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The new era of financial advice.
Dive into the next generation of technology-powered financial advice delivery and execution.
Are you looking for:
Increased practice profit and a lower cost of advice?
Engagement with your clients like never before?
Cutting-edge document generation via digital delivery?
Full integration, from software through to platform?
Real-time modelling and a clear demonstration of your value?
Time back by ending the double, triple, and quadruple entry of data?
We hear you.
Whether you’re looking for process wins or to overhaul your practice profitability, there are advisers out there who have made quantum shifts in their businesses using smarter tech. AND it's easier than you think to implement.
Case study #1
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.png?width=2000&height=2000&name=DASH%20Campaign%20-%20about%20DASH%20(8).png "Case study 1.2")
Case study #2
Resources to get you started
Transitioning to a more efficient advice delivery system can be a daunting task.
We've got you.
Fill in your details and we’ll have a DASH specialist contact you to see how you can solve your pain points in a way that is right for you.
Alternatively, you can contact your state representative directly.
Peter Panigiris - QLD/NSW
0432 647 627
peter.panigiris@dash.com.au
Shannon Brown - NSW/ACT
0415 720 033
shannon.brown@dash.com.au
Mark Selth - WA
0402 417 946
mark.selth@dash.com.au
Simon Bishop - VIC/TAS/SA
0412 279 029
simon.bishop@dash.com.au
About DASH
What if someone was building your dreams instead of perfecting the past?
"Establishing a complete advice solution, using seamless end-to-end software and investment management platform, offering everything we need in one place, from MDA Management, client data collection, digital SOAs and our CRM, is seen as the “holy grail” for our practice."
DASH is your financial planning software marketplace AND your investment platform.
- Choose your ideal tech stack from some of the best vendors.
- Eliminate re-keying of your client data with better integrations.
- Focus your time on what delivers value to your clients.
- Reduce your platform costs.
What sets DASH apart is our commitment to progress. We have a robust development pipeline, supported by steadfast institutional investors who provide stability and reinforce our long-term vision. You can trust that you are partnering with a company that is continuously pushing boundaries to revolutionise the financial advice landscape.
Our experienced management team has a proven track record in founding and delivering industry leading solutions including Coin Software, HUB24, Provisio and YTML.
DASH is vendor agnostic, meaning you can use our in-house software or chose from other vendors in the DASH Advice Marketplace to craft your ideal tech stack.
The delivery of financial advice plays a pivotal role in ensuring the scalability and accessibility of this crucial service for all Australians. DASH leverages innovative technology to address this challenge comprehensively, offering a complete start to finish, integrated solution.
