Best Busey Wealth Management Apps

2.5(2 ratings)

Free

Access your portfolio data through a simple and intuitive interface. This app is exclusively for Black Diamond users and requires authorized access. Contact your advisor to request access and secure your financial future.

UBS Wealth Management by UBS AG

Strong Contender

4.8😐(66K 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

Titan: Your Wealth Team by Titan Global Capital Management, Inc.

Investing, Wealth Management

Worth Considering

by Flourish Wealth Management Inc.

4.6😞(7K ratings)

Free

This app provides specialized wealth management for tech professionals, handling complex financial matters like equity compensation and taxes. It combines AI technology with dedicated advisory teams to offer personalized financial guidance and investment strategies.

What We Love

💎 Consistent growth
🤝 Exceptional customer service
📚 Great education and content
🔍 Unique investing strategies
🤖 Personalized, thoughtful, simple next generation investing

Room to Improve

💰 High membership and advisory fees, with less ROI
🔒 Locked funds and strategy
🔄 Changing policies and fees
🕰️ Difficult to get money out
🤖 Garbage user interface
🚫 Scam, stay away

More Busey Wealth Management apps to explore

Flourish Wealth

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.

Track your goals on-the-go

View account holdings and performanceConnect external accountsTrack progress toward financial goals

Manage your financial goals and accounts on the go. View holdings, track progress, and securely message your advisor. Deposit checks and transfer funds directly from your device.

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.

Secure sign-in with Face ID/Touch IDView market values and holdingsAccess statements and tax documents

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.

Access your investment portfolio and financial information on demand. View all your assets and liabilities in one place, access important documents, and connect with your financial advisory team. Stay informed with wealth management insights.

On-demand portfolio accessView financial assets and liabilitiesDocument access

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Wealthfront: Save and Invest

Saving, investing, stocks.

High-yield cash account with competitive APYExpert-built ETF investment portfoliosCommission-free stock and ETF investing

Manage your savings and investments in one place. Earn competitive APY on cash deposits, invest in diversified portfolios or individual stocks with zero commissions, and get a holistic view of your financial future.

Retire on your terms.

View account balancesComplete simple transactionsAdjust investments

Manage your retirement savings and financial goals on the go. Access account balances, make transactions, and discover educational resources to improve your financial confidence. Tools like a personalized Retirement Wellness Score help you track progress towards your goals.

(240K)

Sanderson Wealth Management

by Sanderson Wealth Management LLC

Real-time account balancesInvestment performance monitoringAsset allocation insights

This app provides a secure, centralized platform for high-net-worth individuals and families to view financial data, monitor investments, and exchange documents with their advisory team. It aims to enhance communication and transparency for proactive financial planning.

Manage your global finances with real-time insights into your net worth. This app integrates bank accounts, property trackers, and investment portfolios for international investors. Track retirement goals, crypto, and stock portfolios seamlessly.

Real-time net worth insightsMulti-currency bank account integrationProperty and investment portfolio tracking

(49)

by Focus Financial Partners, LLC

Focus Partners Wealth

View account informationDirect messaging with advisory teamSecure document exchange

Access your financial advisor and manage your wealth securely from anywhere. View accounts, communicate with your team, exchange documents, and track your financial goals and long-term plan.

Manage your personal finances with ease. Stay informed about your financial status and track your investments directly from your mobile device.

Financial trackingInvestment monitoringUp-to-date financial information

(48)

by Aaron Wealth Advisors LLC

Savant Wealth Management

by Savant Capital, LLC

Secure client-advisor collaborationAnytime, anywhere accessPrivate and compliant communication

This app facilitates secure and private collaboration between sophisticated individuals, families, and family offices and their wealth advisors. It allows for seamless communication and management of complex wealth matters anytime, anywhere, ensuring compliance.

by CROWNMARK WEALTH ADVISORS, LLC

Plan Smarter. Dream Bigger.

Consolidated financial dashboardIntelligent AI insightsInvestment portfolio tracking

This app provides a centralized platform to view all your investments, assets, and liabilities. It offers intelligent insights, portfolio tracking, and a learning hub to help you manage your finances and connect with your advisor.

Access your financial portfolio, manage payments, and trade securities on the go. Communicate securely with your advisor and receive digital account statements. Stay informed with research and market news.

Portfolio and account overviewAsset analysisPayment and trade order entry

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