DASH has made two senior appointments to position the technology company for future growth.
DASH chief executive, Andrew Whelan, has shared his plans for improving advice technology as the company secures venture funding capital.
Introducing end-to-end software solutions can reduce the cost of providing comprehensive financial advice from $5,335 to $2,918 according to DASH ...
Wealth02 has merged with two software specialists to create a firm which can provide solutions throughout the adviser experience rather ...
Shannon Bernasconi, co-founder and managing director of WealthO2, has left the firm with her role being taken over by chief ...
Andrew Whelan has been appointed to the newly-created role of chief distribution officer.
Andrew Whelan, Christine Murr and Deborah Dalziel have been added to the cloud-based financial advice software business.
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© 2025 All Rights Reserved. All content published on this site is the property of Prime Creative Media. Unauthorised reproduction is prohibited