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 541–560 of 1,000 ranked alternatives.
PENTAGRAPH
PENTAGRAPH PARTNERS
View portfolio, track investments, manage assets
Manage financial assets with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. View portfolio reports, track historical performance, download transaction statements, and access one-click account statements.
Wealthcube Endeavours
Excel Net Solutions Private Limited
Track assets and manage investments
Manage investment portfolios with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. View historical performance, download portfolio reports, and access transaction statements. Log in via Google email.
Dividend Tracker - Plainzer
Plainzer Sp. z o.o.
Track Dividends and Portfolio Performance
Track payouts from stocks, ETFs, and mutual funds in a single dashboard. Analyze income growth over time. Manage multiple portfolios and assess performance. Set reminders for dates. Export data for tax purposes.
Richify: AI Finance Coach
Richify Bilisim Teknolojileri Egitim Danismanlik Ve Muhendislik Hizmetleri Limited Sirketi
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.
RPOA NetX™
MMWKM ADVISORS, LLC
Access accounts, view balances, track orders
View account balances, holdings, and activity in real time. Access trade confirmations, tax statements, and account statements. Place orders and check order status. Receive secure alerts and manage account settings remotely.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.