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
Start & Setup
Step 1 - Welcome to DASH
What is DASH and what we do
Step 2 - How to learn DASH
Our training solutions
Step 3 - Your Trial To-Do List
Things to try in your trial period
Onboarding to DASH
Go here once you have decided to join DASH
Onboarding to DASH
How Onboarding to DASH works
Account Setup Checklist
Account Setup Guides
A breakdown of our guides from the setup checklist