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
3. Model, Compare & Recommend
Archer - Modelling
Product Recommendation & Comparison Tools
New User Training - Start Here
Archer for Beginners - Step 1
Archer Step 2 - Client Goals
Archer Step 3 - Detailed Tables/Advanced Modelling
Archer Step 4 - Compare Scenarios
Archer Step 5 - Integrate with the SOA