v1.4.1 Safe to install
Comprehensive Wealth Management at Your Fingertips
Bernstein Private Wealth offers a tailored approach to wealth management, combining expert advice with personalized services to meet each client's unique financial goals.
Clients can conveniently access their information anytime and anywhere using the Bernstein Private Wealth app on their mobile devices. The app allows users to easily check account balances, review asset allocation, transact on accounts, and assess performance.
Security Features:
- Secure Log-in options include username and password input, fingerprint mapping, and facial recognition technology for seamless biometric authentication without the need to remember passwords.
- Multi-factor authentication ensures the security of your account.
Transaction Features:
- Securely transfer funds out of Bernstein accounts.
- Deposit Checks by simply taking photos of the front and back of a check to fund available Bernstein accounts.
- Access Deposit Instructions required for funding Bernstein accounts via wire/ACH.
Data Sharing:
- Securely share documents with your advisor through the app.
Wealth Management Hub:
- Link accounts from multiple institutions to gain a comprehensive overview of your assets.
Account Management Features:
- Quickly review balances across all Bernstein accounts and sub-accounts.
- Monitor asset allocation, activity, holdings, and performance with ease.
- Assess asset allocation by class or objective and delve into sub-asset class details.
Activity Monitoring:
- Review transaction history, filter by date range or amount, and track buys, sells, additions, and withdrawals.
Holding Analysis:
- Examine holdings by asset class, manage securities status, and understand total exposure by relationship.
- Check cost basis and other holding details with a single click.
Performance Evaluation:
- Evaluate performance at the account or relationship level using time-weighted return or internal rate of return metrics.
- Switch between different time periods easily using the drop-down menu.
- Analyze money earned, contributions, withdrawals, and compare performance to major indices.
Contact Information:
- Access your Bernstein Advisor’s contact details including name, phone number, and email address for convenient communication.
- Connect with your Advisor instantly through the app with just a tap.
Overview
Bernstein Private Wealth is a Freeware software in the category Business developed by AllianceBernstein L.P..
The latest version of Bernstein Private Wealth is v1.4.1, released on 02/18/2024. It was initially added to our database on 02/18/2024.
Bernstein Private Wealth runs on the following operating systems: iOS.
Users of Bernstein Private Wealth gave it a rating of 5 out of 5 stars.
Peter Salakani
I'm Peter, a software reviews author at UpdateStar and content specialist with a keen focus on usability and performance. With a background in both software development and content creation, I bring a unique perspective to evaluating and discussing general software topics. When I'm not reviewing software, I enjoy staying updated on the latest tech trends, experimenting with new applications, and finding innovative solutions to everyday tech challenges.
Latest Reviews by Peter Salakani
Related products
Israel Bonds
Access your Israel Bonds account securely and conveniently with the Israel Bonds app. Whether you're investing for yourself or purchasing bonds as a gift, the app allows you to stay informed about current rates, manage your account, and …SpendSlope
Simplifying Your Budgeting Journey with SpendSlopeStolz WM Mobile
The mobile application developed by Stolz & Associates offers users the capability to access their investment accounts seamlessly.Latest Updates
Driver Magician Lite 5.68
Essential Tool for Driver ManagementGuitar Pro 8.1.4.43
Master the Guitar with Guitar Pro's Advanced Tablature Software!SoftPerfect Network Scanner 8.2.4
Efficient Network Scanner Tool for Network AdministratorsChromium 136.0.7104
Chromium BSU: A Fast-Paced Top-Down Shooter GameEZ CD Audio Converter 12.1.0.6
EZ CD Audio Converter: The Ultimate Tool for Audio Conversionn-Track Studio 10.2.1.9625
Unleash Your Creativity with n-Track StudioLatest News
Latest Reviews
![]() |
WordFinder by YourDictionary
Unlock Your Vocabulary with WordFinder by YourDictionary |
![]() |
Remnant Ministries Mobile App
Empower Your Spiritual Journey with the Remnant Ministries Mobile App |
![]() |
The Boubyan App
Revolutionize Your Banking Experience with The Boubyan App |
![]() |
AI Mirror: AI Art Photo Editor
Transform Your Photos into Stunning Art with AI Mirror |
![]() |
The Trail
A Captivating Adventure Awaits in The Trail |
![]() |
Sky Tonight - Star Gazer Guide
Unlock the Wonders of the Night Sky with Sky Tonight |
![]() |
UpdateStar Premium Edition
Keeping Your Software Updated Has Never Been Easier with UpdateStar Premium Edition! |
![]() |
Microsoft Visual C++ 2015 Redistributable Package
Boost your system performance with Microsoft Visual C++ 2015 Redistributable Package! |
![]() |
Microsoft Edge
A New Standard in Web Browsing |
![]() |
Google Chrome
Fast and Versatile Web Browser |
![]() |
Microsoft Visual C++ 2010 Redistributable
Essential Component for Running Visual C++ Applications |
![]() |
Microsoft Update Health Tools
Microsoft Update Health Tools: Ensure Your System is Always Up-to-Date! |