DASH

Welcome to the DASH Advice Marketplace, where cutting-edge technology meets seamless financial advice delivery.

The Advice Marketplace is where we connect technology and financial advice delivery in a tailored way.

Experience true connectivity, flexibility, and control in your advisory practice. From comprehensive solutions and robust record keeping services to innovative tools like DynamicDocs, we empower you to deliver advice that truly engages and informs.

Discover the benefits of the Advice Marketplace

True connectivity

Say goodbye to siloed applications and fragmented workflows.

True connectivity

Say goodbye to siloed applications and fragmented workflows. The Advice Marketplace seamlessly integrates your preferred applications, ensuring true connectivity across your advisory ecosystem. Streamline your processes and enhance collaboration like never before.

Robust record keeping made simple

With the Advice Marketplace, maintaining meticulous records is effortless.

Robust record keeping made simple

With the Advice Marketplace, maintaining meticulous records is effortless. Our platform provides options for a secure and organised system when it comes to storing and accessing client information, ensuring compliance and peace of mind. Streamline your record-keeping process and stay ahead of regulatory requirements.

Flexibility and control

We believe in putting you in the driver's seat when it comes to advice delivery.

Flexibility and control

We believe in putting you in the driver's seat when it comes to advice delivery. With the Advice Marketplace, you have the freedom to choose how you deliver advice and service to your clients. Tailor your approach to suit their unique needs and preferences, ensuring a personalised and engaging experience.

Comprehensive solutions

From fact finding and modelling to statement of advice (SOA) generation, the Advice Marketplace covers the entire advice process.

Comprehensive solutions

From fact finding and modelling to statement of advice (SOA) generation, the Advice Marketplace covers the entire advice process. Our platform offers a range of robust solutions, including CRM, workflow management, and document generation capabilities. Simplify your operations and maximise your efficiency.