Staple allows you to centrally manage multiple templates. Make changes once and have those changes automatically applied across the library of linked templates.
This centrally managed solution reduces both the admin effort and compliance risks associated with manually updating multiple documents while greatly improving quality control.
One of our big 4 bank clients use Staple to centrally manage Advice Document templates (SoA, RoA, Review SoA, FDS, Portfolio reports) for their various advice technology solutions including XPLAN, COIN, Midwinter and in-house bespoke financial planning solution.
Staple allows the dealer group to manage multiple advice templates cost effectively without requiring a large team to maintain all the different templates. The change management process is simple with updates to the templates implemented quickly and tracked through detailed reporting.
"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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