16.0.5904 Safe to install
Stifel Wealth Tracker is a comprehensive and convenient financial tool that can be accessed on mobile, tablet, or computer. It offers an array of features to help you gain a deep understanding of your financial situation and plan for your future.
Wealth Tracker provides a secure platform where you can easily view all your financial information in one place. This includes your investment and retirement accounts, checking and savings accounts, mortgage, student loans, other loans, credit cards, and more.
One of the main advantages of Wealth Tracker is its ability to track your net worth and monitor your progress towards your financial goals. It also offers detailed analysis of your investment portfolio, providing valuable insight into your asset and sector allocations.
Upon registration, Wealth Tracker enables you to complete a risk profile. This allows you to assess whether your holdings align with your financial goals, risk tolerance, and time horizon.
Furthermore, this application offers access to research reports from our highly regarded equity research partner. This feature can help you better understand specific investments.
One of the standout features of Wealth Tracker is its commitment to personalized service. With just a click, you can connect with a Financial Advisor in your area who can provide assistance and answer any questions you may have.
Overview
Stifel Wealth Tracker is a Freeware software in the category Business developed by Stifel Financial Corp..
The latest version of Stifel Wealth Tracker is 16.0.5904, released on 09/03/2024. It was initially added to our database on 12/28/2023.
Stifel Wealth Tracker runs on the following operating systems: iOS.
Users of Stifel Wealth Tracker gave it a rating of 3 out of 5 stars.
Pros
- Comprehensive financial tracking and management tool
- Allows users to view all their financial accounts in one place
- Provides real-time updates on investment portfolios and balances
- Offers personalized insights and recommendations based on financial goals
- Secure access with advanced encryption and authentication measures
Cons
- Not as widely known or used as other financial tracking tools
- May have limited integration with certain financial institutions or accounts
- Pricing information and fees may not be transparent upfront
FAQ
What is Stifel Wealth Tracker?
Stifel Wealth Tracker is a digital platform offered by Stifel Financial Corp. that provides clients with access to view and manage their investment portfolios.
How can I access Stifel Wealth Tracker?
Clients can access Stifel Wealth Tracker through the Stifel online portal or through the Stifel mobile app.
What features are available on Stifel Wealth Tracker?
Stifel Wealth Tracker provides features such as portfolio performance tracking, account balance monitoring, transaction history, market news updates, and investment recommendations.
Is Stifel Wealth Tracker secure?
Yes, Stifel Wealth Tracker employs security measures to ensure the protection of client data and information.
Can I make trades through Stifel Wealth Tracker?
While Stifel Wealth Tracker provides information about your investment portfolio, actual trading may need to be done through a designated broker or financial advisor.
Is there a cost to use Stifel Wealth Tracker?
Stifel Wealth Tracker is typically offered to clients as part of the services provided by Stifel Financial Corp., but additional fees or charges may apply for certain features or transactions.
Can I set up alerts on Stifel Wealth Tracker?
Yes, clients can set up alerts for specific events such as price movements, account activity, or market updates on Stifel Wealth Tracker.
Is customer support available for Stifel Wealth Tracker?
Yes, Stifel typically offers customer support services for clients using Stifel Wealth Tracker to address any inquiries or issues that may arise.
Screenshots (Click to view larger)
Related products
Client Access
Streamlined Financial Management with Client Access
Fox Business: Invested In You
Fox Business: Invested In You is a software developed by Fox News Network, LLC. Designed specifically for business enthusiasts, this software offers a comprehensive set of financial tools and resources.
Frontline Insurance
Frontline Insurance has been providing tailored solutions to customers for over 20 years. The new Frontline Mobile App offers convenient and secure access to your homeowners policy at any time and from anywhere.
Gozee The World
The Gozee app offers a unique platform for users to share travel experiences with their loved ones. This innovative tool facilitates the sharing of travel-related content in a streamlined manner, enhancing the connection between friends …
LPL Account View
Seamless Financial Management with LPL Account View
Morgan Stanley Wealth – Tablet
Streamline Your Investments with Morgan Stanley Wealth – Tablet
Morningstar for Investors
Unlock Investment Insights with Morningstar for Investors
Morningstar Investor
Unlock the Power of Investment Insights with Morningstar Investor
MyCincinnati
The software product, MyCincinnati, developed by The Cincinnati Insurance Company, provides customers with a seamless and convenient solution for managing their insurance policies.
ProxyVote: Your Voice Matters
The ProxyVote app offers a convenient way to access, review, and vote on all of your proxies. By downloading this app, you can efficiently manage and vote on your shares with just a few taps.
PURE Insurance
Experience Tailored Coverage with PURE Insurance
Stockperks
Stockperks is a revolutionary app that offers an array of benefits and opportunities to shareholders. It serves as a shareholder perk marketplace, providing a seamless connection between investors and companies.
TaxCaddy
TaxCaddy offers a seamless and efficient way to gather and share your tax documents with your tax professional. This innovative solution eliminates the stress and complications often associated with tax preparation.
UBS Financial Services
Comprehensive Financial Solutions with UBS Financial Services
Wealthscape Investor℠
Access your managed brokerage accounts from anywhere with Wealthscape Investor. This user-friendly app offers an enhanced experience, allowing you to efficiently navigate and access the necessary information.Latest Updates
Blitz 2.1.289
Engage your brain with Blitz by ! KaaBlitz Crossword!StrongRecovery 4.7.8.0
Efficient Data Recovery Solution with StrongRecovery SoftwareFireAlpaca 2.13.14
FireAlpaca: A Versatile and User-Friendly Painting ToolMonkey's Audio 11.05
Monkey's Audio: The Go-To Lossless Audio Codec
Personal Backup 6.3.28.0
Effortless Data Protection with Personal Backup by J. RathlevPlayOn 5.0.254
PlayOn: Seamless Streaming for Your Favorite ContentLatest News
Latest Reviews
 |
Flappy Nyan
Endless Fun with Flappy Nyan: A Colorful Adventure! |
 |
WeFast: Diet Plan for Women
WeFast: Your Personal Diet Companion for Women |
 |
Super Power FX - Superheroes
Unleash Your Inner Superhero with Super Power FX |
 |
Hunting Season 3D
Experience the Thrill of the Hunt with Hunting Season 3D |
 |
NIV 50th Anniversary Bible
A Timeless Classic Reimagined: NIV 50th Anniversary Bible Delivers |
 |
Orbit - Find lost keys & phone
Never Lose Your Belongings Again with Orbit by HButler |
 |
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! |
