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 341–360 of 1,000 ranked alternatives.

  1. Orbit: Social Investing app icon

    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.

    ★ 4.826 ratingsFinanceFreeData updated 2026-09-06
  2. Portfoyo: Investment Tracker app icon

    Portfoyo: Investment Tracker

    MURAT ISIKLAN

    Track assets, monitor portfolios, and manage investments

    Track and manage multiple asset types including stocks, crypto, commodities, and funds. View total net worth and performance metrics. Input and update portfolio data manually for accurate valuation. Analyze performance and set financial goals.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  3. PL Capital: Stocks, Demat, IPO app icon

    PL Capital: Stocks, Demat, IPO

    PRABHUDAS LILLADHER PRIVATE LIMITED

    Trade stocks, track prices, apply for IPOs,

    Trade stocks, invest in mutual funds, and track portfolio performance. Apply for IPOs and manage investments from one platform. View real-time market data and research reports. Set up alerts and customize watchlists.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  4. American Century Investments app icon

    American Century Investments

    AMERICAN CENTURY COMPANIES, INC.

    Track and manage accounts

    Monitor investment portfolios with real-time market updates and news. View performance charts and historical data. Set custom alerts for price changes and market events. Manage mutual fund and retirement plan accounts.

    ★ 4.715 ratingsFinanceFreeData updated 2026-10-05
  5. ZUARIMONEY MF INVEST app icon

    ZUARIMONEY MF INVEST

    Zuari Finserv Limited

    In funds, track your portfolio, view reports

    Open investment account with simple, secure steps. Explore mutual funds based on financial needs. Track investments, view gain-loss reports, tax reports, and portfolio insights all in one place.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  6. Orion Mobile app icon

    Orion Mobile

    Orion Advisor Services, LLC

    View portfolio values and contact advisor

    View portfolio values and asset allocations in real time. Contact advisors directly through the . Access account details and transaction history. Receive notifications for portfolio changes.

    ★ 2.225 ratingsFinanceFreeData updated 2026-09-08
  7. Growide app icon

    Growide

    Growide Finserve Private Ltd

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-23
  8. Strategence Capital app icon

    Strategence Capital

    Strategence Capital, LLC

    View portfolio, track performance, access financial info

    View portfolio details, including positions and performance. Add external retirement plans. Access contact information and website links. Retrieve financial data and manage account overview.

    ★ 5.04 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

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