Dash Integration Hub

AstuteWheel has partnered with DASH, previously know as ROAR software, to provide financial planning practices with the flexibility to build their own Tech Stack of integrated financial planning software solutions for the ‘back end’ of the practice.

More about DASH Software

• Provide true connectivity between your applications of choice
• Flexibility & control on how you deliver advice & service
• Use AstuteWheel modelling calculators
• Solutions for entire process from fact finder to SOA generation
• Include CRM, workflow & document generation capabilities
• Robust Record Keeping made Simple