What's New - December (Release 1)
Client Engagement Updates
The layout for the Client Engagement had changed to make it easier for a client to view incomplete mandatory fields or missed questionnaires.
Saving emails from Outlook to DASH
Maintain complete and accurate records of your client communication in two clicks! With our new Outlook integration, you can now save emails directly into DASH file notes.
Keeping all your client data - emails, meeting notes, documents - in one place helps you quickly find the information you need and reduces the risk of lost communication. Learn More
Agreements Enhancements
We’ve made improvements to agreements based on your feedback.
You can now modify the service status for expired agreements, better aligning with how advisers manage their FDS process. Plus, you can make changes to the fee agreement mid-service period, giving you greater flexibility in managing client arrangements. Learn more
Welcome FYI Docs
We're excited to introduce another integration partner, FYI Docs. With this integration, you can securely transfer documents on demand from and to FYI Docs, either individually or in bulk, streamlining your workflow and keeping your client data organised. Learn More