DASH launches a first of its kind goals based tool, cutting complex modelling and SOA production time in half
DASH continues to lead the way on next generation tech innovation for advice practices with the launch of Archer, a first of its kind goals-based advice cash flow modelling tool. Archer will enable financial advisers to optimise and calculate advice strategies with the ability to see how far off a client is to achieving their goals and the fastest path to achieving them.
Archer has paraplanning strength capabilities, but its advanced algorithms and optimisers cut down the time to do complex modelling and SOA production in half. In addition, Archer distils complex advice strategies into engaging screens to enable meaningful discussions with clients. The tool has comprehensive modelling capabilities such as TTR, gearing, lifetime annuities and multi-entities.
Andrew Whelan, DASH Chief Executive Officer said “Archer is the first real innovation that I have seen over the last decade which makes goals-based advice central to the client value proposition. At DASH we are very excited about the launch of Archer and how it will help financial advisers in 2022 and beyond.”
“We wanted to help advisers easily engage in meaningful goals based conversations with their clients and stop focusing their reviews solely on investment performance. Best of all, Archer allows advisers to quantify the value of their advice purely from strategic recommendations and separate to portfolio return” he said.
Archer will also connect directly with DASH’s Dynamic Docs software solution which produces engaging digital SOA presentations in person or on a ‘one to many’ basis with enhanced compliance features. This is all inclusive of an AI driven avatar steering the client through the SOA at their own pace.
The launch of Archer demonstrates the next phase of DASH’s powerful value proposition and vision to provide true software and platform connectivity across the end-to-end adviser experience so they can pick and choose the solutions they need to grow efficiently and scale their practice.
In addition to the launch of Archer, DASH also announced the launch of its brand new corporate website www.dash.com.au which talks to their end-to-end platform and software solution offering for financial advisers and the broader wealth industry.
