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 801–820 of 1,000 ranked alternatives.

  1. ArhamShare: Mutual Fund app icon

    ArhamShare: Mutual Fund

    ARHAM SHARE PRIVATE LIMITED

    Track investments and manage portfolio assets

    Manage and monitor funds, equity shares, bonds, fixed deposits, PMS, and insurance. Download complete portfolio reports. View historical performance. Access transaction statements for any period. Log in with Google email.

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

    Ganadeesha

    Excel Net Solutions Private Limited

    Track investments and manage portfolio assets

    Track and manage investment portfolios with mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View historical performance reports and download complete portfolio statements. Access transaction history for any period.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-14
  3. PA Wealth app icon

    PA Wealth

    PA WEALTH PRIVATE LIMITED

    Track assets, view reports, manage investments

    Manage and monitor financial portfolio with access to mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, historical performance, and transaction statements. Download statements with one click.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06
  4. Think Finserv app icon

    Think Finserv

    THINK FINANCIAL INTERMEDIARY SERVICES PRIVATE LIMITED

    Track portfolio assets and manage investments

    View portfolio performance and download complete reports with all assets. Track mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. Access transaction statements for any period. Log in using Google email.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06
  5. MahantFinserv app icon

    MahantFinserv

    Excel Net Solutions Private Limited

    Track assets, view reports, manage investments

    View portfolio performance and download complete reports with historical data. Track transactions and generate statements for any period. Access account details with one-click downloads. Log in using a Google email account.

    ★ 4.01 ratingsFinanceFreeData updated 2026-09-06
  6. MyGeojit app icon

    MyGeojit

    Geojit Financial Services Ltd

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

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