Best Lantana Private Wealth Apps

0.0(0 ratings)

Free

Manage your entire financial world in one place. Track assets, expenses, and savings goals with bank-level security. Connect with financial professionals and simplify tax preparation.

AnandRathi Private Wealth by Anand Rathi

AR Private Wealth Client App

Strong Contender

0.0(0 ratings)

Free

NJ E-Wealth Account by NJ INDIA INVEST PRIVATE LIMITED

Worth Considering

4.1(24 ratings)

Free

Manage your financial transactions and review your portfolio reports on the go. This app requires login credentials provided by an NJ Wealth Advisors Network Partner.

More Lantana Private Wealth apps to explore

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.

(2)

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.

Private markets investing

Diversify with private marketsReal estate, private equity, private creditBuild your own portfolio

Access private markets like real estate, private equity, and credit to diversify your portfolio. Choose to build your own investments or let an automated solution manage them for you. All opportunities undergo a rigorous vetting process, and dedicated support is available.

Bespoke Wealth Solutions

Wealthfront: Save and Invest

Saving, investing, stocks.

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

Manage your savings and investments in one place. Earn competitive APY on your cash, invest in expertly built portfolios or individual stocks with zero commissions, and gain a clear view of your financial future.

(18K)

Wealthfolio: Private Finance

Local-first Investment Tracker

Investment trackingNet worth calculationBudgeting tools

Manage your investments, net worth, budget, spending, and financial goals in a private, beautifully designed personal finance tracker. Gain smart insights into your financial health with an AI assistant and an open-source, community-driven approach.

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

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)

Investing, Wealth Management

Titan: Your Wealth Team

Specialized wealth teams for tech employeesEquity compensation and tax strategyAI-powered financial technology

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.

(7K)

United Community PrivateWealth

by United Community Banks Inc

Novelty Wealth: AI for Finance

SEBI RIA | Unbiased Advisory

AI-powered wealth intelligencePortfolio analysis and optimizationTax optimization insights

This platform offers AI-powered financial advice and portfolio analysis for modern investors. It provides insights on mutual funds, stocks, and more, all within a secure and private environment. Get clarity and control over your money with unbiased, commission-free recommendations.

free with in-app purchases

(1)

Quantsapp Wealth

Mutual Funds, Quant SIP

Black Diamond Wealth Platform

by Black Diamond Performance Reporting, LLC

Portfolio data accessSimple interfaceElegant design

This application provides authorized clients with a streamlined interface to view their investment portfolio data. Access is restricted to existing Black Diamond users who have been granted phone application authorization.

(97)

Muirwood Private Wealth

Direct Messenger communicationPortfolio and financial plan overviewMarket and financial planning insights

Stay informed about your financial plan and portfolio with a user-friendly platform. Communicate directly with your financial team, receive important alerts, and gain insights into market trends and financial planning topics.

by CROWNMARK WEALTH ADVISORS, LLC

Bernstein Private Wealth

My Bernstein mobile app

Account balance monitoringFund transfersMobile check deposit

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.

(58)

Stay connected to your wealth

HSBC Private Banking CH