DASH

We’re pleased to share that we have had another year of solid growth, with double-digit uplift across the group driven by platform growth and digital advice contracts. DASH’s growth strategy has been, and will continue to be, centred around delivering the most complete and scalable solution in the market. This includes delivering a digital advice solution for financial advisers to service low to medium balance clients easily. You can read the full release below.

Andrew Whelan caught up with Juliette Saly on ausbiz this week about the importance of investment platforms diversifying their offerings to support and provide further value to advisers. You can watch the full interview below.

Change management is a crucial part of technology implementations. Here Jamie Ardern shares his experience moving to DASH - from selecting the right tech through to data migration.

Imagine a world where you could onboard a client all in the one place. When we say we’ve eliminated rekeying data – this is was we mean. One CRM, one click, one investment platform. Simply click here to find out more https://lnkd.in/gymccBTP Easy.

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!