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 Admin
Practice Admin Apps
Data Migrations
Audit Trail
Managing Datafeeds
User Management
Adding an SMA or Custom Product
AI Assistance
eSignature (Annature)
Setting up DASH Platform Datafeeds
Creating Letters/Templates
Add Payment Method/View Invoice
Syncing emails to DASH
Outlook Integration
Reporting on your client database (export)
Creating Letters/Templates
Coding a basic letter
Create Custom Fields
How to create email templates