Best Family Wealth Solutions Apps

Invest in stocks, ETFs, mutual fundsTrade cryptocurrenciesCash management and bill pay

Invest in stocks, ETFs, and cryptocurrencies with professional insights and powerful tools. Manage cash, pay bills, and automate investments. Offers 24/7 support and robust account protection.

free with in-app purchases

(3.3M)

Vontobel Wealth

by Bank Vontobel AG

Portfolio and account overviewAsset analysisPayment and trade order entry

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.

(1)

Vanguard: Save, Invest, Retire

Investing, Advice, Retirement

Account overview and balance trackingInvestment performance trackingCost basis and day change details

Manage your investments and retirement accounts on the go. Track account performance, make trades, and deposit checks directly. Access account overviews and transaction history with ease.

Life and Wealth, Well Managed

by THE FAMILY OFFICE COMPANY B.S.C. (CLOSED)

ADVO by Advocus Private Wealth

by Summit Financial, LLC

Secure messagingPrivate video conferencingDocument sharing

This app offers a secure and efficient platform for clients to manage their wealth. It facilitates real-time updates on financial planning strategies through features like secure messaging, video conferencing, and document sharing.

💼 Business

(1)

Legacy Private Wealth Partners

by Legacy Private Wealth Partners, LLC

Park Avenue® Wealth Management

by Park Avenue Securities

Account balances and holdingsInvestment performance trackingPortfolio allocation overview

Access your investment accounts, view balances, track performance, and manage transactions on the go. Securely store and share documents with your advisor. Requires an existing account with Park Avenue Securities.

(24)

Facet: Financial Planning

Flat fee, CFP®, investing

Personalized financial roadmapCFP® professional guidanceInvestment management

This app provides comprehensive financial planning and investment management services. Users can track goals, message financial advisors, view account balances, and access market insights. It offers a personalized roadmap to achieve financial objectives with expert guidance.

by Banque Pictet & Cie SA

Secure messaging with relationship managerPortfolio viewing and transaction historyAccess to market data and financial analysis

Access your investment portfolio, communicate securely with your advisor, and stay updated on market news. This app provides a consolidated view of your financial interactions and documents.

(3)

Morgan Stanley Wealth Mgmt

by Morgan Stanley

Account management and balance viewingMobile check depositMoney transfers and bill pay

Manage your personal finances, accounts, and investments on the go. Deposit checks, transfer money, view documents, and connect with your financial advisor securely. Track spending, set alerts, and even lock your debit card if misplaced.

(452)

by Fortitude Family Office, LLC

Fortitude Family Office

by 55 North Private Wealth, LLC

55 North Private Wealth

by Wealth Access, Inc.

Make managing your wealth easy

Beverly Hills Private Wealth

by Beverly Hills Private Wealth LLC

Financial overviewActivity and holdings trackingPerformance monitoring

Access your complete financial overview, including holdings, performance, and projected income. Securely communicate with your financial team and share important documents directly through the app. This application is exclusively for existing clients.

(2)