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 701–720 of 1,000 ranked alternatives.
MANAVI WEALTH
MANAVI WEALTH PRIVATE LIMITED
Track assets, view reports, manage investments
Manage and monitor financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio performance, download complete reports, and access transaction statements.
RetirementSimulatorApp
Qian Wang
Plan retirement scenarios and model financial strategies
Plan retirement with Monte Carlo simulations generating 1000+ scenarios. AI advisor provides personalized recommendations. Model margin loans, tax strategies, and market volatility. Analyze real-time risk.
Vijay InvestEdge
Excel Net Solutions Private Limited
Track investments and manage portfolio assets
Manage financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, historical performance, and transaction statements. Download statements with one click.
Y S Capital
Y S CAPITAL
Track investments and manage portfolio assets
Manage investment portfolios with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. View historical performance, download complete portfolio reports, and access transaction statements. Log in via Google email.
Enhance Money
EMG FINANCIAL PRIVATE LIMITED
Track investments and manage portfolio assets
Manage financial assets with mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, historical performance, and transaction statements. Download statements instantly. Log in using Google email.
AUTUS WEALTH
AUTUS WEALTH PRIVATE LIMITED
Track investments and download portfolio reports
Manage investment portfolios with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. View historical performance, download complete portfolio reports, and access transaction statements. Log in via Google email.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.