Welcome to DASH
DASH is built around a core CRM, designed specifically for financial advice practices.
From there, you can add different Apps to support your advice process, whether that’s strategy modelling, SOA production, risk advice, or other specialist tools. You choose the functionality that fits your practice.
What You Can Do in DASH
Core CRM
Manage clients and entities
Store file notes and client documents
Track key client information in one place
Advice Production
Produce compliant advice documents
Generate supporting documentation
Send documents for eSignature
Present the SOA in an engaging web-based format
Workflows & Task Management
Manage the client journey from prospect to review
Assign tasks across your team
Keep advice processes consistent
Ongoing & Fixed Term Agreements
Track key dates and renewal periods
Manage ongoing service arrangements
Generate agreement documents
Where to Start
The best way to get familiar with DASH is to join our Weekly Getting Started Session.
We’ll walk you through:
How the CRM works
How to choose the right apps for you
How the pieces fit together in your advice process
How to learn DASH
Foundational Learning - Self-Paced
Start with our knowledge base to learn the basics
Weekly Workshops - Live with a trainer
Once you're familiar with the process, come along to our weekly workshops to get 1:1 help from a trainer, run through your specific questions, bring your scenarios, strategies and we can guide you.
Onboarding
Once you have made the decision to join DASH and completed your foundational learning, book in your complimentary onboarding consultation, where we can provide guidance on where to focus your first 60 days, help with data migration etc.