DASH Comply is a cloud-based software platform designed for financial advisers, licensees, and compliance professionals to help them manage their compliance obligations under the Australian Securities and Investments Commission (ASIC) regulatory framework.
Some of the key features of DASH Comply include:
DASH Comply is developed and sold by WealthO2, a fintech company based in Sydney, Australia.
If your looking for a Paraplanning team that can offer you the latest tools and resources to help your practice, look no further than our team of expert paraplanners.
At Paraplanner.com, we understand the importance of staying up-to-date with the latest technological advancements in the financial planning industry. While we may not have a lot of advisers currently using the DASH software, we have a team of highly skilled paraplanners who are willing and eager to be trained on this cutting-edge platform.
Our paraplanners are dedicated to working closely with advisers to achieve outstanding outcomes for our clients. With their extensive knowledge of financial planning principles and their commitment to providing the highest quality of service, our paraplanners can help you produce the administrative support you need.
So why wait? Contact us today to learn more about how our paraplanners can help you achieve financial success with the power of DASH software.
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.
If your looking for a Paraplanning team that can offer you the latest tools and resources to help your practice, look no further than our team of expert paraplanners.
At Paraplanner.com, we understand the importance of staying up-to-date with the latest technological advancements in the financial planning industry. While we may not have a lot of advisers currently using the DASH software, we have a team of highly skilled paraplanners who are willing and eager to be trained on this cutting-edge platform.
Our paraplanners are dedicated to working closely with advisers to achieve outstanding outcomes for our clients. With their extensive knowledge of financial planning principles and their commitment to providing the highest quality of service, our paraplanners can help you produce the administrative support you need.
So why wait? Contact us today to learn more about how our paraplanners can help you achieve financial success with the power of DASH software.
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