Dash CRM

AstuteWheel is fully integrated with the DASH CRM (previously known as ROAR) giving advisors the flexibility and control, workflow and documentation capabilities.


  • Use the AstuteWheel online questionnaires to gather client information
  • Use the AstuteWheel tools for Values, Goals and Scoping
  • Use the AstuteWheel calculators for scenario modelling live with clients
  • Use the AstuteWheel reports and comprehensive file notes for your compliance trail
  • Use the AstuteWheel to generate Strategy Papers and Statements of Advice

Astute Wheel and Dash Integration

  • Create clients in AstuteWheel or in Dash
  • Add AstuteWheel clients into Dash
  • Add Dash clients into AstuteWheel
  • Sync Clients and their Fact Find Data
  • Save AstuteWheel modelling results into Dash to produce SOAs Save AstuteWheel compliance trail documents, reports, modelling file notes, etc. in Dash

Dash CRM

  • Flexibility & control on how you deliver advice & service
  • Solutions for entire process from fact finder to SOA generation
  • Include CRM, workflow & document generation capabilities
  • Robust Record Keeping made Simple
  • Convert your Word-based SOAs into an interactive web-based experience with DynamicDocs
AstuteWheel Client Engagement Platform <i class="fas fa-phone mid-blue"></i> 02 94 533 588
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