Whether you provide retail broker or full wealth management services, we offer a curated selection of tools designed to scale your investment delivery. Our solutions empower you to expand your capabilities and provide exceptional service to your clients.
Our innovative technology assists in automating routine administrative tasks, reducing manual errors, and improving overall operational efficiency, thereby freeing up time you to focus on strategic client relationships and value-added services.
Experience the power of a highly tailored, end-to-end solution that caters precisely to your firm's unique requirements.
Manage clients’ super assets in a low cost, managed account client centric technology which allows for maximum portfolio flexibility.
Grow your wealth using a low cost, transparent and flexible investment platform that provides you with easy access whenever you need it via a Client Portal.
Auto-rebalancing at your fingertips
Rebalancing your clients’ portfolios shouldn't be your biggest burden, it should be one of your biggest value adds!
DASH Platform allows you to easily identify all of your clients’ portfolios that are sitting outside their risk profile and tolerances, and then rebalance them all in bulk. Our bulk auto-rebalance functionality is one of many ways that DASH investment and super platforms puts you in control while automating the legwork.
MDA or ROA - the choice is yours to make for each of your clients. You can filter which clients you want to handle personally and send the rest their ROA via DocuSign (no DocuSign license required).
Trades are executed automatically, intra-day upon acceptance of authority to proceed. Reminders are also sent to your clients if they haven’t signed yet.
Introducing the DASH Client Portal
We understand the importance of providing your clients with a seamless and dynamic portfolio reporting experience. Our native Android and iPhone application offers a clean and nimble interface, ensuring your clients can effortlessly navigate, track, and access all their investments in one centralised location.
Discover the benefits of our Client Portal:All-in-one portfolio management solution: Our Client Portal serves as a comprehensive portfolio management solution, consolidating all investment information into a single, user-friendly platform. Say goodbye to scattered reports and cumbersome spreadsheets – with DASH, your clients can access a holistic view of their portfolios with ease.
Effortless navigation and tracking: Our intuitive interface makes it a breeze for clients to navigate through their investments. They can effortlessly track the performance of individual assets and gain valuable insights into their overall portfolio health.
Up-to-date secure portfolio access on your mobile: We understand the need for real-time information in today's fast-paced world. With our Client Portal, your clients can enjoy secure, up-to-date access to their portfolios anytime, anywhere, directly from their mobile devices.
Direct communication with advisers: Foster a strong client-adviser relationship with our Client Portal's built-in communication features. Clients have the ability to directly interact and communicate with their advisers. This seamless connection ensures transparency, trust, and a superior client experience.
DASH supports financial advisers by providing access to both the assets that are in best interests of the client as well as specialists in investment management who provide models and research and investment committee participation.
Our Model Manager and Asset consultants provide these services to advisers using DASH services.
Best of Breed MDA Investment Series
Bringing a professional overlay to your client experience.
At DASH we are focused on making your life easier and putting advisers and their clients’ first. If you don’t want to build your own models, we’ve brought together the who is who in managed accounts to do it for you!
Our comprehensive wealth management solutions offers features such as portfolio management, financial planning tools, and performance reporting, empowering financial advisers to deliver personalised advice and holistic financial solutions.
Advanced technology also enables efficient client communication and collaboration, allowing you to stay connected with your clients, share real-time information, and provide timely updates on portfolio performance.