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
Workflows & Agreements
Practice Admin
Learn More & Whats New
Keep improving without overwhelm
How to - Quick Guides
Changing income in Archer (Mat leave, reduced hours, part time)
Entering one-off or recurring expenses
Using alternative incomes such as Defined Benefit, Annuity, Foreign Pension
Setting Retirement Age and Income
Retain an amount in accumulation once retired
Fund deficit cashflow in pre-retirement
How to allocate surplus income in Archer
Assumptions