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 561–580 of 1,000 ranked alternatives.
Davy
J&E Davy
Track market prices and view portfolio details
View portfolio details including cash balances, transaction history, and income statements. Monitor up to 20 shares with price updates and charts. Access delayed market data and research analysis on stock performance.
Ginmon
Ginmon GmbH
Track expenses, plan budgets, manage investments
Set financial goals like retirement or home purchase. Create personalized plans with investment recommendations. Track progress and adjust strategies. Receive expert guidance on wealth management. Sync accounts for real-time data.
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.
Zoe Financial
ZOE FINANCIAL INC.
Access accounts, invest, track growth
Access account balance, investment performance, and current holdings. View transfer status and transaction history including deposits and withdrawals. Receive updates on investment account growth.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.