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
4. Product Recommendations
ProductRex
Super/Investment Product Recommendations
Omnium
Insurance Product Recommendations
ChantWest
Super/Investment Product Recommendations
Quest
DASH in-house Product Recommendations App
Quest
Quest Example Scenarios
Quest - Introduction
Quest User Guide
How to add Custom Platform Fees
How to add Model Portfolios
Quest - Alternative Product (like for like)
Downloading Research/Provider Fact Sheets
Scenario examples