Screenshots
About Wealth Mobile
Wealth Mobile is a secure banking app that puts your portfolio and financial management directly in your pocket. Stay connected to your Pictet relationship manager and monitor your investments anytime, anywhere.
Manage Your Portfolio at a Glance Track your positions, view daily transactions, and access historical performance data instantly. Check stock quotes, market indices, and exchange rates to stay informed about your holdings. The portfolio dashboard gives you a clear overview of your assets without unnecessary complexity.
Secure Communication and Documents Exchange messages with your relationship manager in a confidential, encrypted environment designed for banking security. All your correspondence with Pictet is organized and accessible in one place, so you never lose track of important communications or account history.
Stay Informed on Markets and Economics Access economic analysis, Flashnotes, and market news curated by Pictet's research team. Download publications to read offline and deepen your understanding of market trends affecting your portfolio. Receive instant notifications when new messages arrive, your portfolio changes, or important financial analysis becomes available.
Simplified Authentication and Access Your device becomes your authentication tool, letting you log in to Pictet Connect and access advisory content more easily. No need to manage separate login credentials—streamlined security that respects your convenience.
All Your Financial Information Organized The Timeline feature consolidates every interaction, message, and transaction update on a single screen. Find what you need quickly instead of navigating through multiple menus.
Note: Content availability varies by location. Some features and financial data may be restricted depending on your connection location. By downloading Wealth Mobile, you understand that data provided to Google may be processed according to Google's terms, and third parties may infer a business relationship with Pictet Group.
Pros & Cons
Pros
- Portfolio dashboard displays positions and transactions at a glance
- Encrypted messaging keeps confidential communications with your relationship manager secure
- Offline-downloadable market research and analysis publications for later reading
- Device-based authentication eliminates need to remember separate login credentials
Cons
- Content and financial data availability restricted by your connection location
- Feature access depends on relationship manager availability and responsiveness
- Third parties may infer business relationship with Pictet from app data
- Requires internet connection to receive real-time portfolio alerts and notifications
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