FYI is now integrated with DASH Software, an innovative financial technology company dedicated to transforming the delivery of financial advice. The company’s planning software and investment platform provide end-to-end solutions for advice firms, AFSLs, stockbrokers, and institutional clients, and support the scalability and accessibility of financial advice for Australians.
What does this mean for FYI users?
Using the integration, practices will be able to sync clients and documents from FYI into DASH Software. Practices will also be able to sync documents stored in DASH Software back into FYI.
Who is this available for?
The DASH Software integration is available for Australia and New Zealand practices on the FYI Pro or Elite plans.
For more information, visit dash.com.au.
Want to get started?
An FYI Admin or a user with Automations permissions will first need to connect your FYI practice with DASH Software. Refer Integration with DASH Software.