EWM Client View app icon

Apps Like EWM Client View for iPhone and iPad

by ELMWOOD WEALTH MANAGEMENT, INC.★ 5.01 ratingsFinanceFreeData updated 2026-09-06
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EWM Client View screenshots

Ranked alternatives

Showing 101–120 of 1,000 ranked alternatives.

  1. Bragg Client Portal app icon

    Bragg Client Portal

    Bragg Financial Advisors, Inc.

    Track expenses, budget, and secure documents

    View financial data through an interactive dashboard. Generate dynamic reports with current investment details. Store and share documents securely via a document vault. Access budgeting tools and additional financial features.

    ★ 5.03 ratingsFinanceFreeData updated 2026-09-16
    App details
  3. Wealth eOffice app icon

    Wealth eOffice

    RED VISION COMPUTER TECHNOLOGIES PRIVATE LIMITED

    View portfolios, track goals, calculate investments

    View investment portfolios and reports. Access financial calculators and goal tracking tools. Review performance metrics and receive advisor-generated insights. Manage investment goals and track progress over time.

    ★ 4.19 ratingsFinanceFreeData updated 2026-09-11
    App details
  4. Zoe Financial app icon

    Zoe Financial

    ZOE FINANCIAL INC.

    Access accounts, invest, track growth

    Access account balance, investment performance, and current holdings. View transfer status and transaction history including deposits and withdrawals. Receive updates on investment account growth.

    ★ 4.77 ratingsFinanceFreeData updated 2026-09-06
    App details
  17. Spark Capital PWM app icon

    Spark Capital PWM

    SPARK FAMILY OFFICE AND INVESTMENT ADVISORS INDIA PRIVATE LIMITED

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-22
    App details

How we rank alternatives

Apps are ranked by functional similarity, category fit, rating confidence, and popularity.