Financial advisers lose hours to the paperwork sitting behind every client text, the reply that should be filed as a note, the new enquiry that should already be a contact in the practice management system, and none of it happens by itself. DASH Technology's ROAR platform holds that record, but only if someone remembers to open it and type up what the client just said.

Mobile Message connected to DASH Technology through Zapier removes that gap. A client who texts an adviser can be created as a contact in ROAR automatically, and the same inbound message can also be logged as a file note, keeping the compliance trail intact without anyone copying text between systems. A delivery status update on a message sent to a client can be filed as a file note too, so there is a record that the client actually received it, not just that it was sent.