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Bernstein Private Wealth

Clients can access their information wherever, whenever with the new Bernstein Private Wealth app for their mobile device

Clients can access their information wherever, whenever with the new Bernstein Private Wealth app for their mobile device

Bernstein Private Wealth

by AllianceBernstein L.P.
Bernstein Private Wealth
Bernstein Private Wealth
Bernstein Private Wealth

What is it about?

Clients can access their information wherever, whenever with the new Bernstein Private Wealth app for their mobile device. Quickly check account balances, review asset allocation, follow transactions, and assess performance.

Bernstein Private Wealth

App Details

Version
1.0.11
Rating
(28)
Size
38Mb
Genre
Finance
Last updated
May 1, 2019
Release date
December 17, 2017
More info

App Screenshots

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App Store Description

Clients can access their information wherever, whenever with the new Bernstein Private Wealth app for their mobile device. Quickly check account balances, review asset allocation, follow transactions, and assess performance.

Secure Log-in

• Logging in to the app has never been easier or more secure
• Simply input username and password, or
• Fingerprint mapping and facial recognition technology allow you to log in using your mobile device’s biometrics authentication capabilities…no more passwords to remember!

Quick Balances

• Review balances for all your Bernstein accounts
• Drill down to see balance by sub-account

Follow Your Investments

• Check asset allocation, activity, holdings and performance with one click
• Easily toggle between account views

Asset Allocation

• Assess allocation by asset class or portfolio objective
• Drill down to the sub-asset class detail

Activity

• Review transaction history for all buys and sells, additions and withdrawals
• Filter to a specific date range or transaction amount

Holdings

• Examine detailed list of holdings by asset class
• See managed and unmanaged securities
• Aggregate securities by relationship to understand total exposure
• Click to check cost basis and other holding detail

Performance

• Evaluate performance at the relationship or account level
• View as time-weighted return or internal rate of return as appropriate
• Drop-down menu to change time period
• Easily check money earned, contributions, and withdrawals
• Compare to major indices

Contact Your Advisor

• My Team icon at the bottom of every page
• Find your Bernstein Advisor’s name, phone number, and e-mail
• Tap to connect to your Advisor in an instant

Disclaimer:
AppAdvice does not own this application and only provides images and links contained in the iTunes Search API, to help our users find the best apps to download. If you are the developer of this app and would like your information removed, please send a request to [email protected] and your information will be removed.