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.

Fairvoy Private Wealth by Fairvoy Private Wealth, LLC.

Strong Contender

0.0(0 ratings)

Free

MO Private Wealth by Motilal Oswal Financial Services Limited

Bespoke Wealth Solutions

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

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.

On-demand portfolio accessView financial assets and liabilitiesDocument access

(8)

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

(18K)

United Community PrivateWealth

by United Community Banks Inc

by MJP ASSOCIATES, INC.

by Echowin Wealth Private Limited

by Ploutia Finserv Private Limited

by KLEIN, PAVLIS & PEASLEY Financial, Inc.

AnandRathi Private Wealth

(0)

AR Private Wealth Client App

by PM WEALTH ADVISERS PVT LTD

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.

by RedVision Global Technologies Pvt. Ltd.

Portfolio tracking and managementInvest in mutual fundsResearch-backed investment options

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 a feature to earn extra returns on idle cash.

(31)

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)

by AllianceBernstein L.P.

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.

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.

View portfolio market valueTrack investment resultsInitiate transfers

(87)