Diversify Altus Conference vs DataDasher

Join us for the 2026 Diversify Altus Conference, where our advisor community from across the country comes together for three powerful days of connection, insight, and inspiration. This event brings together our entire advisor network along with valued sponsors and home office leadership to celebrate our collective success and map out the future of our firm. Attendees will gain exclusive insights into our strategic priorities and vision from home office leaders, while also engaging in dynamic sessions designed to elevate your practice and strengthen your client impact. Beyond the sessions, the conference is a premier opportunity to build meaningful relationships, collaborate with peers, and foster lasting connections with colleagues, sponsors, and firm leaders. Whether you're a seasoned advisor or new to the network, this event is designed to deepen your sense of community and renew your passion for the work we do. Don't miss this cornerstone event of 2026—where strategy meets connection, and the future takes shape.

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.