DASH

About

Are you looking for:
- Increased practice profit and a lower cost of advice?
- Engagement with your clients like never before?
- Cutting-edge document generation via digital delivery?
- Full integration, from software through to platform?
- Real-time modelling and a clear demonstration of your value?
- Time back by ending the double, triple, and quadruple entry of data?

We hear you.

Whether you're looking for process wins or to overhaul your practice profitability, there are advisers out there who have made quantum shifts in their businesses using smarter tech. AND it's easier than you think to implement.

At DASH, we are facilitating a different advice model to give more Australians access to the advice they need to navigate complex areas of financial planning and investment administration.

Historically the software, platform and even wealth management space has been dominated by a take it or leave it product approach. At DASH, our mission is to break down this culture, offering businesses of all shapes and sizes the opportunity to create an efficient, integrated and tailored advice experience for their clients.

We do this by using innovative tech to solve traditional gaps and scalability challenges.

Keywords

technology, digital advice journeys, investment platform, advice marketplace, whole of wealth reporting, integration

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