DASH
Curated by SignalOnline provider of end-to-end software and platform solutions for the investment sector
Overview
Online provider of end-to-end software and platform solutions for the investment sector. It provides client engagement, paraplanning strength, goals-based modeling tools, third-party integrations for the financial planning ecosystem, AI-driven presentation tool, portfolio management, and dashboard solution platforms. It offers solutions to funds, wealth managers, insurance firms, stockbrokers, advisors, and more. It also offers consultancy for software solutions.
Key facts
- Founded
- 2022
- Headquarters
- Sydney, Australia
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 2 products and services
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Contact
- Primary office
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- Phone
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