ClientLink 1.5.79

ClientLink 1.5.79

Wedbush Securities, Inc.  ❘ Freeware
iOS
out of 14 votes
Latest Version
1.5.79
Safe to install
VERY GOOD User Rating

The ClientLink mobile app enables users to access and manage their accounts and investments from anywhere.

  • View your Accounts:
    • Access Household Summary, Today’s Gain/Loss, and Balances
    • Effortlessly navigate accounts categorized under Non-Retirement and Retirement
    • Inspect Cash, Stocks & Related items on the Holdings page
    • Easily discover Top Performing stocks in your portfolio
  • Connect With Your Advisor:
    • Efficiently communicate with your Advisor via email, phone, or schedule a meeting directly through the ClientLink app
  • Market Data:
    • Access Real-time Market Data for Stocks in your Portfolio
  • Invest:
    • Execute Trades for Stocks, ETFs, mutual funds, and options
  • Research:
    • Directly access Wedbush Research within the app
  • What’s New:
    • The latest version of the ClientLink mobile app includes bug fixes and enhancements
    • We value your feedback to enhance the user experience through continuous updates. Share your thoughts by leaving a review.

Overview

ClientLink is a Freeware software in the category Business developed by Wedbush Securities, Inc..

The latest version of ClientLink is 1.5.79, released on 05/15/2024. It was initially added to our database on 05/15/2024.

ClientLink runs on the following operating systems: iOS.

Users of ClientLink gave it a rating of 4 out of 5 stars.

Pros

  • Robust client management system for financial advisors
  • Integration with Wedbush Securities platform for seamless account management
  • Secure login and data encryption to protect client information
  • Customizable client profiles to track individual client needs and preferences
  • Comprehensive reporting capabilities to analyze client portfolios and track performance

Cons

  • May have a steep learning curve for new users unfamiliar with financial software tools
  • Integrations limited to Wedbush Securities platform, may not be suitable for advisors using other trading platforms
  • Pricing information and scalability options may not be transparent without direct inquiry to Wedbush Securities

Screenshots (Click to view larger)

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