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
Practice Management & Efficiencies
Agreements
Managing Reviews and Ongoing Fee Arrangements
File Notes/Document Management
AI Assistance
eSignature (Annature)
Workflows & Tasks
Syncing emails to DASH
Outlook Integration
Workflows & Tasks
Building Workflows - Part 1
Workflow - Assignees
Task Outcomes and Activation Conditions
Task Notifications
DASH Pre-Built Workflows
Building Workflows - Part 2
Sample Workflows - Mapping Guide