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
What’s inside DataDasher
#1
Featured Orion Partner
200,000+
Advisor hours saved
1,000,000+
Tasks automated
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.
Real-Time AI Notes
Capture decisions, deliverables, and next steps during Zoom, Teams, phone, or in-person meetings—clean, compliant, and ready to file.
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.
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.
Just WOW! The level of detail mined from a 15-minute phone call is astounding!
Darren Gratek
Financial Advisor at Summit Wealth Partners
Choose the Plan That's Right for You
All plans include full access to AI features, unlimited meetings, and team collaboration tools.
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
Automate action Items
Monitor client touchpoints
3. Maximize your productivity
14 Day Free Trial Available
FAQ
Frequently Asked Questions
Get answers to common questions here
