DCM Portal 4+

Donaldson Capital Management LLC

Designed for iPad

    • Free

Screenshots

Description

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.

What’s New

Version 5.9.0

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

App Privacy

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:

  • Usage Data

Data Not Linked to You

The following data may be collected but it is not linked to your identity:

  • Identifiers
  • Diagnostics

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

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