Apps Like Private Wealth Connect for iPhone and iPad
Private Wealth Connect screenshots
Ranked alternatives
Showing 1–20 of 1,000 ranked alternatives.
Bernstein Private Wealth
AllianceBernstein L.P.
Access account balances and transfer funds
Access account balances and transaction history across all accounts. Monitor asset allocation, holdings, and performance. Deposit checks by photo and securely share files with advisory teams.
iA Private Wealth
Industrial Alliance Insurance and Financial Services Inc.
Monitor portfolio, chat with advisor
Monitor investment portfolios with real-time account updates. Access downloadable tax documents and advisor contact details. Use optional biometric authentication for secure logins. Track progress and stay connected with financial advisors.
Private Passport
Northern Trust Corporation
Wealth management suite extension for users.
The app provides real-time banking balances and activity, historical information for all accounts, and investment portfolios with intra-day price updates. Users can transfer money, pay bills, deposit checks, and find office locations.
Migros Bank E-Banking
Migros Bank AG
Access accounts, scan bills, track transfers
Monitor accounts, deposits, mortgages, and loans in real time. Scan and pay bills, record account transfers or stock orders. View current stock prices, currencies, and interest rates. ccount and deposit statements.
BV Private Wealth
BV Private Wealth, LP
View portfolios, send messages, track investments
Access client accounts, view portfolio performance, and manage investments. Receive notifications for transactions and market updates. Schedule meetings and download reports securely.
WAS Getreide Markt
Wetterauer Agrar Service GmbH
Access market data and prices.
The app provides access to delayed Matif exchange data for wheat and rapeseed, along with market information. Registered users can view farmgate prices and set target prices for notifications.
Nedbank Private Wealth App
Nedbank Limited
Track , view transactions, manage investments
Track personal and banking transactions in one place. View investment portfolios and manage accounts. Log in securely with fingerprint or FaceID. Access real-time transaction history and investment performance.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.