Start & Setup
If you're new to DASH, start here!
1. Build your Client Base
Create and manage client records in DASH
2. Fact Finding
From prospect to fully usable clients
3. Archer Modelling
4. Product Recommendations
ProductRex, Omnium, ChantWest
5. Generating Advice
Using the wizards to create the SOA/ROA
Practice Management & Efficiencies
Workflows, Agreements, File Notes, E-Signature, Ai Assistant
Practice Admin
User Mngt, Templates, Model Portfolios and more
Learn More & Whats New
Keep improving without feeling overwhelmed
Start & Setup
Step 1 - Welcome to DASH
What is DASH and what we do
Step 2 - Where to Start
Our training solutions
Step 3 - Getting Started Checklist
Things to try in your trial period
Onboarding to DASH
Go here once you have decided to join DASH
Onboarding to DASH
How Onboarding to DASH works
Account Setup Checklist
Account Setup Guides
A breakdown of our guides from the setup checklist
Account Setup Guides
Customising your Dashboard
Update Practice/Business Information
Re-brand your DASH account
Set up Categories
Set up Risk Profiles
Add/Manage Apps
Create New Users
Basic Setup User Guide