Best Lgt Wealth App

0.0(0 ratings)

Free

Access your investment portfolio 24/7 with secure valuations, statements, and important documents. Communicate directly and share files with your Investment Manager through a protected messaging system.

Alux: Build Wealth Faster by Alux.com

Founders on Business & Mindset

Strong Contender

📚 Education

4.7(871 ratings)

FreeIn-App Purchases

This app offers executive-level coaching and a private network for founders and CEOs seeking to improve decision-making, discipline, and connect with high performers. It provides on-demand coaching sessions, daily lessons, expert-led problem-solving, and personalized roadmaps for wealth growth and leadership.

LGT Crestone by Crestone Wealth Management Limited

Wealth Management

Worth Considering

Wealthfront: Save and Invest

0.0(0 ratings)

Free

Access your wealth management account and portfolio details securely on the go. This app is exclusively for existing LGT Crestone clients. Visit their website or email for more information.

More Lgt Wealth App 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.

free with in-app purchases

(17K)

Ally: Bank, Auto & Invest

The app for all things money

Manage bank, auto, and investment accountsSchedule vehicle payments and use Auto PaySmart savings tools like buckets and boosters

Manage your banking, investments, and auto payments all in one secure app. Features include smart savings tools, commission-free trading, and personalized investment advice. Get early direct deposit and free FICO® Score updates.

(113K)

Black Diamond Wealth Platform

by Black Diamond Performance Reporting, LLC

Portfolio data accessSimple interfaceElegant design

Access your investment portfolio data through a streamlined mobile interface. This application is designed for authorized clients to view their financial information on the go.

(96)

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.

By Arvest Wealth Management

Secure login with biometricsPortfolio overview and market valuationDetailed holdings search

Securely view investment accounts, statements, and tax forms 24/7. Optimized for mobile, it offers quick login, portfolio overviews, detailed holdings, and transaction history filtering. Set up custom alerts for securities and download tax forms for software.

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.

Master Money. Live Free.

Personalized wealth-building dashboardTrack balance sheet accounts (assets & liabilities)Set earned and unearned income goals

This app helps you master your finances and build wealth using proven methodologies. It offers tools for tracking assets and liabilities, setting income goals, and planning debt payoff. Access educational content and community support to achieve financial freedom.

free with in-app purchases

(171)

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)

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.

LGT Wealth India Private Ltd

by NJ INDIA INVEST PRIVATE LIMITED

On-the-go transactionsPortfolio reportsTransaction history

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.

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.

View portfolio market valueTrack investment resultsInitiate transfers

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

Access your LPL financial accounts securely and conveniently from your mobile device. Track your portfolio, monitor transactions, and view account documents. Stay informed with daily market updates and investment research to help you reach your financial goals.

Monitor total portfolio valueTrack account balances and transactionsAnalyze asset allocations

(4K)

Grow & preserve your wealth

Vault: Private Wealth

Personalized financial advisorDiversified investment portfoliosPrivate market opportunities

This app provides high-net-worth individuals with access to personalized wealth management guidance and investment opportunities. It offers a dedicated financial advisor, diversified portfolios, and exclusive access to private market investments.

(6)

Lord Abbett Shareholder App

by Lord, Abbett & Co.

Account managementInvestment plan setupPersonal information updates

Manage your investment accounts conveniently on the go. Buy, sell, or exchange investments, set up automatic plans, and update personal information. Opt-in for electronic document delivery for seamless access to important financial information.

(6)

Nedbank Private Wealth App

by Nedbank Limited

Consolidated wealth dashboardSecure fingerprint/FaceID loginShare trading

Manage your personal wealth, banking, and investments through a single, integrated application. View your entire financial picture, conduct transactions, and access support with enhanced security features.

(232)