XXI Wealth Client Portal by XXI Wealth, LLC



10+ similar apps compared and reviewed
Whether you want more options like Fairvoy Private Wealth or a completely different take on the same concept, our curated list of 10+ similar apps has you covered. Updated for 2026 with the latest ratings and comparisons.











Effortlessly monitor your investments and financial picture with next-generation portfolio reporting. Securely aggregate all your financial information in one place, including retirement plans, with advanced planning tools.


Access detailed account information, performance reports, and important financial documents securely. Track balances, compare allocations, and project income with custom date reporting. Simplify document management in a centralized, secure vault.


Access your financial portfolio with a clean interface. Monitor balances, holdings, account activity, and investment performance. Interact directly with your financial team.


Securely access your investment accounts using biometric authentication. Review account balances, holdings, and activity. Connect with your financial advisor to schedule appointments.


Access your financial accounts, portfolio data, and important documents securely. Learn about wealth management services and connect with your advisory team. Designed for both existing clients and those interested in becoming one.


Manage your finances on the go with this mobile banking application. Check balances, transfer funds, pay bills, and control your debit card securely. Available to existing online banking customers.


Access your financial account details, view balances, and utilize planning tools. Easily connect with your financial advisor through the app.