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
4. Generating Advice
SOA Generation: Beginners Course
Which apps to use in the SOA Process?
SOA Data Entry Cheatsheet
Troubleshooting
Efficiencies
DynamicDocs App (Advice Delivery)
Scenarios - End to end run throughs
Scenarios - End to end run throughs
ProductRex Scenarios
Quest Example Scenarios
Establish SMSF
Risk only SOA - end to end run through
ROA Generation - Super Withdrawal and Rebalance
ProductRex Scenarios
Investment Bond Using Cash
Rebalance and Contribution/Withdrawal
Super Rollover leaving some funds in existing account
Establish SMSF or Family Trust
Recommending Joint Investments