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
1. Build your Client Base
Create a new Contact (Client)
Create a SMSF, Company or Trust
Searching for client data/Creating Lists
Importing Client Data
From spreadsheets
Xplan/Fin365 Connectors
If you're using another CRM to get clients into DASH
Xplan/Fin365 Connectors
AstuteWheel
AstuteWheel and Xplan
Fin365
Xplan