Smarter Notes, Smarter Coverage.
Automate the busywork, uncover new opportunities, and scale your practice with a platform designed for speed and simplicity.
Financial Advisors
Wholesalers
Inside DataDasher
DataDasher automates prep, notes, and follow-ups while revealing insights from every client interaction, so you can focus on what matters most.
Real-Time AI Notes
Hyper-Powered AI Search
Proactive Milestones & Touchpoints
Financial Advisors
Wholesalers
Inside DataDasher
DataDasher automates prep, notes, and follow-ups while revealing insights from every client interaction, so you can focus on what matters most.
Real-Time AI Notes
Hyper-Powered AI Search
Proactive Milestones & Touchpoints
Financial Advisors
Wholesalers
Inside DataDasher
DataDasher automates prep, notes, and follow-ups while revealing insights from every client interaction, so you can focus on what matters most.
Real-Time AI Notes
Hyper-Powered AI Search
Proactive Milestones & Touchpoints
Built Compliance-First for Financial Services
Secure by Design
All sensitive data and client communications are protected with end-to-end encryption, including data at rest and in transit (TLS 1.3). Your data is never shared or used to train external AI models.
Secure by Design
All sensitive data and client communications are protected with end-to-end encryption, including data at rest and in transit (TLS 1.3). Your data is never shared or used to train external AI models.
Secure by Design
All sensitive data and client communications are protected with end-to-end encryption, including data at rest and in transit (TLS 1.3). Your data is never shared or used to train external AI models.
Certified Standards
DataDasher is SOC 2 Certified and GDPR Compliant, with annual compliance reviews and a multi-tenant architecture that ensures firm-level data isolation and continuous security improvement.
Certified Standards
DataDasher is SOC 2 Certified and GDPR Compliant, with annual compliance reviews and a multi-tenant architecture that ensures firm-level data isolation and continuous security improvement.
Certified Standards
DataDasher is SOC 2 Certified and GDPR Compliant, with annual compliance reviews and a multi-tenant architecture that ensures firm-level data isolation and continuous security improvement.
Your Data, Your Control
Maintain full control with role-based access, audit logs, and retention policies. Transparent data usage means your information stays private, auditable, and under your firm’s control.
Your Data, Your Control
Maintain full control with role-based access, audit logs, and retention policies. Transparent data usage means your information stays private, auditable, and under your firm’s control.
Your Data, Your Control
Maintain full control with role-based access, audit logs, and retention policies. Transparent data usage means your information stays private, auditable, and under your firm’s control.
Customer Reviews
Trusted by growing businesses worldwide
%
Admin work reduced
"DataDasher really frees up time. Before, I was spending a lot of time taking notes, but now I can run more efficiently."
Evan Blake
Financial Advisor, Zenith Asset Advisors
%
More client engagement
x
user productivity
$
M
in hours saved
"DataDasher feels like an extension of our admin team. We’re more organized, focused, and efficient."
Jason Chen
Client Service Manager at PPM Advisors
Customer Reviews
Customer Reviews
Trusted by growing businesses worldwide
%
Admin work reduced
%
Admin work reduced
"DataDasher really frees up time. Before, I was spending a lot of time taking notes, but now I can run more efficiently."
Evan Blake
Financial Advisor, Zenith Asset Advisors
"DataDasher really frees up time. Before, I was spending a lot of time taking notes, but now I can run more efficiently."
Evan Blake
Financial Advisor, Zenith Asset Advisors
%
More client engagement
%
More client engagement
x
user productivity
x
user productivity
$
M
in hours saved
$
M
in hours saved
"DataDasher feels like an extension of our admin team. We’re more organized, focused, and efficient."
Jason Chen
Client Service Manager at PPM Advisors
"DataDasher feels like an extension of our admin team. We’re more organized, focused, and efficient."
Jason Chen
Client Service Manager at PPM Advisors
Customer Reviews
Customer Reviews
Trusted by growing businesses worldwide
%
Admin work reduced
%
Admin work reduced
"DataDasher really frees up time. Before, I was spending a lot of time taking notes, but now I can run more efficiently."
Evan Blake
Financial Advisor, Zenith Asset Advisors
"DataDasher really frees up time. Before, I was spending a lot of time taking notes, but now I can run more efficiently."
Evan Blake
Financial Advisor, Zenith Asset Advisors
x
user productivity
x
user productivity
%
More client engagement
%
More client engagement
$
M
in hours saved
$
M
in hours saved
"DataDasher feels like an extension of our admin team. We’re more organized, focused, and efficient."
Jason Chen
Client Service Manager at PPM Advisors
"DataDasher feels like an extension of our admin team. We’re more organized, focused, and efficient."
Jason Chen
Client Service Manager at PPM Advisors
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