16 July 2024 16:47
DASH Technology Group has entered into a binding share purchase agreement to acquire Integrated Portfolio Solutions.
It currently services investment advisers, family offices, financial planners, and ultra-high-net-worth direct clients.
DASH is an end-to-end financial services technology provider covering client fact finding, Statement of Advice generation, and investments via its internal platform.
dash, DASH Technology Group, Integrated Portfolio Solutions
The Entireti University Challenge – established 16 years ago by AMP – continues to attract strong support from students around the country, with 91 teams from 13 tertiary institutions taking part this year. Entireti chief executive officer Neil Younger says the competition showcases the “high calibre of talent coming up through our universities and tertiary education institutions at a critical time for the profession”.
Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas.
We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation. We recognise their continuing connection and unique cultural and spiritual relationships to the land, waters and community. We pay our deepest respects to them and their culture, and to Elders both past and present.
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