Appy Dash is a twin-set of dashboards, powered by Dashboard Insights. The dashboards provide a practice-wide view of easy to understand KPIs for all your clients and offer insight to start meaningful advisory conversations. The KPIs are complex enough to review business performance but simple enough for time-poor business owners to understand and focus on advice that will become part of their daily to-do list. The changes they make today, can improve their business results for tomorrow.
It is an automated, accurate high-level client financial view that gives advisors the ability to manage clients' finances by exception all in one place and at an affordable price point. Advisors can spot errors early and correct them then coach their clients on what they should be focusing on.
Think of Appy Dash as the automated solution for dipping your toes into the business advisory waters.
We are a little bit excited about the potential for this bookkeeping tool.
If you are too, book a demonstration to see what it can do for your practice advisory journey. Or reach out to implement it for your clients and practice today.