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. Model, Compare & Recommend
4. Generating Advice
Practice Management
Workflows & Agreements
Practice Admin
Learn More & Whats New
Keep improving without overwhelm
Practice Management
Agreements
Managing Reviews and Ongoing Fee Arrangements
Workflows & Tasks
Agreements
Importing Revenue
For Ongoing Fee Agreements
Step 1 - Introduction to Agreements
Step 2 - Setting up Agreements and Generating an OFA
Step 3 - Monitoring and renewing agreements
Managing Client Reviews
Modifying existing or expired agreements