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
Learn More & Whats New
Virtual Classroom
Pre-Recorded Live Training Sessions
Whats New - February 2026
What's New - November 2025
What's New - October 2025
What's New - September 2025
Previous Release Notes
Virtual Classroom
Live Training
On-Demand Recordings
Live session recordings
Guided Learning Paths
Self-paced training
On-Demand Recordings
Live Session 1 - Getting Started
Live Session 2 - SOA Generation
Live Session 3 - Archer Introduction
Live Session 4 - Workflows
Live Session 5 - Agreements