Best Morgan Stanley Wealth Management Apps

J.P. Morgan Retirement Link

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Retirement plan registration and enrollmentView account balances and progressModify contributions, asset allocations, and beneficiaries

Securely access your retirement account anytime, anywhere. Track your progress towards your retirement goal, manage investments, and research loan details. Enhanced security features protect your personal information.

Morgan Stanley at Work

Manage and forecast portfolioTrack past and future eventsView ESPP holdings

Manage your equity plan on the go. View your portfolio, track events, and complete transactions like selling shares or exercising options. Securely access your financial data and manage your employee stock purchase plan.

(10K)

E*TRADE: Invest. Trade. Save.

Stocks, ETFs, options, crypto

Commission-free stock, ETF, and options tradesMutual fund tradingProfessionally built portfolios

This app simplifies investing, banking, and trading for users of all experience levels. It provides commission-free trades, research tools, educational resources, and high-yield savings options.

free with in-app purchases

(381K)

Morgan Stanley Research

by Morgan Stanley

Morning Summary of key topicsFeatured research debatesPersonalized content feed

Access curated financial research and insights from a leading global financial services firm. Discover important topics, personalize your feed, and connect with analysts for data-driven investment decisions.

Invest, save, plan in one app.

Invest in stocks, ETFs, mutual fundsTrade cryptocurrenciesCash management and bill pay

Invest in stocks, ETFs, and cryptocurrencies with professional insights and powerful tools. Manage cash, pay bills, and automate investments. Offers 24/7 support and robust account protection.

free with in-app purchases

(3.2M)

UBS Wealth Management

by UBS AG

Account and cash managementBudgeting and spending trackingFinancial tools

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.

by Aaron Wealth Advisors LLC

Secure client-advisor collaborationAnytime, anywhere accessPrivate and compliant communication

This app facilitates secure and private collaboration between sophisticated individuals, families, and family offices and their wealth advisors. It allows for seamless communication and management of complex wealth matters anytime, anywhere, ensuring compliance.

💼 Business

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Morgan Stanley Matrix

by Morgan Stanley

Proprietary research and market commentaryPersonalized content feeds and alertsPrime brokerage wire notifications and approvals

Access exclusive institutional client features for market insights, prime brokerage management, and foreign exchange trading. Stay updated with real-time data, research, and order management capabilities on the go.

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Morgan Stanley Events

by Morgan Stanley

Event agendasSchedules and activitiesSpeaker biographies

Access event agendas, schedules, activities, speaker bios, presentations, and venue details for registered attendees. A password is required for entry.

Smart Financial Investment

Integrated financial managementInvestment and wealth managementPayment services

This platform offers a comprehensive suite of financial management tools for investments, wealth management, and payment services. It provides real-time market insights, investment advice, and secure transaction processing for a streamlined user experience.

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Cube Wealth: Financial Planner

Savings and Investment Guide

Wealth managementInvestment planningRetirement planning

This app helps you manage your wealth, investments, and retirement planning through a unified platform. It leverages expert insights and a proprietary algorithm to assess your finances, identify risk levels, and guide you toward optimal investment strategies across various asset classes.

Track, manage & build wealth

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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.

CRM for Financial Advisors

Client relationship managementContact management with quick actionsRedesigned calendar and task management

Manage client relationships and firm activities with this comprehensive CRM mobile app. It offers secure login, contact management with quick actions, and a redesigned calendar. Stay organized with task, opportunity, and project management features, all synced with the web version.

AI portfolio and tax guidance

AI-powered portfolio insightsTax-saving opportunitiesFee reduction recommendations

This app uses AI to provide personalized investment portfolio guidance, helping users save on taxes, reduce fees, and increase passive income. It consolidates all family investments in one place, offering real-time insights and AI-powered chat for financial queries.

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

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Bernstein Private Wealth

My Bernstein mobile app

Account balance monitoringFund transfersMobile check deposit

Manage your wealth on the go with this app. View account balances, transfer funds, deposit checks, and securely share documents with your advisory team. Link external accounts for a complete financial overview.

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