ClientLink 1.5.79

Wedbush Securities, Inc. ❘ Freeware ❘
iOS
out of 14 votes

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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Latest Version
1.5.79

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