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 361–380 of 1,000 ranked alternatives.

  1. INDmoney - NRI Investing App app icon

    INDmoney - NRI Investing App

    INDMONEY TECH PRIVATE LIMITED

    Invest in stocks and mutual funds

    Invest in Indian stocks and mutual funds with real-time market data and alerts. Create custom watchlists and track stock prices. Open a free demat account with zero maintenance charges. Pay ₹0 for account management.

    ★ 5.011 ratingsFinanceFreeData updated 2026-09-06
  2. BHM Capital Global app icon

    BHM Capital Global

    Mubasher Financial Services DIFC Limited

    Track quotes, buy, and sell stocks

    Track real-time stock quotes and execute buy/sell orders. Access market news, announcements, and trading advice. Subscribe to trade across multiple stock markets. Manage orders and monitor portfolio performance.

    ★ 4.522 ratingsFinanceFreeData updated 2026-09-06
  3. 1DB app icon

    1DB

    First Discount Brokerage, Inc.

    ★ 5.04 ratingsFinanceFreeData updated 2026-09-06
  4. SanCap app icon

    SanCap

    SANGUINE CAPITAL FINANCIAL SERVICES PRIVATE LIMITED

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  5. Finextra Pro app icon

    Finextra Pro

    Finextra

    Track portfolio news and metrics

    Monitor portfolio performance with real-time news, analyst estimates, and market events. Track financial metrics to analyze trends. View stock trends via customizable charts. Compare competitor metrics across multiple categories.

    ★ 5.015 ratingsFinanceFreeData updated 2026-09-06
  6. LiquidiX app icon

    LiquidiX

    Luca Sabih

    Manage investments and track portfolio performance

    Track stocks, cryptocurrencies, and cash holdings in real time. View portfolio performance and historical data. Set price alerts and receive notifications. Import data via API key from CoinMarketCap and TwelveData.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  7. SmartPro Client Experience app icon

    SmartPro Client Experience

    SmartPro Financial LLC

    View portfolio data and interact with

    View portfolio data and financial summaries in a clean interface. Access account details, transaction history, and performance metrics. Communicate with financial advisors and receive updates.

    ★ 5.06 ratingsFinanceFreeData updated 2026-09-06
  8. PRAAMS app icon

    PRAAMS

    PRAAMS EUROPE S.L.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  9. PiTrade app icon

    PiTrade

    Pioneer Investing Inc

    ★ 5.014 ratingsFinanceFreeData updated 2026-09-06
  10. iInvest PRO app icon

    iInvest PRO

    INTEGRATED ENTERPRISES (INDIA) LIMITED

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

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