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 141–160 of 1,000 ranked alternatives.
5paisa: Demat, Stocks & IPO
5paisa Capital Limited
Trade stocks, track portfolios, manage investments
Open Demat accounts with a paperless process in under 5 minutes. Place trades with flat brokerage rates. Track portfolio performance and set investment goals. Receive real-time market data and alerts. Manage transactions and view trade history.
Tykr: Confident Investing
Tykr LLC
Invest in stocks and track market trends
Track stock performance with real-time data and historical analysis. Set investment goals and receive risk assessments. Access educational modules for financial literacy. Compare stocks using simple-term ratings.
Exirio: Portfolio Tracker
Exirio LLC
Track investments and manage portfolios
Track investments in stocks, ETFs, crypto, properties, and more across 40+ currencies. View performance, compare assets, and analyze returns. Set goals, monitor expenses, and receive alerts for market changes.
PlanLink
Spectrum Pension Consultants, Inc.
Enroll, manage, and track investments
Enroll in retirement plans quickly. Manage investment portfolios and adjust contributions. Request loans or withdrawals. View portfolio returns and transaction history. Access live fund data and prospectus.
8FIGURES AI Investment Advisor
8FIGURES Inc.
Track portfolios, analyze risks, invest wisely
Track portfolio performance with real-time P/L and benchmark comparisons. Analyze risks and receive asset-allocation recommendations. Link multiple accounts including banks, brokers, and crypto wallets.
What Would Joel Do
Nzinga Harrison
Book consultations and webinars
Follow a Facebook group for trading insights. Book consultations and webinars. Purchase webinar recordings and workbooks. Access Hot Stocks, daily Percent Gainers List, and investment portfolio with premium subscriptions.
SSI iBoard Pro
SSI Securities Corporation
Trade stocks and manage portfolios
Track stock prices and market trends in real time. Buy and sell stocks, bonds, and mutual funds. View portfolio performance and transaction history. Set price alerts and manage multiple accounts. Sync with brokerage accounts for order execution.
Alinma Capital Global
ALINMA INVESTMENT COMPANY
Trade stocks and manage your portfolio
Access real-time market data and news updates for over 23 markets. Place trades with low commission rates. Monitor portfolio performance and receive market alerts. Manage accounts and set trading preferences within a simple interface.
Ivy Invest
Buena Capital Advisors, LLC
Build and manage long-term portfolios
Manage long-term investments with access to traditional and alternative assets including private equity, venture capital, private credit, and real estate. View portfolio performance, adjust allocations, and track investment timelines.
Internative Traders
Roheet Virani
Trade options, crypto, and stocks
Receive real-time price alerts for options, crypto, and stocks. View expert trading signals to inform decisions. Track trades and analyze market data within the . Set custom alert preferences for price changes.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.