OWM Client Portal
ADOFAM, INC Finance iPhoneiPadiPod touch
OWM Client Portal is a free Finance app for iPhone and iPad by ADOFAM, INC. Requires iOS 15.5. Updated September 15, 2026.
- Price
- Free
- on the App Store
- Size
- 140 MB
- Age 4+
- Updated
- Sep 15
- 2026 · v1.98.1
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
What’s new
Version 1.98.1 · Updated September 15, 2026
• To-Do items are now named Tasks • Performance Improvements • Bug Fixes
App privacy
The developer, ADOFAM, INC, 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
- Contact Info: Physical Address, Email Address, Name, Phone Number, Other User Contact Info
- User Content: Photos or Videos
Used for: Analytics, App Functionality
Alternatives to OWM Client Portal
Looking for apps like OWM Client Portal? Here are 6 similar apps on the App Store. The highest rated is Wilmington Trust (5.0/5), and all 6 are free to download.
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Old Town Advisors
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Prospera Client Portal
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ABBconnect Business
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Wilmington Trust
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Monaeo
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Arta Finance
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| App | Rating | Price | Last updated | Compare |
|---|---|---|---|---|
| OWM Client Portal | – | Free | September 15, 2026 | |
| Old Town Advisors | – | Free | Sep 15, 2026 | Compare |
| Prospera Client Portal | 2.0 / 5 (1) | Free | Sep 15, 2026 | Compare |
| ABBconnect Business | 3.3 / 5 (7) | Free | Oct 26, 2026 | Compare |
| Wilmington Trust | 5.0 / 5 (11) | Free | Apr 28, 2025 | Compare |
| Monaeo | 4.0 / 5 (56) | Free | Jun 8, 2026 | Compare |
| Arta Finance | 4.5 / 5 (40) | Free | Oct 28, 2026 | Compare |
Compare OWM Client Portal with the top alternatives: ratings, updates, ASO score and keyword gaps →