Best Xxi Wealth Client Portal Apps

231+ iOS apps curated and reviewed

4.6 avg rating

20 free apps

Updated June 2026

Out of 231+ xxi wealth client portal apps on iOS, 20 are free and the rest sit in the paid tier. This page sorts them so you can compare both sides before you commit.

Compare top Xxi Wealth Client Portal Apps (June 2026)

#	App	Price	Rating	Ads	In-App Purchases	Updated
1	XXI Wealth Client Portal	Free	—	No	No	Jul 2026
2	Quicken: Budget & Track Money	Free	4.5★ (12K)	No	Yes	Sep 2026
3	Private Client Services	Free	4.4★ (10)	No	No	May 2026
4	Public: Invest & Trade	Free	4.7★ (85K)	No	No	Sep 2026
5	YNAB	Free	4.8★ (61K)	No	Yes	Sep 2026
6	Envestnet Client View	Free	3.9★ (11)	No	No	Aug 2026
7	Nexo: Crypto Wealth Platform	Free	4.2★ (1.9K)	No	No	Sep 2026
8	SEI Connect - Investor	Free	4.1★ (30)	No	No	Aug 2026

Top Picks for Xxi Wealth Client Portal

#1

XXI Wealth Client Portal by XXI Wealth, LLC

Editor's Choice

💰 Finance

0.0(0 ratings)

Free

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#2

Quicken: Budget & Track Money by Quicken Inc.

Investing, Spending, Net Worth

Strong Contender

💰 Finance

4.5😐(12K ratings)

FreeIn-App Purchases

#22in Finance

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Quicken: Budget & Track Money screenshot 6

Manage personal and business finances in one app. Track income, expenses, and investments, create budgets, and monitor spending. Business features include invoicing and tax preparation tools.

What We Love

🚀 Intuitive and user-friendly
💡 Helpful budgeting and planning features
🔒 Secure and private
👍 Comprehensive financial tracking

Room to Improve

🐛 Buggy and unreliable
🔍 Lacking customization options
⏱️ Slow performance and frequent crashes

#3

Private Client Services by The Capital Group Companies Inc.

Client portal

Worth Considering

💰 Finance

4.4(10 ratings)

Free

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Access your investment account information on the go. View balances, review asset allocation, check transactions, and assess results. Stay informed with research insights and easily contact your team.

More Xxi Wealth Client Portal apps to explore

Public: Invest & Trade

Public: Invest & Trade

Public: Invest & Trade

Stocks, Crypto, Options, Bonds

Invest in a diverse portfolio including stocks, options, bonds, and crypto. Transfer your existing portfolio and earn a 1% uncapped match. Build your retirement with IRA contributions and earn a 1% match.

Transfer existing portfolios1% uncapped transfer matchInvest in stocks, options, bonds, crypto

free with in-app purchases

Never worry about money again

This app helps users gain control of their finances by creating flexible spending plans, tracking expenses, and managing debt. It aims to reduce financial stress and empower users to reach their goals. Features include account linking, manual transaction entry, and collaborative planning for multiple users.

Create and share unlimited spending plansAutomatically import transactionsManually add transactions

Envestnet Client View

Envestnet Client View

Envestnet Client View

by Envestnet Financial Technologies, Inc.

Manage your finances and work towards your financial goals with this app. It offers tools to simplify your financial life, suitable for both beginners and experienced individuals.

Financial goal achievementSimplified financial managementTools for investors

Nexo: Crypto Wealth Platform

Nexo: Crypto Wealth Platform

Nexo: Crypto Wealth Platform

Borrow, еarn & еxchange crypto

This platform allows users to fund their accounts, buy and sell a wide range of digital assets, and earn interest on their holdings. It also offers the ability to borrow funds using crypto as collateral and provides a loyalty program for enhanced benefits.

Buy, sell, and swap digital assetsEarn compound daily interestBorrow funds using crypto as collateral

SEI Connect - Investor

SEI Connect - Investor

SEI Connect - Investor

Powering Wealth

Access your investments and connect with your financial advisor through this mobile application. It offers secure login, document scanning and storage, and real-time viewing of your financial data and performance.

Biometric loginPush notificationsDocument scanner

by Voya Services Company

Manage your entire financial life from one secure app. Track retirement, health savings, and investment accounts, alongside external banking and credit card information. Receive personalized guidance and access interactive tools to help you achieve your financial goals.

All-in-one account aggregationPersonalized financial guidanceRetirement income modeling

Primerica Online

Primerica Online

Primerica Online

Representative App

This app empowers financial representatives to manage and grow their business remotely. Access client tools for insurance and investments, training materials, and business management features. Stay connected with company news and social media resources.

Client insurance and investment toolsFinancial analysis and calculatorsLicensing and training materials

by FINLOGIC TECHNOLOGIES INDIA PRIVATE LIMITED

Access your financial information on the go. Track your net worth, view valuation reports, P&L statements, and review your last 10 transactions. Requires login credentials provided by NJ Wealth Advisors.

Check Net WorthView Valuation ReportAccess P&L Report

Origin: AI Budget and Track

Origin: AI Budget and Track

Origin: AI Budget and Track

Spending, Saving, & Net Worth

Effortlessly track finances, create AI-powered budgets, and gain personalized financial guidance. Manage spending, investments, and plan for life events with secure account connections and expert advice.

Securely connect financial accountsTrack spending, cash flow, subscriptions, and billsBuild AI-powered budgets

free with in-app purchases

CRM for Financial Advisors

Manage client relationships and firm activities with this comprehensive CRM mobile app. It offers secure login, contact management with quick actions, and a redesigned calendar. Stay organized with task, opportunity, and project management features, all synced with the web version.

Client relationship managementContact management with quick actionsRedesigned calendar and task management

Vanguard: Save, Invest, Retire

Vanguard: Save, Invest, Retire

Vanguard: Save, Invest, Retire

Investing, Advice, Retirement

Manage your investments and retirement accounts on the go. Track account performance, make trades, and deposit checks directly. Access account overviews and transaction history with ease.

Account overview and balance trackingInvestment performance trackingCost basis and day change details

by Beyond Finance Inc.

Track your financial program's progress and view enrolled accounts. Connect with your Client Success Team for support and receive personalized financial tips to inspire your journey.

Review program progressView enrolled accountsConnect with Client Success Team

Ameriprise Financial

Ameriprise Financial

Ameriprise Financial

by Ameriprise Financial, Inc.

Manage your finances and connect with your advisor on the go. Track investments, view account balances, and securely share documents. Make payments, deposit checks, and stay informed with market news.

Track asset value and account summaryView portfolio allocation and performanceAdd external accounts for a complete financial picture

Alphanso Wealth

Alphanso Wealth

Alphanso Wealth

Financial planning & advisory

This app offers personalized financial planning and wealth management. It combines AI-driven insights with expert advice to help users achieve goals like retirement, tax optimization, and legacy planning. Enjoy affordable, flat-fee services with full control over your investments.

Personalized financial adviceFlat-fee wealth managementAI-powered financial insights

Buddy: Budget Planner App

Buddy: Budget Planner App

Buddy: Budget Planner App

Bill Tracker & Money Manager

This app helps you create and manage personal or shared budgets. Track expenses, connect your bank account for automatic transaction import, and gain a clear overview of your spending, income, and savings. It also features tools to split costs and settle up with others.

Create personal budgetsShared budgeting for couples/groupsConnect bank accounts for transaction import

free with in-app purchases

Plan, save, invest, retire

This app provides a comprehensive financial overview, consolidating all your accounts in one place. It offers tools to plan for retirement, manage budgets, track net worth, and simulate financial scenarios, making financial management clearer and simpler.

Consolidated account viewRetirement planningBudget tracking

free with in-app purchases

Finhabits: Invest My Money

Finhabits: Invest My Money

Finhabits: Invest My Money

Invest, Learn, and Protect

This app simplifies investing, saving, and learning about personal finance. It offers automated investment accounts, health insurance options, and educational resources to help users build a better financial future. Available in English and Spanish, it aims to make financial management accessible to everyone.

Automated investment accountsRetirement savings optionsHealth, dental, and vision insurance plans

free with in-app purchases

FAQ about Xxi Wealth Client Portal

Are there free xxi wealth client portal apps for iPhone?

Yes — 20 of the top xxi wealth client portal apps we rank are free to download, including XXI Wealth Client Portal and Quicken: Budget & Track Money.

Does XXI Wealth Client Portal have ads or in-app purchases?

XXI Wealth Client Portal has no ads and has no in-app purchases, according to its App Store listing as of June 2026.

How many xxi wealth client portal apps are on the App Store?

We track 231+ xxi wealth client portal apps on the iOS App Store as of June 2026, ranked by rating, recency, and analysis of real user reviews.