DCM Portal

Finance

Free · Designed for iPad. Not verified for macOS.

Clients of Donaldson Capital Management (DCM) can easily access all of their investment account balances and allocations, reports, documents, and contact their advisor from their mobile device.

Ratings & Reviews

  • This app hasn’t received enough ratings or reviews to display an overview.

- Transactions changing to activity tab for managed accounts - Positions changing to allocation tab for managed accounts - Household info section in settings - Biometrics improvement - Performance bar chart - Net worth legend and portfolio graph optimization - Bug fixes

Version 5.22.1

The developer, Donaldson Capital Management LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Linked to You

    The following data may be collected and linked to your identity:

    • Financial Info
    • Contact Info
    • Identifiers
    • Usage Data
    • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Accessibility

The developer has not yet indicated which accessibility features this app supports. Learn More

Information

Seller
  • Donaldson Capital Management, LLC
Size
  • 63.9 MB
Category
  • Finance
Compatibility
Requires iOS 15.6 or later.
  • iPhone
    Requires iOS 15.6 or later.
  • iPad
    Requires iPadOS 15.6 or later.
  • iPod touch
    Requires iOS 15.6 or later.
  • Mac
    Requires macOS 12.5 or later and a Mac with Apple M1 chip or later.
  • Apple Vision
    Requires visionOS 1.0 or later.
Languages
  • English
Age Rating
4+
Copyright
  • © 2026 Donaldson Capital Management, LLC
  • Developer Website
  • Privacy Policy

    • You Might Also Like