Revolutionalise how you present your advice to clients with our interactive and dynamic presentation app.

  • Convert word-based advice documents (SOAs, ROAs, Strategy Papers) into web versions in just a few clicks.
  • Clients can post questions and comments to their advisers throughout the document.
  • To boost your compliance, clients can acknowledge, confirm and provide consent within the app.
  • Utilise video avatar capability to walk the client through the document.

Thinking about utilising digital tools for your advice delivery?

Personal connection

Digital enable advisers to establish a personal connection with clients, even if they cannot meet in person. Seeing and hearing the adviser builds trust and rapport, leading to stronger engagement and understanding.

Simplified explanations

DynamicDocs allows for visual and auditory explanations, making complex concepts easier to grasp.

Convenience and flexibility

Video delivery offers clients the flexibility to access advice at their convenience. They can review the document multiple times, ensuring they fully understand the recommendations before making decisions.

Video delivery is an effective tool that financial advisers can leverage to enhance client engagement and understanding. By integrating video into the advice process, advisers can achieve greater success with their clients.

Contact DASH today to learn how DynamicDocs can revolutionise your advice delivery.

Book a chat

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.

dash map

Write to us


General Enquiries

Phone - 1300 726 008

Software support - [email protected]

Platform support - [email protected]