Count Financial adds DASH’s digital SOA capability to its approved technology suite for advisers

Count Financial has approved DASH Technology Group’s software suite, including their digital SOA capability (DynamicDocs), for use across its adviser network.

DASH is an advice technology company focused on solving problems and driving true software and investment platform connectivity across the end-to-end adviser experience. DASH’s Advice Marketplace offers access to a range of specialist software that are integrated, thereby allowing advisers to create their own financial planning ecosystem. Advisers can choose to use DASH’s complete solution or parts of its technology toolkit to complement their existing workflow or to overcome a particular software gap.

Reg Gabila, Head of Licensee Systems at Count Financial, said the capabilities of DASH would assist in enhancing the client experience, whilst providing efficiencies for advisers.

“As a licensee that’s focused on innovative ways to improve the advice delivery process, this introduction will create positive outcomes for our advisers and their clients. DASH’s solutions are not only innovative, but its connectivity ethos will also provide our advisers more flexibility and choice.”

Andrew Whelan, DASH Chief Executive Officer said, “We are thrilled to be working with Count Financial and their advisers. The DynamicDocs software solution produces engaging digital SOAs and ROAs.”