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
New User Training - Start Here
About You, Basic Details, Wealth, Assumptions & Centrelink Inputs
Archer Step 2 - Client Goals
Detailed Tables/Advanced Manual Modelling & Value of Advice Tool (4min)
Compare Scenarios (1min44)
Archer - Integrate Modelling/Projections with SOA (1min25)