# FORVIS Private Client (DHGWA)

> Personal financial portal for investment management and advisory team connection. (iPhone/iPad app by Dixon Hughes Goodman Wealth Advisors LLC.)

- Source: https://appshunter.io/ios/app/forvis-private-client-dhgwa/id1453028423 (this page in markdown: same URL + `.md`)
- Developer: [Dixon Hughes Goodman Wealth Advisors LLC](https://appshunter.io/developer/1453028422)
- Category: Finance
- Price: Free
- Rating: 4.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 12.4 · 118 MB
- Languages: English
- Released: 2019-02-24
- Data updated: 2026-07-07
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/forvis-private-client-dhgwa/id1453028423/reviews.md

## What is FORVIS Private Client (DHGWA)?

Your personal financial portal which gives you access to your investment dashboard, account details, a document vault and more. Connect with your FORVIS Private Client investment team directly from your app. Everything you need to manage your wealth - on the go!

## Key features

- Investment dashboard access
- Account details viewing
- Secure document vault
- Direct team connection
- On-the-go wealth management


## Frequently asked questions about FORVIS Private Client (DHGWA)

### What is FORVIS Private Client?

FORVIS Private Client is a personal financial portal that provides access to your investment dashboard, account details, and a document vault. It allows you to connect with your FORVIS Private Client investment team directly from the app.

### Is FORVIS Private Client free to use?

Yes, FORVIS Private Client is available for free download and use. There are no associated costs to access its core features for managing your wealth.

### What devices does FORVIS Private Client support?

FORVIS Private Client is designed for iOS devices, including iPhone, iPad, and iPod. It is optimized for a seamless experience across these platforms.

### How secure is FORVIS Private Client?

While specific security measures are not detailed, the app functions as a client portal for wealth management, implying a focus on data protection. Users can connect directly with their FORVIS Private Client investment team through the application.

### How often is FORVIS Private Client updated?

The app was last updated on June 8, 2024, with version 1.80. This indicates a commitment to regular maintenance and potential feature enhancements.

### What is the age rating for FORVIS Private Client?

FORVIS Private Client has an age rating of 4+. This suggests it is suitable for a broad audience, though its financial management features are primarily intended for adult users.

### Can I view my investment performance on FORVIS Private Client?

Yes, the app provides access to your investment dashboard, which typically includes performance metrics and account details. You can manage your wealth on the go through this portal.

### Does FORVIS Private Client have ads?

No, FORVIS Private Client does not contain advertisements. As a free application focused on financial management, it provides an ad-free experience for its users.

## Version history (last 5 releases)

### 1.80 — 2024-06-08

* Todo functionality will now be a part of the Mobile Advisor experience
* Updated privacy policy visibility 
* Enhanced performance and stability

### 1.78 — 2024-04-22

* Improved the activity summary chart located in the account details
* Updated Allocation Dashboard logic for a consistent experience
* Enhanced the Dashboard: Gain/Loss performance and stability

### 1.77 — 2024-03-09

* Updating advisor login interface featuring an improved navigation menu
* Improving advisor communication through the introduction of Timeline and Vault functionalities
* Enhancing advisor navigation for seamless transitions between various clients

### 1.76 — 2024-01-20

* Updated the loading screen to provide a more consistent experience
* Performance and stability enhancements
* Bug Fixes

### 1.75 — 2023-12-09

* Improved Timeline communication and performance
* Enhanced performance and stability within the Dashboard

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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 2026-07-07.*