# Clidash — AI Dashboard for Advisors

> AI Dashboard for Advisors (iPhone/iPad app by Arnold Hattingh.)

- Source: https://appshunter.io/ios/app/clidash/id6755051140 (this page in markdown: same URL + `.md`)
- Developer: [Arnold Hattingh](https://appshunter.io/developer/1632440219)
- Category: Business, Productivity
- Price: Free
- Age rating: 4+
- Requires: iOS 15.0 · 80 MB
- Languages: American English
- Released: 2025-11-10
- Data updated: 2026-08-23
- User reviews in markdown: https://appshunter.io/ios/app/clidash/id6755051140/reviews.md

## What is Clidash?

CliDash brings client management, meetings, and workflows together in one secure, intelligent platform. Designed for advisors and professional services teams, it helps you manage clients, automate tasks, and stay organized across every part of your business.

Highlights

- Smart client profiles with documents, notes, and custom fields
- Record and transcribe meetings with AI-generated summaries
- Chat assistant that understands your clients and tasks
- Task tracking, workflows, and automated reminders
- SharePoint and Outlook integrations for seamless productivity
- Secure, cloud-synced access on web and iPhone

Work smarter, deliver faster, and manage your business with confidence - all in one dashboard.


## Version history (last 5 releases)

### 1.17.0 — 2026-08-20

Bug fixes
UI Upgrades

### 1.14.2 — 2026-08-16

MFA authentication crash fix

### 1.14.0 — 2026-08-13

Improvements made to our workflow design and UI

### 1.12.3 — 2026-08-06

Bug regarding document merging fixed

### 1.12.0 — 2026-08-04

This update improves how you manage clients, tasks and workflows.

- Redesigned workflows, now with checklists, task timing and outcomes
- Generate and download documents and reports for a client
- Improved data health screen to help you find and resolve duplicate records
- Trusts can now be added as clients
- Group clients by family members
- General performance and stability improvements

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## More apps by Arnold Hattingh

- [DJOL](https://appshunter.io/ios/app/djol/id1632440217)
- [Be-Local](https://appshunter.io/ios/app/be-local/id6504717295)

All apps by Arnold Hattingh: https://appshunter.io/developer/1632440219

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-23.*