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.
Vue d'ensemble
Bernstein Private Wealth est un logiciel de Freeware dans la catégorie Entreprise développé par AllianceBernstein L.P..
La dernière version de Bernstein Private Wealth est v1.4.1, publié sur 18/02/2024. Au départ, il a été ajouté à notre base de données sur 18/02/2024.
Bernstein Private Wealth s’exécute sur les systèmes d’exploitation suivants : iOS.
Utilisateurs de Bernstein Private Wealth a donné une cote de 5 étoiles sur 5.
Produits connexes
25/11/2024 | foobar2000 2.2.4 |
25/11/2024 | Git for Windows 2.47.1 |
25/11/2024 | WinSCP 6.3.6 |
25/11/2024 | FrostWire 6.13.5 |
25/11/2024 | HWiNFO 8.16 |
21/11/2024 | US government wants Google to sell the Chrome browser |
20/11/2024 | 7-Zip update fixes vulnerability |
20/11/2024 | Why use a VPN service in 2025? |
13/11/2024 | Adobe October 2024 Patch Day |
05/11/2024 | Crowdstrike Strikes Again: Office Crashes, Windows 11 Stalls |
Derniers avis
OKI Network Extension
Améliorez votre expérience d’impression avec OKI Network Extension ! |
|
AquaNPlayer
AquaNPlayer : Améliorez votre expérience d’écoute musicale |
|
Kollus Player
Diffusez vos vidéos en toute sécurité avec Kollus Player. |
|
Microsoft Office Click-to-Run 2010
Suite bureautique efficace et conviviale |
|
Microsoft Age of Empires II
Des batailles épiques vous attendent dans Age of Empires II de Microsoft |
|
Canon Utilities EOS Sample Music
Améliorez vos projets vidéo avec Canon Utilities EOS Sample Music ! |