Best Wealth Private Apps

Bernstein Private Wealth

My Bernstein mobile app

Free

This mobile app allows wealth management clients to effortlessly manage their finances, accessing account information, transferring funds, and securely sharing files with their advisory team. Download the app to take control of your financial future with confidence and ease, monitoring your assets, making transactions, and connecting with your advisor on-the-go.

Wing: Access Private Wealth

Wealth, Guidance & Experiences

Free

Access top-tier wealth management services without multi-million-dollar minimums, paired with personalized financial guidance and exclusive experiences tailored to your goals and aspirations. Activate your private wealth team and start managing your investments with expert advice, while staying in control and navigating life's milestones with confidence.

iA Private Wealth

by Industrial Alliance Insurance and Financial Services Inc.

Free

Monitor your investment portfolio and stay connected with your advisor on-the-go with a secure mobile app that offers comprehensive account information, document downloads, and optional biometric authentication. Download the app to keep tabs on your progress towards your wealth goals anywhere, anytime.

Equirus Wealth

Complete Wealth Management App

Free

This all-in-one wealth management application provides users with a comprehensive platform to manage their investments, offering advanced tools, real-time insights, and a user-friendly interface. With features such as portfolio tracking, smart market insights, and intelligent analytics, users can take control of their financial goals and invest with confidence.

Wealth Elite

by REDVISION GLOBAL TECHNOLOGIES PRIVATE LIMITED

Free

This investment application allows privileged investors to easily manage their wealth by investing in top-performing mutual funds, tracking their portfolio, and mapping investments to life goals. With features like easy portfolio management, research, and paperless investments, users can efficiently grow their wealth and achieve their financial objectives.

PFG Private Wealth

by PFG Private Wealth Management, LLC

Free

Stay in control of your financial world with our secure, easy-to-use platform that provides instant access to your portfolio, financial plan, and advisor support. Download to track your portfolio, monitor your financial progress, and connect with your advisor on your own terms.