I
IRESS Limited
আরও IRESS Limited
P&N FP-
The Police & Nurses Financial Planning provides you with the flexibility and convenience of viewing your portfolio on the go. <br><br>You are able to interact with your portfolio data, including valuation, recent transactions and market information.<br><br>Reporting is made easy! Being able to pইনস্টল করুন
Bridges Online-
The Bridges Online App provides you with the flexibility and convenience of viewing your portfolio on the go. <br>You are able to interact with your portfolio data, including valuation, recent transactions and market information.<br><br>Reporting is made easy! Being able to produce consolidated repoইনস্টল করুন
Lonsdale-
The Lonsdale App provides advisers and clients of Lonsdale Financial Group with access to Xplan on the go. <br>You are able to view clients, personal details, portfolio data, and run reports.<br><br>This app can be viewed from your phone or tablet.ইনস্টল করুন
Apt. Wealth-
Find it easier to access your portfolio account by using the tablet version of Client Online Access. You can view your portfolio information, recent transactions, news update and various reports by using the Apt. Wealth Partners app.ইনস্টল করুন
Bennelong WP-
Bennelong Wealth Partners – a departure from traditional wealth management.<br>The Bennelong Wealth Partners app provides clients with interactive access to their portfolio, valuations, transaction history, performance and reporting.ইনস্টল করুন
CWT Touch-
This App can be used to access your client information.ইনস্টল করুন
Consultum Online-
The Consultum App provides Consultum Financial Advisers with access to Xplan on the go. <br><br>You are able to view your clients and their portfolio data, including valuation, recent transactions and market information.<br><br>This app can be viewed from your phone or tablet.<br><br>This app providইনস্টল করুন
Shadforth Online-
The Shadforth App provides you with the flexibility and convenience of viewing your portfolio on the go. <br>You are able to interact with your portfolio data, including valuation, recent transactions and market information.<br><br>Reporting is made easy. The app lets you produce consolidated reportইনস্টল করুন
Hood Sweeney-
Welcome to the user-friendly app for Hood Sweeney Securities’ clients to securely view and report on their investment portfolio, check personal details and contact their financial adviser.<br> <br>Hood Sweeney Securities Pty Ltd specialises in working with professionals, business owners and self-funইনস্টল করুন
SFR Advisory-
Independent Financial Services Group of companies including Property, Tax, SMSF Administration, Mortgages and Financial Planning.ইনস্টল করুন
Innate Wealth-
Innate Wealth is a boutique financial services advisory firm which specialises in the provision of strategic advice, portfolio management and accounting services.<br><br>This app provides Innate Wealth clients with a ‘window to their wealth’.<br><br>Features include:<br>• Net wealth tracking<br>• Poইনস্টল করুন
Equity&Super-
Clients of Equity&Super Private Asset Management can now access their investment or superfund portfolio via their iPad, in addition to other web-based online access.ইনস্টল করুন
ExecutiveWealth-
The Executive Wealth Management App provides you with the flexibility and convenience of viewing your portfolio on the go.<br><br>You are able to interact with your portfolio data, including valuation, recent transactions and market information.<br><br>Reporting is made easy! Being able to produce cইনস্টল করুন
Family Wealth Advisory-
Family Wealth Advisory is the Trusted Advisor for those wishing to preserve, manage and transition wealth in a discrete environment. With an unrivalled breadth of expertise, the organisation prides itself on its bespoke offering, individually crafted for each Family. The Family Wealth Advisory Groupইনস্টল করুন
Pitcher Partners Invest-
This App provides Pitcher Partners clients access to their investment portfoliosইনস্টল করুন
Sovereign-
Sovereign Financial Group Client Portfolio Accessইনস্টল করুন
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