Integration experts

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.

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

Advice Marketplace

See how you can deliver superior advice using best of breed vendors in our Advice Marketplace.
View Advice Marketplace
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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 - [email protected]

Platform support - [email protected]

Sales Enquiries

Phone - 1300 726 008

Email - [email protected]