Equitable Trust vs Calamos Wealth Management

Equitable Trust’s mobile client portal keeps you connected to your financial picture anytime, anywhere. Access your account data or get in touch with your financial team on the go. Clients should contact their advisor to obtain login credentials prior to using this app.

The Calamos Wealth Management app allows you quick and easy access to your wealth. See your accounts, holdings, and portfolio in one convenient place; contact your advisor team; plan your finances; and monitor your progress to make sure you’re on track. View your accounts—See a detailed list of your accounts. Balances and statuses are viewable at a glance. You can expand each account to see your holdings and their values and to track their status and updates directly from your portal. Connect with your team—Reach out to your wealth team directly through the app. View portfolio dashboard—See a dynamic summary of your portfolio as well as in-depth information on key aspects through performance reports and customizable filters on date ranges, portfolios, and accounts. Requirements: You need to be a Calamos Wealth Management user that has been authorized for the phone application. If you would like to request access, please contact your Calamos Wealth Management primary contact.