Harness the power of digitalisation to increase member engagement with our comprehensive suite of solutions.
From digital advice to client portals, we equip you with the tools necessary to connect with your clients in a more meaningful and convenient manner.
A glimpse into the digital advice journey with DASH
Imagine a comprehensive digital advice solution that seamlessly guides clients through their financial journey, from the moment they visit your website to the various engaging experiences they encounter.
Here's what the journey looks like:
Client-centric experience
We prioritise the client experience right from the start. Our solution begins by creating a user-friendly website that captures clients' attention and guides them through their financial planning process.
We ensure every step is intuitive and engaging, fostering a positive relationship between you and your clients.
Customised architectural solution
Our team designs an architectural solution that aligns seamlessly with your unique needs. This solution is fully customisable and configured to integrate your Approved Product List (APL) and business rules.
The result is a powerful and flexible system that caters to your specific requirements and enhances efficiency.
Single or multi-goal journeys
Whether your clients have individual goals, represent entities, or manage Self-Managed Super Funds (SMSFs), our digital advice solution caters to their needs. We create single or multi-goal journeys that address diverse financial objectives, ensuring a personalised experience that resonates with each client.
Comprehensive financial tools
Our solution features a range of powerful financial planning tools designed to empower your clients. From public-facing advice calculators to retirement planning tools, risk profiling assessments, insurance calculators, savings estimators, and "how much can I borrow" calculators, we offer a comprehensive suite of tools that enhance client engagement and enable informed decision-making.
