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 Management Uk Llp
Park Avenue® Wealth Management by Park Avenue Securities
Strong Contender
💰 Finance
3.0(21 ratings)
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.
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Edward Jones
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Manage your financial goals and accounts from anywhere. View holdings, track progress, and securely communicate with your financial advisor. Deposit checks and transfer funds with ease.
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This app provides comprehensive financial planning and investment management services. Users can track goals, message financial advisors, view account balances, and access market insights. It offers a personalized roadmap to achieve financial objectives with expert guidance.
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Vault: Private Wealth
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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.
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LGT Crestone
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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.
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Utmost Wealth
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Cambridge Wealth
by Baker Street Fintech Private Limited
Free
Manage and track your investments in one place with real-time insights and expert guidance. Receive tailored recommendations, portfolio rebalancing, and risk mitigation alerts. Connect with dedicated financial counselors for personalized support.
Portfolio tracking and managementReal-time insights and analyticsInvestment rebalancing recommendations
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Range Finance, Inc.
by Range Finance, Inc.
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Consolidate your financial life into a single platform. This app uses AI to analyze your investments, budget, and goals, providing personalized strategies for wealth optimization and tax efficiency.
All-in-one financial dashboardAI-driven financial strategy optimizationPersonalized tax strategies
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1fs Wealth
Digital wealth intelligence
Free
Manage over 30 asset classes with AI-powered insights and bank integrations. Organize, analyze, and report on your family's diverse portfolios in one secure platform. Get clear financial visibility and peace of mind.
Manage 30+ asset classesAI-powered analytics and insightsSeamless bank integrations
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free with in-app purchases14
Rothschild & Co Wealth UK
by ROTHSCHILD & CO WEALTH MANAGEMENT UK LIMITED
Free
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Morgan Stanley Wealth Mgmt
by Morgan Stanley
Free
Manage your personal finances, accounts, and investments on the go. Deposit checks, transfer money, view documents, and connect with your financial advisor securely. Track spending, set alerts, and even lock your debit card if misplaced.
Account management and balance viewingMobile check depositMoney transfers and bill pay
💰 Finance
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My Wealth Portal
Make managing your wealth easy
Free
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Laurel Oak Wealth Management
by Laurel Oak Wealth Management LLC
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Access your financial portal securely to manage your assets, track progress towards goals, and stay connected with your advisory team. This app provides a client-friendly way to keep your finances organized and accessible anytime, anywhere.
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UBS Wealth Management
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Manage your finances and investments with a personalized digital experience. Track spending, set budgets, and oversee your UBS-administered equity awards. Designed for existing UBS clients to navigate their financial lives conveniently.
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CG Wealth 360
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Manage your finances and grow your wealth with this intuitive app. Access critical account data, view performance reports, and connect with your advisor easily. Enjoy secure, real-time financial insights and personalized recommendations on the go.
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Empower ®
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This app provides a comprehensive financial overview, consolidating all your accounts in one place. It offers tools to plan for retirement, manage budgets, track net worth, and simulate financial scenarios, making financial management clearer and simpler.
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