Some of the key features of DASH Comply include:
- Compliance management: DASH Comply helps advisers manage their compliance obligations by providing them with tools for compliance monitoring, risk management, and compliance reporting.
- Document management: The software provides a centralised repository for storing and managing client files, including fact finds, SOAs, ROAs, and other documents.
- Client management: DASH Comply offers a range of client management tools, including the ability to track client interactions, set reminders and alerts, and manage client portfolios.
- Workflow automation: The software automates many compliance processes, such as record-keeping, compliance reviews, and compliance reporting, reducing the administrative burden on advisers.
DASH Comply is developed and sold by WealthO2, a fintech company based in Sydney, Australia.
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