Choose from some of the best vendors in our Advice Marketplace
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.
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.
Your Advice Software
Are you rekeying data here?
Advice Software A
Advice Software B
Or are you rekeying data here?
What if you could have seamless intergration?
Solve your integration issues by talking to one of the team. Book a chat here
See how you can deliver superior advice using best of breed vendors in our Advice Marketplace.View 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