# DataDasher — AI for Financial Advisors

> AI assistant for financial advisors to analyze client data and generate compliant notes. (iPhone/iPad app by DataDasher Inc..)

- Source: https://appshunter.io/ios/app/datadasher/id6737204632 (this page in markdown: same URL + `.md`)
- Developer: [DataDasher Inc.](https://appshunter.io/developer/1775248490)
- Category: Finance, Business
- Price: Free
- Rating: 4.00/5 from 4 App Store ratings · 2 written reviews indexed
- Age rating: 4+
- Requires: iOS 15.1 · 24 MB
- Languages: American English
- Released: 2024-11-14
- Data updated: 2026-08-19
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/datadasher/id6737204632/reviews.md

## What is DataDasher?

DataDasher is a secure AI notetaker and assistant tailored for financial advisors. Enhance your client communication by analyzing emails, virtual meetings, and CRM data, ensuring important information is captured in compliance-friendly notes, allowing advisors to focus on building and maintaining client relationships. DataDasher streamlines meeting preparation and follow-ups, automatically generating summaries and action items from discussions. DataDasher connects seamlessly with cloud-based storage and CRM systems, providing easy access to relevant client information. We empower financial advisors to deliver exceptional service, improve organization, and drive better business outcomes.

## Key features

- 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

## Recent user reviews (2 of 2)

All indexed reviews: https://appshunter.io/ios/app/datadasher/id6737204632/reviews.md

### 1/5 — Sneaky business practices

*2025-12-03*

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.

### 5/5 — Great Complement to Website

*2025-08-01*

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.

## Frequently asked questions about DataDasher

### 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.

## Version history (last 5 releases)

### 5.9.3 — 2026-08-14

Added support for Hong Kong calling.

### 5.9.2 — 2026-07-09

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

### 5.9 — 2025-09-16

Bug Fixes
Force users to update when new updates are available

### 5.8 — 2025-09-08

Bug fixes

### 5.7 — 2025-08-01

- Bottom tab navigation bar
- Phone Call Assistant for easy note taking on phone calls

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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 2026-08-19.*