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 461–480 of 1,000 ranked alternatives.

  1. FinPath app icon

    FinPath

    Titan Cyber Solutions LLC

    Plan, track, and adjust your finances

    Plan retirement timelines by inputting current age, target retirement age, and plan duration. Model accounts with customizable savings and investment options. Adjust scenarios to see impact on retirement funds.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06
  2. AssetWisp app icon

    AssetWisp

    Axion Expert Services INC

    Track investments and manage portfolios

    Track unlimited stocks, cryptocurrencies, commodities, and real estate. Analyze market trends, set investment goals, and receive AI-driven recommendations. Monitor portfolio performance, adjust allocations, and set price alerts for assets.

    ★ 5.013 ratingsFinanceFreeData updated 2026-09-06
  3. PSE EQUIP app icon

    PSE EQUIP

    The Philippine Stock Exchange, Inc.

    Track market data and view real-time quotes

    View real-time quotes and charts for Philippine-listed securities. Track top traded stocks and active brokers. Access company disclosures and Exchange announcements. Retrieve detailed stock reports and historical data.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  4. POEMS ID (iPad Edition) app icon

    POEMS ID (iPad Edition)

    PHILLIP SEKURITAS INDONESIA, PT

    Online stock trading with real time information.

    The app provides real-time market information for the Indonesia stock market. It allows users to trade Indonesia stocks online and includes features like Trailing Stop, Smart SAFE, and research tools.

    ★ 3.73 ratingsFinanceFreeData updated 2026-11-02
  5. ticker: social investing app icon

    ticker: social investing

    The Ticker App, Inc.

    Invest with trusted people's portfolios

    View real-time stock data and track portfolio performance. Follow trusted investors and peers to see their trades and insights. Set investment goals and receive personalized recommendations. Share investment ideas and engage in community discussions.

    ★ 5.09 ratingsFinanceFreeData updated 2026-09-06
  6. Victory Wealth Management LLC app icon

    Victory Wealth Management LLC

    Victory Wealth Management, LLC

    Access accounts, track market data, contact advisor

    Access financial accounts and view market or portfolio activity in real time. Contact advisors directly. Monitor investment performance and track transaction history. Receive alerts for account changes and market updates.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-06
  7. CHIEF-Investing & Trading app icon

    CHIEF-Investing & Trading

    Chief Securities Limited

    Trade stocks and manage investments

    Trade stocks, futures, and options with real-time price data and order execution. Monitor portfolio performance and track market trends. Access research reports and analyze historical data. Place limit and market orders.

    ★ 4.37 ratingsFinanceFreeData updated 2026-09-08

How we rank alternatives

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