EWM Client View
Finance
Only for iPhone
Free · Designed for iPhone. Not verified for macOS.
iPhone
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
Ratings & Reviews
Bug fixes and enhancements
The developer, Elmwood Wealth Management, 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 Not Collected
The developer does not collect any data from this app.
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- ELMWOOD WEALTH MANAGEMENT, INC.
- Size
- 40.1 MB
- Category
- Finance
- Compatibility
Requires iOS 15.1 or later.
- iPhone
Requires iOS 15.1 or later. - iPod touch
Requires iOS 15.1 or later. - Mac
Requires macOS 12.0 or later and a Mac with Apple M1 chip or later.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © 2025 Envestnet Financial Technologies