Discover the spectrum of advice with us

At DASH, we excel in solving the entire spectrum of advice delivery journeys, empowering you to streamline your practice and achieve unprecedented efficiency. Our comprehensive range of cutting-edge solutions seamlessly integrate into your workflow, saving you valuable time and costs along the way.
DASH is financial planning software and an investment platform all in one place.
  • Integrate your choice of technology and eliminate re-keying of client data.
  • Collect client information digitally for seamless data flow.
  • Enhance your modelling capabilities with smarter tools.
  • Remaster your current SOA development and delivery.
  • Optimise your investment experience with Wealth Simplifier & Super Simplifier.
  • Design your ideal advice tech stack from a multitude of vendors in the Advice Marketplace.
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Complete advice: financial planning software and investment platform solution all in one

Elevate your practice to its peak potential with our all-inclusive advice solution. From fact finding to investment execution, our investment platform offers a seamlessly connected journey, eliminating the need for fragmented systems. Experience the power of a highly tailored, end-to-end solution that caters precisely to your firm's unique requirements.
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Financial planning tools

Experience the harmonious synergy of our selection of advice tools, designed to enhance your practice. With their intuitive features, these tools effortlessly optimise your processes, allowing you to focus on what truly matters.
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Investment platform

Stay ahead of the curve with our two investment options, powered by next-gen technology. Choose Wealth Simplifier for your investments and Super Simplifier for your superannuation needs. These innovative solutions ensure that your investment management is at the forefront of industry advancements.
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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


General Enquiries

Phone - 1300 726 008

Software support - [email protected]

Platform support - [email protected]