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 101–120 of 1,000 ranked alternatives.

  1. Bloom: AI for Investing app icon

    Bloom: AI for Investing

    Bloom Investing LLC

    Get instant portfolio analysis and guidance

    Get expert guidance on your portfolio by asking questions and uploading screenshots for instant analysis. Identify market trends and understand how they affect your investments.

    ★ 4.8171 ratingsFinanceFreeData updated 2026-09-15
  2. Axis Direct Trader app icon

    Axis Direct Trader

    Axis Capital Limited

    Trade stocks, invest, and track portfolios

    Track market investments and stay updated with real-time data. Explore stocks, ETFs, SGBs, SIPs, and mutual funds. Use chart-based trading, predefined strategies, and intuitive scanners. Set investment goals and monitor performance.

    ★ 4.4253 ratingsFinanceFreeData updated 2026-09-08
  3. Pockett - Money Manager app icon

    Pockett - Money Manager

    Pockett Pte. Ltd.

    Track income, expenses, and investments

    Track income, expenses, budgets, investments, stocks, and crypto in one . Manage accounts and transactions in any currency. View financial data on a customizable dashboard. Analyze spending trends across accounts. Set and monitor budget limits.

    ★ 5.04 ratingsFinanceFreeData updated 2026-09-06
  4. Thndr: Invest Your Money app icon

    Thndr: Invest Your Money

    Axis Markets B.V.

    In stocks, funds, and gold anytime

    In stocks, mutual funds, and gold with same-day account opening. Deposit funds via Instapay, bank transfers, or Vodafone Cash. Set savings goals and track portfolio performance. Withdraw or transfer funds anytime.

    ★ 4.1323 ratingsFinanceFreeData updated 2026-09-22
  5. Altruist Client app icon

    Altruist Client

    Altruist Corp

    Track investments and view performance metrics

    View investment performance with account balances, time-weighted returns, and earnings. Track transfers, deposits, withdrawals, and other transactions. See detailed breakdowns of investment allocations and holdings.

    ★ 4.81,608 ratingsFinanceFreeData updated 2026-09-22
  6. eOption: Trading & Investing app icon

    eOption: Trading & Investing

    Regal Securities, Inc.

    Trade options, watch positions, research markets, chart

    Check account balances and positions in real time. Place trades for stocks, ETFs, and options, including multi-leg spreads. View market news and charts. Set price alerts. Manage orders and track performance. Sync with Apple Watch for quick access.

    ★ 4.2120 ratingsFinanceFreeData updated 2026-09-10
  7. Morgan Stanley Wealth Mgmt app icon

    Morgan Stanley Wealth Mgmt

    Morgan Stanley

    Manage accounts, access docs, transfer funds, deposit

    Manage financial accounts with Touch ID or Face ID access. View balances, activity, holdings, and projected income. Deposit checks, transfer funds, and access account documents. Collaborate with financial advisors securely.

    ★ 3.4456 ratingsFinanceFreeData updated 2026-09-09
  8. First PREMIER Bank Trust app icon

    First PREMIER Bank Trust

    First PREMIER Bank

    View portfolio balances securely

    View portfolio balances and account summaries on the go. Access investment information securely. Check holdings in dollars or percentages. Track performance metrics. Manage allocations and account details.

    ★ 4.29 ratingsFinanceFreeData updated 2026-09-11
  9. Univesto app icon

    Univesto

    UNIVESTO CAPITAL PRIVATE LIMITED

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  10. Tata Mutual Fund - SIP & Track app icon

    Tata Mutual Fund - SIP & Track

    Tata Asset Management Limited.

    Investments, learn, and invest

    Investments with real-time portfolio updates and detailed performance analytics. Set and monitor financial goals using a personalized planning tool. Access educational resources and market insights for informed decision-making.

    ★ 4.98 ratingsFinanceFreeData updated 2026-09-06
  11. TC Traders Investments app icon

    TC Traders Investments

    Traders Club Ltda

    Track portfolios, follow , replicate trades

    Track investment portfolios and performance metrics. Follow , replicate trades, and analyze market gains. View stocks, options, futures, REITs, ETFs, mutual funds, and fixed income in one platform.

    ★ 4.7104 ratingsFinanceFreeData updated 2026-09-14
  12. Basket. app icon

    Basket.

    Moe Salih

    Track investments and monitor portfolio value

    Track portfolio value with real-time stock and cryptocurrency prices. Add stocks to a watchlist for monitoring. View daily price changes and overall portfolio performance. Adjust holdings and receive market updates.

    ★ 4.010 ratingsFinanceFreeData updated 2026-10-05
  13. Newport Group app icon

    Newport Group

    Ascensus Inc

    Access retirement accounts quickly and easily.

    The app offers participants access to their accounts. It has been rebranded with a new name and logo, maintaining its focus on retirement management.

    ★ 1.3526 ratingsFinanceFreeData updated 2026-10-16
  14. finanzen.net – Markets & News app icon

    finanzen.net – Markets & News

    Finanzen.net GmbH

    Real-time market data and news

    The app provides real-time market data for stocks, cryptocurrencies, and indices. Users can create watchlists, receive price alerts, and access financial news.

    ★ 4.7288 ratingsFinanceFreeData updated 2026-09-10
  15. Bitso: Save and invest easily app icon

    Bitso: Save and invest easily

    Bitso SAPI de CV

    Manage crypto, stocks, and fund transfers

    Manage cryptocurrency and stocks with real-time price tracking and portfolio analysis. Buy, sell, and hold over 150 cryptocurrencies and 5,000 stocks. Set price alerts and view historical performance.

    ★ 4.61,036 ratingsFinanceFreeData updated 2026-09-13
  16. BankSocial app icon

    BankSocial

    Fivancial, Inc.

    Store assets, trade crypto, invest in stocks

    Securely store and manage digital assets with private key control. Trade cryptocurrencies, invest in stocks, and monitor portfolio performance. Access multiple blockchains including Hedera. Send and receive assets across networks.

    ★ 4.6111 ratingsFinanceFreeData updated 2026-09-06
  17. Max Capital app icon

    Max Capital

    MAX CAPITAL S.A.

    Track portfolio value in real time

    View portfolio across multiple currencies and asset types. Buy MEP dollars with real-time exchange rates. Execute trades for stocks, bonds, and mutual funds securely. Access market analysis from financial experts.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

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