Wealth Simplifier
by DASH Technology Group · Wealth and investment platforms · Sydney, NSW, Australia
Investment platform for advised clients.
About DASH Technology Group
Advice and investment platform technology covering fact find, financial planning, execution and reporting in one workflow.
DASH Technology Group in the vendor registry: its products, features and similar vendors.
Also by DASH Technology Group
- DASH Platform
- Complete Advice: Integrated financial planning software and investment platform.
- Super Simplifier: Superannuation platform for advised clients.
- DASH Documents: SOA and ROA generation for advisers.
- Digital Engagement: Digital solutions for institutions and corporates.
More in this category: Wealth management and investment platforms.
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