| Developer: | Owl Technologies (2) | ||
| Price: | Free | ||
| Rankings: | 0 | ||
| Reviews: | 0 Write a Review | ||
| Lists: | 0 + 0 | ||
| Points: | 0 + 0 ¡ | ||
| App Store | |||
Description
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.
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- Today: Free
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- Maximum: Free
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Developer
- Owl Technologies
- Platforms: iOS Apps (2)
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Additional Information
«DashSight» is a Finance app for iOS, developed by «Owl Technologies». It was first released on and last updated on . This app is currently free. This app has not yet received any ratings or reviews on AppAgg. Available languages: English. AppAgg continuously tracks the price history, ratings, and user feedback for «DashSight». Subscribe to this app or follow its RSS feed to get notified about future discounts or updates.
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