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

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Kedrec Mobile
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Watershed Mobile
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GeoWealth
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RW Group
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Gera Wealth
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Track assets, view reports, manage investments
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.
★ 5.01 ratingsFinanceFreeData updated 2026-09-14
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How we rank alternatives

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