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 321–340 of 1,000 ranked alternatives.
Syfe: Invest, Trade and Save
Svava Pte Ltd
Invest in stocks, bonds, and funds
Manage investments with customizable portfolios tailored to financial goals like home buying, education, retirement, and wealth growth. Track performance, set reminders, and access secure financial solutions licensed by MAS and SFC.
dSPAC: Invest & Trade
DSPAC DIGITAL LLC
Stocks, options, and ETFs
US stocks, options, and ETFs with commission-free transactions. Access SPAC IPOs, execute unit separations and redemptions, and participate in shareholder votes. View market trends and trading ideas using the Discover Tool.
PSBT Trust & Wealth
Peoples Security Bank and Trust Company
View balances, track transactions, manage portfolios
View personal balance sheet, recent transactions, portfolio holdings, and cash flow trends. Link accounts from over 20,000 institutions. Securely aggregate assets and liabilities. Set up alerts for account activity.
Fasset: Global Digital Bank
Fasset Labuan Limited
Open accounts, deposit funds, invest assets
Open a USD account and deposit USD, USDC/USDT, or crypto. Spend with the Card worldwide. Invest in crypto, stocks, and other assets. Manage banking and investments in one interest-free account.
Orbit: Social Investing
Orbit Media LLC
Track trades, analyze portfolios, connect with traders
Track investments with real-time market data and asset performance. Monitor stocks, cryptocurrencies, and public market trends. Set price alerts and customize watchlists. Access educational resources and community discussions.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.