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 161–180 of 1,000 ranked alternatives.

  1. Clear1 app icon

    Clear1

    CFS INSURANCE & TECHNOLOGY SERVICES LLC

    Access investments and manage accounts

    Access account balances at account, client, or household level. Use multi-factor authentication and biometrics for secure access. Contact financial professionals via phone or email. View Total Assets chart with contributions and withdrawals.

    ★ 4.216 ratingsFinanceFreeData updated 2026-09-06
  2. Deutsche Börse app icon

    Deutsche Börse

    Deutsche Boerse AG

    Track real-time prices and ETF data

    Track real-time prices for stocks, bonds, funds, ETFs, and ETPs from Frankfurt and Xetra. Create and sync multiple watchlists and portfolios. Set price alerts for specific limits. View detailed market data and historical price information.

    ★ 4.8144 ratingsFinanceFreeData updated 2026-09-08
  3. SGH Wealth Management app icon

    SGH Wealth Management

    SGH Wealth Management, LLC

    Monitor investments and financial data securely

    Monitor investment performance with detailed analytics and portfolio reports. Aggregate accounts from multiple institutions in one place. Access real-time retirement plan data and manage financial information securely with encryption and SSL.

    ★ 5.07 ratingsFinanceFreeData updated 2026-09-06
  4. AInvest: AI Stock Investing app icon

    AInvest: AI Stock Investing

    Ainvest Fintech, Inc.

    Sync accounts and trade stocks

    Sync accounts to manage portfolios. Analyze trades and evaluate performance. Receive AI-driven insights for investment decisions. Execute trades and monitor market trends in real time. Set and track financial goals with personalized recommendations.

    ★ 4.3171 ratingsFinanceFreeData updated 2026-09-06
  5. Vested: US Stocks Investing app icon

    Vested: US Stocks Investing

    Vested Finance Inc.

    Invest in US with $1

    Trade US and ETFs with fractional shares starting at $1. View real-time prices and company details. Buy and sell securities anytime. Access global funds across 50+ countries. Track portfolio performance and receive market insights.

    ★ 4.864 ratingsFinanceFreeData updated 2026-09-06
  6. Simple Stocks app icon

    Simple Stocks

    Axel Bennani

    Track , crypto, and funds in one

    Track , crypto, ETFs, funds, forex, commodities, indexes, and savings in one place. View real-time portfolio performance with intraday, monthly, yearly, and all-time data.

    ★ 4.685 ratingsFinanceFreeData updated 2026-09-06
  7. uSMART SG:Trade Stocks&Options app icon

    uSMART SG:Trade Stocks&Options

    USMART SECURITIES (SINGAPORE) PTE. LTD.

    Trade stocks, forex, and funds in real

    Access real-time stock, futures, and forex quotes. Trade US, HK, SG, JP, UK stocks, options, ETFs, and funds. Monitor portfolio performance. Set price alerts. Withdraw funds via bank transfer. Participate in USD interest reward program with up to 4.

    ★ 4.6121 ratingsFinanceFreeData updated 2026-09-06
  8. Mint by Investwell app icon

    Mint by Investwell

    Excel Net Solutions Private Limited

    Track mutual fund schemes and facts

    View mutual fund scheme details including fund objective, features, return performance, holdings, and NAV graphs. Compare schemes by return performance. Access financial calculators. Check portfolio performance and holdings.

    ★ 4.8189 ratingsFinanceFreeData updated 2026-09-06
  9. Fiscus app icon

    Fiscus

    Finlabs India Private Limited

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  10. BEA SmarTrade 東亞投資通 app icon

    BEA SmarTrade 東亞投資通

    The Bank of East Asia, Limited

    Trade stocks, view portfolios, get quotes

    Execute trades with real-time market data and customizable order types. View stock portfolios across multiple markets with performance tracking and asset allocation tools. Set price alerts and monitor holdings for informed investment decisions.

    ★ 4.923 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

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