WealthO2 renames as DASH to reflect new vision and next phase of growth
Advice software and platform solutions provider WealthO2 has announced that the group will begin operating under the name DASH Technology Group and brand itself as DASH.
The re-name strategy reflects the value proposition and future vision of the group as a best of breed solutions provider focused on solving critical business issues, driving efficiencies and cost savings not just for financial advisers but for the broader wealth industry.
Chief Executive Officer, Andrew Whelan said, “We are thrilled to announce that WealthO2 has become DASH. We are excited about the introduction of our new group name which will allow us to better articulate our offering to both our customers and the market.”
On top of the recent merger with Roar and NEO we felt it was the right time to change our name and create a new identity given our increased capabilities, new business units and an oversubscribed capital raise. We wanted a name to reflect this next phase of growth” Andrew said.
“Our staff numbers have more than doubled with the merger and recent senior appointments. We have also improved our service model with new state managers for Victoria, Western Australia, South Australia, a new head of client success and dedicated transition team to ensure speed of delivery. We feel our new name DASH aligns well with this”.
DASH will enable advisers to seamlessly work from client engagement to strategy optimisation, digital SOA, through to execution in a single workflow straight through to the platform.
Unlike other platform offerings, advisers will have the choice of using DASH’s end-to-end solution, or they can extract parts of their toolkit to compliment existing workflows to help overcome a particular problem. An adviser’s client will also be able to track progress to their various lifestyle goals, in real time.
Andrew added, “In recent years, we have seen the whole adviser experience change. The exit of banks from the platform space has left a hole in the industry. Legacy providers have been replaced by product style platforms who have lost their focus on the financial planner.”
“At DASH, we see ourselves as a technology partner, rather than a product which platforms have now morphed into.”
In addition to the recent changes, a newly redesigned company logo has been revealed and a new group corporate website is planned for launch in May 2022.
