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What a year 2022 has been. The year was not without optimism as the pandemic ended (kind of), but was followed by rapidly rising inflation, which in turn led to rapidly rising interest rates and co
The accounting and advice network has approved the software suite. Count Financial has approved DASH Technology Group's (DASH) software suite, including its digital SOA capability - DynamicDocs - for
An advice software and platform solutions provider has announced the new tool. DASH (formerly WealthO2) has launched a “first of its kind” goals-based advice cash flow modelling tool which the com
Financial advisers are already working with technology for digital statements of advice (SoA), according to the head of an advice software and platform solutions provider. Appearing on a new episode
A financial services company has outlined its top priorities for reform within the industry. Ahead of the Quality of Advice Review (QAR) set to be released in December, ClearView has called for thre