DASH Technology Group

A common frustration we hear from advisers is having to turn away clients they could help but can't. They are looking for ways to service lower balance clients at a price point the client can afford while not harming their ability to make money. DASH CEO Andrew Whelan shares his experience: “Advisers who want to engage with those clients have been asking about digital advice journeys that offer simple advice. So, advisers are doing this themselves. It’s not just the industry funds and banks,” he said. He explained that through technology, advisers can “deliver a far more simple offering with a different style of technology stack, which reduces the price”, providing service to those who would be otherwise unable to afford it. He added that “it’s not the full service, because the client can’t afford that, but they can do something meaningful for the client”. Thanks Shy-ann Arkinstall and ifa (Independent Financial Adviser) for the interview, full article below.

Hands up if data entry is your favourite past time? Thought so. We all know the pains that come with manual data entry – data integrity is one, repetitive tasks is another. We’ve created a plug-and-play marketplace that means your data migration with DASH is your last. You can switch up your tech stack and keep all your data! Let’s leave rekeying data in the past. Learn about DASH on your terms: https://lnkd.in/gymccBTP Or contact the team directly if you’re ready for a chat: Tim Rogers Simon Bishop - SA/VIC/TAS Peter Panigiris - QLD/NSW Shannon Brown - NSW/ACT Mark Selth - WA

If you can rebalance 80 clients in 10 minutes, imagine what you can do with the 7 hours you’ve saved? The DASH investment platform is designed to save you both time and money with key features that add real value for your clients: - Automatic ROA-to-market trades - Streamlined bulk actions (including bulk sell downs and rebalances) - Transparent fee structure that keeps costs low Connect with a DASH team member today to discover how this platform can benefit your practice. Tim Rogers Simon Bishop - SA/VIC/TAS Peter Panigiris - QLD/NSW Shannon Brown - NSW/ACT Mark Selth - WA Not ready to chat just yet? Learn about the DASH platform on your terms: https://lnkd.in/gymccBTP

With both ASFA | The Voice of Super and Investment Trends publishing data on the growing advice gap in Australian, proving that the unadvised are seeking advice that is accessible (read: social media) rather than credible, Juliette Saly and Andrew Whelan talk about what this really means for Australians and what we need to be doing as an industry to solve this critical issue. Andrew also provides an update on what to expect from DASH in the future. Thanks for having us ausbiz!

Tomorrow is the first session of the Financial Advice Association Australia (FAAA) INSPIRE GROW Series in WA. We are proud sponsors of this session that is all about Leadership and Confidence. Why is this important? We believe in the value that diversity adds to businesses and outcomes. “What is important about this is that diversity adds to the level of innovation in all organisations... Diverse teams compel each other to think more deeply about their reasoning and interrogate the facts more objectively.” Andrew Whelan, CEO at DASH. Mark Selth will be there supporting women in finance on behalf of DASH. We look forward to catching up with our WA based advisers!

We are upping the ante and have entered into a binding share purchase agreement to acquire Integrated Portfolio Solutions (Integrated). This strategic move will enable us to enhance our advice model, giving more Australians access to essential financial planning and investment administration services. Integrated Co-founder Darryl Johnson said “We looked at a wide range of platform technology stacks and capabilities on offer in the market, DASH was the standout. “We know that the next ten years in the industry won’t look anything like the last ten and that having the most modern, functionality rich technology on offer will position us and our clients at the forefront of that change.” Our mission remains to create a fully integrated technology solution that seamlessly guides clients from onboarding through to investment execution. We are excited for what Integrated will bring to the DASH brand. A big welcome to the entire Integrated team!

Today marks one of the biggest days for DASH to date, we have received a $20m investment from technology specialist Bailador Technology Investments (ASX:BTI).   “Bailador seeks to make high conviction investments in premium technology businesses at the expansion stage and DASH is a high-quality business that possesses all the positive characteristics that Bailador looks for in a new investment.” Said, James Johnstone, Bailador Partner.   Bailador has been particularly impressed by the growth trajectory of our business and the product vision for the DASH platform. This investment underscores their confidence in DASH’s strategic direction, and unique and compelling value proposition.   What does this mean for our advisers?   This funding will allow us to fast-track our key developments, all of which are advice and client led.   At DASH, we are facilitating a different advice model to give more Australians access to the advice they need to navigate the complex areas of financial planning and investment administration.   Read the full release in comments.

Yesterday Andrew Whelan made his debut on ausbiz chatting to Juliette Saly on the digitisation of financial advice. At DASH, we are facilitating a different advice model to give more Australians access to the advice they need to navigate complex areas of financial planning and investment administration. We do this by using innovative tech to solve traditional gaps and scalability challenges. You can catch the full interview below!

We're glad to announce that Jim Lim will be joining our executive team as Chief Technology Officer. He will accelerate the DASH development roadmap, enabling faster releases that align with advice and client requirements. Jim shares, “DASH has a specific strategy that I am excited to be a part of - delivering such a significant integration of financial planning software and investment platform is going to be a game-changer for the industry.” Welcome to the team, Jim!

We talk a lot about how you can use modern technology to up the ante in your practice, including digitising your advice delivery. Here, Tim Rogers and Emma Sakellaris talk about getting the balance right for your clients, because we all consume information differently, and like to interact differently. So what’s important? Start by asking your client what they prefer. https://lnkd.in/g-7XPJMU