OWM Client Portal
Ossola Wealth Management Finance
Quickly view your financial picture and interact with your advisor team!
- Downloads
- 6+
- on Google Play
- Price
- Free
- No in-app purchases
- Updated
- Sep 12
- 2026 · v1.98
Screenshots
About OWM Client Portal
The Ossola Wealth Management app enables clients to access portfolio data in a simple, elegant interface.
Requirements: You must be an authorized user for the phone application. If you would like to request access, please contact your Ossola Wealth Management (OWM) team at (800) 810-5753 or (949) 255-5852.
Securities and Advisory Services offered through Prospera Financial Services, Inc. | Member FINRA, SIPC
Requirements: You must be an authorized user for the phone application. If you would like to request access, please contact your Ossola Wealth Management (OWM) team at (800) 810-5753 or (949) 255-5852.
Securities and Advisory Services offered through Prospera Financial Services, Inc. | Member FINRA, SIPC
What’s new
Version 1.98 · Updated September 12, 2026
* Planning Enhancements * Added Support for New Widgets * Performance Improvements * Bug Fixes
Alternatives to OWM Client Portal
Looking for apps like OWM Client Portal? Here are 6 similar Android apps on Google Play. The highest rated is SchoolsFirst FCU Mobile (4.9/5), and all 6 are free to download.
-
TaxDome Client Portal 4.7
-
SchoolsFirst FCU Mobile 4.9
-
Credit Union 1 Mobile Banking 4.3
-
Amex Business Blueprint™ 4.6
-
Amex 3.7
-
Ally: Bank, Auto & Invest 4.4
| App | Rating | Price | Installs | Last updated | Compare |
|---|---|---|---|---|---|
| OWM Client Portal | – | Free | 5+ | Sep 12, 2026 | |
| TaxDome Client Portal | 4.7 / 5 | Free | 100,000+ | Sep 16, 2026 | Compare |
| SchoolsFirst FCU Mobile | 4.9 / 5 | Free | 100,000+ | Aug 28, 2026 | Compare |
| Credit Union 1 Mobile Banking | 4.3 / 5 | Free | 50,000+ | Apr 14, 2026 | Compare |
| Amex Business Blueprint™ | 4.6 / 5 | Free | 100,000+ | – | Compare |
| Amex | 3.7 / 5 | Free | 10,000,000+ | Oct 27, 2026 | Compare |
| Ally: Bank, Auto & Invest | 4.4 / 5 | Free | 1,000,000+ | Oct 20, 2026 | Compare |
Compare OWM Client Portal with the top alternatives: ratings, updates, ASO score and keyword gaps →
Similar apps on Google Play
- TaxDome Client Portal
- NB|AZ Mobile Banking
- SchoolsFirst FCU Mobile
- Credit Union 1 Mobile Banking
- Amex Business Blueprint™
- Amex
- Ally: Bank, Auto & Invest
- SDFCU Digital Banking
- Element Mortgage
- Fifth Third: 53 Mobile Banking
- Westlake MyAccount
- Synchrony Bank
- TruStone Home Mortgage App
- Regions Bank
- True Link Financial
- First Foundation Bank Mobile
- Beyond Finance
- Frost Bank
- SouthState Mobile
- CareCredit Mobile
- USAA Mobile
- AFmobile®
- Bread Financial
- BrightWay Credit Card Mobile
- My CenturyLink
- OneMain Financial
- DCU Digital Banking
- PNC Mobile
- TD Bank (US)
- Esusu: Build Credit with Rent
- loanDepot Mobile
- Truist Mobile
- Gusto Mobile
- MetLife Personal Finance App
- Rocket Mortgage
- Citizens Bank Mobile Banking
- Credit One Bank Mobile
- Citi Mobile®
- Wealthfront: Save and Invest
- Bank Of Hawaii Mobile App
- 3Nickels: Invest, Budget, Save
- SmartHub
- Joola: Savings Goals Tracker
- M1: Invest & Bank Smarter
- Fidelity Investments
- Till: Debit Card for Kids
- Concora Credit