Dashboard's web-based system covers the entire advisory, application and processing life cycle.
It includes comprehensive reporting, case tracking and commission reconciliation as well as extensive CRM capabilities.
The link up will offer a unified end-to-end solution which manages the sale from the adviser’s desktop through to application submission.
David Hine, partner at Chancery IFA, said of the partnership: "After researching the options available for a bespoke case-tracking system, we were in no doubt that Dashboard was the right choice for us. The fact that the system can be tailored to exactly our way of working was paramount in the decision.
"Additionally, as our mortgage advisers are spread around the country, the online functionality of Dashboard provides everybody with the ability to case track at any time”.
Ian Fitzpatrick, Dashboard's director of sales, added that as a Trigold company, Dashboard is able to offer all the benefits of such an integration.
