How we deliver this together

  • Next generation platform tech driving efficiencies and practice growth
  • On HIN / CMA for greater transparency and legal ownership
  • Managed Accounts efficiency with best interest duty
  • Nimble partnership – #1 for adviser support and investment options

“We now deliver consistent outcomes for all our clients; whether they have $1,000 or $1 million invested.”

Nigel Baker
Director I Financial Adviser, Arch Capital

We were referred to DASH at a time when we felt the industry needed to improve and had been disappointed with some of the larger platforms and their hidden fees.

We were looking for a platform partner that genuinely served in the best interest of all our clients, no matter what their investment level.

Our values aligned with DASH from the start. Their managed funds and SMSF solutions offered an easy, transparent, efficient, cost effective way to serve our low and high balance clients.

Since partnering with DASH we have been able to deliver more robust and measurable portfolios with lower fees and clearer, consistent client outcomes.

Speed of implementation, accurate reporting, access to models and ROAs plus the new client app have benefited all our clients.

Challenge
  • Expensive / hidden platform fees
  • Lack of effciency and ability to scale
  • Finding a platform with the same 'mission'
  • Best-interest outcomes for all clients types
Solution
  • Uxchange – low cost managed funds
  • Super Simplifier - SMSF like super with the transparency, without the cost
Outcome
  • Robust measurable portfolios
  • Efficiency /speed of implementation
  • Cost effective
  • Lower client fees
  • Accurate reporting
  • Better / consistent outcomes for all client types

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