Best Goldman Sachs Pwm Apps

4.3(86 ratings)

Free

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.

Goldman Sachs Marquee by Goldman Sachs

Market insights and analytics

Strong Contender

by Power Wealth Management, LLC

4.9😐(1.1K ratings)

Free

Access market insights, research, and analytics from financial experts. Stay updated with curated content, podcasts, and interactive tools for informed decision-making.

What We Love

⭐ High-quality articles and content
👍 User-friendly interface design
💼 Valuable market insights and views
🎯 Helpful customer support staff

Room to Improve

🐛 App freezes on startup screens
🔐 Login credential issues
📱 iOS compatibility problems
⚠️ Distracting UI elements
❌ Removed key features (Media/Podcasts)

Goldman Sachs Events by Goldman Sachs

Worth Considering

💼 Business

3.0(11 ratings)

Free

Access the latest information for firm events, including session details, speaker profiles, and logistical resources. This app is designed for registered attendees to enhance their event experience.

More Goldman Sachs Pwm apps to explore

Power Wealth Management

Manage your finances on the go with this banking and lending app. Access liquidity, view account details, move funds, and make payments securely. Requires existing client status.

Biometric and password loginView loan and savings account detailsInternal and external fund transfers

(14)

E*TRADE: Invest. Trade. Save.

Stocks, ETFs, options, crypto

Commission-free stock, ETF, and options tradesMutual fund tradingProfessionally built portfolios

This app simplifies investing, banking, and trading for users of all experience levels. It provides commission-free trades, research tools, educational resources, and high-yield savings options.

free with in-app purchases

(381K)

GS Custody Solutions

by Goldman Sachs

View portfolio summaries and positionsAccess transaction historySecure login with Face ID/fingerprint

Access portfolio summaries, positions, and transaction history on your mobile device. Securely manage high-priority items and view account balances and personal profile details. Offers on-the-go capabilities for modern clients.

(13)

Goldman Sachs Wellness

Ayco Financial Wellness

Financial wellness assessmentGoal setting and trackingPersonalized financial guidance

Access personalized financial guidance and tools to improve your financial well-being. Take an assessment, set goals, and use resources like seminars or coaching to manage savings, debt, and future planning. Your employer covers the cost, making financial wellness accessible.

(64)

Annex Wealth Management, LLC

by Annex Wealth Management, LLC

Autopilot: Automated Investing

(0)

In your own brokerage account

Automate portfolio by copying tradersReal-time trade copyingPolitician trade tracker

Automate your investments by copying experienced traders in real-time. Connect your existing portfolio and let expert "pilots" guide your trades. Access exclusive perks and future trades with a premium club membership.

free with in-app purchases

(21K)

T. Rowe Price Personal®

INVEST WITH CONFIDENCE®

Consolidated portfolio viewExternal account linkingDetailed fund performance

Manage your entire investment portfolio, including external accounts, in one place. Track performance, make informed decisions with personalized insights, and execute trades quickly and securely. Access educational resources and dedicated support to help you achieve your financial goals.

by Zocks Communications, Inc.

AI-generated meeting prep notesCRM and email data integrationOne-tap voice recording

Streamline your financial advisory work with an AI assistant. Automate meeting preparation, documentation, and follow-up tasks directly from your mobile device. Focus more on client relationships and less on administrative burdens.

Connect with finance professionals and access resources for a career in the industry. Get interview prep, learn financial modeling, and gain insights into top firms. Join a global community of over 750,000 members.

Finance career communityInterview preparationFinancial modeling courses

(1.3K)

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.

Park Avenue® Wealth Management

(7K)

freemium

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.

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.

(7.6K)

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SEI Connect - Investor

Powering Wealth

Biometric loginPush notificationsDocument scanner

Access your investments and connect with your financial advisor through this mobile application. It offers secure login, document scanning and storage, and real-time viewing of your financial data and performance.

by Nav Consulting Inc

Secure data accessAccounting reportsRisk analytics

Securely access accounting reports, risk analytics, and portfolio data on the go. Monitor fund activities, generate reports, and log support requests from your mobile device. Offers the full desktop experience with enhanced flexibility for investment managers and investors.

by SPARK FAMILY OFFICE AND INVESTMENT ADVISORS INDIA PRIVATE LIMITED

Portfolio holdings trackingPerformance monitoringTransaction data access

Manage your investment portfolio and track performance on the go. Access transaction data and view holdings anytime, anywhere. Designed exclusively for private wealth clients.

(0)

Private Client Services

Client portal

Secure Multi-Factor AuthenticationComprehensive account overviewInvestment results and holdings

Access your investment account information on the go. View balances, review asset allocation, check transactions, and assess results. Stay informed with research insights and easily contact your team.

(10)