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 overwhelm
Archer Modelling Strategies
Super/Retirement Strategies
Insurance Strategies
Investment & Debt Mgt Strategies
Super/Retirement Strategies
How to create a Transition to Retirement Strategy in Archer
TTR Pension Income, Debt Repayment & Surplus Funds allocation
Manual TTR
TTR in coming financial year
Commencing a pension before retirement
Fund a part-year retirement
Recontribution Strategy
Defined Benefit Pension
Disability Pension, Manual TTR, Payoff retirement debt
Making Super Contributions
Archer - Salary Sacrifice Contributions
Allocate unused super caps/catch-up contributions
Annuities
Existing TTR, Comparing Scenarios & Retirement Structing tool
Modelling an SMSF and LRBA
How to Model an SMSF in Archer