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 41–60 of 1,000 ranked alternatives.

  1. GuruFocus app icon

    GuruFocus

    Cechan Tian

    View stock data and analyze financial trends

    Monitor investments in real-time with quick portfolio access. Analyze stocks using summary data and 30-year financials. Customize an all-in-one screener to filter stocks based on specific criteria.

    ★ 4.8464 ratingsFinanceFreeData updated 2026-09-10
  2. Choice: Bitcoin in your IRA app icon

    Choice: Bitcoin in your IRA

    CHOICE HOLDINGS INCORPORATED

    Invest in crypto, stocks, and assets

    Save for retirement by investing in , crypto, stocks, and other assets within a single account. Set up automatic contributions, track portfolio performance, and manage investments without setup fees or minimums.

    ★ 4.71,498 ratingsFinanceFreeData updated 2026-09-06
  3. Betterment Invest & Save Money app icon

    Betterment Invest & Save Money

    Betterment

    In portfolios and automatically

    In and through automated portfolios and expert guidance. Set financial goals, schedule regular contributions, and track progress. Adjust risk tolerance and access real-time performance reports.

    ★ 4.864,841 ratingsFinanceFreeData updated 2026-09-08
  4. Client Access app icon

    Client Access

    Raymond James Financial, Inc.

    View accounts, manage investments, transfer funds, deposit

    View account balances and available cash. Check current investment values and detailed asset allocation. Transfer funds, deposit checks, and real-time market data. Manage investment portfolios and track financial performance.

    ★ 4.0156 ratingsFinanceFreeData updated 2026-09-08
  5. Fundrise: Invest in Alts app icon

    Fundrise: Invest in Alts

    Rise Companies Corp

    In real estate and private credit

    Manage private real estate investments by allocating funds to properties. Track portfolio performance and cash flow. View detailed investment reports and manage holdings. Access market analysis and investor insights.

    ★ 4.837,853 ratingsFinanceFreeData updated 2026-09-15
  6. Zoya: Halal Investing App app icon

    Zoya: Halal Investing App

    Investroo Inc.

    Track stock compliance and view reports

    Access shariah compliance ratings for stocks and ETFs. Review detailed reports on compliance status. Filter fund holdings by shariah compliance. Find compliant alternatives to non-compliant stocks. Stay updated with compliance news and changes.

    ★ 4.81,216 ratingsFinanceFreeData updated 2026-09-16
  7. Finhabits: Invest My Money app icon

    Finhabits: Invest My Money

    Finhabits Inc.

    Save, invest, and learn about money

    Track expenses, set savings goals, and learn about investing. View progress charts and receive financial tips. Access bilingual support in English and Spanish. Manage budgets and monitor spending habits.

    ★ 4.621,595 ratingsFinanceFreeData updated 2026-09-13
  8. My Stocks Portfolio & Market app icon

    My Stocks Portfolio & Market

    Peeksoft LLC

    Track , funds, and currencies in real

    Track stock portfolios with performance metrics including realized and unrealized gains, daily and total changes, and annualized gains. View pie charts for allocation. Manage multiple portfolios across different stock markets.

    ★ 4.87,432 ratingsFinanceFreeData updated 2026-09-09
  9. MyOCCU Mobile Banking app icon

    MyOCCU Mobile Banking

    Oregon Community Credit Union

    Access accounts deposit checks transfer funds.

    The app allows users to access accounts, deposit checks, transfer funds, and pay bills. Users can also locate branches and ATMs, manage account activity with notifications, and view balances quickly.

    ★ 4.829,139 ratingsFinanceFreeData updated 2026-09-26
  10. Forex Game 4 Beginners app icon

    Forex Game 4 Beginners

    V K

    Practice trading with real stocks and

    Learn how to trade stocks and with real-time market data. Predict price movements and make trades using two buttons. Earn money through price predictions without risk. Access real financial market quotes without sign-ups or ads. Play for free.

    ★ 4.79,484 ratingsFinanceFreeData updated 2026-09-11
  11. Power E*TRADE-Advanced Trading app icon

    Power E*TRADE-Advanced Trading

    ETRADE FINANCIAL

    Trade options, stocks, and futures

    Trade stocks, options, futures, and ETFs. Execute options orders with up to four legs using a customizable options chain. View depth of market for futures. Place and manage trades, monitor positions, and track performance.

    ★ 4.513,261 ratingsFinanceFreeData updated 2026-09-11
  12. Stock Events Market Tracker app icon

    Stock Events Market Tracker

    Stock Events GmbH

    Track stocks, dividends, and earnings

    Track value changes with real-time intraday updates and profit/loss calculations. Log transactions with prices and dates. Monitor dividend and earnings with detailed data. View accurate charts for all investments.

    ★ 4.82,169 ratingsFinanceFreeData updated 2026-09-21
  13. Moola Invest: Easier Investing app icon

    Moola Invest: Easier Investing

    Moola Copilot LLC

    Trade stocks, ETFs, and index funds

    Buy and sell stocks, ETFs, and S&P 500 Index Funds. Manage personal and retirement accounts. Use AI-driven tools for investment decisions. No trading fees or hidden charges. Earn interest on cash balances. Accounts are FDIC insured up to $1 million.

    ★ 4.7139 ratingsFinanceFreeData updated 2026-09-06
  14. Blossom: Portfolio Tracker app icon

    Blossom: Portfolio Tracker

    Blossom Social Inc.

    Track stocks, ETFs, and dividends

    Track stocks, ETFs, and dividends with real-time data. Follow investor portfolios and compare performance. Learn investment strategies through educational content. Set alerts for price changes and market news. Share insights with the community.

    ★ 4.72,089 ratingsFinanceFreeData updated 2026-09-06
  15. Moneycontrol - Markets & News app icon

    Moneycontrol - Markets & News

    NETWORK18 Media & Investments Limited

    Track markets, news, and investments.

    The app tracks Indian and global financial markets, including stocks, futures, options, mutual funds, commodities, and currencies. It also provides news, portfolio monitoring, and expert views.

    ★ 4.22,384 ratingsFinanceFreeData updated 2026-09-16

How we rank alternatives

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