Best Bernstein Private Wealth alternatives: apps like Bernstein Private Wealth

0.0(0 ratings)

Free

The Donors Fund by The Donors Fund Inc

Take charge of your charity

Strong Contender

5.0(28 ratings)

Free

This app provides bank-like technology to manage charitable donations, consolidating them into a single tax-deductible receipt. It offers easy access to over 1.5 million verified charities with no minimums or fees.

Neuberger Wealth by Neuberger Berman

Worth Considering

by The Bank of New York Mellon Corporation

3.9(18 ratings)

Free

Access your investment portfolio securely and conveniently from anywhere. View market values, holdings, and asset allocations. Access important documents and communicate with your wealth management team.

More apps like Bernstein Private Wealth

BNY Wealth Online

Manage consumer and investment accountsView account statements and tax documentsTransfer funds between accounts

Securely manage and transact on consumer accounts, and monitor investment accounts. Access detailed portfolio views, statements, and tax documents. Transfer funds, pay bills, and deposit checks with ease.

(23)

GS PWM

Wealth Management

View portfolio market valueTrack investment resultsInitiate transfers

Manage your Goldman Sachs Private Wealth Management or Ayco accounts on the go. View portfolio performance, initiate transfers, and stay updated with market insights. Designed for existing clients to access their financial information securely.

(88)

Exclusively for PURE members.

PURE Insurance

Submit and track claimsAccess policies and auto ID cardsPay bills

This app provides PURE insurance members with tools to manage their policies, submit claims, and access exclusive member benefits. It offers features like real-time claim tracking, digital home inspections, and personalized insurance advice.

(3.6K)

Your Dashboard - On The Go

Corenroll Member

Mobile account accessView member benefitsManage payments

Access your member account, benefits, and payment information conveniently from your mobile device. Stay updated on your account details and manage your membership on the go.

(459)

Citi Private Bank In View

Citi Private Bank

View asset allocation by region, currency, and class360° view of entire Citi relationshipQuick access to holdings, performance, and activity

This digital banking experience provides clients with a comprehensive view of their accounts, allowing them to explore portfolios, analyze metrics, and access publications. It offers a 360° view of your entire relationship with Citi in one place.

(104)

NAV Portal

by Nav Consulting Inc

Secure data accessAccounting reportsRisk analytics

Securely access accounting reports, risk analytics, and portfolio data on the go. Monitor fund activities, generate reports, and log support requests from your mobile device. Offers the full desktop experience with enhanced flexibility for investment managers and investors.

(9)

Opco Client Access mobile app

by Oppenheimer & Co. Inc.

Account summary and holdingsBalances and recent activityAccess account statements

Access your investment accounts, view holdings and balances, and review recent activity. Research market trends, read analyst commentary, and manage your profile settings. Connect with your financial advisor and locate branches.

(39)