Latest Version
1.5.79 Safe to install
1.5.79 Safe to install
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
Related
CCS: Client Link Portal
Effective customer engagement is crucial for business success. Call Center Systems offers a fully customizable application designed to facilitate client communication around the clock, 365 days a year.HilltopSecurities Mobile
Monitor and track your accounts conveniently with MOmentum Mobile. Access aggregated information for all your accounts or specific ones.NorthStar Series 66
The NorthStar Series 66 application serves as a supplementary tool to the Series 66 - Uniform Combined State Law course provided by NorthStar Securities Exam Prep.UCS Trust Services
The UCS app represents a significant advancement in trust management accessibility and efficiency. It offers users an expansive range of functionalities that extend beyond mere access to account information.Wedbush EOS
Wedbush EOS Mobile is an advanced trading platform, catering to the needs of both independent users and those seeking to maintain market access away from their desktop environments.Latest Reviews
![]() |
PassMark BurnInTest Professional
PassMark BurnInTest Professional: Stress Test Your System with Confidence |
![]() |
İnternet Download Manager
Boost your download speed with Internet Download Manager! |
![]() |
EASEUS Todo Backup Free
Reliable and Easy-to-Use Backup Solution |
![]() |
Ubiquiti UniFi
Easily manage your Ubiquiti network with UniFi. |
![]() |
Outlook4Gmail
Streamline Your Gmail and Outlook Integration with Outlook4Gmail |
![]() |
Jitsi
Seamless Video Conferencing with Jitsi |
![]() |
UpdateStar Premium Edition
Keeping Your Software Updated Has Never Been Easier with UpdateStar Premium Edition! |
![]() |
Microsoft Visual C++ 2015 Redistributable Package
Boost your system performance with Microsoft Visual C++ 2015 Redistributable Package! |
![]() |
Microsoft Edge
A New Standard in Web Browsing |
![]() |
Google Chrome
Fast and Versatile Web Browser |
![]() |
Microsoft Visual C++ 2010 Redistributable
Essential Component for Running Visual C++ Applications |
![]() |
Microsoft Update Health Tools
Microsoft Update Health Tools: Ensure Your System is Always Up-to-Date! |