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
3. Archer Modelling
New User Training - Start Here
Archer Modelling Strategies
FAQ
FAQ
Income - Adjust Client Salary, Earnings or Other Income in Archer (E.g. Reduced Hours)
Expenses - Model One-off, Recurring & Ad-hoc Expenses
Using alternative incomes such as Defined Benefit, Annuity, Foreign Pension
Setting Retirement Age and Income
Projections - Allocate Deficit Cashflow in Archer (Pre-Retirement) (2min)
Projections - Allocate Surplus Cashflow/Income in Archer (Surplus, Goals & Priorities) (3min)