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. 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
  2. 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
  3. Sarwa: Invest, Trade & Save app icon

    Sarwa: Invest, Trade & Save

    Sarwa Digital Wealth BVI Limited

    Invest, , and securely

    Manage investments with real-time trading of stocks and ETFs. money with estimated returns of over 4%. Track and transfer funds from a UAE AED account. Set up investment plans and monitor performance.

    ★ 4.4102 ratingsFinanceFreeData updated 2026-09-06
  4. Univesto app icon

    Univesto

    UNIVESTO CAPITAL PRIVATE LIMITED

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  5. 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
  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. 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 2026-09-06
  8. 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
  9. Composer: AI Trading app icon

    Composer: AI Trading

    Composer Technologies Inc.

    Create strategies with AI

    AI generates strategies based on user input without coding. Users can backtest strategies, customize settings, and automate trades. The supports stocks and ETFs, offering access to thousands of community-built strategies.

    ★ 4.4485 ratingsFinanceFreeData updated 2026-09-06
  10. 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.

    ★ 4.6923 ratingsFinanceFreeData updated 2026-09-06
  11. 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
  12. Hapi: Invest in U.S. Stocks app icon

    Hapi: Invest in U.S. Stocks

    Hapi Corp.

    In and ETFs from Latin America

    In and ETFs with fractional share purchases starting at USD 5. View portfolio performance and track investments. Access educational resources and market news. Deposit funds using local payment methods.

    ★ 4.6884 ratingsFinanceFreeData updated 2026-09-06
  13. Tradier app icon

    Tradier

    Tradier Inc.

    Trade stocks, ETFs, and options with one

    Trade stocks, ETFs, and options with commission-free transactions. Manage multiple accounts, execute advanced strategies like multileg options and covered calls, and access real-time market data. Create and customize watchlists to track investments.

    ★ 4.6331 ratingsFinanceFreeData updated 2026-09-06
  14. My Funds - Portfolio Tracker app icon

    My Funds - Portfolio Tracker

    QTech Solutions Pty Ltd

    Track investments and view performance

    Track stock and mutual fund investments with detailed performance. Select investments, enter transaction dates and amounts. View stock and NAV charts. Monitor unlimited stocks and . Calculate total profit and losses.

    ★ 3.850 ratingsFinanceFreeData updated 2026-09-08
  15. Fountainhead app icon

    Fountainhead

    Fountainhead Capital Management, LLC

    View holdings, track portfolio, analyze investments, access

    View holdings and portfolio values in real-time. Track investment performance and access market news. Securely contact advisors and log in with existing credentials or Touch ID.

    ★ 5.04 ratingsFinanceFreeData updated 2026-09-06
  16. True Trading Group's Simulator app icon

    True Trading Group's Simulator

    True Trading Group, LLC

    Track real-time data and place paper trades

    Track real-time market data and charts. Place paper trades for stocks, ETFs, options, and futures. Access actionable financial information and practice strategies from a mobile device. Manage account settings and monitor trade history.

    ★ 4.754 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

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