# Dash Client Portal

> Secure mobile access to investment portfolios, performance, holdings, and transactions. (iPhone/iPad app by WEALTHO2 PTY LTD.)

- Source: https://appshunter.io/ios/app/dash-client-portal/id1569628726 (this page in markdown: same URL + `.md`)
- Developer: [WEALTHO2 PTY LTD](https://appshunter.io/developer/1569628728)
- Category: Utilities, Finance
- Price: Free
- Age rating: 4+
- Requires: iOS 13.4 · 29 MB
- Languages: English
- Released: 2021-05-28
- Data updated: 2026-06-11
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/dash-client-portal/id1569628726/reviews.md

## What is Dash Client Portal?

The Dash mobile application provides up-to-date secure portfolio access on your mobile device. Your Super and Investment accounts, portfolio performance, holdings, and transactions are available at your fingertips.



The features of the Dash mobile app for investors include:
- Access a snapshot of your account across all portfolios
- Per portfolio performance and asset valuations
- Download your statements and reports
- Download your portfolio valuations
- Deep dive into an asset cost base and recent transactions


To access the Dash app you must be a client of a financial adviser that is using Dash wealth management software to manage your investments. Your financial adviser can assist you with the registration process. If you need any help with the app simply contact your financial adviser or get in contact with the Dash team by calling 1300 726 008.


By installing and using the application you acknowledge and accept the Terms and Conditions applicable to the user of the Dash mobile application.

## Key features

- Secure portfolio access
- Account snapshot view
- Portfolio performance tracking
- Holdings and transaction details
- Download statements and reports
- Asset valuation analysis

## Recent user reviews (3 of 3)

All indexed reviews: https://appshunter.io/ios/app/dash-client-portal/id1569628726/reviews.md

### 5/5 — Easy to use

*2025-07-10, version 2.0.0*

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.

### 1/5 — Very poor UI on Mobile app

*2025-04-22, version 2.0.0*

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.

### 1/5 — Incorrect and delayed updates of balances

*2022-10-06, version 1.9.0*

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.

## Frequently asked questions about Dash Client Portal

### 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.

## Version history (last 5 releases)

### 2.0.0 — 2024-03-17

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

### 1.9.0 — 2022-07-06

- Rebrand to Dash
- Various improvements and bug fixes

### 1.8.0 — 2022-01-11

- Various improvements and bug fixes.

### 1.7.0 — 2021-12-08

- What's New screen to announce new features.
- Various bug fixes and performance improvements.

### 1.6.0 — 2021-10-30

- Added push notifications to allow users to be notified when new reports are available to download. 
- Minor bug fixes and performance enhancements.

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-11.*