DASH

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

Hear from our clients

"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

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

Case Study

How we deliver this together

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

Challenge

Solution

Outcome

Hear from our clients

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