Your Client Connection Platform
Everything you need to stay safely
connected with your clients.
safe, secure communication
Encrypted in-app communication
between you and your client
Encrypted in-app messaging
Start one-on-one conversations with your clients or start a group chat with multiple clients - all fully encrypted within the app.
Send targeted brand content
Broadcast brand content, educational material, and commentary to all your clients to select individual clients for targeted delivery.
Document storage and sharing
Upload, store and share critical documents with your trusted advisor; all encrypted within our ecosystem.
powered by open banking
Everything you need to help manage
your client’s financial future.
One Single View
Centralised finances
Link all bank accounts, credit cards, loans, properties, super and investments into a single, app that automatically updates with the latest information.
Save Faster
Financial Savings Goals
Set savings goals for almost anything you are saving for and use our gamification technology to stay ahead.
Learn more
Financial Calculators
Calculators allow you to self-assess your financial position and plan for current and future needs.
Financial data
Detailed Financial Data
Share a comprehensive report of your financial status with your mortgage broker, financial advisor or accountant to give a deep understanding of your current position.
Property growth
LVR/Capital Growth Insights
Monitor changes in your property equity through automated valuation changes and debt monitoring.
Secure Storage
Secure Document Storage
Upload ATO documents, copies of your ID, financial reports, payslips and more to our secure and dedicated online storage.
Safety
Fully Encrypted
Our app and our data partners are fully encrypted end-to-end to ensure your safety.
Privacy
Fully Private
We don’t store bank login details and you have full control over who has access to your data.
Security
Read-Only Data
To add even more security, we do not allow any transactions in our app at any time.
Open Banking
Give your clients control over their financial future
Get a global view of your finances, set a budget and achieve your financial goals faster. When you are ready, use our built-in fact find to share critical financial data with your broker or advisor.
Available for download in March 2024.
Social Proof
Don’t just take our word for it.
Listen to our happy customers.
There’s also a big challenge for the industry once a client is approved by a lender… Even though lenders are providing the product, many take the position that the borrower is now their client - not ours - and look to cross-sell other products to them.
I have an advice business offering financial planning, tax and accounting and commercial, asset finance and residential lending through our brokerage
Through dosh, we’ll be able to keep our clients in our ecosystem through user-friendly communication and content that we’ll be able to segment based on their needs, not bombarding them with generic information.
Brett Wadelton | CEO of MyExpert®
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