We came across DASH when we were looking for a new and dynamic wealth management platform/service for our clients. The other providers were beginning to show their age and weren’t providing product updates as we would have hoped.
We were using older institutional systems to run investment portfolios which increased our admin burden and changes. They were time consuming and managed at an individual client level.
After some frustration with an alternative provider, we investigated DASH and found a much more welcoming and user-friendly experience.
We were open minded and had no set ideas other than we needed a platform solution that could help us reduce admin, increase efficiencies and offer access to the managed account we wanted to use.
We liked DASH’s competitive advantage, they offered us the outcome we were looking for with efficiency, pricing, timely changes and updates, plus they had the tech to allow broad access to the marketplace.
They offered everything that the other larger competitors did but they were also agnostic and institutionally nonaligned. They were very flexible and open to supporting us by putting what funds wanted to put on the platform.
The transparency of the platform and speed that new and transformative updates occur really makes this a market leading solution.
Since then we have been early adopters in Western Australia and have had great feedback from our clients. We’ve found this to be a useful solution for all of our Financial Advisers when it comes to providing outstanding client outcomes.
Director I Financial Adviser, Financial Framework
"With DASH we’re able to move very quickly and ensure every portfolio is optimised across a large client base. It’s orderly, process-driven and was made easy to implement through professional support."
Keith Bensley, Future Assist
"DASH enables us to manage our clients’ portfolios in a systemised way. It reduces implementation time because we don’t have to trade manually any more, it’s all automatic. Nothing is ad hoc, and everything is on one system."
Steve Woodford, Frontier Financial Group
"DASH's managed account and SMSF solutions have helped us deliver best outcomes for our low and high balance clients."
Nigel Baker, Arch Capital
"Thanks to the DASH team for creating such great products. They were able to swiftly use our API for life insurance product comparisons and create a useful web application in no time - these are software developers you can count on."
Trishanth Chandrahasan - CSO
“I found DASH after trying many different software solutions, which all were trying to be ‘the one’ solution. DASH has been great as I can connect the software I need and build the advice software which works for me. The support has been excellent and the fact that I can import my Astute Wheel data straight into DASH to then use in the SOA and ROA has saved me significant amounts of time per client, as no more re-keying data! The SOA and ROA are also the most client friendly documents I have found and the feedback from clients has been excellent. I highly recommend DASH.”
Stuart Roe, Roe Financial
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