AI That Understands Your Practice
Reclaim 15 Hours Every Week
Spend More Time with Clients and Growing Your Practice
Trusted by top advisors across the country
Proudly Partnered With
Work Smarter
Work Smarter
What’s inside DataDasher
Before Meetings
AI-generated prep briefs combine CRM data, past conversations, and portfolio performance—so you walk in fully prepared.
During Meetings
Capture compliance-ready notes without breaking eye contact with your client.
After Meetings
Auto-sync to your CRM, create action items, and draft personalized follow-ups in your voice.
Before Meetings
AI-generated prep briefs combine CRM data, past conversations, and portfolio performance—so you walk in fully prepared.
During Meetings
Capture compliance-ready notes without breaking eye contact with your client.
After Meetings
Auto-sync to your CRM, create action items, and draft personalized follow-ups in your voice.
Before Meetings
AI-generated prep briefs combine CRM data, past conversations, and portfolio performance—so you walk in fully prepared.
During Meetings
Capture compliance-ready notes without breaking eye contact with your client.
After Meetings
Auto-sync to your CRM, create action items, and draft personalized follow-ups in your voice.
#1
Featured Orion Partner
#1
Featured Orion Partner
#1
Featured Orion Partner
200,000+
Advisor hours saved
200,000+
Advisor hours saved
200,000+
Advisor hours saved
1,000,000+
Tasks automated
1,000,000+
Tasks automated
1,000,000+
Tasks automated
$20 Million+ saved
Based on $100/hr rate
$20 Million saved
Based on $100/hr rate
$20 Million+ saved
Based on $100/hr rate
The Bottom Line?
Reclaim 15+ hours every week, eliminate administrative burden, and deliver the personalized, proactive service that wins and retains clients.
CRM Sync, Done for You
Write notes, tasks, and follow-ups straight into Redtail, Salesforce, or Wealthbox—mapped to the right client profiles and custom fields.
CRM Sync, Done for You
Write notes, tasks, and follow-ups straight into Redtail, Salesforce, or Wealthbox—mapped to the right client profiles and custom fields.
CRM Sync, Done for You
Write notes, tasks, and follow-ups straight into Redtail, Salesforce, or Wealthbox—mapped to the right client profiles and custom fields.
Prep in Minutes
Auto-generated one-pagers pull from your CRM, prior notes, and emails to highlight goals, accounts, past commitments, and open tasks.
Prep in Minutes
Auto-generated one-pagers pull from your CRM, prior notes, and emails to highlight goals, accounts, past commitments, and open tasks.
Prep in Minutes
Price management helps adjust and control pricing
Real-Time AI Notes
Capture decisions, deliverables, and next steps during Zoom, Teams, phone, or in-person meetings—clean, compliant, and ready to file.
Real-Time AI Notes
Capture decisions, deliverables, and next steps during Zoom, Teams, phone, or in-person meetings—clean, compliant, and ready to file.
Real-Time AI Notes
Capture decisions, deliverables, and next steps during Zoom, Teams, phone, or in-person meetings—clean, compliant, and ready to file.
Personalized Follow-Ups
Draft tailored recap emails with action items and resources—review, approve, and send in minutes
Personalized Follow-Ups
Draft tailored recap emails with action items and resources—review, approve, and send in minutes
Personalized Follow-Ups
Smart Forecasting uses real-time data and AI to predict
Hyper-Powered AI Search
Ask about any client across meetings, emails, and notes; find exactly what you need in seconds.
Hyper-Powered AI Search
Ask about any client across meetings, emails, and notes; find exactly what you need in seconds.
Hyper-Powered AI Search
Ask about any client across meetings, emails, and notes; find exactly what you need in seconds.
Proactive Touchpoints
Get alerts for age-based triggers and life events so you can check in at the right time with meaningful context.
Proactive Touchpoints
Get alerts for age-based triggers and life events so you can check in at the right time with meaningful context.
Proactive Touchpoints
Get alerts for age-based triggers and life events so you can check in at the right time with meaningful context.
Built for Busy Advisors
Built for Busy Advisors
More Time with Clients. Less Time on Admin.
Automate the work around the meeting—prep, notes, CRM, follow-ups—so you can focus on advice.
AI-Powered Insights Beyond Your CRM
We help you identify proactive advice and strengthen client trust.
AI-Powered Insights Beyond Your CRM
We help you identify proactive advice and strengthen client trust.
AI-Powered Insights Beyond Your CRM
We help you identify proactive advice and strengthen client trust.
Portfolio Tracking
Streamline key values from your portfolio management software.
Portfolio Tracking
Streamline key values from your portfolio management software.
Portfolio Tracking
Streamline key values from your portfolio management software.
Just WOW! The level of detail mined from a 15-minute phone call is astounding!
Darren Gratek
Financial Advisor at Summit Wealth Partners
Just WOW! The level of detail mined from a 15-minute phone call is astounding!
Darren Gratek
Financial Advisor at Summit Wealth Partners
Just WOW! The level of detail mined from a 15-minute phone call is astounding!
Darren Gratek
Financial Advisor at Summit Wealth Partners
Activity & Performance Metrics
Monitor client outreach volumes, at-risk accounts, and meeting dur.ation trends
Activity & Performance Metrics
Monitor client outreach volumes, at-risk accounts, and meeting dur.ation trends
Activity & Performance Metrics
Monitor client outreach volumes, at-risk accounts, and meeting dur.ation trends
Quality & Compliance Standards
Assess touchpoint requirements, engagement initiation patterns, and listening effectiveness.
Quality & Compliance Standards
Assess touchpoint requirements, engagement initiation patterns, and listening effectiveness.
Quality & Compliance Standards
Assess touchpoint requirements, engagement initiation patterns, and listening effectiveness.
Choose the Plan That's Right for You
All plans include full access to AI features, unlimited meetings, and team collaboration tools.
Financial Advisors
Wholesalers
Monthly
$145
/user/mo
billed monthly
Proactive client touchpoints and advanced AI available with add-on.
Premium Annual
$169
/mo/user
billed annually
Access to proactive client touchpoints and advanced AI.
MOST POPULAR
Standard Annual
$119
/mo/user
billed annually
Includes standard AI features, for advisors who take consistent meetings with clients.
Financial Advisors
Wholesalers
Monthly
$145
/user/mo
billed monthly
Proactive client touchpoints and advanced AI available with add-on.
Premium Annual
$169
/mo/user
billed annually
Access to proactive client touchpoints and advanced AI.
MOST POPULAR
Standard Annual
$119
/mo/user
billed annually
Includes standard AI features, for advisors who take consistent meetings with clients.
Financial Advisors
Wholesalers
Monthly
$145
/user/mo
billed monthly
Proactive client touchpoints and advanced AI available with add-on.
Premium Annual
$169
/mo/user
billed annually
Access to proactive client touchpoints and advanced AI.
MOST POPULAR
Standard Annual
$119
/mo/user
billed annually
Includes standard AI features, for advisors who take consistent meetings with clients.
How it works
How it works
The DataDasher Difference
Helping You Support Your Clients
From meeting notes to client follow-ups, automate every step with AI-powered assistance
1. Connect Your CRM
Integrate DataDasher
2. Start Taking Meetings
Save time taking notes
Save time taking notes
Automate action Items
Automate action Items
Monitor client touchpoints
Monitor client touchpoints
3. Maximize your productivity
14 Day Free Trial Available
Meeting Prep Generated
for Jonathan Zellers
About Salix
Used in basket weaving, traditional medicine.
Salix Pharmaceuticals
Specializes in gastrointestinal (GI) health products.
Meeting Prep Generated
for Jonathan Zellers
About Salix
Used in basket weaving, traditional medicine.
Salix Pharmaceuticals
Specializes in gastrointestinal (GI) health products.
Meeting Prep Generated
for Jonathan Zellers
About Salix
Used in basket weaving, traditional medicine.
Salix Pharmaceuticals
Specializes in gastrointestinal (GI) health products.
FAQ
Frequently Asked Questions
Get answers to common questions here
Who is DataDasher built for?
DataDasher is built for RIAs, wholesalers, and advisor teams who want to save time and improve client follow-ups.
Is my data safe on DataDasher?
How does DataDasher integrate with our existing tools?
How does DataDasher keep advisors in control instead of AI?
Who is DataDasher built for?
DataDasher is built for RIAs, wholesalers, and advisor teams who want to save time and improve client follow-ups.
Is my data safe on DataDasher?
How does DataDasher integrate with our existing tools?
How does DataDasher keep advisors in control instead of AI?
Who is DataDasher built for?
DataDasher is built for RIAs, wholesalers, and advisor teams who want to save time and improve client follow-ups.
Is my data safe on DataDasher?
How does DataDasher integrate with our existing tools?
How does DataDasher keep advisors in control instead of AI?
Try DataDasher Free for 14 Days
Start serving your clients better today
Try DataDasher Free for 14 Days
Start serving your clients better today
Try DataDasher Free for 14 Days
Start serving your clients better today