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 601–620 of 1,000 ranked alternatives.

  1. BCG Retirement app icon

    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.

    ★ 2.04 ratingsFinanceFreeData updated 2026-09-06
  2. Chart AI : Chart Analysis app icon

    Chart AI : Chart Analysis

    Upasana Deshmukh

    Analyze data, generate signals, optimize trades

    Analyze market data with AI-driven insights. Generate buy/sell recommendations, profit targets, and stop-loss suggestions. View real-time and high-probability trade alerts. Access 50+ technical indicators and pattern recognition tools for detailed .

    ★ 5.05 ratingsFinanceFreeData updated 2026-09-06
  3. OPULENCE WEALTH app icon

    OPULENCE WEALTH

    OPULENCE WEALTH LABS PRIVATE LIMITED

    Track assets and manage investments

    Manage and track financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. Download complete portfolio reports. View historical performance data. Access transaction statements for any period.

    ★ 4.24 ratingsFinanceFreeData updated 2026-09-14
  4. Dhanashree Investments app icon

    Dhanashree Investments

    DHANANJAY KALE (IN)

    Track portfolio and manage

    Manage financial assets with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. View portfolio reports, historical performance, and transaction statements. Download statements for any asset management company with one click.

    ★ 4.52 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

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