11 September 2024

  • Group revenue up 50.3 per cent
  • Platform revenue up 55.5 per cent
  • Software revenue up 32.7 per cent

DASH Technology Group (DASH) has achieved another year of growth, reporting double-digit uplift across the group. Group operating revenue increased by 50.3 per cent, driven by platform growth and digital advice contracts, having recorded 100 per cent expansion in institutional clients during FY24.

The company’s strategy is centred on fully integrating the advice process, removing the need for multiple data entry and other manual tasks, allowing advisers to focus more on client interactions and business scalability.

DASH’s client-led and adviser-led digital advice tools aid in bridging the advice gap for both institutional business and financial advice practices and have been a driver of software revenue during FY24.

“DASH's strong growth this year reflects our commitment to innovation and integration in the financial advice space,” said Andrew Whelan, DASH CEO.

He adds: “Our goal is to make reliable financial advice more accessible to those who need it most, and that means leveraging technology to help bridge the advice gap that continues to be a pressing concern."

With the completion of the Integrated Portfolio Solutions purchase, DASH will service the entire market of clients, from retail through to high net worth and family offices. DASH is the only financial services business currently offering the entire spectrum of advice tools under one umbrella.

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

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