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

Legacy Private Wealth Partners

by Legacy Private Wealth Partners, LLC

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)

Wealthfront: Save and Invest

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.

United Community PrivateWealth

(23)

free

by United Community Banks Inc

by CROWNMARK WEALTH ADVISORS, LLC

by Bazis Private Wealth, LLC

AnandRathi Private Wealth

AR Private Wealth Client App

by UMB Financial Corporation

Rothschild & Co Wealth Int.

by Rothschild & Co Bank AG

by MJP ASSOCIATES, INC.

Investing, Wealth Management

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.

by RUDO WEALTH INVESTMENT ADVISORY PRIVATE LIMITED

(7K)

freemium

Wealth Insights India

Aventura Private Wealth Mobile

by Aventura Private Wealth, LLC

by Echowin Wealth Private Limited