Bernstein Private Wealth by AllianceBernstein L.P. (Universal)
(21)
Released: Dec 17, 2017
Version: 1.0.4
Size: 32 MB
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Ranking - Finance (iPhone)

Ranking - Finance (iPad)

Bernstein Private Wealth

AllianceBernstein L.P.
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

•\tLogging in to the app has never been easier or more secure
•\tSimply input username and password, or
•\tFingerprint 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

•\tReview balances for all your Bernstein accounts
•\tDrill down to see balance by sub-account

Follow Your Investments

•\tCheck asset allocation, activity, holdings and performance with one click
•\tEasily toggle between account views

Asset Allocation

•\tAssess allocation by asset class or portfolio objective
•\tDrill down to the sub-asset class detail

Activity

•\tReview transaction history for all buys and sells, additions and withdrawals
•\tFilter to a specific date range or transaction amount

Holdings

•\tExamine detailed list of holdings by asset class
•\tSee managed and unmanaged securities
•\tAggregate securities by relationship to understand total exposure
•\tClick to check cost basis and other holding detail

Performance

•\tEvaluate performance at the relationship or account level
•\tView as time-weighted return or internal rate of return as appropriate
•\tDrop-down menu to change time period
•\tEasily check money earned, contributions, and withdrawals
•\tCompare to major indices

Contact Your Advisor

•\tMy Team icon at the bottom of every page
•\tFind your Bernstein Advisor’s name, phone number, and e-mail
•\tTap to connect to your Advisor in an instant

What's new in version 1.0.4
Fix for clients who use Display Zoom
Other bug fixes and enhancements
Screenshot #1 (iPhone)
Our verdict: Good
  • + Bernstein Private Wealth is a highly rated app (4.5-star).
  • + The app is free.
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