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)

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 Version
1.5.79

Secure and free downloads checked by UpdateStar

Stay up-to-date
with UpdateStar freeware.

Latest Reviews

	Intel(R) Dynamic Tuning Technology Intel's Dynamic Tuning Technology Optimizes Performance and Efficiency
	Native Instruments Una Corda Native Instruments Una Corda: A Unique Sample Library for Soft Piano Tones
	Hybrid Mark Knight Expansion Hybrid Mark Knight Expansion by AIR Music Tech GmbH Review
	Helper-Equalizer Helper-Equalizer: Versatile Audio Tool for Custom Sound Tuning
	Helper-Saturator Helper-Saturator: A Promising Tool for Saturation Enhancement
	Ravage Lite Ravage Lite: A Lightweight Audio Enhancement App

Most Popular Downloads

	UpdateStar Premium Edition Keeping Your Software Updated Has Never Been Easier with UpdateStar Premium Edition!
	Microsoft Edge A New Standard in Web Browsing
	Google Chrome Fast and Versatile Web Browser
	Microsoft Visual C++ 2015 Redistributable Package Boost your system performance with Microsoft Visual C++ 2015 Redistributable Package!
	Microsoft Visual C++ 2010 Redistributable Essential Component for Running Visual C++ Applications
	Microsoft OneDrive Streamline Your File Management with Microsoft OneDrive