Roar and WealthO2 have merged to become the DASH Technology Group (dash.com.au); the first advice technology solutions company to focus on solving problems across the end-to-end adviser experience.
DASH offers highly flexible and easy to implement solutions built for a post-Covid world enabling financial advisers to create their own experience so they can achieve their goals faster. Our best of breed solutions solve critical issues not just for financial advisers but for the broader wealth industry.
The new look DASH company website launches in April.
For now, please visit the Roar and WealthO2 websites.
Roar offers a simplified and centralised technology platform for financial service businesses where financial planners have the flexibility to select from best of breed, independent technology solutions that are deeply integrated.
With core functionalities including CRM, file notes, and document generation, it offers a subscription-based fee model providing financial service businesses of all sizes with a flexible technology solution.
WealthO2 is changing the game across the financial planning software space by thinking differently about how to solve technology inefficiencies.
Focused on a future centred around advisers and their clients we deliver increased efficiencies, lower cost of advice and flexible portfolio management, MDAs, managed accounts and a transparent low-cost superannuation.
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