Forvis Mazars Private Client vs EWM Client View
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
Forvis Mazars Private Client
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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. • Document vault for securely sending and receiving files with your financial advisor. • 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
Forvis Mazars Private Client and EWM Client View are too close to call on the numbers: across 6 compared parameters — price, update cadence, ads and in-app purchases among them — neither pulls far enough ahead to decide it. What separates them is feature set and interface, not measurable difference.
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.
Forvis Mazars Private Client ships an update every 3 months, EWM Client View every 2 months. The most recent releases landed on September 29, 2026 and June 8, 2026 respectively.
| Parameter | Forvis Mazars Private Client | EWM Client View |
|---|---|---|
| Price | Free | Free |
| Rating | — | 5.0 (1 ratings) — better |
| Number of ratings | — | 1 — better |
| Update frequency | Every 3 months | Every 2 months — better |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | — | Free |
| Devices | iPhone, iPad, iPod — better | iPhone, iPod |
| Requires iOS | 15.1 | 15.1 |
| Further details — not scored | ||
| Size | 44 MB | 38 MB |
| Age rating | 4+ | 4+ |
| Developer | Forvis Mazars Wealth Advisors LLC | ELMWOOD WEALTH MANAGEMENT, INC. |
In-app purchases
Forvis Mazars Private Client
No in-app purchases
EWM Client View
No in-app purchases
Questions
Is Forvis Mazars Private Client free?
Is EWM Client View free?
Do Forvis Mazars Private Client or EWM Client View have ads?
Which is updated more often, Forvis Mazars Private Client or EWM Client View?
Other comparisons
