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
2. Fact Finding
Data Entry Tips
Fact Find Data Entry
Client Engagement App
File Notes (Record Keeping)
Saving Emails to File Notes
Data Entry Tips
Introduction to Client Data Entry
Adding Third Party Contacts
Inputting Existing Super/Pension
Adding Insurance Policies
Adding Investments (Platforms and Direct)
Generating a Fact Find document