# DashSight — Client account management

> Client account management (iPhone/iPad app by Owl Technologies.)

- Source: https://appshunter.io/ios/app/dashsight/id1478284023 (this page in markdown: same URL + `.md`)
- Developer: [Owl Technologies](https://appshunter.io/developer/1446596028)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 13.0 · 27 MB
- Languages: American English
- Released: 2020-01-23
- Data updated: 2026-08-23
- User reviews in markdown: https://appshunter.io/ios/app/dashsight/id1478284023/reviews.md

## What is DashSight?

Designed by advisors, the DashSight app was made for financial advisors who want to manage client account activity without the inconvenience of having to leave the main screen. DashSight’s comprehensive dashboard views allow financial advisors to assign tasks, schedule meetings and see client accounts as they should be viewed – in one place at one time. 


DashSight Features Focus on Advisor Efficiency
•	Access client households to view contact information, confirm meeting schedules and reference account balances and total household assets under management 
•	Create, edit and monitor existing tasks while assigning new tasks to team members
•	Access client portals
•	Send meeting requests to clients 

DashPro is multifactor authentication-enabled using SMS and biometrics with single sign-on into participating technology platforms including custodians and other institutions.


## Version history (last 5 releases)

### 1.9.2 — 2026-08-21

Updates and Bug fixes

### 1.9.1 — 2026-08-04

Updates and Bug Fixes

### 1.9.0 — 2026-06-15

Bug Fixes

### 1.8.0 — 2026-06-01

Updates and Bug fixes

### 1.7.0 — 2026-03-17

updates and Bug fixes

## Apps similar to DashSight

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [Yahoo Finance: Stocks, Markets](https://appshunter.io/ios/app/yahoo-finance-stocks-markets/id328412701) | 4.8 (624,437) | Free | Finance |
| [OANDA - Forex trading](https://appshunter.io/ios/app/oanda-forex-trading/id370922777) | 4.7 (23,669) | Free | Finance |
| [Clover Go - Dashboard & POS](https://appshunter.io/ios/app/clover-go-dashboard-and-pos/id969311778) | 4.8 (63,629) | Free | Finance |

## More apps by Owl Technologies

- [DashGuide](https://appshunter.io/ios/app/dashguide/id1478282339)

All apps by Owl Technologies: https://appshunter.io/developer/1446596028

## Related topics

[nxt advisor](https://appshunter.io/ios/topics/nxt-advisor)

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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 2026-08-23.*