DASH

Dimensional Fund Advisors has launched its Core Wealth and Sustainability Models on the DASH Investment Platform.

Each model is designed to meet the needs of different types of investors pursuing a variety of goals from aggressive wealth growth to preservation of capital and purchasing power. And each provides five different asset combinations from 100 percent equity to 100 percent fixed interest.

The Wealth Models use Dimensional’s core equity strategies, which focus on securities with higher expected returns.

The Sustainability Wealth Models are based on Dimensional’s sustainability solutions that enable investors to build asset allocations that align with their environmental and social values.

The Wealth Models provide financial advisers the tools they need to align their clients’ portfolios with their risk tolerance and long-term investment goals. For more than three decades, Dimensional has delivered asset allocation guidance to financial professionals through balanced, diversified strategies. Dimensional Fund Advisors is a global leader in systematic factor investing.

All DASH users can now access these models via the DASH Investment Platform for both super and non-super investments.

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