Modera Wealth Management, LLC vs EWM Client View
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
Modera Wealth Management, LLC
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This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app. TOP FEATURES • Interactive dashboard showing you your complete financial picture. • Dynamic reports with current investment information. • And more!
EWM Client View
Monitor your investment portfolio with an intuitive dashboard, detailed reports, and clear visualizations. Access your financial data securely 24/7, anytime and anywhere. Designed for simplicity, it offers a comprehensive overview of account performance, holdings, and transactions.
- Comprehensive investment dashboard
- Detailed reports and visualizations
- User-friendly interface
- Data security and privacy
- 24/7 access to financial data
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This app is specifically designed for clients of Elmwood Wealth Management to easily monitor their investment portfolio on a day to day basis. There are numerous default reports, plus many others you can utilize through the Reports tab. - Comprehensive investment dashboard: Get a clear overview of your financial health with our intuitive dashboard, where you track your account performance, holdings, and transactions in one central location. Visualize your financial data through charts and graphs. Why Choose the Elmwood Wealth app? - User-friendly interface: Our app is designed with simplicity in mind, making it accessible for users of all financial backgrounds. - Data security: We prioritize your data security and privacy, giving you and your financial team peace of mind when it comes to your data. - 24/7 access: Manage your finances on your terms, anytime, anywhere. - Please connect with an Elmwood team member for further assistance and login credentials
Screenshots
Verdict
The clearest difference is update cadence: EWM Client View at every 2 months against Modera Wealth Management, LLC's every 15 months. Modera Wealth Management, LLC's advantage is iOS requirement (10.0 vs 15.1). On price, ads, in-app purchases and device support there is nothing between them.
Scored on Price · Rating · Positive reviews · Number of ratings · Update frequency · Ads · In-app purchases · Monetization · Best chart rank · Devices · Requires iOS
Both are free to download. Neither carries in-app purchases, so what you see is what you pay.
Modera Wealth Management, LLC ships an update every 15 months, EWM Client View every 2 months. The most recent releases landed on October 5, 2026 and October 18, 2026 respectively.
| Parameter | Modera Wealth Management, LLC | EWM Client View |
|---|---|---|
| Price | Free | Free |
| Rating | — | 5.0 (1 ratings) — better |
| Number of ratings | — | 1 — better |
| Update frequency | Every 15 months | Every 2 months — better |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | — | Free |
| Devices | iPhone, iPad, iPod — better | iPhone, iPod |
| Requires iOS | 10.0 — better | 15.1 |
| Further details — not scored | ||
| Size | 65 MB | 38 MB |
| Age rating | 17+ | 4+ |
| Developer | Modera Wealth Management LLC | ELMWOOD WEALTH MANAGEMENT, INC. |
In-app purchases
Modera Wealth Management, LLC
No in-app purchases
EWM Client View
No in-app purchases
Questions
Is Modera Wealth Management, LLC free?
Is EWM Client View free?
Do Modera Wealth Management, LLC or EWM Client View have ads?
Which is updated more often, Modera Wealth Management, LLC or EWM Client View?
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