Best Xxi Wealth Client Portal Apps

Public: Invest & Trade

Stocks, Crypto, Options, Bonds

Free

An all-in-one investing application where you can trade options with rebates, earn high APY on a cash account, buy bonds, utilize AI investment analysis, manage portfolios with advanced tools, and access pre-market trading sessions. Take control of your investments and dive deep into financial analysis with ease.

YNAB

Never worry about money again

Free

Start changing your money mindset with a set of habits to spend purposefully, save aspirationally, and give generously. Join millions in improving your financial outlook and sign up for a one-month free trial today!

Envestnet Client View

by Envestnet Financial Technologies, Inc.

Free

Take control of your finances with this mobile app designed to simplify your financial life and empower you to achieve your financial goals. It provides a comprehensive platform for individuals to manage their finances, regardless of their investment experience.

Nexo: Crypto Wealth Platform

Borrow, еarn & еxchange crypto

Free

A cryptocurrency investment app allowing users to easily buy, sell, and manage Bitcoin and other digital assets. Join now to start investing in cryptocurrencies with ease!

SEI Connect - Investor

Powering Wealth

Free

This mobile app provides easy access to your investments, connecting you to your financial advisor, and offers features such as biometric login, push notifications, and a document vault to help you make confident financial decisions. With the app, you can view balances, holdings, performance data, and transaction activity, and collaborate with your advisor to achieve your financial goals.

Voya

by Voya Services Company

Free

Download our mobile app to easily save for retirement, manage your finances on-the-go, and access tools to boost your savings. Secure, intuitive, and designed to simplify money management, helping you retire with confidence.

Primerica Online

Representative App

Free

Access cutting-edge technology with our app. Save money, invest wisely, and secure your financial future. Download now!

NJ Client Desk

by FINLOGIC TECHNOLOGIES INDIA PRIVATE LIMITED

Free

This mobile application allows users to track their financial information on-the-go, including net worth, valuation reports, profit and loss reports, and recent transactions. To access the app, users need to obtain a login ID and password from a network partner.

Origin: AI Budget and Track

Spending, Saving, & Net Worth

Free

Origin: Budget is a powerful financial management tool that helps you track expenses, set budget goals, and analyze spending patterns. Take control of your finances and achieve your financial goals with Origin: Budget today!

Wealthbox

CRM for Financial Advisors

Free

A comprehensive CRM application for financial advisors, seamlessly managing client relationships with features like secure login options, maps integration, push notifications, and task management. Stay organized and efficient with Wealthbox CRM, the ultimate tool for financial professionals.

Vanguard: Save, Invest, Retire

Investing, Advice, Retirement

Free

The Vanguard app provides easy mobile investing and account management with features like tracking account performance, making trades, and accessing support. Stay on top of your investments and financial goals conveniently from your mobile device.

Beyond Finance

by Beyond Finance Inc.

Free

Track your program's progress with ease, connect with our Client Success Team effortlessly, and get personalized financial tips for your journey. Start optimizing your financial future today!

Ameriprise Financial

by Ameriprise

Free

Access financial information, connect with your advisor, track progress, view accounts, collaborate securely, and complete tasks all in one place with the Ameriprise Financial app. Make informed financial decisions and manage your portfolio on-the-go. Visit the website for more information on privacy and security.

Alphanso Wealth

Financial planning & advisory

Free

Get AI-powered stock investing with Alphanso. Maximize your investment potential through advanced algorithms and analysis. Start investing smarter today!

Buddy: Money & Budget Planner

Money Manager & Tracker

Free

Manage your finances efficiently with our intuitive budget planner app. Track expenses, set savings goals, and stay on top of your financial health easily. Take control of your money today!

Empower ®

Plan, save, invest, retire

Free

Empower's mobile app offers personalized financial management tools for all your accounts, including retirement plans and investments. With enhanced security features like biometric identification, it helps you take smart steps towards your financial goals. Connect with Siri and Apple Watch for on-the-go tracking. Start managing your finances confidently today!

Finhabits: Invest My Money

Invest, Learn, and Protect

Free

This application helps users invest for the future, sign up for affordable health insurance plans, and learn smart financial habits. Join to master your money habits with automated investments, healthcare options, and educational resources.