The Wealth application tailored for J. Safra Sarasin Group's clientele represents a notable advancement in wealth management technology. This platform offers a robust and secure environment to facilitate various financial activities.
Clients can effortlessly access intraday portfolio valuations, execute trades, and manage account bank transfers. The application provides tools for monitoring investments through customizable watchlists and alerts for instruments, portfolios, and accounts.
Recognizing the value of personalized service, the app enables direct communication with dedicated relationship managers, ensuring clients can stay engaged with their financial affairs anytime, anywhere.
Security remains a top priority, with the application integrating advanced features such as multi-factor authentication and biometric login. These measures are complemented by cutting-edge technology aimed at safeguarding personal data against unauthorized access and potential fraud.
To benefit from this app, clients must meet certain prerequisites:
- An existing bank relationship with a banking entity of the J. Safra Sarasin Group
- An E-Services contract with a banking entity of the J. Safra Sarasin Group
- iOS 12.0 or more recent
For further details, including the Group Data Privacy Notice and relevant documentation for E-Services and mobile banking, please visit jsafrasarasin.com.
Developer:
Bank J. Safra Sarasin AG
Elisabethenstrasse 62
Postfach
4002 Basel
Switzerland
Contact:
media@jsafrasarasin.com
Important legal information:
The functionalities described may not be suitable for all users and might not be available in every jurisdiction. The availability of the app for download does not constitute a solicitation or endorsement for any transaction or partnership with J. Safra Sarasin Group affiliates. Distribution of this app is prohibited in areas where it violates local laws.
Changes to the app may occur at any time without prior notice. Users should be aware that downloading or using this application will result in data exchanges with third parties, potentially affecting confidentiality regarding one’s banking relationships.
Finally, downloading or utilizing this app may incur costs from mobile service providers; it is advisable to contact them for information on any applicable fees.
Overview
J. Safra Sarasin Wealth is a Freeware software in the category Business developed by Bank J. Safra Sarasin AG.
The latest version of J. Safra Sarasin Wealth is 1.0.31, released on 12/31/2024. It was initially added to our database on 12/31/2024.
J. Safra Sarasin Wealth runs on the following operating systems: iOS.
Users of J. Safra Sarasin Wealth gave it a rating of 3 out of 5 stars.
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