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.
Updated on
Sep 2, 2025
Finance
Data safety
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Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
This app may share these data types with third parties