Best Finance Apps for iPhone of 2025 - Page 19

Technology solutions for investor portals are designed to facilitate file sharing, enhance collaboration, and improve investor relations for a wide array of financial entities, including investment firms, general partners, fund managers, administrators, registered investment advisors, limited partners, banks, and others. These investor portal software solutions not only allow for secure sharing and collaboration but also help in producing and safeguarding critical information. The journey to an exceptional investor experience begins with these tools. With InvestorPortaLPro (IPP), you gain access to a polished, secure, and advanced investor portal software solution alongside a comprehensive reporting portal for investor relations. This platform is aimed at attracting additional capital while ensuring the satisfaction of existing investors—all at a competitive cost. IPP specializes in providing secure private equity and venture capital investor portal software, along with tailored websites and solutions. It offers a range of reporting solutions that aid in fund marketing and serve as a conduit for fundraising, enabling quicker capital raises, secure online document distribution, and effective collaboration with investors. By utilizing IPP, you can expedite your fundraising efforts and provide your investors with transparent access to real-time information, while also showcasing property and investment details through dedicated investor relations portals. Furthermore, the user-friendly interface ensures that both new and seasoned investors can navigate the platform with ease, fostering a positive experience for all parties involved.

Cloudmore offers a variety of solutions for businesses looking to solve recurring services procurement challenges, vendors transitioning to recurring revenues, and service providers moving to the cloud. Cloudmore is a single place to manage, bill and sell your subscription channel partners and customers. Eliminate the challenges of procuring recurring and metered services. Reduce billing processing time and eliminate costly billing errors Users can search for and purchase the services they require by themselves. Your services can be showcased and sold in an external or internal marketplace. Cloudmore's service catalogue is available for you to choose from and then sell them to your customers in their curated online store. You can manage pricing globally or per customer. You can create offers and quotes using your service catalog. Your admin users can view and manage your monthly billing details and discover services.

FX Derivatives Calculator (Pricer) - Product #1# This calculator was created for importer/exporters Treasury department and CFOs. These are the pricer uses: 1. Pre-execution: Plan hedging operations and explore other hedging strategies 2. Post-execution stage - determining the derivatives' "fair worth" for financial reporting. The greatest benefit of the calculator is its inclusion of up-to-date market data, which is high-quality. Market data refers mainly only to standard deviations (volatility), and interest. What can it do? • Deal Type: Forward/Call / Put • Option Class: Vanilla / Knock in / Knock out • Barrier Type: American/European • Barrier Direction: Up&In / Up&Out / Down&In / Down&Out • Payout Chart • Simultaneous pricing up to 17 "legs". Google Sheets is used to implementing the calculator. Web-based - No installation required. It's available on all Google applets. Policy & Portfolio Manager - Product #2# This product allows the CFO or treasurer to set currency risk management policies, and the system monitors the ongoing execution. This system "knows" to manage hedging transactions inventory, send scheduled reports to the email, create custom reports, and more.

Viirtue's white label VoIP and UCaaS software transforms white-label VoIP and UCaaS into a powerful video collaboration tool. It also offers mobile capabilities and a best in class streamlined quote-to cash solution. This allows you to compete with big players and scale your business with modern tools, excellent support, and great tools. You can rebrand our entire suite of white-label communication tools to your company, making it a one-stop shop for technology solutions. Get a demo to see how our industry-leading platform and quote-to-cash software can make it easy to run a unified communications company. Fair pricing that charges only for the number of seats used, and not for multiple users using multiple devices. Our all-in-one, quote-to-cash software, as well as our reseller dashboard, is a turnkey tool that supports your brand platform and helps you capture and win more business.

Start using Dinero for free today and you can create your first invoice in under two minutes. Dinero is designed for those who prefer focusing on their primary business rather than on the complexities of bookkeeping. Our goal is to simplify your financial management. All aspects of your finances—income, expenses, profits, upcoming payments, VAT obligations, and more—are organized and clearly displayed within Dinero. You can manage your accounts and monitor your company's financial health while on the move. Simply snap a photo of your receipt and upload it to the secure Dinero cloud, eliminating the hassle of physical documents that can easily get lost or misplaced. Enjoy a seamless checkout experience as customers can pay using cards like Visa, Mastercard, Maestro, and Visa Electron, or opt for MobilePay. With Dinero, managing your finances has never been more straightforward or efficient.

A powerful, simple workspace that allows you to manage your clients, jobs, documents, teams and practice. TaxDome is workflow automation software specific to the tax and accounting industry. It allows you to automate processes and have clear visibility of your work. You can either use pre-made templates (bookkeeping and tax returns, payroll, resolution, etc.) or you can create your own repeatable, customizable business processes that can take your company to the next level. Your clients will love the white-labeled portal, regardless of their age or technical skills. It's secure, easy to use and available on mobile or desktop. TaxDome supports 11 languages, so you can now offer a client portal to your non-English speaking customers. Organize your practice using one platform for both internal management (workflow, CRM, reporting) and client-facing tools (document signatures, invoicing, messages).

Cybrid delivers cutting-edge payment integration services, making financial connections smoother through advanced APIs and SDKs. Our platform is designed to streamline intricate payment operations such as effortless KYC processes, funds transfers, and settlements. We enable connections to bank accounts via Plaid, provide a range of money transfer options like ACH, Wire, and RTP, and offer Virtual FBO Accounts in USD and CAD. A distinctive feature of Cybrid is our capability to integrate cryptocurrency on and offramps, thanks to our Smart Order Router. This includes seamless connections to Bitcoin (with support for the Lightning Network) and Circle's USDC, covering multiple blockchains like Ethereum, Polygon, Solana, and Stellar, setting us apart in the realm of digital currency innovation. Cybrid is the premier choice for businesses looking to incorporate payment solutions directly into their software, offering a secure, efficient, and flexible approach to financial integrations.

Experience the freedom of spending without guilt while effortlessly saving through a friendly and adaptable approach to financial management. No more questioning where your hard-earned money disappears; the YNAB Method for managing your finances will empower you to increase your savings while embracing the joy in your spending habits. With four straightforward yet transformative rules, you’ll achieve clarity and confidence in your financial journey. The true charm lies not in complicated calculations, but in the method itself. Consider what you want your money to accomplish before your next paycheck arrives—assign a purpose to every dollar for a clearer financial vision. Acknowledge that unavoidable expenses, such as car repairs and holiday shopping, are part of life; tackle these budget challenges by dividing them into manageable monthly amounts. Remember, rigid budgets are prone to failure, so embrace flexibility; adapt your budget as life evolves. Enjoy your financial autonomy without guilt because it’s your money to control. Imagine the relief of utilizing last month’s income to cover this month’s expenses—you’ll always be one step ahead, and it will feel incredibly satisfying. Moreover, this approach allows you to plan for the unexpected, ensuring that you're never caught off guard financially.

Establish and monitor your advancement toward both short-term and long-term objectives. Incorporate these goals into your budget to guarantee that you allocate sufficient funds each month. Be aware of your financial outflow, from necessary expenditures to occasional treats. Identify any hidden subscriptions to ensure you're not incurring costs for unnecessary services. Receive a tailored budgeting solution that automatically adjusts based on your earnings, spending, and savings. This tool is highly adaptable and keeps track of your progress as you make purchases. Utilize the insights provided to enhance your savings, refine your spending habits, and achieve your goals more efficiently. Essential notifications, comprehensive reports, and cash-flow forecasts simplify future planning. Simplifi crafts a flexible spending plan tailored to your needs. You can also create your own watchlists and savings objectives for further personalization. Regularly check in with the app throughout the month to make informed decisions and effectively manage your finances with ease! By keeping track of your spending and adjusting your goals as needed, you can maintain a proactive approach to your financial health.

All your investment management needs can be met by one platform. Online investment portfolio tracking solution for Limited Partnership investors. Analyzing your financial documents. Integration of investment accounts. Reports can be generated and exported. Automated transaction tracking. Vyzer integrates a high level of security in order to protect your sensitive data. Vyzer provides investors with a secure platform which delivers transparency and clarity across all of their holdings on a single holistic dashboard. AI-driven, unbiased and honest insights will maximize your return on traditional investments as well as real estate syndications, private equity, cryptocurrency, and other traditional investments. Vyzer, the only digital wealth platform, combines public and privately held investment performance tracking with financial planning tools, projections, and very soon benchmarking into one powerful solution. This makes it easy to track the money.

PTPWallet is a cutting-edge non-custodial cryptocurrency wallet that empowers users and businesses to effortlessly engage in buying, selling, and trading a wide array of digital currencies. With a remarkable support for over 600 cryptocurrencies and a global presence, PTPWallet transcends geographical barriers, offering a seamless marketplace for flourishing transactions. Its exceptional track record of remaining impervious to hacking attempts has garnered substantial demand from businesses, leading us to develop our highly sought-after white label solution. Over 47 clients have already harnessed the power of our white label platform, generating a staggering $130,000,000 in revenue and creating over 2,000,000 accounts. PTPWallet places paramount importance on three core pillars: flexibility, user-friendly experience, and industry-leading security. Our versatile white label solution can be seamlessly integrated into any industry, enabling businesses of all types to expand into the Web 3.0 market and significantly boost their revenue streams. Take the first step towards a transformative crypto experience by visiting our homepage and filling out the form. A dedicated representative will promptly reach out to guide you.

Get to know the latest planning software developed specifically for temp. agencies, and job-brokers. The platform offers workforce planning, time registration, invoicing, self-billing and much more. Workers sign up through your company website and are able to quickly onboard and respond to your vacancies and shifts.s. Also, your Flexwell job-platform can be completely tailored to your organization's branding. Because of our unique pricing model, no investment is required to start with your own Flexwell platform. .

Envise is a cloud-based invoicing software that enhances billing efficiency through automation and smart financial management tools. Feature : * Personalized Invoices * Customizable Invoices * Automated Payment Reminders * Multi-Currency * Tax Compliance * Seamless Integrations * Secure Cloud Storage * Business Insights

Innsoft is a hotel management software provider that offers a simple, straightforward and value-oriented product. Our intuitive and fully customizable motel software & hotel software will streamline your hotel operations. Innsoft focuses on hotel management software for small and medium-sized properties up to 350 rooms. Innsoft's Check-Inn is a Windows-based, flexible and easy-to-use property management software that is trusted by thousands hotels across the country. Our U.S.-based support experts provide excellent service to our customers, making training and operations fast and easy. Connect-Inn Channel Manager allows you to manage 100+ travel sites from a single platform, while reservations are booked instantly into your hotel software. Include the Connect-Inn booking button to allow reservations to made directly from your hotel's website.

Our team has over 10 years of experience in revenue management and hospitality. Our goal is to increase your revenue. Pricepoint was created to help you achieve this goal. Pricepoint is a full-time tool that forecasts demand and finds your optimal rates using advanced data science and artificial intelligence techniques. Our mission is to provide the most advanced revenue-management solutions in the easiest form. We want RMS to be accessible to all types users.

ScanPay serves as a comprehensive mobile platform that integrates payment processing with job management, specifically designed for professionals in the field service industry such as plumbers, electricians, cleaners, and landscapers. This innovative solution merges user-friendly tap-to-pay capabilities with robust features for creating jobs, scheduling appointments, and dispatching services, all conveniently available on mobile devices without the need for additional hardware. With ScanPay, field service professionals can streamline their operations and enhance their efficiency on the go.

The AI-powered budgeting app that helps you save money at all your favourite retailers. Connect your bank accounts using open banking, set budgeting and savings goals and get cashback on everything you buy at 200+ partner retailers. Plus, chat to Gains - your AI-powered financial assistant to find out exactly where your money is going and how to make the most of it. Chatting with your money saves 30 mins a week Say goodbye to spreadsheets. Chat with your new financial best mate to get instant answers about where your money goes. Plan your spending with smart budgeting tools With smart categorisation and goal tracking Gains helps you feel confident about your finances – improved financial confidence is linked to increased net worth. Earn an average 7%* cashback on your 
everyday spending Get cashback on groceries, clothing, household essentials, travel and more – with offers personalised to where you shop. Using industry standard Open Banking technology so you can earn rewards with confidence

Mend is an enterprise-grade patient engagement and integrated telehealth solution designed to help healthcare organizations profitably scale their practice and care for more patients. Mend makes it easy for healthcare providers to securely and efficiently communicate with their patients and is 100% HIPAA compliant. Mend provides integrated in-office and virtual care experiences for over 100 specialties with more than 5 million patients.

Swap out traditional lists and spreadsheets for Parsley, a specialized software designed for chefs in the restaurant industry. With Parsley, the uncertainties associated with managing a restaurant are significantly minimized thanks to its all-encompassing capabilities. Chefs can effortlessly determine food costs using Parsley’s cost control functionality. Additionally, Parsley enables culinary professionals to streamline their cooking schedules and convert them into purchase orders by utilizing the standard measurement units and packaging sizes provided by their suppliers. Furthermore, the software simplifies the process of generating inventory sheets by automatically aligning them with the chef's recipes and purchase orders, ensuring a seamless operation in the kitchen. This innovative tool not only enhances efficiency but also empowers chefs to focus more on their culinary creations.

Computer Market Research offers automated channel management solutions that automate channels, revitalize partner relationships, and drive mutual bottom. Computer Market Research's channel management services eliminate the need to manage high-volume data feeds from partners. This makes it easier and less costly. CMR provides a complete view of price adjustment programs, such as marketing and rebates. Our client/server and web-based solutions accelerate and automate distributor and reseller data collection, processing, analysis, and reporting. Computer Market Research provides a wide array of channel management applications which improve and solidify partner loyalty. Our Software-as-a-Service (SaaS) solutions will help cut the clutter and chaos of your sales channels. With automation, you can seamlessly capture unrealized revenue, standardize POS and inventory data, easily manage sales and marketing programs, increase partner enablement, collaborate on marketing initiatives, close more deals, and much more. All our solutions come with ongoing service and support, so you can leave the hard work to us!

Khaos Control Cloud is a cloud-based enterprise resource planning (ERP) system that streamlines your business' stock control, order processing and accounting. Our system gives businesses control by delivering laser-focused clarity. It can handle stock control, multichannel order process, integrated ICAEW accounting, and stock control. Khaos Control Cloud is ideal for SME's in all industries. It can be used on-the-go via both mobile and desktop devices. The system is simple and informative and allows users to track stock levels across multiple sites and manage promotions.

LeBog Software's Digital Purchase Order (DPO), is an award-winning cloud-based procurement and purchase order software. It simplifies the purchasing process and eliminates the need to send multiple emails or manual circulation. DPO's user interface is easy to use and allows businesses to manage their approval process and take advantage of multiple customizations. Digital Purchase Order offers many enterprise-grade features, including CSV export, vendor list, customizable pdf report, SSL security and mobile apps. Quickbooks Online can also be integrated with DPO.

EHS management software is designed to simplify complex business problems. Our implementations are faster, more cost-effective, and more successful than traditional enterprise software systems. Our solution's real value is not its software, but its ability to help you do your job and achieve goals across departments, locations, and continents. Our cloud solutions are easy enough to use by your frontline personnel, but sophisticated enough to allow you to run global, best in class programs right out of the box. VelocityEHS is a trusted source for solutions to manage risk, industrial hygiene and environmental concerns, as well as hazards and incidents. We are the only source of MSDSonline chemical management, Humantech industrial and office ergonomics solutions. We have over 18,000 satisfied customers around the world who trust us to solve their complex compliance problems.

iBE.net offers a comprehensive software solution tailored for professional services organizations. Accessible via both web and mobile applications for an affordable monthly subscription, iBE.net enables firms to enhance their operations from the initial lead through to payment collection. This platform is packed with a wide array of functionalities such as time tracking, project financial management, invoicing, human resources, customer relationship management, resource allocation, workflow management, integration with Quickbooks, and robust reporting tools. Additionally, iBE.net provides valuable insights that help firms optimize their performance and improve their overall efficiency.

AbacusLaw recognizes the ongoing and dynamic shifts in the legal and accounting fields, presenting challenges for firms striving to operate effectively. To address this, they have developed the largest Technology-as-a-Service (TaaS) solution tailored for the professional services industry, empowering legal and accounting professionals to achieve optimal success and tranquility. This comprehensive platform offers a user-friendly experience, designed to facilitate a secure, cloud-based practice while remaining budget-friendly. Their all-inclusive solution encompasses hardware, software, and infrastructure available on a pay-as-you-go basis, featuring Practice Management, Client Resource Management (CRM), Payment Processing, Email, Desktop-as-a-Service, and Managed IT services. By integrating these essential tools, AbacusLaw ensures that firms can focus on delivering exceptional services to their clients without the burden of complex technology management.