file system. The target audience of the FTP server is for those admins that need to be able to share files without...


Platforms: *nix

License: Freeware Size: 276.48 KB Download (104): Independent FTP Daemon Download

Added: October 18, 2010 | Visits: 767

PHPFinance PHPFinance is a Web-based financial management program that can be used for finance managing, administration, and control using a database. PHPFinance allows for statisitics, predictions, and management, and also shows procentage and progress graphs of income and expenses data. Whats New in...


Platforms: *nix

License: Freeware Size: 54.27 KB Download (100): PHPFinance Download

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