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 381–400 of 1,000 ranked alternatives.
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.
Islamic Investor
IdealRatings, Inc
Check stock compliance with Islamic principles.
The app provides Shariah compliance ratings for stocks and includes a purification calculator. Users can visualize compliant stocks by industry and analyze stock peers.
CV Advisors
CV ADVISORS LLC
View portfolios, track investments, stay informed
View and monitor investment portfolios and accounts. Track performance of investments and markets. Receive updates and alerts on financial activities. Securely access account details and market data.
Quantel
Tenjin AI Financial Technologies, LLC
Invest in portfolios and track performance
Start investing with as little as $500 per month. Research stocks, track portfolio performance, and receive personalized investment advice. Set up managed portfolios with AI-driven models and human expertise.
AMEYA
Bajaj Capital Insurance Broking Limited
Track investments and manage portfolios
Manage financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, historical performance, and transaction statements. Download statements for any asset management company.
SKP
SKP Securities Ltd
Track stock prices and trade shares
Track stock prices and market trends with real-time streaming quotes. Buy and sell shares online for intraday trading. Access detailed option chain and open interest analysis. Manage a stock portfolio with portfolio tracking tools.
Al Salam Equities (GTN)
AlSalam Financial Investments LLC
Track transactions, view holdings, monitor markets
Monitor stock transactions and view holdings. Execute buy, sell, amend, or cancel orders in global markets. Access intraday and historical charts. Generate one-time passwords for secure transactions.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.