Explore the comprehensive services offered by DASH

At DASH, we pride ourselves on providing an extensive range of services that cater to your unique needs and propel your business toward success.

Why Choose DASH?

The delivery of financial advice plays a pivotal role in the scalability of financial advice firms, and therefore the accessibility of advice for all Australians. DASH leverages innovative technology to comprehensively address this challenge.

Digital delivery solutions

Harness the power of digitalisation to increase member engagement with our suite of solutions. From digital advice to client portals, we equip you with the tools necessary to connect with your clients in a more meaningful and convenient manner.
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Whether you provide retail broking or full wealth management services, we offer a selection of tools designed to scale and enhance your investment delivery. Our solutions empower you to expand your capabilities and provide exceptional service to your clients.
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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

Let's chat

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Write to us


General Enquiries

Phone - 1300 726 008

Software support - [email protected]

Platform support - [email protected]