Comparison

Dunham Mobile vs Osaic Equipt

Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.

Head to head
About

Dunham Mobile

Manage your investment accounts on the go. View statements, confirmations, and easily reset your password. Stay connected to your financial information anytime, anywhere.

Highlights
  • Account access
  • View statements
  • View confirmations
  • Password reset
  • Mobile management
Features
Read full description

Access your Dunham account, statements, confirmations and reset your password.

About

Osaic Equipt

Monitor your investments on the go with this app. Access account information, view portfolio allocation, holdings, and historical activity. Initiate check deposits and access electronic documents and statements from your mobile device.

Highlights
  • Investment portfolio monitoring
  • Account balance and holdings view
  • Transaction history
  • Electronic document access
  • Remote check deposits
  • Market information and quotes
Features
Read full description

Stay Connected - eQuipt provides you with an essential solution for monitoring your investments. Now you can stay connected while you’re on the go—wherever you use your iPhone or iPad. eQuipt lets you view your accounts in an efficient and user-friendly environment that leverages the look and feel of the eQuipt Client Portal, in an app that fits perfectly for the form factor of your tablet or phone. Through eQuipt, you have fully featured access to account information, such as portfolio allocation, cash balances, holdings, historical activity, portfolio valuation over time, as well as electronic documents and statements. You can also initiate check deposits into your eQuipt account using the Remote Deposit Capture feature. With just a few clicks from your iPhone or iPad, you can access: • Account balances and holdings • Transaction history • Market information and quotes • Statements and Documents Please note: • Investment products are not bank deposits, are not FDIC insured or insured by any federal government agency and may decrease in value. Please contact your financial advisor for details.

Screenshots

Dunham Mobile4 screens
Osaic Equipt4 screens

Verdict

The call

The clearest difference is rating: Dunham Mobile at 4.2 against Osaic Equipt's 2.0. Dunham Mobile also leads on iOS requirement (15.6 vs 17.0). Osaic Equipt's advantage is ratings volume (146 vs 5). On price, update cadence, ads and in-app purchases there is nothing between them.

Scored on Price · Rating · Positive reviews · Number of ratings · Update frequency · Ads · In-app purchases · Monetization · Best chart rank · Devices · Requires iOS

CostPrice · In-app purchases · Ads · Monetization

Both are free to download. Neither carries in-app purchases, so what you see is what you pay.

ReceptionRating · Positive reviews · Number of ratings

Dunham Mobile holds the better App Store score, 4.2 against 2.0. That said, the two scores are not equally well evidenced: Osaic Equipt has 146 ratings behind it against 5, so its average is the more settled of the two.

UpkeepUpdate frequency

Dunham Mobile ships an update every 3 months, Osaic Equipt every 4 months. The most recent releases landed on October 16, 2026 and October 17, 2026 respectively.

Scorecard3 real differences · 7 level
Dunham Mobile versus Osaic Equipt: the parameters behind the verdict, then further details
ParameterDunham MobileOsaic Equipt
PriceFreeFree
Rating4.2 (5 ratings) — better2.0 (146 ratings)
Positive reviews—1.7% of reviews
Number of ratings5146 — better
Update frequencyEvery 3 months — betterEvery 4 months
AdsNoNo
In-app purchasesNoNo
MonetizationFreeFree
DevicesiPhone, iPad, iPod — betteriPhone, iPad
Requires iOS15.6 — better17.0
Further details — not scored
Size61 MB8 MB
Age rating4+4+
DeveloperDunham & Associates Investment Counsel, Inc.Osaic, Inc.

Customer experience

Dunham Mobile

All ratings5 ratings
Positive80.0%
Neutral0.0%
Negative20.0%

Osaic Equipt

All ratings146 ratings
Positive21.2%
Neutral2.7%
Negative76.0%
Written reviews58 reviews
Positive1.7%
Neutral3.4%
Negative94.8%

Bugs and requests

Dunham Mobile

Not enough reviews yet to summarise bugs or requests.

Osaic Equipt

Reported bugs

9 issues
  • App crashes on startup
  • App crashes at paperless prompt
  • Session expired errors
  • Login fails repeatedly
  • Account info does not fully load
Show 4 more
  • Cannot click on account details
  • Freezes after login
  • Phone number resets to old number
  • App freezes on error code

Requested features

6 requests
  • Biometric login (FaceID, facial recognition)
  • Ability to download monthly statements and tax documents
  • Improved data presentation and graphing
  • Two-factor authentication on mobile app
  • Option to remember login
Show 1 more
  • Display total principal invested

In-app purchases

None

Dunham Mobile

No in-app purchases

None

Osaic Equipt

No in-app purchases

Questions

Is Dunham Mobile free?
Dunham Mobile is free to download, with no in-app purchases.
Is Osaic Equipt free?
Osaic Equipt is free to download, with no in-app purchases.
Which has better reviews, Dunham Mobile or Osaic Equipt?
Dunham Mobile is rated higher. Dunham Mobile averages 4.2 out of 5 from 5 ratings, while Osaic Equipt averages 2.0 from 146 ratings.
Do Dunham Mobile or Osaic Equipt have ads?
Neither Dunham Mobile nor Osaic Equipt shows ads.
Which is updated more often, Dunham Mobile or Osaic Equipt?
Dunham Mobile ships an update every 3 months, and Osaic Equipt every 4 months. Most recently, Dunham Mobile was updated on October 16, 2026 and Osaic Equipt on October 17, 2026.

Other comparisons