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
Screenshots (Click to view larger)
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