Mydash is a cloud based CRM solution for financial advisers. Designed and built in New Zealand from the ground up with direct input from advisers. Focused on reducing administration time and automating compliance to give advisers more time back to be the best version of themselves.
Mydash has been designed with both the adviser and client in mind, with an intuitive flow for advisers and client dashboard that serves as a secure hub, for clients to upload information and documents directly into their request.
Ready for any device, and built to white label - ready for your brand.
You can book in your complimentary demonstration by emailing the team at info@mydash.co.nz
Company Details
- Address
- Auckland, Nz
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://www.mydash.co.nz
- Keywords
- Financial Services, Advice Software, Registered Financial Adviser, Financial Advice, CRM, Innovation.
- HQ
- Auckland
Mydash Questions
Mydash's website is https://www.mydash.co.nz
Mydash's LinkedIn profile is https://nz.linkedin.com/company/mydashnz
Mydash's industry is
Financial Services
Mydash's top competitors are
Tella,
Forsyth Barr Limited,
Bayleys Real Estate,
Salesforce,
Majesty Mortgage & Insurance Advisors,
Eightfold Financial Services Group,
Salesfive,
Tella.
Mydash's categories are Financial Services
