Best Finance Apps for iPad of 2026 - Page 15

The 4Degrees platform provides advanced tools for managing relationships and deals, enabling your team to maximize the potential of your professional connections. By seamlessly integrating an intuitive search function for your team's network with automated data entry and smart alerts, you can ensure that you seize every opportunity to advance relationships and deals. Experience the full potential of your network with 4Degrees and take your professional interactions to new heights! Our CRM software is commonly utilized in various sectors, including: - Venture Capital - Private Equity - Mergers & Acquisitions (M&A) - Investment Banking - Commercial Real Estate - Consulting - Deal sourcing, deal flow, and due diligence, which showcases its versatility and effectiveness across industries.

Affirm is a payment-over-time solution that removes price barriers for shoppers. It allows merchants to see a 85% increase in average order values and a 20% repeat purchase rate. Affirm's mobile-friendly, multichannel solution is optimized to be used for e-commerce, in store transactions, and telesales. Affirm gives merchants the tools they need to integrate pay-over time options for shoppers. Here's how it works. 1. For a real-time decision, your customer needs to know a few key pieces of information. 2. Flexible payments. Customers can choose their payment plan with options that range from 3-36 Months. 3. We settle within one day and take on all risk, from fraud to costly chargebacks. There is no risk for you.

Founded in 2007 and acquired by Morningstar in 2016, PitchBook provides comprehensive data on the private and public markets to help business professionals discover and execute top opportunities. PitchBook’s data and analysis is available through our award-winning software, the PitchBook Platform, as well as our suite of integrated tools, industry news and in-depth reports. An independent subsidiary of Morningstar, PitchBook is headquartered in Seattle, London, and Singapore with additional offices in New York, San Francisco, and Hong Kong. What you can do with PitchBook: - Private market intelligence - Fundraising - Sourcing investments - Due diligence - Business development - Networking - Deal execution PitchBook’s clients: - Venture capital firms - Corporate development groups - Investment banks - Private equity firms - Limited partners - Law firms - Accounting firms - Lenders - Commercial real estate firms - Executive search firms Request a free trial today and see what comprehensive private market data can do for your business.

Payrix has a mission: to be the world's leader in embedded payments for vertical business software. Our goal is to give our clients more freedom, peace of mind, and a proven solution that eliminates friction, opens up new revenue opportunities, and makes life easier for their customers. Payrix clients such as Real Green Systems and Storable have harnessed our unique platform, combined with a white glove approach, that allows them to take advantage of embedded payments for growth and innovation. Payrix offers endless possibilities.

Mercury offers bank accounts that can help tech companies scale. FDIC-insured bank account openings that include API access, virtual card access, team management, and much more. Cashflow analytics, programmatic payment, instant runway estimates, cashflow analytics, and many other features allow you to make efficient decisions in real-time. Get to the heart of Silicon Valley. Our network and expertise are always at our disposal. Send money in three clicks via wire, check or ACH You can see where your money is going in real-time. You can control which features employees have access to. In seconds, you can find any transaction you have made. Fluent 2-factor authentication and full logs will keep you safe. Connect to Gusto and Stripe, Quickbooks and other tools in the financial stack.

Looking to transform the world through cryptocurrency? We’ve got you covered. For nonprofits, we offer a straightforward setup process with the ability to convert crypto to cash seamlessly. You'll gain a dedicated profile on our fundraising platform, where we manage fundraisers that have generated millions for various causes. Add our widget to your website for easy integration, and enjoy CRM-compatible data and reporting features. Discover why nonprofits select The Giving Block as their trusted partner. For donors, we provide compelling reasons to choose The Giving Block, including tax-optimized contributions, a fast and simple checkout experience, automatic receipt generation, and the option to give anonymously. Our platform is designed for crypto-friendly nonprofits. Understanding the basics of cryptocurrency is crucial; with over 101 million cryptocurrency users—surpassing platforms like Venmo and Cash App—and $300 million donated annually in cryptocurrencies such as Bitcoin, the potential is immense. Cryptocurrency donations also offer tax efficiency similar to stocks. Engaging with young donors is vital as they increasingly prefer this modern method of giving, alongside mainstream payment options like PayPal and Cash App. The Giving Block stands out as the premier solution for crypto donations, ensuring you don't just receive a crypto donation service but a comprehensive approach to fundraising that embraces the future of charitable giving. Join us in leading the charge for a brighter tomorrow through innovative financial technology.

Choise.com serves as a bridge between centralized finance (CeFi) and decentralized finance (DeFi) by offering a comprehensive cryptocurrency platform. We provide an optimal blend of both realms, enabling effortless crypto buying and trading, interest-generating accounts, passive income opportunities from your assets, access to liquidity pools, along with a variety of additional earning resources to enhance your investment experience.

Transform your mobile device into a powerful receipt scanner and expense report creator with Smart Receipts! This innovative app captures receipt information and enables you to produce PDF and CSV reports that can be easily shared through your email. With options for fully customizable reports in PDF, CSV, and ZIP formats, you can generate professional documentation tailored for personal finance management or your employer's requirements. Smart Receipts offers more than 20 default data types, including dates, amounts, taxes, receipt categories, comments, and payment methods, allowing you to craft the ideal report and freeing up valuable time for activities that matter to you. If you’re frustrated with the tedious task of scanning receipts, join the community of over 400,000 users who rely on Smart Receipts to streamline their expense tracking and report generation. Designed by a consultant who frequently travels, Smart Receipts emphasizes both efficiency and adaptability, ensuring it meets diverse user needs. With its user-friendly interface and robust features, you’ll wonder how you ever managed without it.

Our goal is to create an efficient and flexible order-to-cash automation platform designed to empower brands in various industries to generate and manage recurring revenue while improving customer satisfaction. The subscription model serves as a catalyst for growth and fosters customer loyalty, making it applicable across diverse sectors. To ensure your venture thrives, it is crucial to partner with a firm that is dedicated to your success. Organize your subscription offerings through a user-friendly showcase website with straightforward configuration options. You can easily produce standard or recurring invoices that accommodate multiple payment methods and currencies. Additionally, you can manage payments, establish commission rates, and disburse funds to your partners. It’s also important to outline your strategies for handling debt collection. From the initial planning stages to final implementation, Valuein is there to guide you through every phase of your project. Collaborate with the Valuein team to contribute to the ongoing development of the solution by engaging in the evolution of the product roadmap, ensuring it meets your business needs effectively. This collaborative approach not only enhances the platform but also aligns with your strategic objectives.

Incorporate all your loyalty cards to earn rewards, receive tailored offers, and make payments directly from your phone! Transform your device into a digital wallet and enhance your daily shopping journey. Whether you're at a major grocery store or a quaint flower shop, you can seamlessly add your cards to Stocard. Simplifying the organization of your cards has never been easier. Delight in a specially curated array of exclusive deals to inspire your upcoming shopping adventures. Automatically redeem tailored coupons with each purchase for added convenience. Plus, with our Card Assistant feature, you'll never miss a chance to use your card, as it will conveniently pop up on your lock screen when you're at a participating store. With Stocard, shopping becomes not just simpler but also more rewarding and enjoyable.

Select from eight different asset classes to gain entry to over 500 trading instruments, while also tracking the historical movements of the best BID/ASK prices. You can create various types of charts, including Renko, Kagi, or Line break, all with fully customizable features, which is crucial for testing automated strategies. Additionally, you can activate the maximum slippage option to define the worst acceptable price for market or stop-type orders, or set it to zero to avoid unfavorable executions altogether. This detailed approach enables traders to assess the strength of buy and sell orders across various price levels, revealing where the highest order concentrations exist. You can access your trading platform from any computer, ensuring that your layout and chart templates are consistently synchronized. Furthermore, observe the effects of economic events directly on your charts while managing your exposure through assets, instruments, or positions. This comprehensive setup allows you to develop your trading strategies more effectively and is designed for swift access to manual and chart trading, featuring 68 indicators and chart studies, as well as automated trading via a strategy server. Ultimately, this robust trading environment empowers traders to make informed decisions with greater precision.

Tickmill operates under the trading name of Tickmill Ltd, which is part of the Tickmill Group and is regulated by the Seychelles Financial Services Authority (FSA). With a solid history of impressive financial performance and consistent growth, Tickmill has established itself as a reliable market leader and a pioneer in the industry. Our mission is to empower traders by delivering an outstanding trading experience tailored to their needs. The trading platforms we provide are designed to offer a top-tier trading experience, equipped with a variety of features and tools that match diverse trading preferences. By maintaining competitive spreads, low commissions, and minimal margins, we ensure that traders can keep their costs manageable. Explore the spreads on our most sought-after cash instruments, as Tickmill offers premium trading products and services characterized by transparency and cutting-edge technology. Enjoy access to over 80 trading instruments, with spreads that can start as low as 0.0 pips and some of the most competitive commissions available. All our trading platforms leverage advanced technology and innovative features to adapt to the changing demands of our clients, ensuring they have all the resources needed to thrive in the trading environment. Ultimately, our commitment to excellence helps foster a successful trading journey for every client.

Our stock research, fundamental analysis tools and crowdsourced discussion help investors make the best investment decisions. We also provide actionable market data and reliable news. Our research is created by investors for investors. It is then carefully reviewed by in-house editors and then read by millions of people. Our stock coverage is deeper and wider than any other. Diverse opinions are provided on each stock to help investors weigh the bear and bull cases and make informed decisions. Investors can use our news to understand why the stock market and stocks in their portfolio is moving or are about move. Investors can use our financial news to gain insight on stocks' future earnings and price trends, as well as to discover new and exciting opportunities. Every investor has access to professional-quality tools through our data. Each stock's characteristics are summarized by our factor grades and quant ratings.

From unusually extensive news coverage to new SEC filings, approaching ex-dividend dates, or notable price fluctuations, we ensure you have all the information you need. Stay informed about your stocks, cryptocurrencies, ETFs, and mutual funds within a single portfolio. Our daily newsletter, complemented by real-time updates from Thomson Reuters, keeps you aware of developments regarding the companies that matter most to you. You can quickly access historical SEC filings to facilitate bulk downloads of relevant tables. The platform allows you to automatically consolidate figures from various tables while selecting the data that piques your interest. Engage with your colleagues by highlighting sections of financial documents and sharing your insights. Utilize the comprehensive full-text search feature to locate specific terms in any filing or transcript conveniently. Furthermore, you can annotate important data points inline, making it easier to export them and synchronize with your analytical model, enhancing your overall productivity. This way, you can make informed decisions based on comprehensive insights.

Fast Scanner is capable of scanning a wide variety of documents, from single receipts to lengthy books. The scanned files are saved in a PDF format that adheres to industry standards. Users have the ability to insert new pages or remove existing ones within the PDF. Additionally, Fast Scanner offers numerous image editing features, enabling you to enhance the clarity and readability of the scanned images. This versatile tool is perfect for anyone needing to digitize documents efficiently while maintaining high-quality output. Whether it's for personal or professional use, Fast Scanner makes document management effortless.

The PayQuicker global payout solution accelerates company growth by granting participants immediate access to payment and purchasing capabilities, which in turn fosters increased business activity and spending. By offering seamless cross-border payouts in local currencies, businesses can also lower their costs. PayQuicker allows companies to make frequent payouts at no additional transaction fees, enhancing financial flexibility. Each payee receives a unique insured bank account along with a personalized debit card, enabling payments in local currency, bank transfers, and a variety of spending options. Our platform significantly mitigates risks such as data breaches, fraud, and money laundering through comprehensive monitoring available around the clock. Additionally, organizations can ease the burden of managing payment-related inquiries thanks to our dedicated support team accessible via phone, live chat, and email. With secure end-to-end business accounts, we streamline the identity verification and onboarding processes for payees, transferring the responsibility for KYC, security, and compliance to our skilled experts, ultimately allowing businesses to focus on growth. This comprehensive approach not only enhances operational efficiency but also fosters trust and reliability in financial transactions.

At Sharetec, our mission is to develop core processing solutions that prioritize intelligence and simplicity. Our scalable system caters to credit unions of all sizes, featuring a user-friendly interface that minimizes training requirements and daily support needs. Most crucially, we focus on ensuring exceptional ROI and reduced ownership costs, allowing you to embrace innovative technology without compromising your financial health. While terms like graphical interfaces, open systems, and flexibility are often just industry jargon, they come to life through our dedicated partnership. Our team of seasoned experts possesses not only technical knowledge but also a deep understanding of the credit union industry, which drives our commitment to your success. With Sharetec’s eServices, we empower you to utilize cutting-edge technology, enhancing your member interactions beyond traditional credit union boundaries. As a result, your members will enjoy the advantages of remote account access and streamlined paperless systems, significantly improving their overall experience. This holistic approach ensures that both your organization and members thrive in an increasingly digital landscape.

Our Print Check Pro app series offers an intuitive yet robust check printing and management solution suitable for intricate tasks. This software empowers you to efficiently oversee your checkbook and generate authentic MICR encoded checks directly from your mobile device, PC, or Mac, utilizing your bank's personal checks or any type of check stock in popular formats. Compatible with Windows, iOS, and Android devices, PrintChecks Pro consistently ranks among the top five finance applications in both the Apple and Windows app stores. It accommodates both 3-per-page and single check layouts, with a recommendation for 3-per-page to easily utilize unused checks in your printer. Additionally, it features optional two-pass printing, allowing you to first print the MICR information with a black-and-white laser printer, before running the checks through a color printer for adding personalized logos. This versatility makes it an ideal choice for individuals and businesses alike looking to streamline their check management process.

Util360 is a firm dedicated to delivering cutting-edge utility billing and customer engagement solutions tailored for the public sector. Their offerings aim to optimize operational workflows through seamless ERP integration while maintaining compliance, all with the goal of boosting efficiency, promoting sustainability, and achieving excellence in utility management. Notable Features of Util360: Utility Billing Solutions: Util360 provides clear and effective billing solutions that simplify the invoicing and payment processes for utility providers. Customer Self-Service: They enhance community engagement and satisfaction by offering immediate access to utility information for consumers. Meter Data Management: Util360 guarantees accuracy in monitoring and billing utilities with their robust meter data management services. ERP Solutions: They supply all-encompassing ERP systems that facilitate integrated and effective utility operations. BI Analytics: Util360 utilizes data-driven analytics tools to empower informed decision-making for utility providers. Additionally, their commitment to innovation ensures that clients remain at the forefront of industry advancements.

Plootus is a personal finance and retirement planning platform designed to help individuals better manage their financial accounts and optimize their long-term investment strategies. The platform focuses on retirement accounts such as 401(k), 403(b), 457, and Thrift Savings Plan (TSP), helping users identify hidden fees, improve portfolio allocations, and make more informed investment decisions. Plootus allows users to link thousands of financial institutions and integrate checking accounts, savings accounts, credit cards, and investment portfolios into one unified dashboard. This centralized view provides real-time insights into income, expenses, assets, and liabilities. The platform also includes budgeting tools and expense analysis features that help users understand spending patterns and identify opportunities to save. An AI-powered retirement calculator analyzes personal financial data along with regional cost-of-living information to estimate retirement savings requirements and project future financial needs. Based on these projections, Plootus provides personalized recommendations for adjusting contributions, managing risk, and optimizing investment allocations to help users stay on track for retirement goals.

Planview ChangePoint automates professional services automation for service-first businesses, allowing them to reduce quote-to cash and increase profitability. ChangePoint Services Automation (SA), an end-to-end software application that powers the entire engagement lifecycle, is a Professional, Managed, or Embedded service software application. ChangePoint SA facilitates efficient orchestration of engagements and projects. It does this by identifying service opportunities, contract and project management, invoicing, and revenue recognition. This allows for better financial control, informed business planning, and increased revenue growth. All key information about customers is grouped in a way that makes sense. Keep track of your key customer contacts so you can reach them whenever needed. Based on the most important KPIs, you can instantly assess the health of your customer lifecycle. You can capitalize on every financial opportunity by understanding every aspect of the customer's lifecycle.

Innovative payment solutions tailored for your enterprise. With over two decades of experience serving more than 200,000 small and medium-sized businesses, we make it simple to accept payments wherever you operate. Our comprehensive range of payment acceptance tools—available for in-store, online, and mobile transactions—are crafted to support the growth of your business. Recognizing that no two businesses are identical, Paysafe presents four unique options for business owners seeking to process payments. Each option is designed to provide a distinct sales experience, enabling you to choose the one that aligns best with your specific needs. This customized approach allows Paysafe to adapt our services, offering everything from highly specialized cloud-integrated business management suites to classic swipe and processing solutions at competitive prices, ensuring you find the perfect fit for your enterprise. Additionally, our commitment to innovation ensures that you stay ahead in a rapidly evolving marketplace.

Global Payments Integrated is a payment solution provider that helps businesses succeed. It provides secure and personalized payment solutions that allow developers of business management software to accept payments through their systems, and add value to their software. Many processors offer payment solutions tied to outdated platforms that are not compatible with modern systems. The Global Payments Integrated platform allows for custom, scalable, and fast integration of payment solutions to meet the rapidly-changing ways consumers pay for goods or services. Global Payments Integrated is a visionary payment processing platform that helps business management software companies grow through embedded commerce services. We also help customers to build loyalty and increase profitability.

Emburse combines some of the most powerful and trusted financial automaton solutions in the world. Emburse Expense Enterprise is part of our product range and promises to humanize the work while delivering expense management and accounts payable solutions to complex, global enterprises. Emburse Expense Enterprise provides a highly configurable, automated expense management system that offers the same intuitive, elegant interface on a laptop, tablet, or mobile phone. Our SaaS solutions provide a world class business rules engine, technology infrastructure, and travel managers that CFOs and finance and accounting teams love. Emburse Expense Enterprise helps your organization streamline processes, reduce costs, and increase visibility and regulatory compliance, while providing an exceptional employee experience. By partnering up with Emburse Expense Enterprise you can future-proof your business and leverage tools that will grow with your business.

Dynamics Billing allows you to have better control over your billing, invoicing, and customer management. Automated billing and invoicing can save time and eliminate errors. Customer Management: Manage all customer data (interactions with customers, invoices, products and payments) from one screen. All customer data (interactions, invoices, products and payments) can be managed from one screen. Insights: Get the best analytics tools to grow your business quickly, including visual models for all Billing and Customer Management Data