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 overwhelm
Archer Modelling Strategies
Super/Retirement Strategies
Insurance Strategies
Investment & Debt Mgt Strategies
Investment & Debt Mgt Strategies
Debt Recycling Strategy
Purchase Investment Property and Investment Bond
Selling Investment Property, Debt Repayment & Goal tracking