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Screenshots

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About CALEO USA

Easily access your financial picture and interact with your financial advisor. This app provides you with an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more- all in a secure and easy to use mobile app. TOP FEATURES: - Interactive dashboard showing your complete financial picture - Dynamic reports with investment information - And so much more!

What’s new

Version 5.19.0 · Updated May 28, 2025

- Customized Personal Finances layout within Accounts tab - Positions renamed to Allocation - Performance return chevrons - Repositioned date range calendar selection - Linking outside accounts - Minor UI changes and bug fixes

App privacy

The developer, Caleo Capital NA LLC, reported these privacy practices to Apple.

Data Linked to You

The following data, which may be collected and linked to your identity, may be used for the following purposes:

  • Usage Data: Product Interaction

Used for: Analytics

Data Not Linked to You

The following data, which may be collected but is not linked to your identity, may be used for the following purposes:

  • Identifiers: Device ID
  • Diagnostics: Crash Data, Performance Data, Other Diagnostic Data

Used for: Analytics

Alternatives to CALEO USA

Looking for apps like CALEO USA? Here are 6 similar apps on the App Store. The highest rated is QuietGrowth - Investment, SMSF (5.0/5), and all 6 are free to download.

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