DASH

Dash for Self-Licensed Advisers

Dash provides a comprehensive suite of tools to streamline your advisory processes. With a modular and integrated approach, you can customise your tech stack by incorporating in-house applications or third-party vendors, ensuring flexibility and adaptability as your practice evolves.

Key features include dynamic plan creation, real-time data integration, and customizable reporting, enabling you to deliver personalized advice aligned with your clients' goals. The platform supports both goals-based and cash flow-based planning, offering versatility to meet diverse client needs. Additionally, the software facilitates seamless collaboration with clients through intuitive interfaces and secure data sharing.

Integration with other tools such as CRM systems and portfolio management platforms enhances operational efficiency, allowing for a cohesive workflow. The software also includes compliance support features to assist in meeting regulatory requirements, providing peace of mind in your advisory practice.

This solution is available exclusively to self-licensed advisers within our network. For more information, visit the Financial Planning Software page.