Voted #1
for adviser support & investment options

0
+

clients

$3 Billion

fastest platform to reach

A focus on client and adviser success outcomes

Deliver increased efficiencies, lower cost of advice and flexible portfolio management, MDAs, managed accounts and a transparent low-cost superannuation.

Unconflicted tech advice

We have no investment products

No hidden fees

No hidden fees

Better
Communications

Take control of your client’s communications

Support & Client
Centricity

We put you and your clients' first

Partnership

For adviser support, efficiency and scalability

Transparency &
ownership

On HIN/ CMA for greater transparency and legal ownership

Best interest
duty

Managed accounts efficiency with best interest duty

Technology
roadmap

Customer led technology driving advice practice efficiencies

Platform solutions

Delivering increased efficiencies, lower cost of advice and flexible portfolio management, MDAs, managed accounts, and a transparent low-cost superannuation product.

Wealth Simplifier

Manage clients’ non super assets in a low cost, managed account client centric technology which allows for maximum portfolio flexibility.

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Super Simplifier

Manage clients’ super assets in a low cost, managed account client centric technology which allows for maximum portfolio flexibility.

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Managed Accounts

Build your own or follow specialist managed account fund managers with market leading bulk ROA capabilities. Unparalleled speed to market and flexibility with minimal impact to your back office and client costs.

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Managed Discretionary Accounts

Utilise your own or our MDA license to offer discretionary portfolios to your client base. Bulk rebalancing and tailored, one to one rebalancing capabilities available.

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Client reporting

Offer your MDA or managed account clients holistic portfolio reporting on an online portal which can consume scheduled reports from the adviser desktop for maximum efficiency.

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iPhone and Android native client app

Offer your clients a clean and nimble portfolio reporting experience via our native Android or Iphone application.

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Portfolio Modelling

Taylor your client portfolios to allow for specific portfolio preferences at an account level while maintaining the efficiency of bulk rebalancing.

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Dashboard+

Allow your clients to track their holistic portfolio inclusive of cash, debt, property, on and off platform assets and track progress against their lifestyle goals. Say goodbye to benchmarks forever.

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Our model managers

DASH supports financial advisers by providing access to both the assets that are in best interests of the client as well as specialists in investment management who provide models and research and investment committee participation.

Our Model Manager and Asset consultants provide these services to advisers using DASH services.


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Best of Breed MDA Investment Series

Bringing a professional overlay to your client experience.

At DASH we are focused on making your life easier and putting advisers and their clients’ first. If you don’t want to build your own models, we’ve brought together the who is who in managed accounts to do it for you!


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Client case studies

Case study 1
start

I want to start using managed account

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Case study 2
prosper

I want to increase the profitability of my practice

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Case study 3
solve

I want One solution for my low balance and high-net worth clients

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Hear from our clients

Book a chat

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