DataDasher is an AI assistant and notetaker designed for financial advisors, wealth management firms, RIAs, broker-dealers, and financial institutions. It helps teams reduce administrative work and devote more time to client relationships by organizing and automating tasks throughout the meeting process.

Before meetings, DataDasher creates preparation briefs using CRM information, past conversations, emails, and portfolio performance. During meetings, it captures decisions, commitments, and next steps in compliance-ready notes across video, phone, and in-person conversations. Afterward, it can draft personalized follow-up emails, create action items, and sync notes and tasks to client profiles in Redtail, Salesforce, or Wealthbox.

The platform also offers AI-powered search across client communications, proactive touchpoint alerts related to life events, portfolio data support, and activity and performance metrics. Advisors can review and approve AI-generated content, helping maintain control over client communications. DataDasher offers monthly and annual plans, a 14-day free trial, and options for standard or advanced AI features. Its overall focus is to make client information actionable while helping advisors deliver more personalized, proactive service.