Creating differentiation from your competitors, and adding more value to your clients can be expensive and time-consuming. You may have built tools inside of MS Excel, but haven't figured out how you can share it with more people in a scalable and secure manner.
Introducing Highlighter - convert your Excel ideas into powerful interactive online tools you can share on all devices - mobile, tablets, and desktop. No need for expensive developers to build or maintain your creation. Trusted by large and small financial organisations to create financial calculators, fact finds, modelling tools, quotes, and lots more.
As simple as using a highlighter pen, just highlight cells in MS Excel and these become features within your Web App. No need for expensive developers - if you can use MS Excel, you can build your own Web App!
This is a true game-changer in understanding your wealth's potential and taking important lifestyle decisions .... Special thanks to Piew Yap and the team at YTML Group who provided the infrastructure solution
Thaxter - Senior Partner
Sovereignty is a free online financial projector. This planning app walks a user through the key life and financial decisions in order to create their own financial plan and outputs an in-depth, actionable PDF report. The tool creates immense value for all kinds of end-clients, and generates in-depth new leads for the Financial Adviser.Learn More
Thanks so much to the YTML team - in particular Piew & Sherry 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
BidFin is a Fintech business that offers Integrated payment solutions for the IT supply chain. Using Highlighter, BidFin built a variety of online financial tools that help businesses calculate payments on different terms. The tools assist businesses and generates new customer leads for BidFin.Learn More
Thanks to the YTML team for creating such a great product in Highlighter. 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
Omnium have used Highlighter to create a risk quoting tool. The customer questions cover Life Insurance, TPD (Total and Permanent Disability Insurance), Trauma Insurance, Income Protection, and Business Expenses Insurance. The quoting tool creates immediate value to the customer, and new leads for Omnium.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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