Spending power
TheGrid Corporate Spending Power index would rate purchasing capacity from registry, scale and activity signals.
Spending power
Key facts
Office countries
1
1 address
Company type
Privately Held
self-reported
Description
Mydash is a cloud based CRM solution for financial advisers. Designed and built in New Zealand from the ground up with direct input from advisers. Focused on reducing administration time and automating compliance to give advisers more time back to be the best version of themselves.
Mydash has been designed with both the adviser and client in mind, with an intuitive flow for advisers and client dashboard that serves as a secure hub, for clients to upload information and documents directly into their request.
Ready for any device, and built to white label - ready for your brand.
You can book in your complimentary demonstration by emailing the team at info@mydash.co.nz
Specialties
All 6 specialties
- Financial Services
- Advice Software
- Registered Financial Adviser
- Financial Advice
- CRM
- Innovation
Related specialties
Locations
Country footprint
Show as table · Offices in 1 country
| Countries | 1 |
|---|---|
| Primary country | NZ |
All codes: NZ
Addresses
- NZAucklandPrimary
Grid intelligence Members
Signals & hiring
Hiring, headcount and registry-change signals, streamed to members.
Latest signal
Hiring activity
Headcount trend
Financials
Registry-filed capital and financial indicators, standardised by TheGrid.
Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss
FAQ
Where does mydash have offices?
One address on record, New Zealand only. Primary: Auckland.
What does mydash list as its specialties?
Six tags on the brand's own list, among them crm, innovation and financial services.
Which companies are listed alongside mydash?
3 profiles list mydash as a peer — 61st percentile in Financial Services. It lists six peers of its own. Majesty Mortgage & Insurance Advisors and Tella list it back.