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 761–780 of 1,000 ranked alternatives.

  1. finozone app icon

    finozone

    FINOZONE FINANCIAL SERVICES IMF 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 for any asset management company in India.

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

    XIRR.LIVE

    REEDOS SOFTWARE SOLUTIONS PRIVATE LIMITED

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  3. Oak Grove Capital Mobile app icon

    Oak Grove Capital Mobile

    Oak Grove Capital, LLC.

    View portfolio values and contact your advisor

    View portfolio values and asset allocations in real time. Contact your financial advisor directly through the . Receive updates on account performance and transaction history.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-09
  4. Exploration NAS app icon

    Exploration NAS

    Thi Nhung Tran

    Analyze stocks and track market trends

    Analyze stock market data with real-time quotes and interactive charts. Assess sentiment using AI-driven fear and greed indices. Track popular stocks and receive intelligent recommendations.

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

    UWEALTH

    UOB Kay Hian Securities Malaysia Sdn Bhd.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

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