Whole-of-wealth platform for private clients, family offices and advisers
Simplifying complexity. Unlocking capability. Delivering scale.
DASH Private combines institutional-grade technology with high-touch service to remove the burden of portfolio administration, reporting and data management so advisers and investment professionals can focus on what matters most: strategy, relationships and outcomes.
As a non-custodial, whole-of-wealth platform, DASH Private enables you to manage and report on all assets, across all structures, without constraint.
What we do
Complete portfolio administration & reporting
- Full back-office support across all asset classes
- Consolidated performance, tax and valuation reporting
- White-labelled client reporting and communication
- Automated workflows and instruction management
Data aggregation & single source of truth
- Consolidate data from hundreds of sources into one platform
- Real-time and API-driven data feeds
- Capture on-platform and off-platform assets (including private markets, property and alternatives)
- Eliminate fragmented systems and spreadsheets
Institutional-grade portfolio tools
- Multi-asset portfolio oversight across structures and entities
- Risk, performance and portfolio analysis tools
- Flexible reporting across individuals, entities and family groups
Practice & client management
- Integrated workflows and operational tools
- Dedicated account management and service support
- Scalable infrastructure to support business growth
- Streamlined compliance and reporting processes
Who we serve
Investment Advisers & Financial Planners
Deliver high-quality advice with full visibility across client portfolios, supported by scalable infrastructure and automation.
Family Offices
Manage complex, multi-entity wealth structures with a single consolidated view of total wealth.
Private Wealth & UHNW Clients
Access complete transparency across all investments—traditional and alternative—without being constrained by platform limitations.
Why DASH Private
Whole-of-wealth, non-custodial flexibility
Manage and report on any asset - listed, unlisted, domestic or global - without restriction.
One platform. Total visibility.
Bring all client assets into a single, consolidated view - eliminating data silos and manual processes.
Technology + service
A powerful combination of software and dedicated support that removes the operational burden from advisers and investment teams.
Back-office freedom
Outsource administration, reporting and coordination with third parties, freeing up time to focus on growth and client outcomes.
Built for complexity, designed for scale
From individual portfolios to multi-entity family structures, DASH Private scales with your business and your clients.
The DASH difference
DASH Private forms part of the broader DASH ecosystem - connecting advice, portfolio construction, execution and reporting into a single, integrated experience.
Unlike traditional platforms, DASH enables:
- End-to-end advice workflows
- Seamless integration with adviser tech stacks
- Scalable delivery of both high-net-worth and mass-affluent advice
This creates a future-ready advice model that is efficient, flexible and built for growth.
