DASH

DASH Technology Group (DASH) has been awarded the AI Innovator – Information Technology Award at the Australian AI Awards, recognising its commitment to technology and innovation in the financial services sector. This award celebrates DASH’s leadership in harnessing artificial intelligence (AI) to create a more inclusive and accessible financial advice ecosystem, enabling Australians from all walks of life to plan for a secure retirement.

By implementing advanced AI solutions and digital advice models, DASH is breaking down barriers to professional financial advice, providing a streamlined, cost-effective way for more Australians, particularly those with lower balances, to access personalised financial advice. This is a significant step in addressing the “advice gap,” where many Australians are underserved in financial planning due to cost and complexity barriers.

“With AI, we’re transforming how financial advice is delivered and ensuring that every Australian has the opportunity to prepare for their retirement, regardless of their financial situation,” said Chief Technology Officer Jim Lim. “This award underscores our commitment to using technology for social good, and we’re excited about the positive impact our solutions are making for Australians striving to retire with dignity and peace of mind.”

Currently there are five key areas where AI is uplifting the advice process: new business, client sentiment monitoring, advice preparation, administration, and advice delivery.

Through an integrated advice model, DASH empowers superannuation funds, financial advisers, and other advice providers to reach previously underserved clients, offering tailored advice journeys that align with their needs and long-term goals. This scalable approach enables a personalised yet simplified experience, fostering financial literacy and confidence as clients work towards their retirement aspirations.

DASH remains dedicated to pioneering solutions that bridge accessibility gaps and enhance the lives of Australians. Winning the award is a testament to the company’s drive to create a sustainable and client-centred future, where every Australian has the tools they need to have a financially secure future.

Hear from your peers

"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