Integrated

Meet Darryl Johnson, our Chief Platform Officer, who’s starting to push the boundaries of AI and exploring just how far it can go. Darryl is also a Survivor tragic and feels most at home running for hours—whether on trails, over mountains, or anywhere his legs will take him. Ask him about running at your own risk—or don’t, and he’ll still find a way to bring it up! So, what’s on Darryl’s mind for 2025? "AI is moving extremely fast, and the real challenge isn’t just keeping up—it’s knowing where to apply it for real impact and understanding how far you can take it. If you think you’ve taken AI as far as you can go, think one or two steps further ahead and let AI take you there. The key? Start small, experiment often, and focus on solving the problems that matter most. Just like endurance running (kind of), the gains come from consistency. Test, refine, test, refine and embed before moving on. By this time next year, a few well-placed AI wins could mean less manual work, sharper insights, and a stronger platform for growth." What AI moves are you thinking about making this year? Darryl recommends you start now so that you don't get left behind. If you want to chat about AI, tech, or ultra-running strategy, Darryl’s your guy!

Darryl Johnson shares his take on AI in the advice process and why it's critical for the next gen of clients: “Next gen knows tech better than most of us, right? They live on tech. They live on their phones. So, how do we connect with that next generation when it comes to providing advice and helping them with their investments? “Well, we need to connect on the same level. They’re using AI, we need to get involved in AI. We need to understand the technology. And I say ‘we’, I mean the royal ‘we’, the whole advice space." Read in full below, including comments from DASH CEO Andrew Whelan on how AI should and shouldn't be used. Thanks for the feature Shy-ann Arkinstall!

Join Mark Papendieck, Darren Pettiona, Andrew Whelan and Darryl Johnson as they unpack the impact of rapid digital innovation on the financial advice industry. Discover how DASH has strategically aligned its direction to navigate this transformation and what it means for the future of advice. They’ll discuss: - How advisers are already using AI and automation to enhance advice workflows - The actionable role of digital advice in bridging the advice gap, including measurable feedback from clients - Tools being used by advisers to efficiently scale advice - How technology is changing the way financial planners need to think about the key industry challenges and opportunities in 2025. Whether you're a financial adviser, or industry professional, this session will provide actionable insights into how quickly the technology landscape is changing, and what you can do right now to start taking advantage of scalable, tech-driven financial advice. Register here: https://lnkd.in/gT-wPERY

With only a couple of weeks left of 2024, we want to share a very big thank you to all of our supporters, especially our clients. 2024 was an instrumental year for Integrated and marked the beginning of the next phase of our business. We remain dedicated to providing the market-leading, non-custody services that our clients are accustomed to. Our new parent company DASH Technology Group accelerates our ability to deliver advisers a broader suite of modern, forward-looking technology solutions. This partnership ensures we can further develop a platform built for the next 20 years, empowering our clients to future-proof their businesses and drive confident growth. Here's to a big 2025! (Reminder, we will be operating during the holiday period excluding public holidays.)

This week we held a Private Markets Lunch in Melbourne in partnership with Carrara Capital, featuring a brilliant chat with David Sokulsky, PhD on what's happening in the market. A big thank you to everyone who attended, we're looking forward to the next one!

Today Mark Papendieck took the stage at the Private Wealth Network alongside David Werdiger to talk about the future of technology for Family Offices and Private Wealth Advisers. Key takeaways include how technology platforms can be best utilised in family offices, the impacts and potential of AI in private wealth management, and of course, how to assess the best tech for clients.

We are a specialist provider of whole-of-wealth, non-custody portfolio administration & reporting services for private client businesses and family offices. We are about simplifying the complex and taking away the administration burden. Interested to know how we can solve your administration troubles? Come see us at the FAAA Congress, we'll be at stand #4. If you're not going to be there, simply contact one of the team!

See you all next week!

An amazing win for DASH and their contribution to AI innovation in our industry. We're sure this is only the beginning!

We're going to be at the upcoming FAAA Congress in Brisbane in November. If you're attending, come by and say hello to Mark Papendieck and Derryck Lo who'll be flying the Integrated flag. You can find us at the DASH stand. See you there!