Envestnet MoneyGuide Dash

Dash is a modern planning platform that connects prospects and clients of any portfolio size to financial advisors, streamlining the start of planning discussions.

It balances speed with data quality, bridging the gap between basic calculators and full financial plans for both current clients and new prospects.

Onboarding is quick—only essential information is needed. Dash uses smart defaults for key 

goals and risk preferences, allows easy customization, and provides real-time impact insights.