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 501–520 of 1,000 ranked alternatives.

  1. MoneyCEO: Personal Finance app icon

    MoneyCEO: Personal Finance

    You Are a CEO, Inc.

    Track accounts, view income, manage expenses

    View all financial accounts in one secure dashboard. Monitor income, expenses, and savings. Track cash flow with monthly income and expense reports. Manage bank accounts, 401k, IRA, investments, stocks, and debt.

    ★ 4.58 ratingsFinanceFreeData updated 2026-09-06
  2. One: Portfolio & Stock Tracker app icon

    One: Portfolio & Stock Tracker

    Mobile Apps Ventures, LLC

    Track stocks, crypto, and portfolios in real

    Track stocks, crypto, ETFs, and indexes in . View live price updates and performance metrics. Add and remove assets, set financial goals, and receive detailed market insights. Sync across devices and receive notifications for price changes.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  3. StreetInsider app icon

    StreetInsider

    Street Insider Inc.

    Breaking stock market news at fingertips.

    The app provides breaking stock market news and access to market analysis. Users can set up custom alerts for specific stocks and market areas.

    ★ 3.19 ratingsNewsFreeData updated 2026-10-11
  4. Syfe: Invest, Trade and Save app icon

    Syfe: Invest, Trade and Save

    Svava Pte Ltd

    Invest in stocks, bonds, and funds

    Manage investments with customizable portfolios tailored to financial goals like home buying, education, retirement, and wealth growth. Track performance, set reminders, and access secure financial solutions licensed by MAS and SFC.

    ★ 4.47 ratingsFinanceFreeData updated 2026-09-22
  5. SSWP Client Access app icon

    SSWP Client Access

    SageSpring Wealth Partners, LLC

    View portfolio, download reports, connect with advisor

    View financial portfolio details, download performance reports, and connect with an advisor. Track account balances, investment summaries, and receive real-time market updates. Send secure messages and schedule consultations.

    ★ 5.05 ratingsFinanceFreeData updated 2026-09-06
  6. iInvestStock app icon

    iInvestStock

    Rick Ng Boo Hwa

    Track investments, returns, and fees.

    The app tracks investment portfolios, including stocks and ETFs, with auto-updates for current and past returns. It computes trading fees to report actual returns and allows users to set target prices for investments.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-30
  7. Candlestick Crypto:Buy Signals app icon

    Candlestick Crypto:Buy Signals

    Emre Kiyat

    Detect patterns and get alerts

    Receive daily alerts for BTC, ETH, and altcoins based on detected patterns. Analyze live charts for bullish and bearish using RSI, MACD, and other indicators. Track pattern recognition results and monitor price trends.

    ★ 4.99 ratingsEducationFreeData updated 2026-09-06
  8. JTrade app icon

    JTrade

    JOINDRE CAPITAL SERVICES LIMITED

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  9. StockZ: Share Market Trading app icon

    StockZ: Share Market Trading

    FINDOC INVESTMART PRIVATE LIMITED

    Trade stocks, IPOs, and commodities

    Trade stocks, IPOs, futures, options, commodities, and sovereign gold bonds. View interactive charts and analyze portfolios. Receive alerts for scrip events and generate action lists. Initiate trades with one click from the watchlist.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-14

How we rank alternatives

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