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
Manage clients’ non super assets in a low cost, managed account client centric technology which allows for maximum portfolio flexibility.Learn more
Manage clients’ super assets in a low cost, managed account client centric technology which allows for maximum portfolio flexibility.Learn more
Build your own or follow specialist managed account fund managers with market leading bulk ROA capabilities. Unparalleled speed to market and flexibility with minimal impact to your back office and client costs.Learn more
Utilise your own or our MDA license to offer discretionary portfolios to your client base. Bulk rebalancing and tailored, one to one rebalancing capabilities available.Learn more
Offer your MDA or managed account clients holistic portfolio reporting on an online portal which can consume scheduled reports from the adviser desktop for maximum efficiency.Learn more
Offer your clients a clean and nimble portfolio reporting experience via our native Android or Iphone application.Learn more
Taylor your client portfolios to allow for specific portfolio preferences at an account level while maintaining the efficiency of bulk rebalancing.Learn more
"With DASH we’re able to move very quickly and ensure every portfolio is optimised across a large client base. It’s orderly, process-driven and was made easy to implement through professional support."
Keith Bensley, Future Assist
"DASH enables us to manage our clients’ portfolios in a systemised way. It reduces implementation time because we don’t have to trade manually any more, it’s all automatic. Nothing is ad hoc, and everything is on one system."
Steve Woodford, Frontier Financial Group
"DASH's managed account and SMSF solutions have helped us deliver best outcomes for our low and high balance clients."
Nigel Baker, Arch Capital
"Thanks to the DASH team for creating such great products. 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
“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
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