An innovative solution that draws information from multiple sources to generate one document formatted to your specific design using batch processing.
Benefits of Binder
Future document generation technology
Advanced merging capabilities including the ability to produce complex tables and charts
Ability to generate documents in Word, Powerpoint and PDF format
Improve Quality Control and Document Control
Binder is compatible with your existing software
No requirement to build your own document generation tool
Efficient Workflows & Reporting
Flexible batch processing options allows you to prepare and create your doc
How some of Our Clients have used Binder
Advantage 1
Batch FDS and Opt In documents to clients
Batch Client Investment Statements
Batch Records of Advice (RoA) for product transitions
Advantage 2
Batch Client Investment Progress Reports
Batch Client Letters
Hear from our clients
"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 :)
WOW!!!
Feedback from client is sensational
Thank you Thank you Thank you"
Steven Kerbel - Financial Adviser, South City Brokers
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