Apps Like XXI Wealth Client Portal for iPhone and iPad
XXI Wealth Client Portal screenshots
Ranked alternatives
Showing 101–120 of 1,000 ranked alternatives.
OneAscent
OneAscent
Access portfolio data anytime
Access portfolio data in real time. View investment performance, asset allocation, and transaction history. Receive alerts for account changes. Export reports and contact support through the .
SSWP Client Access
SageSpring Wealth Partners, LLC
View portfolio, download reports, connect with advisor
View financial portfolio details, download performance reports, and connect with an advisor. Track account balances, investment summaries, and receive real-time market updates. Send secure messages and schedule consultations.
Wealth eOffice
RED VISION COMPUTER TECHNOLOGIES PRIVATE LIMITED
View portfolios, track goals, calculate investments
View investment portfolios and reports. Access financial calculators and goal tracking tools. Review performance metrics and receive advisor-generated insights. Manage investment goals and track progress over time.
GoPay: Transfer, Payment, QRIS
PT. GOTO GOJEK TOKOPEDIA TBK
Transfer funds and scratch cards to win
Transfer funds between accounts with free transactions up to 100 times monthly. Receive 50,000 Coins if transfers take over a minute. Send and receive money via digital wallets including Astrapay, DANA, iSaku, LinkAja, OVO, and ShopeePay.
Choice Wealth Advisors
Choice Wealth Advisors, LLC
View account info, check balances, contact advisor
View account balances and transaction history. Send secure messages to . Access portfolio details and activity logs. Schedule consultations and receive alerts for account changes.
The Retirement Planning Group
THE RETIREMENT PLANNING GROUP, INC.
Review performance, track income, upload documents, link
Review investment performance and account values. View income, distributions, and net worth summaries. Upload and download documents from a secure vault. Link external accounts for consolidated financial data.
iA Private Wealth
Industrial Alliance Insurance and Financial Services Inc.
Monitor portfolio, chat with advisor
Monitor investment portfolios with real-time account updates. Access downloadable tax documents and advisor contact details. Use optional biometric authentication for secure logins. Track progress and stay connected with financial advisors.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.