DASH

DASH offers highly flexible and easy to implement solutions built for a post-Covid world enabling financial advisers to create their own experience so they can achieve their goals faster. Our best of breed solutions solve critical issues not just for financial advisers but for the broader wealth industry

Access end-to-end software and platform solutions or use part of their technology toolkit to complement your existing workflow or overcome particular problem.

1. Seamlessly work from client engagement to a strategy optimisation, digital SOA through to the platform.
2. Streamline your practice while maintaining focus on your client’s experience
3. Pick and choose from Dash modules and integrated, best of breed partners to build your own software package
4. Cashflow modelling optimisation which slashes time to generate SoAs, demonstrates the value of advice and engages your client
5. Show and track how clients will reach their goals
6. Never re-key client data by utilising a platform that is fully integrated into your advice software package
7. Manage and adjust your client’s portfolios at scale by a specialist, next generation managed account platform

Plus efficient, faster, lower cost and more flexible Managed Accounts, MDAs, managed funds and superannuation services for Advisers.

Our suite of solutions provide efficiencies in managing Managed Accounts and Managed Discretionary Accounts; Trading managed funds; and providing clients with a fresh new alternative for their super and pension.