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AI tools

DataDasher

AI meeting assistant for advisors that preps meetings, takes notes and updates the CRM.

Made by DataDasher Inc. Visit DataDasher's website
Starting priceFrom $120/user/mo
Checked on the vendor's site · Oct 13
Price on their own siteYes
Firm sizeNot assessed yet
Connections listed4 connectionsRedtail, Salesforce, Wealthbox and 1 more. Source and date for each below.
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What their website looks like

Screenshot of DataDasher's homepage
DataDasher's homepage, as it appeared on Oct 14. Screenshot of the public page, taken by AdvisorShelf. Visit the page. Screens of the product itself come from the vendor once it claims this profile.

Pricing

PlanPriceBilling
Monthly $149/user/mo
per user, per month
 Billed monthly
Bento Engine add-on available as an annual upgrade ($50/month).
Standard Annual $120/user/mo
per user, per month
 Billed annually
Premium Annual $169/user/mo
per user, per month
 Billed annually

Enterprise plan: contact DataDasher

View-only admin seat: $25 per user per month, no editing

14-day free trial

Source: DataDasher pricing page. Checked on the vendor's site, Oct 13.

Where DataDasher sits on price

DataDasherOther AI tools

Cheapest plan for one person, per month (our sum from each price page). 16 of 30 AI tools have a US-dollar price we can put per person.

CaddiFreeContioFreeFathomFreeFirefliesFreeGrainFreeSynopsist$25/moMunin$29/moFinmate AI$39/moVega$42/moKnapsack$50/moYourStake$50/moHazel$60/moZocks$67/moFocal$100/moJump$100/moDataDasher$120/mo

Price changes

No price changes recorded yet. We last checked on Oct 13.

What it connects to

At a glance: which way data moves

Data inData outTwo-way

Data comes in from

Nothing the vendor says sends data in
DataDasher4 connections listed

Data goes out to

RedtailSalesforceWealthbox
Listed, no detail
HubSpot
Redtail
Checked on the vendor's site
  • Data out: notes, tasks and follow-ups
Source: DataDasher homepage. Checked Oct 13.
Salesforce
Checked on the vendor's site
  • Data out: notes, tasks and follow-ups
Source: DataDasher homepage. Checked Oct 13.
Wealthbox
Checked on the vendor's site
  • Data out: notes, tasks and follow-ups
Source: DataDasher homepage. Checked Oct 13.
HubSpot
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: DataDasher homepage (integration icons). Checked Oct 13.

Leaving later

We haven't read DataDasher Inc.'s site for export instructions yet.Not checked yet

Fits best if

Our judgement

We haven't assessed fit for DataDasher yet.

We judge fit against written criteria (team size, custodian, workflow needs), never against who pays us.

Similar tools

Compare DataDasher with another tool

Same category (firm size not assessed yet), cheapest for one person first. Paying vendors are never moved up.

Caddi
Free plan
Checked on the vendor's site · Oct 13
Attio · Listed, no detail given checkedHubSpot · Listed, no detail given checkedPractifi · Listed, no detail given checkedSalesforce · Listed, no detail given checkedWealthbox · Listed, no detail given checkedand 1 more on the profile
View profile
Contio
Free plan
Checked on the vendor's site · Oct 13
Salesforce · Data in and out checked
View profile
Fathom
Free plan
Checked on the vendor's site · Oct 13
Salesforce · Data out checkedHubSpot · Data out checked
View profile
Fireflies
Free plan
Checked on the vendor's site · Oct 13
Redtail · Listed, no detail given checkedWealthbox · Data out checkedSalesforce · Data link, direction not stated checkedHubSpot · Listed, no detail given checkedMicrosoft Dynamics 365 · Data out checkedand 9 more on the profile
View profile

Corrections

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