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 121–140 of 1,000 ranked alternatives.

  1. Stocks Live Dividend Tracker app icon

    Stocks Live Dividend Tracker

    Cinnamon Mobile LLC

    Track , compare portfolios, import CSV data

    Track prices and portfolio performance with real-time data. Import CSV files from any broker. Compare and data. Sync portfolios securely with major brokers. Integrate with TipRanks SmartScore for analysis. Share and export data directly.

    ★ 4.5519 ratingsFinanceFreeData updated 2026-09-08
  2. Monorail: America’s Invest App app icon

    Monorail: America’s Invest App

    Monorail Inc.

    In portfolios and track performance

    Manage investments with diversified portfolios managed by experts. Choose between Patriot or Global Portfolio. Track performance, adjust allocations, and receive market insights. Set up automatic contributions and view detailed reports.

    ★ 4.2284 ratingsFinanceFreeData updated 2026-09-06
  3. Tradesk: Trade & Invest app icon

    Tradesk: Trade & Invest

    Tradesk Technology, Inc.

    Analyze portfolios and uncover opportunities

    Analyze portfolio allocation and performance with AI insights. View real-time market impacts from news. Compare stocks against peers and sectors. Execute trades based on AI-driven insights.

    ★ 4.545 ratingsFinanceFreeData updated 2026-09-06
  4. baraka: Buy US Stocks & ETFs app icon

    baraka: Buy US Stocks & ETFs

    Baraka Technology Holding Ltd

    Trade , , and crypto assets

    Invest in US and , including TSLA, AMZN, AAPL, and NVDA. Trade crypto and Shariah-screened, halal . Set up accounts, place trades, and monitor portfolios. Access real-time market data and track investment performance.

    ★ 4.5413 ratingsFinanceFreeData updated 2026-09-06
  5. 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
  6. Paytm Money: Stocks, MF, IPO app icon

    Paytm Money: Stocks, MF, IPO

    PayTM Mobile Solutions Private Limited

    Invest in IPOs, stocks, and mutual funds

    Invest in IPOs, equities, F&O, bonds, and mutual funds. View real-time market data and track portfolio performance. Set up recurring investments and manage multiple accounts. Place orders and monitor trade history.

    ★ 4.5571 ratingsFinanceFreeData updated 2026-09-06
  7. Wealth Elite app icon

    Wealth Elite

    REDVISION GLOBAL TECHNOLOGIES PRIVATE LIMITED

    Invest in funds, track your portfolio, manage

    Manage investment portfolios with real-time tracking and customizable dashboards. View performance metrics and portfolio composition. Access research-driven investment recommendations. Withdraw funds via integrated online ATM functionality.

    ★ 4.328 ratingsFinanceFreeData updated 2026-09-06
  8. MTrade Plus Global app icon

    MTrade Plus Global

    Mubasher Financial Services B.S.C C

    Trade in real time with alerts

    Trade stocks and options with a streamlined interface. View real-time market data and analytics. Set price alerts and receive trading advice. Monitor portfolio performance and track historical data.

    ★ 4.375 ratingsFinanceFreeData updated 2026-09-09
  9. Mezzi Wealth app icon

    Mezzi Wealth

    StockTalk, Inc.

    Optimize portfolios and track investments

    Track investment performance and analyze portfolio risk. Receive personalized financial insights and recommendations. Adjust portfolio allocations and minimize capital-gains taxes. Identify and reduce fund fees.

    ★ 4.785 ratingsFinanceFreeData updated 2026-09-06
  10. StockRank Value Stocks Trading app icon

    StockRank Value Stocks Trading

    Stockring, Inc.

    Predict stock moves and trade smart

    Analyze stock market data to predict price movements and suggest buy, sell, or hold actions. Provide investment insights based on machine learning trends. Track portfolio performance and receive real-time market updates.

    ★ 4.3141 ratingsFinanceFreeData updated 2026-09-08
  11. Holistic Planning+ app icon

    Holistic Planning+

    Uptick Partners, LLC

    View portfolios in real time

    View portfolios in real time with up-to-date holdings and performance data. Access simplified reports and sync held-away accounts. Receive notifications from your advisor. Track recent trades and transactions from anywhere.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-06
  12. Tickertape: MF, Stock screener app icon

    Tickertape: MF, Stock screener

    Anchorage Technologies Private Limited

    Track stocks, analyze data, trade shares

    Screen stocks, mutual funds, ETFs, and indices with real-time price data and fundamental analysis. Filter investments using screening tools. Access news, forecasts, and market updates. Place trades and track portfolio performance.

    ★ 4.453 ratingsFinanceFreeData updated 2026-09-06
  13. ZKB Mobile Banking app icon

    ZKB Mobile Banking

    Zuercher Kantonalbank

    Check balances, pay invoices, transfer funds, manage

    Check account balances, scan and pay QR invoices, transfer between accounts, set up standing orders, and view stock market data. Purchase stocks and access secure features. Log in with a password.

    ★ 4.9257 ratingsFinanceFreeData updated 2026-09-08
  14. WalletWize: Track Money Better app icon

    WalletWize: Track Money Better

    Revent Solutions LLC

    Expenses, sync accounts, set budgets

    Sync bank accounts, credit cards, and investment portfolios in one tap. expenses, set budgets, and receive bill reminders. Cancel subscriptions, monitor net worth, and manage spending without spreadsheets.

    ★ 4.131 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

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