Best Bessemer Trust Apps

4.3(13 ratings)

Free

Access your financial accounts securely on your mobile device. View account balances and details, deposit checks remotely, and communicate directly with your financial team. Enjoy peace of mind with robust security measures.

UBS Wealth Management by UBS AG

Strong Contender

4.8😐(64K ratings)

Free

Manage your finances and investments with a personalized digital experience. Track spending, set budgets, and oversee your UBS-administered equity awards. Designed for existing UBS clients to navigate their financial lives conveniently.

What We Love

🚀 Easy to use
🔒 Secure access
👍 Convenient mobile deposit
🚀 Quick and efficient
👍 Reliable service

Room to Improve

🐛 Buggy and not functional
👎 Limited functionality
👎 Lack of transparency on fees
👎 Confusing layout and navigation
👎 Inconsistent performance

Ameriprise Financial by Ameriprise Financial, Inc.

Worth Considering

Wealthfront: Save and Invest

4.9😊(37K ratings)

Free

Manage your finances and connect with your advisor on the go. Track investments, view account balances, and securely share documents. Make payments, deposit checks, and stay informed with market news.

What We Love

👍 Fantastic relationship
👍 Very confident with portfolio management
👍 Everything in one place
👍 Family-friendly
👍 Very user-friendly
👍 Fabulous website
👍 Excellent secure website
👍 Great advisor
👍 Flawless app
👍 Impressive app
👍 Excellent help with signing in
👍 Fast service
👍 Simple and easy to use
👍 Functional and easy to use
👍 Comprehensive overview of accounts

Room to Improve

🐛 2FA required every time with Face ID
🐛 Graphs and holdings information not user-friendly
🐛 Total View lags and shows incorrect balances
🐛 App crashes frequently
🐛 Verification codes not received
🐛 Login issues, app not working
🐛 Orientation locked to landscape on iPad
🐛 Difficult to get performance information
🐛 Credit card integration is poor

More Bessemer Trust apps to explore

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.

(17K)

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.

Your Investment Advisor

Track retirement goal progressView total portfolio and account detailsLink outside accounts

Access your financial accounts and track progress toward your goals. View your portfolio, link external accounts, and connect with an advisor or planner. Review statements and plan updates for a comprehensive financial overview.

Venture, Real estate, Income

(7.6K)

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Fundrise: Invest in Alts

Invest in private real estateInvest in venture capitalInvest in private credit

Build a diversified portfolio of private market investments, including real estate, venture capital, and private credit. Access high-growth opportunities and receive transparent reporting with bank-level security. Start investing with flexible minimums.

The Alts Industry Network

Connect investment professionalsSchedule video meetingsShare documents securely

This app connects the investment management community, fostering stronger relationships and unique opportunities. It provides a secure platform for finding professionals, scheduling meetings, sharing documents, and tracking interactions globally.

💼 Business

(929)

by National Financial Services LLC

Wealthscape Investor℠

View account portfolio, positions, and balancesAccess account statements and tax formsSubmit equity and ETF orders

Manage your brokerage accounts on the go with this app. Access account information, view statements and tax forms, and perform self-service actions like mobile check deposits and equity order submissions. Enhanced security features ensure your financial data is protected.

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.

(1.6K)

CRM for Financial Advisors

Wealthbox

Client relationship managementContact management with quick actionsRedesigned calendar and task management

Manage client relationships and firm activities with this comprehensive CRM mobile app. It offers secure login, contact management with quick actions, and a redesigned calendar. Stay organized with task, opportunity, and project management features, all synced with the web version.

Your finances, handled for you

Expert financial guidanceCustom financial plansActionable steps

Receive personalized financial plans and expert guidance from certified professionals. This app offers custom strategies for every life stage, with clear, actionable steps and bank-level security.

(295)

by National Financial Services LLC

Wealthscape℠

Biometric login (face/fingerprint)Two-factor authenticationMobile check deposit

This app provides brokers and advisors with secure mobile access to critical brokerage information. It enhances client responsiveness and practice management with features like biometric login, account overviews, and transaction tracking.

(2.8K)

Trust & Will: Estate Planning

Start your trust or will today

Create Wills and TrustsOrganize and track assetsAccess legal documents anywhere

Create, organize, and update your estate plan from your phone. Protect your legacy and loved ones with state-specific legal documents like Wills and Trusts. Capture and track your assets easily.

(93)

The Road to Financial Security

BPAS University

Virtual classroom with educational multimediaSavings calculators and planning guidesSocial Security estimates

This app simplifies retirement and benefit planning with educational resources and tools. Access a virtual classroom, savings calculators, and risk assessment to optimize your financial future. Learn about investing, health savings accounts, and more to achieve financial security.

📚 Education

(1.6K)

Market and investment insights

BlackRock Institutional

Market and investment insightsInvestor education contentCommunity discussions

Access market insights, investor education, and community discussions from financial experts. Monitor your investment portfolios on the go with in-depth analyses and tactical views.

Wealth management platform

Real-time portfolio dataNet worth trackingPerformance analysis

Access the latest portfolio data for net worth, performance, and asset allocation. Clients and advisors can explore holdings by asset class and review significant transactions for a clearer financial overview.

(59)

U.S. Bank Trust & Investments

by U.S. Bancorp

View account balances and holdingsReview transaction historyGet stock quotes and company news

Access detailed trust and investment information, including account balances, holdings, and transaction history. Stay informed with stock quotes, company news, charts, and market updates. Available to U.S. Bank trust and investment clients.

The way money should feel.

View account balances and returnsTrack transactions and transfersAnalyze investment allocations

Manage your investments and track financial advisor progress. View account balances, returns, and transactions. Gain insights into your investment allocations and see exactly what you own.

(1.6K)

Track, manage & build wealth

Finn: AI Wealth Manager

Intelligent stock picks with Finvest ScorecardSmart discovery of investment themes and recommendationsDeep portfolio insights and risk analysis

This app is an intelligent personal wealth manager that simplifies investing and provides powerful financial tools. It helps users analyze, discover, and trade stocks, ETFs, crypto, and bonds, while also tracking all financial accounts in one place.

(326)