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 721–740 of 1,000 ranked alternatives.

  1. RetirementSimulatorApp app icon

    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.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06
  2. BarjeelMF app icon

    BarjeelMF

    BARJEEL GEOJIT FINANCIAL SERVICES L.L.C

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  3. IndWealth app icon

    IndWealth

    INDBANK MERCHANT BANKING SERVICES LTD

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  4. MSFL MFD app icon

    MSFL MFD

    Marwadi Shares and Finance Private Ltd

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  5. LKP MF app icon

    LKP MF

    LKP SECURITIES LIMITED

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  6. Merchant Finvest app icon

    Merchant Finvest

    Excel Net Solutions Private Limited

    Track investments and manage portfolio

    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 in India.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-13
  7. iGM app icon

    iGM

    iFAST Corporation Ltd

    ★ 3.01 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

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