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Screenshots

  • Old Town Advisors screenshot 1
  • Old Town Advisors screenshot 2
  • Old Town Advisors screenshot 3

About Old Town Advisors

The Old Town Advisors Mobile App allows enabled clients to access portfolio data, view reports and statements, and communicate with your Old Town Advisors Team in a simple, elegant interface. Requirements: You need to be a client of Old Town Advisors that has been enabled for the app. If you would like to request access, please contact your Old Town Advisors Team.

What’s new

Version 1.99 · Updated October 31, 2026

• Home supports new Total Value settings • Support for new Report notification types • Performance enhancements

App privacy

The developer, Old Town Advisors, LLC, reported these privacy practices to Apple.

Data Used to Track You

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

  • Usage Data: Product Interaction

Data Linked to You

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

  • Identifiers: User ID
  • Usage Data: Product Interaction
  • Financial Info: Other Financial Info
  • Contact Info: Physical Address, Email Address, Name, Phone Number, Other User Contact Info
  • User Content: Photos or Videos

Used for: Analytics, App Functionality

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:

  • Diagnostics: Crash Data

Used for: App Functionality

Alternatives to Old Town Advisors

Looking for apps like Old Town Advisors? Here are 6 similar apps on the App Store. The highest rated is Kirtland CU Mobile Banking (4.8/5), and all 6 are free to download.

Old Town Advisors vs. alternatives
App Rating Price Last updated Compare
Old Town Advisors – Free October 31, 2026
OWM Client Portal – Free Oct 31, 2026 Compare
Prospera Client Portal 2.0 / 5 (1) Free Oct 31, 2026 Compare
Kirtland CU Mobile Banking 4.8 / 5 (4,234) Free Sep 30, 2026 Compare
WaFd Treasury 2.3 / 5 (53) Free Aug 22, 2026 Compare
FIG Credit Union 4.3 / 5 (4,501) Free Sep 22, 2026 Compare
Arta Finance 4.5 / 5 (41) Free Oct 28, 2026 Compare

Compare Old Town Advisors with the top alternatives: ratings, updates, ASO score and keyword gaps →