Meet DataDasher’s Ada,

The World’s Most Powerful AI Assistant for Financial Advisors

Financial advisors choose Ada—DataDasher’s AI Assistant—to automate administrative tasks and seamlessly synchronize client data across their tech stack. Ada empowers your team to save hundreds of hours each month, enabling you to focus more on delivering exceptional service to your clients.

Transforming Financial Services with AI-Powered Solutions

Discover why savvy financial advisors are choosing Ada to revolutionize their firm.

Features that give you your time back

With DataDasher, you can eliminate the post-meeting drudgery of documenting client data across platforms, sending emails, and coordinating follow-up activities with your team. And that’s just the beginning.

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Task Automation
Elevated Client Engagement
Data Mining Capabilities
Data Synchronization

Reduce your post-meeting workload from hours to minutes

Transform your workflows following client meetings.

Our AI assistant immediately summarizes discussions and actions, pre-filling CRM entries to save you hours of manual follow-up.

Stay ahead of compliance with AI documentation

DataDasher AI rides along on every client call and documents every aspect of the meetings for both service and regulatory purposes, ensuring you’re always prepared and protected without the manual paperwork.

Make life easier on every member of your team with automated coordination

Your team is at its best when everyone is focused on bringing value to your clients. Eliminate organizational headaches by using DataDasher to automate post-meeting coordination.

Give your clients the best version of yourself

Maximize the time you spend with clients, not on clerical tasks. Our AI automates the drudgery of tedious tasks, allowing you to dedicate more time and energy to providing top-notch advice to your clients to help you foster stronger relationships and drive organic growth.

Trusted by the best and brightest

DataDasher was developed with robust security measures to meet even the most rigorous compliance standards for financial services.

Financial-Grade Security Protocols
Compliance with Industry Regulations
SOC 2 Compliance
Strategic Technology Partnerships
Seamlessly integrated with your email, meeting, and CRM platforms for effortless functionality

Get Started with
DataDasher Today

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