Choose the Plan That's Right for You
All plans include full access to AI features, unlimited meetings, and team collaboration tools.
Financial Advisors
Wholesalers
Monthly
$149
/user/mo
Bento Engine add-on available as annual upgrade ($50/month)
Unlimited meetings
Unlimited AI Notes
Unlimited AI Tasks
Unlimited AI queries and outputs
Unlimited teams
Organization-level configuration
Customization support
Mobile app access
Unlimited support
Standard Annual
$119
/mo/user
billed annually
Perfect for individuals and small teams just getting started.
Unlimited meetings
Unlimited AI meeting notes
Unlimited AI tasks
Unlimited AI queries and outputs
AI-powered milestone alerts for key life events
Proactive client engagement triggers
Unlimited teams
Organization-level configuration
Customization support
Mobile app access
Unlimited support
Premium Annual
$169
/mo/user
billed annually
Access to proactive client touchpoints and advanced AI.
All Standard features
Access complete Bento Engine library: dozens of Moments That Matter across Life Events, Life in Numbers, and Children & Wealth
Comprehensive milestone tracking across all age-based triggers
Pre-approved client communications and presentations
Advanced client insights and analytics
Customizable engagement workflows
Priority support
MOST POPULAR
Enterprise
For organizations. Includes custom integrations and dedicated support.
Contact Us
All Premium features
Custom integrations
Dedicated support
White-glove onboarding
Enterprise-grade admin controls
View-Only Admin Seat
$25
/user/mo
For stakeholders who need oversight without operational access
Includes
View emails, transcripts, & client info
Read-only access to insights & action items
Organization oversight capabilities
Limitations
Edit, create, or modify any content
Join meetings or access integrations
Manage billing or organization settings
Avaiable to invite from within the platform with active subscription
Financial Advisors
Wholesalers
Monthly
$149
/user/mo
Bento Engine add-on available as annual upgrade ($50/month)
Unlimited meetings
Unlimited AI Notes
Unlimited AI Tasks
Unlimited AI queries and outputs
Unlimited teams
Organization-level configuration
Customization support
Mobile app access
Unlimited support
Standard Annual
$119
/mo/user
billed annually
Perfect for individuals and small teams just getting started.
Unlimited meetings
Unlimited AI meeting notes
Unlimited AI tasks
Unlimited AI queries and outputs
AI-powered milestone alerts for key life events
Proactive client engagement triggers
Unlimited teams
Organization-level configuration
Customization support
Mobile app access
Unlimited support
Premium Annual
$169
/mo/user
billed annually
Access to proactive client touchpoints and advanced AI.
All Standard features
Access complete Bento Engine library: dozens of Moments That Matter across Life Events, Life in Numbers, and Children & Wealth
Comprehensive milestone tracking across all age-based triggers
Pre-approved client communications and presentations
Advanced client insights and analytics
Customizable engagement workflows
Priority support
MOST POPULAR
Enterprise
For organizations. Includes custom integrations and dedicated support.
Contact Us
All Premium features
Custom integrations
Dedicated support
White-glove onboarding
Enterprise-grade admin controls
View-Only Admin Seat
$25
/user/mo
For stakeholders who need oversight without operational access
Includes
View emails, transcripts, & client info
Read-only access to insights & action items
Organization oversight capabilities
Limitations
Edit, create, or modify any content
Join meetings or access integrations
Manage billing or organization settings
Avaiable to invite from within the platform with active subscription
Financial Advisors
Wholesalers
Monthly
$149
/user/mo
Bento Engine add-on available as annual upgrade ($50/month)
Unlimited meetings
Unlimited AI Notes
Unlimited AI Tasks
Unlimited AI queries and outputs
Unlimited teams
Organization-level configuration
Customization support
Mobile app access
Unlimited support
Standard Annual
$119
/mo/user
billed annually
Perfect for individuals and small teams just getting started.
Unlimited meetings
Unlimited AI meeting notes
Unlimited AI tasks
Unlimited AI queries and outputs
AI-powered milestone alerts for key life events
Proactive client engagement triggers
Unlimited teams
Organization-level configuration
Customization support
Mobile app access
Unlimited support
Premium Annual
$169
/mo/user
billed annually
Access to proactive client touchpoints and advanced AI.
All Standard features
Access complete Bento Engine library: dozens of Moments That Matter across Life Events, Life in Numbers, and Children & Wealth
Comprehensive milestone tracking across all age-based triggers
Pre-approved client communications and presentations
Advanced client insights and analytics
Customizable engagement workflows
Priority support
MOST POPULAR
Enterprise
For organizations. Includes custom integrations and dedicated support.
Contact Us
All Premium features
Custom integrations
Dedicated support
White-glove onboarding
Enterprise-grade admin controls
View-Only Admin Seat
$25
/user/mo
For stakeholders who need oversight without operational access
Includes
View emails, transcripts, & client info
Read-only access to insights & action items
Organization oversight capabilities
Limitations
Edit, create, or modify any content
Join meetings or access integrations
Manage billing or organization settings
Avaiable to invite from within the platform with active subscription
Frequently Asked Questions
Get answers to common questions here
Who is DataDasher built for?
DataDasher is built for RIAs, wholesalers, and advisor teams who want to save time and improve client follow-ups.
Is my data safe on DataDasher?
How does DataDasher integrate with our existing tools?
How does DataDasher keep advisors in control instead of AI?
Who is DataDasher built for?
DataDasher is built for RIAs, wholesalers, and advisor teams who want to save time and improve client follow-ups.
Is my data safe on DataDasher?
How does DataDasher integrate with our existing tools?
How does DataDasher keep advisors in control instead of AI?
Who is DataDasher built for?
DataDasher is built for RIAs, wholesalers, and advisor teams who want to save time and improve client follow-ups.
Is my data safe on DataDasher?
How does DataDasher integrate with our existing tools?
How does DataDasher keep advisors in control instead of AI?
Try DataDasher Free for 14 Days
Start serving your clients better today
Try DataDasher Free for 14 Days
Start serving your clients better today
Try DataDasher Free for 14 Days
Start serving your clients better today