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Dash Client Portal

WEALTHO2 PTY LTD
Open in App Store ↗
ZM flag ZM
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175 of 175 storefronts
Content in en-US
Age Rating
4+
Years
Developer
WEALTHO2 PTY LTD
Language
EN
Size
30.3
MB

Information

Apple ID1569628726
Bundle IDau.com.wealtho2.clientportal
SellerSeller
Min iOS13.4
Min macOS11.0
Device familiesiphone, ipod
Released2021-05-28
Copyright© 2022 DASH SHARED SERVICES PTY LTD
WebsiteLink ↗
Privacy policyLink ↗

Preview 1 platform

iPhone 6 images

iPhone screenshot
iPhone screenshot
iPhone screenshot
iPhone screenshot
iPhone screenshot
iPhone screenshot

What’s New Version 2.0.0

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

Description

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.

Accessibility

ipadiphonemacrealityDevicetvoswatch

Version history 15 versions

Build 864460442v2.0.02024-03-17 23:07:44
- Various improvements and bug fixes - Update to income return percentage calculation
Build 850640398v1.9.02022-07-06 09:45:53
- Rebrand to Dash - Various improvements and bug fixes
Build 846508088v1.8.02022-01-11 08:13:46
- Various improvements and bug fixes.
Build 845658147v1.7.02021-12-08 17:51:16
- What's New screen to announce new features. - Various bug fixes and performance improvements.
Build 845027075v1.6.02021-10-30 22:34:04
- Added push notifications to allow users to be notified when new reports are available to download. - Minor bug fixes and performance enhancements.
Build 844400873v1.5.02021-10-07 12:56:18
With this release, Advisers can now log in to the app to access information relating to their clients and accounts. Using their existing credentials, Advisers can search for and select a client to view what the client sees when they are using the app. Advisers can also view client portfolios, asset allocation, holdings and transactions. We have also added some performance improvements and bug fixes.
Build 843885274v1.4.02021-09-01 14:31:10
Various bug fixes and performance improvements.
Build 843710155v1.3.22021-08-23 19:03:56
Various bug fixes and performance improvements.
Build 843484226v1.3.12021-08-09 13:15:02
Various bug fixes and performance improvements
Build 843360805v1.3.02021-08-01 15:06:44
Various bug fixes and performance improvements
Build 842980835v1.2.02021-07-07 22:51:01
In this release you can now: - Compare your portfolio performance against various benchmarks as defined by your adviser - View your asset allocation as of a specific date - Change your password from the Settings screen Also includes various other bug fixes and performance improvements.
Build 842793699v1.1.12021-06-24 01:08:19
Bug fixes and performance improvements
Build 842713815v1.1.02021-06-18 18:29:52
In this update, we've enabled you to drill further into the details of your portfolio, so you can: - View performance over time - View asset allocation - View of your holdings and the asset classes they belong to - View all transactions related to your holdings - View and download reports related to your holdings
Build 842532041v1.0.12021-06-06 00:10:25
Bug fixes and performance improvements
Build 842405937v1.0.02021-05-28 21:38:33

No pricing data captured yet — comparisons appear once the app has paid storefronts or in-app purchases.

Availability 175 of 175 storefronts

RegionLanguagePriceRatingsAvgVersion
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IN en-GBFree15.02.0.0
AE en-GBFree0—2.0.0
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AT de-DEFree0—2.0.0
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CL es-MXFree0—2.0.0
CM fr-FRFree0—2.0.0
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CO es-MXFree0—2.0.0
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Change log 18 changes · ZM

✎
releaseNotes updated
- Various improvements and bug fixes - Update to income return percentage calculation
✎
description updated
The Dash mobile application provides up-to-date secure portfolio access on your mobile device. Your Super and Investment accounts, portfolio performance, holdin
✎
name updated
Dash Client Portal
◆
Version 2.0.0 released
- Various improvements and bug fixes - Update to income return percentage calculation
◆
Version 1.9.0 released
- Rebrand to Dash - Various improvements and bug fixes
◆
Version 1.8.0 released
- Various improvements and bug fixes.
◆
Version 1.7.0 released
- What's New screen to announce new features. - Various bug fixes and performance improvements.
◆
Version 1.6.0 released
- Added push notifications to allow users to be notified when new reports are available to download. - Minor bug fixes and performance enhancements.
◆
Version 1.5.0 released
With this release, Advisers can now log in to the app to access information relating to their clients and accounts. Using their existing credentials, Advisers can search for and select a client to view what the client sees when they are usi
◆
Version 1.4.0 released
Various bug fixes and performance improvements.
◆
Version 1.3.2 released
Various bug fixes and performance improvements.
◆
Version 1.3.1 released
Various bug fixes and performance improvements
◆
Version 1.3.0 released
Various bug fixes and performance improvements
◆
Version 1.2.0 released
In this release you can now: - Compare your portfolio performance against various benchmarks as defined by your adviser - View your asset allocation as of a specific date - Change your password from the Settings screen Also includes variou
◆
Version 1.1.1 released
Bug fixes and performance improvements
◆
Version 1.1.0 released
In this update, we've enabled you to drill further into the details of your portfolio, so you can: - View performance over time - View asset allocation - View of your holdings and the asset classes they belong to - View all transactions
◆
Version 1.0.1 released
Bug fixes and performance improvements
◆
Version 1.0.0 released
expanded screenshot