Best Bernstein Private Wealth Apps

4.2(58 ratings)

Free

Manage your wealth on the go with this app. View account balances, transfer funds, deposit checks, and securely share documents with your advisory team. Link external accounts for a complete financial overview.

MO Private Wealth by Motilal Oswal Financial Services Limited

Bespoke Wealth Solutions

Strong Contender

0.0(0 ratings)

Free

Fairvoy Private Wealth by Fairvoy Private Wealth, LLC.

Worth Considering

Platform for your wealth needs

0.0(0 ratings)

Free

More Bernstein Private Wealth apps to explore

Nuvama Private

Private markets investing

Diversify with private marketsReal estate, private equity, credit investmentsBuild custom portfolios

Diversify your portfolio with private markets like real estate, private equity, and credit. Build your own investments or let an automated solution manage them for you. All opportunities are vetted by experienced professionals.

free with in-app purchases

(1.6K)

Legacy Private Wealth Partners

by Legacy Private Wealth Partners, LLC

Wealthfront: Save and Invest

(0)

Saving, investing, stocks.

High-yield cash account with APYAutomated ETF portfoliosCommission-free stock and ETF investing

This app offers a high-yield cash account, automated investing with expert-built portfolios, and commission-free stock trading. It provides a consolidated view of your finances to help you build wealth and plan for retirement.

free with in-app purchases

(17K)

Plante Moran Wealth

by PMFA INC

On-demand portfolio accessView financial assets and liabilitiesDocument access

Access your investment portfolio and financial information on demand. Add and view all financial assets and liabilities in one place, and access important documents and team contact details. This app is exclusively for clients of Plante Moran Financial Advisors.

by The Bank of New York Mellon Corporation

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)

United Community PrivateWealth

by United Community Banks Inc

AnandRathi Private Wealth

(0)

AR Private Wealth Client App

by RedVision Global Technologies Pvt. Ltd.

Portfolio managementMutual fund investmentWealth tracking

This app allows registered investors to manage their wealth by investing in mutual funds, tracking portfolios, and aligning investments with life goals. It offers a paperless process, research-backed portfolios, and features for earning extra returns on idle funds.

(30)

J. Safra Sarasin Wealth

J. Safra Sarasin

Intraday portfolio valuationsExecute tradesAccount and bank transfers

Manage your wealth with a secure platform offering portfolio valuations, trade execution, and account transfers. Stay connected to your finances and interact with your relationship manager from anywhere.

(13)

Cube Wealth: Financial Planner

Savings and Investment Guide

Wealth managementInvestment planningRetirement planning

This app helps you manage your wealth, investments, and retirement planning through a unified platform. It leverages expert insights and a proprietary algorithm to assess your finances, identify risk levels, and guide you toward optimal investment strategies across various asset classes.

Investing, Wealth Management

(14)

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Titan: Your Wealth Team

Dedicated advisory teamProfessional investment managementAutomated cash management

This app offers comprehensive wealth management services, combining a dedicated advisory team with professional investment management. It simplifies investing, tax planning, and cash management, providing personalized guidance and active portfolio management without high fees or minimums.

Financial planning & advisory

Personalized financial adviceFlat-fee wealth managementAI-powered financial insights

This app offers personalized financial planning and wealth management. It combines AI-driven insights with expert advice to help users achieve goals like retirement, tax optimization, and legacy planning. Enjoy affordable, flat-fee services with full control over your investments.

by AllianceBernstein L.P.

(90)

subscription

AllianceBernstein Events

Follow presentationsTake notesAsk questions

Enhance your event experience with interactive features. Engage with presentations, take notes, ask questions, and submit feedback to maximize learning and networking opportunities.

by FLOURISH WEALTH MANAGEMENT INC

Real-time account informationInvestment holdings viewPerformance tracking

Access your financial accounts and investment performance on the go. View real-time holdings, quarterly statements, and utilize financial planning tools. This app provides a convenient way to manage your wealth from anywhere.

(9)

Columbia Private Trust

by Columbia Bank (OR)

Account dashboard summaryInvestment value over timeGraphical investment views

Access and track your investment accounts with this mobile app. Monitor balances, view transactions, and manage contact information. Features include a dashboard summary, graphical investment views, and detailed account insights.

(1)

Wealth Without Wall Street

Reach Financial Freedom

Passive income generation strategiesFinancial freedom tipsExpert Q&As

Connect with a community focused on achieving financial freedom outside of traditional Wall Street methods. Discover passive income strategies, learn from experts, and engage in discussions about real estate, investments, and taxes.