Take a look at some of the exciting features we've released in August.
DASH Platform Datafeeds now live
A datafeed is now available for DASH Platform users to sync their clients’ DASH Super Simplifier and Wealth Simplifier accounts to the CRM in DASH Software. Having daily updates of your clients’ portfolio saves time and improve your advice generation workflow. Learn More
Performance Fees in Quest
View RG97 performance fees directly within Quest, providing greater transparency and aiding in more informed decision-making.
Streamline Your Workflows with the New eSignature Feature
The latest eSignature feature can now be added as a task outcome in your workflows. Generate documents directly from the task and send for signature, ensuring your advice process keeps moving smoothly and efficiently.
Enhance Workflow and Task Reporting and Management
A new task category field has been created to apply to tasks within your workflow to help monitor and report on tasks. Visit the Settings area to create your own task categories and apply to workflows.