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.
ClientLink screenshots
Ranked alternatives
Showing 281–300 of 1,000 ranked alternatives.
1% Club
Finance With Sharan
Track expenses, save, and invest wisely
Learn personal finance through structured courses from India's top experts. Track investments, set financial goals, and receive progress reports. Access budgeting tools and investment calculators to plan long-term wealth growth.
Growin' - Invest & Trade
Mandiri Sekuritas, PT
In stocks and manage your portfolio
In stocks, mutual funds, and bonds. Place trades, view portfolio performance, and track market trends. Set investment goals and receive real-time updates. Manage accounts and access research tools.
Eurobank Trader App
Eurobank Ergasias S.A.
Trade stocks, ETFs, and futures on global
View portfolio details, cash balances, and trade history. Place and manage orders for stocks, ETFs, bonds, and futures. Access real-time price data and message support. Track assets and review statements.
InvestMates: AI Money Manager
InvestMates Pte Ltd
Manage investments, track portfolios, set goals
Manage investments with real-time portfolio tracking and performance analysis. Set up recurring contributions and goal-based investing. Access market data and research reports. Adjust risk profiles and monitor transactions.
PFG Private Wealth
PFG Private Wealth Management, LLC
Access your portfolio and financial plan anytime
Track portfolio balances, performance, and transactions with real-time updates. Monitor financial goals and progress toward retirement, savings, and other objectives.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.