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
Practice Management & Efficiencies
File Notes/Document Management
Workflows & Tasks
Agreements
Managing Reviews and Ongoing Fee Arrangements
AI Assistance
eSignature (Annature)
Saving emails to DASH File Notes (Outlook Sync)
Outlook Integration
File Notes/Document Management
File Notes (Record Keeping)
Record Keeping & Document Storage
Saving Emails to File Notes
Outlook Sync