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DataDasher

DataDasher

AI for Financial Advisors

4 ratings
2 reviews
💼 Business
💰 Finance
Free

Details

  • Released
  • Updated
  • November 14, 2024
  • July 9, 2026

Features

Developer

DataDasher Inc.
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About

This AI-powered assistant helps financial advisors by analyzing client communications like emails and meetings. It automatically generates compliant notes, summaries, and action items, streamlining preparation and follow-ups. Seamless integration with cloud storage and CRMs enhances client relationship management and business outcomes.

✓AI-powered notetaking
✓Analysis of emails, meetings, and CRM data
✓Automated summaries and action items
✓Compliance-friendly notes
✓Seamless cloud storage integration
✓CRM system connectivity
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What's New in DataDasher

5.9.2

July 9, 2026

-Updated issue with Phone Call functionality not processing correctly. -Allowed for on app recordings to persist in the background.

User reviews

Most RecentHighest RatedLowest Rated

Sneaky business practices

I am really disappointed in data dasher. I was sold one thing in sales calls. They told me it would do certain things. It won’t do those things. I signed up and they offered me a discount. When I went to cancel one week in they refused to refund anything. They say I signed an annual contract, but that was not disclosed in the high pressure rushed sales tactics. Don’t pay these folks. There are other companies that are more above board. Thoroughly disappointed.
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RememberingPhoenixRememberingPhoenix

Great Complement to Website

The app has been super useful for me when I’m in a pinch, and I don’t have my laptop on me. Super convenient, and I love that calls I record on my phone show up on the website. Their support team has been great addressing any issues quickly whenever they come up.
msetia1msetia1

FAQ

What is DataDasher?

DataDasher is a secure AI notetaker and assistant specifically designed for financial advisors. It helps enhance client communication by analyzing emails, virtual meetings, and CRM data to ensure important information is captured in compliance-friendly notes.

How does DataDasher help with client meetings?

DataDasher streamlines meeting preparation and follow-ups by automatically generating summaries and action items from discussions. This allows advisors to focus more on building and maintaining client relationships.

What integrations does DataDasher offer?

DataDasher connects seamlessly with cloud-based storage and CRM systems, providing easy access to relevant client information. This integration helps improve organization and drive better business outcomes for advisors.

Is DataDasher available on multiple devices?

Yes, DataDasher is supported on iPhone, iPad, and iPod devices, allowing financial advisors to access its features across their preferred Apple hardware.

What is the update frequency for DataDasher?

DataDasher was last updated on September 16, 2025, with version 5.9. This indicates a commitment to regular updates and improvements for the application.

What is the user sentiment for DataDasher?

DataDasher has received an excellent rating of 5.0 stars from 3 ratings, suggesting very positive user sentiment among its current user base.

Does DataDasher have ads?

No, DataDasher does not contain advertisements, providing an uninterrupted user experience for financial advisors.

What is the age rating for DataDasher?

DataDasher has an age rating of 4+, making it suitable for a wide range of users, including younger professionals and those new to financial advisory tools.