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 301–320 of 1,000 ranked alternatives.

  1. Financial Calculator EMI, SIP app icon

    Financial Calculator EMI, SIP

    Nirav Zalavadiya

    Calculate loans, track investments, plan budgets

    Calculate loan payments and mortgage amounts. Determine car loan installments. Analyze business expenses and retirement savings. Perform investment calculations and track goals with customizable formulas and detailed reports.

    ★ 4.635 ratingsFinanceFreeData updated 2026-09-06
  2. SimInvest app icon

    SimInvest

    Sekuritas Sinarmas

    Invest in stocks and mutual funds securely

    Invest in stocks and mutual funds with low fees. Track portfolio performance and view real-time market data. Place buy and sell orders with competitive rates. Earn rewards and redeem points for transactions.

    ★ 4.716 ratingsFinanceFreeData updated 2026-09-06
  3. stockaxis app icon

    stockaxis

    Opulent Investment Adviser Private Limited

    Track stock trends and receive buy/sell alerts

    Receive buy and sell recommendations for stocks based on the MILARS® strategy. Access insights via , email, and WhatsApp. View research from a SEBI-registered analyst. Track stock ideas and investment guidance for informed decision-making.

    ★ 4.122 ratingsFinanceFreeData updated 2026-09-06
  4. ASC Trust app icon

    ASC Trust

    ASC Trust, LLC

    Check retirement balance

    Review and manage employer-sponsored retirement plan details. Check retirement balance, view investments and contributions. Communicate via in- messages.

    ★ 4.811 ratingsFinanceFreeData updated 2026-09-06
  5. hScore - Investment Made Easy app icon

    hScore - Investment Made Easy

    HSCORE ADVISORS, LLC

    Analyze stocks and build portfolios

    Analyze stock investments with real-time data and historical trends. Generate ideas based on fundamentals and market performance. Research stocks using financial metrics and compare companies. Build and manage portfolios with customizable settings.

    ★ 5.03 ratingsFinanceFreeData updated 2026-09-06
  6. Pave Finance app icon

    Pave Finance

    Pave, LLC

    Invest in stocks and manage your portfolio

    Manage investments with customizable portfolios and real-time market data. Track performance, set financial goals, and receive personalized insights. Adjust asset allocation and monitor expenses across multiple accounts.

    ★ 4.626 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

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