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
2. Fact Finding
Intro to Data Entry in DASH
Start Here
Data Entry Guides
Fact Find Data Entry
Using the Client Engagement App
Online Fact Find & Risk Profile Questionnaire
Generating a Fact Find document
Reverse Fact Find Word Document
Data Entry Guides
Data Entry Overview
Adding Third Party Contacts
Adding SMSF, Company or Trust
Adding Existing Super/Pension
Adding Insurance Policies
Adding Investments (Platforms and Direct)
SOA Data Entry Cheatsheet