DASH Technology

What DASH Technology does

DASH Technology Group (legally WealthO2 Pty Ltd) is an Australian cloud-based financial advice and wealth management platform founded in 2022 and headquartered in North Sydney. The company provides an integrated ecosystem spanning financial planning software (DASH Software, formerly ROAR Software), investment platforms (Super Simplifier, Wealth Simplifier, DASH Private), and digital advice delivery (DynamicDocs, Archer, Digital Advice Journey) targeting licensed financial advisers, institutions, individual investors, and family offices across Australia. The platform connects the full advice workflow from fact-finding and CRM through advice modelling, SOA/ROA generation, and investment execution, with an Advice Marketplace integrating 20+ third-party applications (IRESS Xplan, DocuSign, Morningstar, Astute Wheel, Chant West, model managers).

The platform operates as a modular architecture combining proprietary products with curated integrations, supported by API-driven data aggregation across hundreds of sources and access to 600+ managed funds on the Wealth Simplifier APL. Underlying technology includes a non-custodial whole-of-wealth engine for private clients, AI-powered document delivery (DynamicDocs avatar), goals-based optimization (Archer), and automated rebalancing with intraday execution. The group holds AFSL 500032 via Dash Investment Services Pty Ltd and operates regulated product vehicles (Super Simplifier, Wealth Simplifier) under Equity Trustees governance.

The business model is primarily subscription and platform-fee based: DASH Software uses tiered (Basic/Standard/Premium) per-Authorised-User monthly subscriptions; Canvas is $75 ex GST/month plus $1,500 setup; Wealth Simplifier charges a minimum $420pa admin fee with caps above $2M balances; Super Simplifier has no minimum admin fee with caps above $500K. Revenue is augmented by transaction fees on third-party External Services and add-ons processed via Stripe. Distribution is sales-led B2B targeting Australian advisers, institutions, and private wealth through State Managers (NSW/ACT/VIC) and a dedicated BDM for Private Wealth. The company reports $18.7 billion in funds under administration for FY2025 (a 314% increase) following the acquisitions of Integrated Portfolio Solutions (October 2024, contributing $10B) and DASH Private, and is backed by CoAct Capital (2023) and Bailador Technology Investments (2024, $23M+).

Name

DASH Technology

Legal name

WealthO2 Pty Ltd trading as DASH Technology Group

Website

https://dash.com.au

Company type

Private

Founded year

2022

Operating status

Operating

Headcount range

101–250 employees

Short description

DASH Technology Group is an Australian cloud-based financial advice and wealth management platform serving financial advisers, institutions, family offices, and individual investors with integrated software, investment platforms (Super Simplifier, Wealth Simplifier, DASH Private), and AI-enabled advice delivery tools.

Ownership category

akta.pro rank

Product category

Financial Advice Technology / Wealth Management Software

NAICS

Portfolio Management and Investment Advice (523940), Computer Systems Design and Related Services (54151), Computer Systems Design and Related Services (5415)

SIC

Investment Advice (6282), Services-Prepackaged Software (7372), Services-Computer Integrated Systems Design (7373)

akta.pro primary industry

Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH)

akta.pro secondary industries

Digital/Hybrid Robo-Wealth & Retirement Advisory (FSAEABAK), Digital/Robo Financial Planning (FSAEAAAK), Hybrid Advice (Advisor + Digital) Platforms (FSAAAAAE)

Keywords

• Financial planning software
• Wealth management platform
• Investment administration
• Superannuation platform
• Financial advice technology

Headquarters

HQ city

North Sydney

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure, Supply Chain

Revenue model

1. Software Subscription (DASH Software): Monthly subscription fees per Authorised User across Basic, Standard, and Premium access tiers. Fees commence one month after registration with monthly billing in advance via direct debit.
2. Canvas Subscription: $75 ex GST monthly subscription fee commencing one month after registration, with $1,500 ex GST setup fee. 12-month minimum term with automatic monthly renewal thereafter.
3. Wealth Simplifier Administration: Platform fees for non-superannuation investment administration including minimum admin fee $420pa with caps for high-balance portfolios.
4. Super Simplifier Administration: Platform fees for superannuation administration with no minimum admin fee and caps for balances over $500,000.
5. External Services and Add-ons: Fees for third-party applications and DASH Software Applications accessed through the platform, collected on behalf of third parties via Stripe payment gateway.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels5 records

Core offering

DASH Technology provides an integrated financial advice technology platform combining financial planning software with investment execution capabilities. The platform serves financial advisers, institutions, and individual investors through Super Simplifier (superannuation), Wealth Simplifier (non-super investments), DASH Private (whole-of-wealth for HNW/family offices), and the Complete Advice solution that unifies fact-finding, CRM, modelling, SOA/ROA generation, and investment execution in a single workflow. Specialized modules include Archer goals-based modelling, DynamicDocs interactive document delivery with AI avatar capability, and the Advice Marketplace connecting 15+ third-party applications.

Product overview

DASH Technology is a next-generation financial advice technology platform providing an integrated ecosystem of products spanning the entire wealth management spectrum. The core platform combines financial planning software with an investment platform through its Complete Advice solution, enabling seamless workflow from fact finding through investment execution. The product portfolio centers on two main investment platforms: Super Simplifier for superannuation/pension management with optional insurance, and Wealth Simplifier (formerly uXchange) for non-superannuation investments. DASH Private extends capabilities for high-net-worth and family office clients with institutional-grade, non-custodial portfolio administration. The ecosystem includes specialized modules like Archer (goals-based modelling optimizer), DynamicDocs (interactive advice document delivery with AI avatars), and an Advice Marketplace connecting third-party vendors including IRESS Xplan, DocuSign, Chant West, and others. The platform also serves institutional clients through digital advice and stockbroking services, and offers DASH Canvas for adviser website building. Previously operated as ROAR Software before rebranding to DASH.

Differentiator

Problem solved

Functional benefit

Brands

• Super Simplifier: Personal superannuation account offering broad investment choice with three insurance cover options for members: Life and Terminal Illness cover, Total and Permanent Disablement (TPD) cover, and Income Protection (IP) cover.
• Wealth Simplifier
• DASH Private
• Archer
• DynamicDocs
• DASH Client Portal

Products and services

• Super Simplifier Personal superannuation account offering broad investment choice including ASX300 listed securities, ETFs, managed funds, and term deposits, with optional insurance cover (Life, TPD, Income Protection). Converts to Pension account for retirement income drawdown.
• Wealth Simplifier Low-cost, transparent investment platform for non-superannuation investments with maximum portfolio flexibility. Includes Macquarie CMA, choice of broker, managed funds, and Australian Money Market account with access to 600+ managed funds, direct equities, term deposits, and cash.
• DASH Private Whole-of-wealth, non-custodial platform combining institutional-grade technology with high-touch service for private clients, family offices, and advisers. Provides complete portfolio administration, reporting, data aggregation from hundreds of sources, and institutional-grade portfolio tools for multi-asset oversight across all structures.
• Complete Advice Integrated financial planning software and investment platform combining the entire advice workflow from fact finding and CRM through modelling, SOA/ROA generation, and investment execution in one seamless solution. Eliminates the need for fragmented systems with end-to-end integration.
• DASH Software (formerly ROAR Software) Financial planning software subscription service with tiered access (Basic, Standard, Premium), licensed by WealthO2 Pty Ltd trading as DASH Technology Group. Monthly access fee per Authorised User with monthly billing in advance via direct debit.
• Archer Goals-Based Modelling Goals-based modelling tool with optimising capabilities that enhances client engagement and automates scenario modelling. Advisers input surplus income for retirement goals and the algorithm calculates optimal strategy without manual intervention.
• DynamicDocs Interactive presentation app that converts word-based advice documents (SOAs, ROAs, Strategy Papers) into web versions with video avatar capability, client Q&A functionality, and consent acknowledgment for enhanced compliance. AI avatar capability enables advisers to create digital replicas for scaling advice delivery.
• Advice Marketplace Ecosystem of third-party vendor integrations connecting best-of-breed applications across the advice process including CRM (Astutewheel), document management (FYI Docs, DEXXR), e-signatures (DocuSign, Annature), financial planning (IRESS Xplan, Omnium), research (Chant West, ProductRex), portfolio management (InvestCloud, Fin365), marketing automation (Mailchimp), and workflow tools (Zapier).
• DASH Canvas Website subscription service enabling advisers to build their own websites. Subscription fee of $75 ex GST per month with $1,500 setup fee and 12-month minimum term with automatic monthly renewal thereafter.
• Digital Advice (Institutional) Comprehensive digital advice solution for institutions featuring customisable architectural design integrating Approved Product Lists and business rules, supporting single and multi-goal advice journeys with client-centric websites, public calculators, retirement planning tools, risk profiling, and insurance calculators.
• Managed Discretionary Accounts (MDAs) Managed account solutions enabling advisers to delegate investment management with automatic trade execution, bulk auto-rebalancing, and model manager overlays for professional portfolio management.
• DASH Client Portal Native Android and iPhone application providing portfolio snapshot, performance tracking, asset cost basis analysis, transaction history, and direct adviser communication in a centralised location.
• PhillipCapital International Trading International trading services via PhillipCapital enabling access to global markets for private wealth clients, providing order execution, settlement, and incidental custody services for share trading.
• Stockbroking Services Tools for retail broking and wealth management services to scale and enhance investment delivery, including automated administrative task automation and operational efficiency improvements.

Quantifiable outcome

• 314% increase in funds under administration to $18.7 billion for FY2025
• +3 more outcomes

Named customers5 records

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration20 records

AI capability12 records

Feature9 records

Partnerships

Eight partnerships are on record, tiered core.

• Equity Trustees Superannuation Limited (ETSL)coreStrategic or Co-development PartnerTrustee and issuer of Super Simplifier superannuation product. ETSL is legally responsible for the Fund including holding all assets and oversight of service providers.
• Equity Trustees LimitedcoreStrategic or Co-development PartnerTrustee and Responsible Entity of Wealth Simplifier scheme, responsible for scheme governance and issuer of the product.
• DDH Graham LimitedcoreStrategic or Co-development PartnerMember Administrator of Super Simplifier responsible for all member services including processing new applications, ongoing maintenance, queries, and tax management including RTIC processing.
• Dash Administration Services Pty LtdcoreStrategic or Co-development PartnerInvestment Administrator for Super Simplifier looking after all investment-related aspects of the Fund.
• Macquarie BankcoreTechnology or IntegrationProvides Macquarie CMA (Cash Management Account) as part of Wealth Simplifier platform enabling clients to utilise their own Macquarie account.
• Clearstream Australia LimitedcoreTechnology or IntegrationCustodian for Wealth Simplifier holding client assets.
• PhillipCapitalcoreTechnology or IntegrationProvides international trading services for DASH Private clients including order execution, settlement, and incidental custody services for share trading.
• FinClear GroupcoreTechnology or IntegrationPerforms clearing, settlement, and execution services for domestic equities through partnership with Integrated Portfolio Solutions.

Scale indicators6 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• HUB24: Australia's leading HUB-style investment and superannuation platform with ~$110B FUA. Direct competitor in the adviser-platform market with overlapping managed accounts, IDPS, and super capabilities, and is led by Darren Pettiona's co-founder legacy.
• Netwealth: ASX-listed wealth management platform with ~$70B FUA providing investment platform, superannuation, and managed account solutions to advisers. Closely comparable on business model, customer base, and product breadth.
• Praemium: Australia-headquartered platform technology provider offering separately managed accounts, IDPS, and portfolio administration technology to advisers. Smaller scale competitor with comparable operating model and product mix.
• Mason Stevens: Australian investment platform and wealth manager offering IDPS, superannuation, managed portfolios, and integrated advice technology to advisers and private clients. Direct competitor across DASH's core platform and wealth segments.

Broad incumbents

• IRESS (Xplan): ASX-listed financial market data and technology provider whose Xplan financial planning software competes with DASH's planning tools. Integrated through DASH's Advice Marketplace but also a direct competitor in software.
• Macquarie Wrap (Macquarie Bank): One of Australia's largest wrap platforms and CMA providers, integrated into DASH's Wealth Simplifier but also a broad incumbent competitor in investment administration for advisers.
• BT Panorama (Westpac): Westpac-owned investment and superannuation platform serving advisers and retail clients. Broad incumbent with overlapping functionality but part of a much larger bank-owned wealth portfolio.
• FNZ: Global wealth platform provider serving large institutional clients with end-to-end platform technology. Broader scale incumbent with similar end-to-end platform philosophy; has Australian operations through partnerships.
• Colonial First State (Insignia Financial): Major Australian investment platform and superannuation provider (formerly part of CBA, now under Insignia Financial). Broad incumbent competitor in super and investment platforms with significant adviser market share.

Emerging players

• Midwinter Financial Services: Australian advice technology provider offering financial planning software and investment research tools. Smaller competitor in the advice-tech segment with overlap in modelling and APL tools.

Market position

Strengths5 records

Weaknesses3 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/dashtechgroup
• Xx.com/merlinshift

Revenue estimate

Valuation estimate

Number of profiles

Profiles19 records

Subsidiaries9 records

Funding overview

Funding rounds4 records

Investors2 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A3 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about DASH Technology