Best Oakworth Wealth Management Apps

5.0(1 ratings)

Free

Access your wealth accounts remotely. View balances, performance, and investment allocations. Securely access shared documents and easily contact your financial team.

Morgan Stanley Wealth Mgmt by Morgan Stanley

Strong Contender

3.4😞(452 ratings)

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.

What We Love

🚀 Smooth and fast app performance
🔒 Robust security features
👍 Easy to use and navigate
💡 Useful check deposit and bill payment features

Room to Improve

🐛 Frequent login and connectivity issues
🔍 Limited research and analytics capabilities
👀 Outdated and cluttered user interface
🔋 High battery consumption

Empower ® by Empower Retirement, LLC

Plan, save, invest, retire

Worth Considering

ADVO by Advocus Private Wealth

4.8😞(412K ratings)

Free

#32in Finance

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.

What We Love

👍 Good product overall
🚀 Sleek design and robust performance
🔒 Excellent customer service and support

Room to Improve

🐛 Buggy and unreliable app
⏱️ Slow loading times
🤔 Missing key features and functionality
🤯 Confusing and unintuitive navigation
💻 Forced to use app instead of website
🇨🇦 Not compatible with Canadian users

More Oakworth Wealth Management apps to explore

by Summit Financial, LLC

Secure messagingPrivate video conferencingDocument sharing

This app offers a secure and efficient platform for clients to manage their wealth. It facilitates real-time updates on financial planning strategies through features like secure messaging, video conferencing, and document sharing.

💼 Business

(1)

by 55 North Private Wealth

55 North Private Wealth

AI financial advisor built in

M1: AI Wealth Management

High-Yield Cash AccountCustomizable Investment Portfolios (Pies)Automatic Rebalancing

This finance app simplifies wealth building by offering integrated earning, investing, and borrowing features. Manage cash with high yields, build custom investment portfolios with automated rebalancing, and access competitive margin rates, all within a secure platform.

free with in-app purchases

(75K)

Vontobel Wealth

by Bank Vontobel AG

Portfolio and account overviewAsset analysisPayment and trade order entry

Access your financial portfolio, manage payments, and trade securities on the go. Communicate securely with your advisor and receive digital account statements. Stay informed with research and market news.

(2)

Park Avenue® Wealth Management

by Park Avenue Securities

Account balances and holdingsInvestment performance trackingPortfolio allocation overview

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.

By Arvest Wealth Management

Secure login with biometricsPortfolio overview and market valuationDetailed holdings search

Securely view investment accounts, statements, and tax forms 24/7. Optimized for mobile, it offers quick login, portfolio overviews, detailed holdings, and transaction history filtering. Set up custom alerts for securities and download tax forms for software.

(9)

Savant Wealth Management

by Savant Capital, LLC

by Orgel Wealth Management, LLC

Orgel Wealth Management

Banking & Personal Finance

Marcus by Goldman Sachs®

High-yield savings accountsCDs with competitive ratesNo-penalty CDs

Manage your finances and grow your savings with competitive interest rates on various account types. Easily open accounts, add funds, and track your progress with helpful tools. All deposits are FDIC-insured for your peace of mind.

(272K)

Beverly Hills Private Wealth

by Beverly Hills Private Wealth LLC

Financial overviewActivity and holdings trackingPerformance monitoring

Access your complete financial overview, including holdings, performance, and projected income. Securely communicate with your financial team and share important documents directly through the app. This application is exclusively for existing clients.

by Wealth Access, Inc.

Grow & preserve your wealth

Vault: Private Wealth

Personalized financial advisorDiversified investment portfoliosPrivate market opportunities

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.

Track your goals on-the-go

View account holdings and performanceTrack progress toward financial goalsMessage and share documents with team

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.

Make managing your wealth easy

Black Diamond Wealth Platform

by Black Diamond Performance Reporting, LLC

Portfolio data accessSimple interfaceElegant design

Access your investment portfolio data through a streamlined mobile interface. This application is designed for authorized clients to view their financial information on the go.

(96)

J. Safra Sarasin Wealth

J. Safra Sarasin

Intraday portfolio valuationsExecute tradesAccount and bank transfers

Manage your wealth with a secure platform offering portfolio valuations, trade execution, and account transfers. Stay connected to your finances and interact with your relationship manager from anywhere.

(13)

Laurel Oak Wealth Management

by Laurel Oak Wealth Management LLC

View all assets in one placeTrack progress toward financial goalsAccess important documents

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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