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Dash Client Portal

Dash Client Portal

by WEALTHO2 PTY LTD

0 ratings
3 reviews
🔧 Utilities
💰 Finance
Free

Details

  • Released
  • Updated
  • May 28, 2021
  • March 17, 2024

Features

Developer

WEALTHO2 PTY LTD
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Dash Client Portal screenshot #1 for iPhone
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Dash Client Portal screenshot #6 for iPhone
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❓8 answered
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📦w/o updates
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About

Securely access your investment portfolio performance, holdings, and transactions on your mobile device. View account snapshots, download statements, and analyze asset valuations. Requires an existing relationship with a financial advisor using Dash wealth management software.

✓Secure portfolio access
✓Account snapshot view
✓Portfolio performance tracking
✓Holdings and transaction details
✓Download statements and reports
✓Asset valuation analysis
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What's New in Dash Client Portal

2.0.0

March 17, 2024

- Various improvements and bug fixes - Update to income return percentage calculation

User reviews

Most RecentHighest RatedLowest Rated

Easy to use

My financial adviser moved me to DASH a few months ago and have only just downloaded the mobile app. I find it easy to use, clear to read and means I can access my reports from anywhere now.
Shan_wanShan_wan

Very poor UI on Mobile app

I have been using Dash client portal and compared to most products in the market it ranks at the bottom for this across all the apps I’ve used. Also a callout that the data analytics for the user is the worse I’ve experienced. The graphs are even poor and don’t represent what I would expect for my portfolio.
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Stev0MaverickStev0Maverick

Incorrect and delayed updates of balances

It does not show balance updates as of actual amounts. It reflects delayed and old data. Dashboard is not correct, does not show real amounts.
aharoon79aharoon79

FAQ

How do I get started with Dash Client Portal?

To access the Dash Client Portal, you must be a client of a financial advisor using Dash wealth management software. Your financial advisor can assist you with the registration process.

What information can I see in the Dash Client Portal?

You can view a snapshot of your account across all portfolios, per portfolio performance and asset valuations, holdings, and recent transactions. You can also download statements and portfolio valuations.

Is Dash Client Portal free to use?

Yes, the Dash Client Portal is free to install and use. It is provided as a service to clients of financial advisors who utilize the Dash wealth management software.

On which devices can I use Dash Client Portal?

Dash Client Portal is available for iPhone and iPod devices. The app is designed for iOS mobile platforms.

How often is Dash Client Portal updated?

The latest version of Dash Client Portal is 2.0.0, last updated on March 17, 2024. Updates typically include performance improvements and bug fixes.

What is the age rating for Dash Client Portal?

Dash Client Portal has an age rating of 4+. This indicates it is suitable for a wide range of users, including children, with no mature content.

Does Dash Client Portal have ads?

No, Dash Client Portal does not contain advertisements. The app is ad-free, providing a clean user experience focused on portfolio management.

Who is the developer of Dash Client Portal?

Dash Client Portal is developed by WEALTHO2 PTY LTD. They specialize in wealth management software solutions.