ClientLink app icon

Apps Like ClientLink for iPhone and iPad

Access accounts and manage investments

View accounts with Household Summary, Today’s Gain/Loss, and Balances. Group accounts by Non-Retirement and Retirement. Check Cash and Stocks & Related holdings. See Top Performing stocks in portfolio.

by Wedbush Securities, Inc.★ 4.121 ratingsFinanceFreeData updated 2026-09-06

ClientLink screenshots

Ranked alternatives

Showing 241–260 of 1,000 ranked alternatives.

  1. RightCapital app icon

    RightCapital

    RightCapital Inc.

    Track accounts, view investments, connect with advisor

    View and track financial accounts and investments in one place. Link accounts, monitor expenses in a budget module, share documents securely, and receive task notifications. Connect with a financial advisor for real-time updates and guidance.

    ★ 4.140 ratingsFinanceFreeData updated 2026-09-06
  2. MProfit app icon

    MProfit

    MPROFIT SOFTWARE PRIVATE LIMITED

    ★ 3.917 ratingsFinanceFreeData updated 2026-09-06
  3. EQT app icon

    EQT

    Old Mutual Wealth (Pty) Ltd

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-11
  4. Parqet - Portfolio Tracker app icon

    Parqet - Portfolio Tracker

    Parqet Fintech GmbH

    Track assets, view performance, import data

    Track financial assets and performance in real time. Import accounts from major banks and brokers. View detailed analytics and benchmark comparisons. Monitor cryptocurrency holdings and cash balances. Receive automated reports.

    ★ 4.912 ratingsFinanceFreeData updated 2026-09-06
  5. alooola app icon

    alooola

    Glen Eagle Advisors, LLC

    Invest in portfolios with expert guidance

    Invest in expert-crafted portfolios tailored to financial goals. Track wealth across multiple accounts. Access retirement planning tools and personal finance insights. Adjust investments based on life changes and risk tolerance.

    ★ 4.913 ratingsFinanceFreeData updated 2026-09-06
  6. Wagyu: Track Cryptos & Stonks app icon

    Wagyu: Track Cryptos & Stonks

    Stefan Hurzlmeier

    ETH validators and get alerts

    Ethereum validator status and receive alerts for downtime or block proposals. View validator details and performance metrics. Manage staking activities and monitor network activity in real time.

    ★ 4.155 ratingsFinanceFreeData updated 2026-09-12
  7. Investment One app icon

    Investment One

    Investment One Financial Services Limited

    Invest in stocks and fixed assets

    Track portfolio performance by asset class or overall. View real-time market data and historical trends. Buy and sell Nigerian stocks and fixed assets. Set goals and receive alerts for market changes. Manage transactions and monitor account balances.

    ★ 4.07 ratingsFinanceFreeData updated 2026-09-06
  8. Trade, Think, Invest - Vennote app icon

    Trade, Think, Invest - Vennote

    Xin Chen

    Track trades, record insights, plan strategies

    Record and review trades with detailed notes and analysis. Track performance across stocks, options, futures, forex, and cryptocurrency. Set goals, monitor progress, and document investment decisions for better planning and growth.

    ★ 4.216 ratingsFinanceFreeData updated 2026-09-06
  9. Dividend Calculators app icon

    Dividend Calculators

    Alpinetic

    Invest in stocks and track returns

    Calculate potential returns on -paying stocks with real-time market data. Set investment goals, track portfolio performance, and receive alerts for stock price changes and payouts.

    ★ 4.745 ratingsFinanceFreeData updated 2026-09-06
  10. Portfolio X - Stock Tracker app icon

    Portfolio X - Stock Tracker

    Popa Alexandru

    Track stocks, crypto, and dividends

    Track stocks, cryptocurrencies, and dividends with real-time data and market insights. View performance, set price alerts, and receive financial news. Manage multiple assets and analyze historical trends.

    ★ 4.741 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

Apps are ranked by functional similarity, category fit, rating confidence, and popularity.