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.
0.0(0 ratings)
Free
Top Picks for Lgt Wealth App
4.7(868 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.
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
4
Wealthfront: Save and Invest
Saving, investing, stocks.
Free
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.
High-yield cash account with APYAutomated ETF portfoliosCommission-free stock and ETF investing
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(17K)
free with in-app purchases5
Ally: Bank, Auto & Invest
The app for all things money
Free
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.
Manage bank, auto, and investment accountsSchedule vehicle payments and use Auto PaySmart savings tools like buckets and boosters
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(110K)
free6
Black Diamond Wealth Platform
by Black Diamond Performance Reporting, LLC
Free
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.
Portfolio data accessSimple interfaceElegant design
💰 Finance
(95)
free7
Vanguard: Save, Invest, Retire
Investing, Advice, Retirement
Free
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.
Account overview and balance trackingInvestment performance trackingCost basis and day change details
💰 Finance
(177K)
free8
Arvest Wealth Portal
By Arvest Wealth Management
Free
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.
Secure login with biometricsPortfolio overview and market valuationDetailed holdings search
💰 Finance
(9)
free9
Alphanso Wealth
Financial planning & advisory
Free
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.
Personalized financial adviceFlat-fee wealth managementAI-powered financial insights
💰 Finance
(90)
subscription10
Wealth-Builder
Master Money. Live Free.
Free
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.
Personalized wealth-building dashboardTrack balance sheet accounts (assets & liabilities)Set earned and unearned income goals
💰 Finance
(171)
free with in-app purchases11
Vontobel Wealth
by Bank Vontobel AG
Free
💰 Finance
(1)
12
Park Avenue® Wealth Management
by Park Avenue Securities LLC
Free
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.
Account balances and holdingsInvestment performance trackingPortfolio allocation overview
💰 Finance
(20)
free13
LGT India
LGT Wealth India Private Ltd
Free
💰 Finance
(0)
14
NJ E-Wealth Account
by NJ INDIA INVEST PRIVATE LIMITED
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.
On-the-go transactionsPortfolio reportsTransaction history
💰 Finance
(23)
free15
GS PWM
Wealth Management
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.
View portfolio market valueTrack investment resultsInitiate transfers
💰 Finance
(86)
free16
Hoxton Wealth
Financial planning
Free
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
💰 Finance
(42)
free17
LPL Account View
by LPL FINANCIAL CORPORATION
Free
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
💰 Finance
(3.6K)
free18
Vault: Private Wealth
Grow & preserve your wealth
Free
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.
Personalized financial advisorDiversified investment portfoliosPrivate market opportunities
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(6)
free19
Lord Abbett Shareholder App
by Lord Abbett
Free
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.
Account managementInvestment plan setupPersonal information updates
💰 Finance
(6)
free20
Nedbank Private Wealth App
by Nedbank Limited
Free
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.
Consolidated wealth dashboardSecure fingerprint/FaceID loginShare trading
💰 Finance
(231)
free