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 Uk
Titan: Your Wealth Team by Titan Global Capital Management, Inc.
Investing, Wealth ManagementStrong Contender
💰 Finance
4.6😞(7K ratings)
FreeAds
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.
What We Love
- 💎 Consistent growth
- 🤝 Exceptional customer service
- 📚 Great education and content
- 🔍 Unique investing strategies
Room to Improve
- 💰 High membership and advisory fees, with less ROI
- 🔒 Locked funds and strategy
- 🔄 Changing policies and fees
4.8😊(132K ratings)
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.
What We Love
- 🚀 Efficient and streamlined app
- 👍 Intuitive and user-friendly design
- 🔒 Secure communication with advisors
- 💡 Ability to integrate external accounts
Room to Improve
- 🐛 Frequent login and Face ID issues
- 🔍 Lack of advanced features and customization
- 🔍 Cluttered and overwhelming UI
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Morgan Stanley Wealth Mgmt
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The Secret To Money
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This app helps you cultivate a positive mindset towards wealth through guided practices and daily activities. It's inspired by a popular book and aims to transform your financial circumstances by changing how you think about money.
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Wealthfront: Save and Invest
Saving, investing, stocks.
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LPL Account View
by LPL FINANCIAL CORPORATION
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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.
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Alux: Build Wealth Faster
Wealth & HNW Private Network
Free
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.
On-demand CEO & founder coachingDaily 10-15 minute original sessionsExpert-led problem-solving content
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IC Wealth
by IC GROUP LIMITED
Free
Effortlessly manage your investments with personalized portfolio creation. Automate your savings and payments to achieve financial goals like retirement or education funding. Receive expert guidance to navigate your investment journey.
Personalized portfolio creationAutomated investingDigital payments
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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.
Consolidated account viewRetirement planningBudget tracking
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Zogo: Learn and Earn
Learn How Finance Really Works
Free
This app makes learning about personal finance engaging and accessible. It breaks down complex financial topics into easy-to-understand modules, helping users improve their money management skills and financial literacy.
Financial literacy educationBite-sized learning modulesReal-life finance topics
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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.
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Willow Wealth
Private markets investing
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Diversify your portfolio with private markets like real estate, private equity, and credit. Build your own investments or let an automated solution manage them for you. All opportunities are vetted by experienced professionals.
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Stock Plan
Morgan Stanley at Work
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Manage your stock plan accounts on the go with this mobile application. View your balance, track vesting schedules, sell shares, and exercise options. Interactive visualizations provide key account information at a glance, with secure login options.
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Ally: Bank, Auto & Invest
The app for all things money
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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.
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Origin: AI Budget and Track
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Effortlessly track finances, create AI-powered budgets, and gain personalized financial guidance. Manage spending, investments, and plan for life events with secure account connections and expert advice.
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Equitable Mobile App
Advice•Protection•Retirement
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Manage your financial accounts, investments, and retirement plans conveniently on the go. Access account details, documents, and update your profile. Connect with your financial professional and customer service.
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Wealthscape Investor℠
by National Financial Services LLC
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Manage your brokerage accounts on the go with this app. Access account information, view statements and tax forms, and perform self-service actions like mobile check deposits and equity order submissions. Enhanced security features ensure your financial data is protected.
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