Camelotta
Camelotta Advisors Finance
Camelotta Advisors Investment Portal for Clients
- Downloads
- 12+
- on Google Play
- Price
- Free
- No in-app purchases
- Updated
- Jul 18
- 2026 · v5.23.0
Screenshots
About Camelotta
This app allows Camelotta clients to view their account information, investment performance, and quarterly reports. The platform also provides firm updates and a single sign on to clients’ financial plan accounts.
What’s new
Version 5.23.0 · Updated July 18, 2026
- Transactions changing to activity tab for managed accounts - Positions changing to allocation tab for managed accounts - Household info section in settings - Biometrics improvement - Performance bar chart - Net worth legend and portfolio graph optimization - Bug fixes
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