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 581–600 of 1,000 ranked alternatives.
CRVJ Investment Services
Excel Net Solutions Private Limited
Track assets and manage investments
Manage financial investments with access to mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View complete portfolio reports, historical performance, and transaction statements. Download data and log in via Google email.
Richify: AI Finance Coach
Richify Bilisim Teknolojileri Egitim Danismanlik Ve Muhendislik Hizmetleri Limited Sirketi
BCG Retirement
Horace Mann Service Corporation
Track portfolio values in real time
Manage account information with real-time portfolio tracking and 24-hour access. View balances, contributions, and return rates. Access plan details and account information directly from the device.
YSflex - Stock investment
YUANTA SECURITIES VIETNAM JOINT STOCK COMPANY
Trade stocks, analyze data, manage portfolio
Access real-time market data and analysis. Execute trades securely. Manage and optimize portfolios. Set up advanced tools for in-depth data analysis. Perform online identity verification for account access. Track performance and receive alerts.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.