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About dosh | powered by diñeiro

diñeiro has developed a solution called dosh for brokers and their clients that ensures a more meaningful relationship throughout the client’s financial journey. In the hands of a client, the dosh app provides simplified financial management. With real-time consolidated tracking of assets, liabilities, income and expenses, clients gain a clear overview of their financial health. Connectivity between the client app and the broker portal empowers brokers with comprehensive client insights, enhancing conversations, trust, and client success. Now with secure and encrypted messaging, content management and document sharing, brokers and clients can communicate effortlessly and share critical information in a safe and efficient manner. Seamlessly connecting brokers with clients at key moments nurtures relationships and reinforces their strategic partnership. #finance #banking #mobileapp #openbanking #mortgage #mortgagebroker #financialadvisor

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