Free
About
This app allows Camelotta clients to view their account information, investment performance, and quarterly reports. The platform also provides firm updates and a single sign on to clients’ financial plan accounts.
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What's New in Camelotta
5.19.0
May 28, 2025
- Customized Personal Finances layout within Accounts tab - Positions renamed to Allocation - Performance return chevrons - Repositioned date range calendar selection - Linking outside accounts - Minor UI changes and bug fixes
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