Integration experts

What of you could go from your advice document straight into advice implementation?

DASH can solve your critical business issues across the entire financial planning process. We understand the importance of true connectivity and flexibility in the advisory process, empowering you to provide exceptional service and advice to your clients.
DASH is modular, integrated, flexible, and tailored to your advice practice. Choose from our in-house apps or third-party vendors in our Advice Marketplace
Evolve your process over time using solutions from our range of vendors in the DASH Advice Marketplace. The end result? A system that everyone is happy to use.
Start your journey by having one of our experts partner with you to diagnose how your current processes could be improved, and where your easy wins are.
Book a chat

Design your ideal advice tech stack from a multitude of vendors across the entire advice process.

Select your ideal tech stack from a range of in-house and third-party apps in the Advice Marketplace.

capabilities Fact Find

Fact Find

capabilities CRM

CRM

capabilities Goals-based Advice & Modelling

Advice & Modelling

capabilities Portfolio

Portfolio Construction &
Comparison

Your Advice Software

capabilities Digital

SOA/ROA

capabilities Fully-integrated

Wealth Platform

Are you rekeying data here?

capabilities Fact Find

Fact Find

capabilities CRM

CRM

Advice Software A

capabilities Goals-based Advice & Modelling

Advice & Modelling

capabilities Portfolio

Portfolio Construction &
Comparison

Advice Software B

capabilities Digital

SOA/ROA

capabilities Fully-integrated

Wealth Platform

Or are you rekeying data here?

capabilities Website

Website

capabilities Fact Find

Fact Find

capabilities CRM

CRM

capabilities CRM

Utilities

capabilities Goals-based Advice & Modelling

Goals-based Advice &
Modelling

capabilities Portfolio

Portfolio Construction &
Comparison

capabilities Digital

Digital Advice Documents
&
AI Avatar

capabilities Fully-integrated

Fully-integrated
Platform Capabilities
(Super & Non-Super)

What if you could have seamless intergration?

Solve your integration issues by talking to one of the team. Book a chat here

Discover the benefits of the Advice Marketplace

True connectivity

Say goodbye to siloed applications and fragmented workflows.

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True connectivity

Say goodbye to siloed applications and fragmented workflows. The Advice Marketplace seamlessly integrates your preferred applications, ensuring true connectivity across your advisory ecosystem. Streamline your processes and enhance collaboration like never before.

Robust record keeping made simple

With the Advice Marketplace, maintaining meticulous records is effortless.

Robust record keeping made simple

With the Advice Marketplace, maintaining meticulous records is effortless. Our platform provides options for a secure and organised system when it comes to storing and accessing client information, ensuring compliance and peace of mind. Streamline your record-keeping process and stay ahead of regulatory requirements.

Flexibility and control

We believe in putting you in the driver's seat when it comes to advice delivery.

Flexibility and control

We believe in putting you in the driver's seat when it comes to advice delivery. With the Advice Marketplace, you have the freedom to choose how you deliver advice and service to your clients. Tailor your approach to suit their unique needs and preferences, ensuring a personalised and engaging experience.

Comprehensive solutions

From fact finding and modelling to statement of advice (SOA) generation, the Advice Marketplace covers the entire advice process.

CRM

Comprehensive solutions

From fact finding and modelling to statement of advice (SOA) generation, the Advice Marketplace covers the entire advice process. Our platform offers a range of robust solutions, including CRM, workflow management, and document generation capabilities. Simplify your operations and maximise your efficiency.

Advice Marketplace

See how you can deliver superior service using best of breed vendors in our Advice Marketplace.

Talk to us to enhance your digital advice delivery

Harnessing innovation for enhanced client satisfaction

Meet James Gerrard, the visionary behind www.financialadvisor.com.au, dedicated to delivering quality financial advice to more Australians. With a strong focus on innovation, James has successfully propelled his business forward, providing efficient and effective services to his growing client base.

Read more

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

Find out how to introduce winning efficiencies into your practice

Select the relevant state on the map to book a chat or demo with one of our experts today.

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Write to us

Message

General Enquiries

Phone - 1300 726 008

Software support - support@dash.com.au

Platform support - clientservices@dash.com.au