DASH, formerly Wealth02, has announced a new partnership with investment and super fund manager Australian Ethical “to power direct to consumer predictions”.

The advisory software and platform solutions provider said the deal would see personalized forecasts displayed in the online super statements and customer portal for every member of Australian Ethical Superannuation.

“We are delighted to be working with Australian Ethical and take this partnership as a sign of both our prowess in modeling and our solutions-based approach,” said DASH CEO Andrew Whelan.

"We are excited to support Australian Ethical members with our highly flexible and easy-to-implement solutions, allowing them to seamlessly change their contributions based on their personal retirement goals."

The new partnership comes just weeks after DASH announced its rebrand from Wealth02, on the back of its recent merger with Roar and NEO.

The company was boosted last month with five new hires, including the addition of Peter Panigiris, formerly of Lumiant and Midwinter, and Dennis Cargill, who moved after 14 years at BT Funds Management to the role of country manager WA and SA.

A new group corporate website for DASH is expected to launch next month.

"These recent changes support our exciting value proposition and future group vision as a premier solutions provider focused on solving critical business problems, driving efficiencies and delivering cost savings not only to financial advisors but to the wider industry for wealth,” Mr Whelan said.

Meanwhile, earlier this month Australian Ethical revealed that adviser-related flows increased by 135 per cent from $61m in 1H21 to $145m in 1H22.

The fund manager said the jump reflected continued investment in its adviser channel, including the launch of an adviser resource center and a new online resource to help advisers talk about climate with their clients.

"Australians are increasingly demanding ethical investment options from their advisers, fund managers, super fund providers and other investment professionals," John McMurdo, chief executive and managing director of Australian Ethical, said after the results were released.

“It is no longer acceptable for money managers to only pursue solid returns. We must also achieve solid returns through ethical means in addition to delivering financial results.”

Neil Griffiths

Neil is deputy editor of wealth titles including ifa and InvestorDaily.

Neil is also the host of the ifa show podcast.