Scalable Financial Planning for Every Client
Dash is a modern, scalable planning platform designed to guide prospects and clients of any portfolio size to financial advisors and begin planning discussions.
Scalable Planning for Advisors
Whether you're focusing on current clients not yet engaged in planning or nurturing new prospects, Dash strikes the balance between speed and data quality and bridges the gap between simple calculators and comprehensive plans.
By minimizing data entry and maximizing personalization, Dash helps advisors engage prospects earlier and scale planning across a broader segment of their client base.
Current Non-Planning Clients
Guide every client, even those outside your core focus, through a personalized planning journey. Dash enables self-assessment and engagement, laying the groundwork for collaboration—even when your time is limited.
Prospecting for Growth
Embed Dash on your website or share a direct link with prospects. As users self-register and explore their goals, the data flows into MoneyGuide—transforming website visitors into engaged, qualified leads.
Effortless Client Onboarding
Get started quickly with Dash's intuitive onboarding. Prospects provide only essential details—name, state, age, gender, employment income—for a seamless setup. Clients already in MoneyGuide enjoy automatic pre-filled profiles.
Personalized Planning
Dash automatically sets up key goals and basic risk preferences with intelligent defaults, from retirement living expenses and healthcare to discretionary spending and travel. Users can easily adjust amounts and add goals. Instantly set risk tolerance and see the impact in real time.
Enhanced Client Engagement & Insights
Keep clients engaged with timely, relevant insights—like long-term care costs, Social Security strategies, and retirement income planning—delivered as they build their plan. Smart nudges encourage clients to reach out for guidance to help foster collaborative relationships and deeper advisor connections.
Integration
Simple Account Aggregation
Link financial accounts easily with your preferred aggregation partner or add accounts manually in just a few clicks. Dash makes aggregation prominent and seamless, providing a complete financial overview with minimal data input effort.
Direct Integration with MoneyGuide
Data flows automatically into MoneyGuide — eliminating duplicate entry and making plan handoff instant and complete. Whether you're deepening a comprehensive plan or letting clients self-direct.
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