financial advisors 2025-11-14T01:22:17Z

Opco Client Access mobile appAccess your Oppenheimer & Co. Inc. account information whenever and wherever you are with the Opco Client Access mobile app.Current users of our Client Access website (http://www.opco.com/ClientAccess) that have completed the identity verification process can start using the app immediately.Users that do not have a User Name to access Client Access should contact their Financial Advisor for assistance. You will need to complete the identity verification process on th

Kristal: Digital Wealth ManagerSearching for trending investments from around the world? They\xe2\x80\x99re all on\xc2\xa0Kristal.AI.Now with a brand new look and feel!We offer a vast range of investments for Accredited Investors. From award-winning funds to alternative and impact investments, and p

Allwin Finserv Private LimitedAllwin Finserv Private Limited is financial tracker app for clients of Allwin Finserv Private Limited, India.The app features simple financial calculators to help you understand the power of compounding over time.It provides an overview of your investments with daily up

Virtuoso EventsVirtuoso Events app for luxury travel agencies, advisors & providers

CMB ProThe CMB PRO application is specially designed for artisans, traders, liberal professions, VSE/SMEs, farmers, maritime professionals, innovative companies.SIMPLE, PRACTICAL and SECURE: master the management of your accounts and pay online with VIRTUALIS* from the Cr\xc3\xa9dit Mutuel de Bretagne app for professionals. Stay in touch with your bank and view your finances in real time.LOGIN:- Log in easily and securely** with facial recognition.OPERATION :- Quickly view all your account trans

Rain lashed against my apartment windows that Tuesday night, mirroring the storm inside my head. I’d just spent three hours jumping between four different banking and brokerage apps, trying to rebalance my portfolio before the Asian markets opened. Each platform demanded separate logins, displayed currencies in incompatible formats, and buried critical alerts under promotional junk mail. My thumb ached from swiping, and my spreadsheet looked like a battlefield—scattered pesos here, stranded doll

MACIFManage your contracts and services with ease thanks to the Macif&Moi space!Your contracts, your services and all your essentials are now grouped by domain in one place: - Contracts and Guarantees: consult and manage your contracts (car, two-wheeler, home, insurance, health, motorhome, etc.) and

BMP Wealth PortalRealise your financial possibilities and achieve your goals sooner while making sure your lifestyle is fully protected along the way. Even if you\xe2\x80\x99re pretty financially savvy\xe2\x80\xa6 it's a rare person who wouldn't want an expert on hand to help you get ahead and make the most of your money \xe2\x80\x93 all while taking care of the grunt work! The BMP Wealth Portal is where you and your trusted advisor hang out to make sure all of your financial pieces are pointi

Extra HealthExtra Health is a company that offers you the best medical services, where through its exclusive providers offers customers the most innovative and private service of Video-Conference or Medical Tele-assistance where users can connect from their Smartphone, Tablet or Computer and They ca

iGMiFAST Global Markets (iGM) is a division of iFAST Corporation Ltd, which is present in Hong Kong, Malaysia, Singapore, China and the UK. Our forward-looking wealth advice goes beyond just making good investments. It\xe2\x80\x99s about ensuring that your money provides the security and quality of

Getsafe: Insurance & PensionFind the best insurance that fits you with Getsafe! Buy insurance, manage your policies, file claims \xe2\x80\x93 it\xe2\x80\x99s easy, fast and 100% digital. Over 500.000 customers already have found their ideal insurance match with Getsafe \xe2\x80\x93 now it\xe2\x80\x9

Roongta SecuritiesRoongta Securities is an app for financial investors to view there investment portfolio, wealth reports, calculators, goal tracker and many more such features. This product is conceived and developed by Redvision as an extension to there award winning financial advisor portfolio management system. To access this app you will have to be registered user with your financial advisor.More

Car Loan Calculator (Malaysia)Car Loan (Malaysia) is designed for potential car buyers to have references on calculating car monthly instalment. No internet is required for using this app. Car Loan (Malaysia) is the top-rated app for managing car financing effortlessly in Malaysia. Easily calculate car loans, insurance premiums, and road tax estimates all in one place. Make informed decisions on your vehicle expenses with our user-friendly tools. Download CarLoan (Malaysia) now for a hassle-free

InvestimentosInvestimentos is an investment application developed by BB, designed to facilitate the management and tracking of various asset types, including Treasury Direct, stocks, ETFs, and Real Estate Funds. The app is available for the Android platform and offers users a straightforward way to

HUB24Welcome to HUB24 your mobile app connecting you to your account on the go. Simply login with your ID and password.HUB24 for advisers:\xe2\x80\xa2\tAccess full platform functionality, including the ability to transact on your clients\xe2\x80\x99 accounts\xe2\x80\xa2\tDownload reports (including

It all started on a rainy Tuesday evening when I was hunched over my kitchen table, surrounded by a chaotic mess of crumpled receipts, overdue notices, and half-empty coffee cups. The stress was palpable—my heart raced as I realized I'd forgotten to pay my electricity bill for the second month in a row, and the late fees were piling up. My financial life felt like a tangled web of missed deadlines and forgotten transactions, and I was drowning in it. That's when my best friend, Sarah, texted me

It was a typical Tuesday evening, and I was buried under a mountain of receipts and bank statements, my kitchen table transformed into a chaotic war zone of financial disarray. I had just returned from a grocery run where I’d absentmindedly swiped my credit card for the third time that week, completely forgetting about my self-imposed spending limit. As I stared at the pile, a wave of anxiety washed over me—how did I let it get this bad? My finances were a mess, and I felt utterly defeated, like

That buzzing sound still echoes in my ears - the vibration of my phone rejecting yet another contactless payment at the grocery store. My palms went slick against the plastic card as the cashier's pitying glance cut deeper than any overdraft fee. I'd become a ghost in my own financial life, haunted by invisible credit demons. Three days later, hunched over my kitchen table drowning in bank statements that might as well have been cuneiform tablets, I finally tapped that blue icon with the trembli

Rain lashed against my home office window as I frantically shuffled through yet another pile of mutual fund statements. Tax season had transformed my sanctuary into a paper-strewn battlefield, each document a fresh wound in my financial sanity. My trembling fingers smudged ink across quarterly reports while panic constricted my throat - how could I possibly reconcile fifteen different SIPs across three AMCs before tomorrow's deadline? That's when I remembered my brother's drunken rant at Christm

That Tuesday morning started like any other – coffee brewing, rain tapping against the window, and my stomach knotting as I opened my laptop to face the financial chaos. Three business invoices needed urgent payment while personal bills piled up like uninvited guests. My spreadsheet looked like a battlefield, numbers bleeding into wrong columns, formulas broken from frantic late-night edits. I remember jabbing at the calculator with ink-stained fingers, receipts spilling from my wallet like conf