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.
ClientLink screenshots
Ranked alternatives
Showing 121–140 of 1,000 ranked alternatives.
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.
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.
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.
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.
TradeUP: Trade, Invest & Save
TRADEUP INC
Trade stocks, ETFs, and options
Trade stocks, ETFs, and options with zero commission fees. No fees on options trading. Access markets Monday to Friday. Subscribe to IPOs with one click. View real-time quotes and order execution. Manage portfolios and track performance.
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.
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.
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.
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.
Risevest
Rise Vest Technologies Limited
In assets and track your portfolio
In global, dollar, and naira denominated assets. Set financial goals and build a personalized portfolio. Track performance, adjust investments, and receive market insights. Manage accounts, view balances, and schedule recurring contributions.
NetXInvestor™ Mobile
Pershing, LLC
Manage investments on the go.
The app offers users access to account information, including balances, holdings, and activity. Users can view real-time quotes and place trades for equities and mutual funds if enabled by their financial institution.
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.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.