Connecting technology to better deliver financial advice.
Utilise online fact finds, design your own workflows, manage FDS integrations, client segments with all client information in the one place.Learn more
Access integrations to 3rd party applications of your choice to build your own package.Learn more
Paraplanning strength with goals-based modelling which engages clients and cuts SOA production in half.Learn more
Deliver engaging digital SOA presentations in-person and offer scalable advice on a 'one to many basis' with enhanced compliance features. All of this is inclusive of an AI driven avatar who can steer the client through the SOA in their own time and pace.Learn more
Manage on and off platform assets with deep portfolio reporting and product selection capabilities.Learn more
"We have been seeking a software that helps us to integrate best of breed technology and we have found that through DASH. Their experienced team has helped us to bring our ideal advice journey to life. We have reduced administration costs along with reducing the time it takes to deliver advice producing a greater outcome for our clients."
Jamie Ardern, Partner - Kofkin Bond
“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
"This is a true game-changer in understanding your wealth's potential and taking important lifestyle decisions .... Special thanks to the team at DASH who provided the infrastructure solution."
Thaxter - Senior Partner
"Thanks so much to the DASH team - for the fantastic work they did on building our quoting tool. The turnaround and end product was excellent and represented great value for money."
Suzanne Caldwell, General Manager
"Loving the new Dynamic Docs :)
Feedback from client is sensational
Thank you Thank you Thank you"
Steven Kerbel - Financial Adviser,
South City Brokers
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