2019 BAI Global Innovation Award Finalist
Dash360 is a new proprietary, cloud-based financial advisor technology platform built on top of Salesforce. It integrates financial technologies from third-party vendors into one place, giving an advisor a 360-degree view of the business. This enables advisors to manage their clients’ investment plans and portfolios in the most efficient and effective manner. Further benefits include state-of-the art practice management tools, 100% paperless new account openings, and a single sign-on client account view.