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
Despite geopolitical turbulence, markets are avoiding short-term turmoil and reacting to the underlying fundamentals showing the strength of major economies, a pair of AMP investment executives told the Professional Planner Managed Accounts Decoded podcast.
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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