The J. Safra Sarasin Wealth app provides private banking clients with secure access to portfolio valuations, trade execution, account transfers, and investment alerts. It is designed for clients seeking to manage their wealth and investments on iOS devices.
In the Personal finance & budgeting space, J. Safra Sarasin Wealth takes a focused approach. It allows private banking clients to manage their wealth, monitor portfolios, and execute trades securely from their mobile devices. It is built as a consumer product for private banking clients. J. Safra Sarasin Wealth costs nothing to use. It runs on the web and iOS.
Bank J. Safra Sarasin AG builds and maintains J. Safra Sarasin Wealth, and the product first shipped in 2023. PulseGate's similarity index finds few close equivalents — J. Safra Sarasin Wealth occupies a relatively distinct niche. Key capabilities include portfolio management, trade execution, and account transfers.
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