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 621–640 of 1,000 ranked alternatives.
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.
Betamfwala
Excel Net Solutions Private Limited
Track assets and manage investments
Track and manage mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio performance, download transaction statements, and generate complete portfolio reports.
Vista Wealth Care
Excel Net Solutions Private Limited
Track assets and manage investments
Manage financial assets with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. View portfolio performance, download complete reports, and access transaction statements. Log in via Google email.
Inserv Financial
INSERV FINANCIAL SERVICES PRIVATE LIMITED
Track assets and manage investments
Manage and monitor your portfolio with real-time updates on mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance.
The Retirement Planning Group
THE RETIREMENT PLANNING GROUP, INC.
Review performance, track income, upload documents, link
Review investment performance and account values. View income, distributions, and net worth summaries. Upload and download documents from a secure vault. Link external accounts for consolidated financial data.
GR Finvisors by Rahul Jain
RAHUL JAIN (IN)
Track assets and manage investments
Manage financial assets including 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.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.