Best Lgt Wealth Management Apps

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.

LGT Wealth UK by LGT Wealth Management UK LLP

Secure

Strong Contender

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.

LGT India by LGT WEALTH INDIA PRIVATE LIMITED

LGT Wealth India Private Ltd

Worth Considering

Investing, Wealth Management

0.0(0 ratings)

Free

More Lgt Wealth Management apps to explore

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.

Lyell Wealth Management, LP

(7K)

freemium

by Lyell Wealth Management LP

Asset allocation viewPortfolio data accessActivity tracking

Access your asset allocation, portfolio data, and financial activity through a streamlined interface. This app is for authorized Lyell Wealth Management clients who are also Black Diamond users. Contact your advisor to request access.

(1)

by WARREN WEALTH MANAGEMENT & TAX PLANNING INC

Warren Wealth Management

by GBM Wealth Management, Inc.

Access your investment portfolio and financial information on demand. Add and view all financial assets and liabilities in one place, and access important documents and team contact details. This app is exclusively for clients of Plante Moran Financial Advisors.

On-demand portfolio accessView financial assets and liabilitiesDocument access

(8)

Track, manage & build wealth

Finn: AI Wealth Manager

Intelligent stock picks with Finvest ScorecardSmart discovery of investment themes and recommendationsDeep portfolio insights and risk analysis

This app is an intelligent personal wealth manager that simplifies investing and provides powerful financial tools. It helps users analyze, discover, and trade stocks, ETFs, crypto, and bonds, while also tracking all financial accounts in one place.

(342)

Grand Wealth Management, LLC

by Grand Wealth Management, LLC

by MJP ASSOCIATES, INC.

by CROWNMARK WEALTH ADVISORS, LLC

Modera Wealth Management, LLC

(0)

by Modera Wealth Management LLC

This app provides clients with a comprehensive overview of their investment portfolios, including market value, total returns, and XIRR. It also facilitates direct communication with their Relationship Manager (RM) through calls, texts, and chats.

View investment detailsTrack market value and returnsDirect communication with RM

by FLOURISH WEALTH MANAGEMENT INC

Real-time account informationInvestment holdings viewPerformance tracking

Access your financial accounts and investment performance on the go. View real-time holdings, quarterly statements, and utilize financial planning tools. This app provides a convenient way to manage your wealth from anywhere.

by TRIANGLE WEALTH LLP

by Proven Wealth Limited

Expert financial adviceInvestment insightsAsset management expertise

Access expert financial advice and investment insights from a team with decades of experience managing billions of dollars. Benefit from know-how across asset management, corporate finance, and stock brokerage.

by RedVision Global Technologies Pvt. Ltd.

Portfolio managementMutual fund investmentWealth tracking

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 features for earning extra returns on idle funds.

(30)

by SGH Wealth Management, LLC

SGH Wealth Management

Detailed portfolio performance and analyticsAggregate and connect outside accountsDirect access to retirement plan

Effortlessly monitor your investments and financial picture with next-generation portfolio reporting. Your financial information is kept safe and secure with financial-grade encryption and SSL. Access detailed performance analytics, connect outside accounts, and utilize advanced financial planning calculators.

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.