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
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Ranked alternatives

Showing 441–460 of 1,000 ranked alternatives.

  5. FreeBy app icon

    FreeBy

    Keith Vaz

    Calculate your financial freedom number

    Calculate your financial freedom number using the FIRE methodology. Track progress toward your freedom age. Manage a portfolio with mutual funds, stocks, and gold. Set and monitor financial goals.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
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  7. AMEYA app icon

    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.

    ★ 5.09 ratingsFinanceFreeData updated 2026-09-06
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  15. Mesirow app icon

    Mesirow

    Mesirow Financial Administrative Corporation

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-06
    App details
  16. CV Advisors app icon

    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.

    ★ 5.015 ratingsBusinessFreeData updated 2026-09-09
    App details

How we rank alternatives

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