Welcome to the DASH Advice Marketplace, where cutting-edge technology meets seamless financial advice delivery.

The Advice Marketplace is where we connect technology and financial advice delivery in a tailored way.

Experience true connectivity, flexibility, and control in your advisory practice. From comprehensive solutions and robust record keeping services to innovative tools like DynamicDocs, we empower you to deliver advice that truly engages and informs.

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.

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]