Count Financial adds DASH’s Digital SOA capability
Count Financial has approved DASH Technology Group’s software suite, including its digital statement of advice (SOA) capability (DynamicDocs), for use across its adviser network.
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, said: “we are thrilled to be working with Count Financial and their advisers. The DynamicDocs software solution produces engaging digital statements of advice and records of advice.”
DASH is an advice technology company focused on driving software and investment platform connectivity across the end-to-end adviser experience.
AUTHOR
Liam Cormican
Recommended for you
AMP non-executive director Kathleen Bailey-Lord and Iress non-executive director Susan Forrester have been appointed to the national board of the Australian Institute of Company Directors.
Wealth manager JBWere has announced the launch of two fixed income strategies for wholesale clients, backed by UBS Asset Management.
Firetrail Investments has confirmed the departure of four executives over the last quarter, including head of investment strategy Anthony Doyle.
Ares Management has announced a new offering aimed at providing Australian wholesale clients, investors access to its private equity investment strategies, anchored in secondary investments.
