DASH

We're bringing the DASH Advice Marketplace to life at the upcoming FAAA Congress so you can interact with our vendors and witness how your ideal tech stack can take shape.

Embracing digital transformation in your practice is a vital step for business expansion, deepening client connections, and meeting the expectations of younger generations.

Discover DASH, your gateway to cutting-edge technology solutions. We offer an array of in-house apps and collaborate with third-party vendors to bring you the best solutions. This year's partners include ProductRex, Revex, and AstuteWheel.

Curious about what your peers have accomplished in their practices with DASH and our integration partners? See how these three practices have introduced winning solutions:

Insight #1

How to transform the delivery of advice in your practice

View video

Insight #2

How implementing best-of-breed technology improved this adviser’s practice

Pinn Deavin is a progressive and proactive wealth management advisory firm who have consistently remained at the forefront of major financial, technological developments over recent years.

We sat down with Mark Cupitt, Director of Pinn Deavin, to ask what their process was and what tips he has for advisers looking for better solutions. This is what he had to say. Read more

Insight #3

Harnessing innovation for enhanced client satisfaction

Meet James Gerrard, the visionary behind www.financialadvisor.com.au, dedicated to delivering quality financial advice to more Australians. With a strong focus on innovation, James has successfully propelled his business forward, providing efficient and effective services to his growing client base.

To achieve his goals, James embraced the comprehensive suite of modular solutions offered by DASH. This end-to-end solution empowered both his business and clients, ensuring a seamless experience throughout their financial journeys. Read more

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