Mydash

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