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
Practice Admin
Practice Admin Apps
Data Migrations
User Management
Creating Letters/Templates
Adding an SMA or Custom Product
Managing Datafeeds
Setting up DASH Platform Datafeeds
Reporting on your client database (export)
Audit Trail
Add Payment Method/View Invoice
Practice Admin Apps
FYI Docs Integration
eSignature (Annature)
DocuSign
Mailchimp
Zapier