Best Lgt Wealth Management Uk Llp Apps

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.

Edward Jones

Track your goals on-the-go

Free

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.

Facet: Financial Planning

Flat fee, CFP®, investing

Free

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.

Range Finance, Inc.

by Range Finance, Inc.

Free

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.

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.

Empower ®

Plan, save, invest, retire

Free

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.

Coronation Wealth

Learn. Play. Invest.

Free

Build wealth in Nigeria with this investment app. It offers a user-friendly platform for beginners and experienced investors to access NGX stocks, mutual funds, and more. Features include secure account opening, low minimum investments, automated tracking, and 24/7 support.

LGT Crestone

Wealth Management

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.

Laurel Oak Wealth Management

by Laurel Oak Wealth Management LLC

Free

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.

CG Wealth 360

by Wealth Advisory Group, Inc.

Free

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.

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.

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.

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.

UBS Wealth Management

by UBS AG

Free

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.