Calamos Wealth Management

Finance

Free

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.

Ratings & Reviews

  • This app hasn’t received enough ratings or reviews to display an overview.

• To-Do items are now named Tasks • Performance Improvements • Bug Fixes

Version 1.98.1

The developer, Calamos Investments LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Used to Track You

    The following data may be used to track you across apps and websites owned by other companies:

    • Usage Data

  • Data Linked to You

    The following data may be collected and linked to your identity:

    • Contact Info
    • User Content
    • Identifiers
    • Usage Data

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Accessibility

The developer has not yet indicated which accessibility features this app supports. Learn More

Information

Seller
  • Calamos Investments LLC
Size
  • 147.4 MB
Category
  • Finance
Compatibility
Requires iOS 15.5 or later.
  • iPhone
    Requires iOS 15.5 or later.
  • iPad
    Requires iPadOS 15.5 or later.
  • iPod touch
    Requires iOS 15.5 or later.
Languages
  • English
Age Rating
4+
Copyright
  • © Black Diamond Wealth Platform
  • Developer Website
  • Privacy Policy

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