Access your financial account details, view balances, and utilize planning tools. Easily connect with your financial advisor through the app.
BlackDiamond WM by BlackDiamond Wealth Management Inc.
Editor's Choice
💰 Finance
4.8(4 ratings)
Free
Best apps like Calamos Wealth Management
9+ similar apps compared and reviewed
4.6 avg rating
9 free apps
Updated August 2026
Calamos Wealth Management is great, but it's not the only option. Explore 9+ similar apps for iPhone and iPad, each reviewed and rated by real users. Find free alternatives, premium upgrades, and hidden gems.
Top Alternatives to Calamos Wealth Management
Tanglewood Wealth by Tanglewood Wealth Management, Inc.
Strong Contender
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0.0(0 ratings)
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Douglass Winthrop Portal by DOUGLASS WINTHROP ADVISORS, LLC
Worth Considering
💰 Finance
5.0(4 ratings)
Free
This application provides clients of Douglass Winthrop Advisors secure access to their financial reports and account information. Designed for high-net-worth individuals, families, trusts, and endowments, it offers a streamlined way to view important documents.
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Equitable Trust
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Access your financial information and connect with your advisor on the go. This mobile portal provides secure access to your account data anytime, anywhere. Clients require login credentials from their advisor to use the app.
Account data accessConnect with financial teamOn-the-go access
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MPW Client Portal
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Heartland Wealth Management
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SOA Mobile
by Seasons of Advice Wealth Management, LLC
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Securely access your financial accounts, holdings, performance, and activity on the go. The app offers a convenient dashboard for reports, documents, and historical data, allowing you to manage your financial potential anytime.
Secure account accessView holdings and performanceAccess reports and documents
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Fiducient Advisors
by Fiducient Advisors LLC
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This app provides authorized clients with a streamlined way to view their investment portfolio data. Access is granted only to existing clients who have been authorized by their primary contact.
Access portfolio dataSimple interfaceElegant design
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Level Four Mobile
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