05 June 2024

DASH Technology Group (DASH) has teamed up with HealthyMe Digital (HMD) to provide a holistic digital financial advice solution which delivers relevant health and wellbeing content to clients. Through this joint venture, DASH aims to provide bite-sized, accessible content that individuals can easily consume and apply, fostering lasting positive changes in their lives.

Recognising the prevalent challenge of affordability and accessibility of financial advice, with recent research showing that only 10 percent of Australians sought professional financial advice in the past year*, DASH's digital advice journeys assist advisers and superannuation funds in delivering personal and affordable advice, and thereby alleviating financial stress.

DASH’s Head of Adviser Solutions, Terri Ho, highlights that for many Australians, not having financial advice could lead to financial uncertainty, which in turn impacts their wellbeing, leading to bad financial decisions. Assisting individuals to look at their situation from both a financial and personal lens, means they have a better chance of making long lasting changes for the better.

Ho emphasises, "Our joint venture with HealthyMe Digital endeavours to provide balanced and holistic wellness resources in different formats. This is while being able to access personal financial advice and track their ongoing progress towards their financial goals."

HealthyMeWise spans various categories, including financial well-being, mental health, lifestyle, and transformational topics. The content is already leveraged by some of Australia's largest companies, including one of Australia’s top four banks. HMD's content has become an invaluable resource across both private and public sector organisations.

The utilisation of digital journeys has gained traction among advisers, institutions and super funds seeking to engage either low-balance clients or to reach more super fund members more effectively. Offering a comprehensive solution to this demographic is pivotal in closing the advice gap prevalent in Australia.

This content is accessible to DASH's current advisers for white-labelling purposes, as well as institutional clients already utilising DASH’s digital advice solution.

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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