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
5. Generating Advice
SOA - Process on a Page
Start Here
SOA Generation: Beginners Course
Customisations
Frequently Asked Questions (Troubleshooting)
DynamicDocs App (Advice Delivery)
Scenarios - End to end run throughs