DataDasher AI, an agentic AI platform for financial professionals, has announced a milestone collaboration with Orion, a premier provider of wealthtech solutions. This integration connects live Orion portfolio data and Redtail CRM information directly into the DataDasher AI workflow platform. The connection creates a unified, intelligent workspace that helps financial advisors save time, ensure compliance, and drive more meaningful client conversations by turning investment intelligence into actionable dialogue.
DataDasher AI has integrated with Orion's portfolio data and Redtail CRM.
The integration provides a 360-degree client view within a single AI workspace.
Advisors can ask natural-language questions about live portfolio data.
The platform is SOC 2-certified, built with compliance and efficiency in mind.
DataDasher helps advisors save over 15 hours per week by automating workflows.
The collaboration highlights the power of Orion's open ecosystem for advisor tech.
The integration is designed to transform raw investment data into actionable, client-ready insights. Advisors can seamlessly pull live portfolio balances, allocations, and performance metrics from Orion directly into their meeting preparation, notes, and follow-ups within DataDasher. By combining this with synchronized CRM data from Redtail, advisors gain a complete 360-degree view of each client. This allows them to ask dynamic, natural-language questions like "What are John Smith's top allocations?" and receive instant, AI-generated answers powered by live data.
DataDasher utilizes proprietary AI technology to streamline an advisor's core activities, including meeting prep, client interactions, and follow-ups. The platform offers tools for meeting transcription, real-time data queries, task detection, and automated email drafting, saving professionals over 15 hours each week. With the Orion integration, these efficiencies are now enriched by real-time portfolio intelligence, making the AI-generated insights more relevant, timely, and actionable. This empowers advisors to focus on building stronger client relationships and delivering tailored advice at scale.
DataDasher is an AI-powered platform designed specifically for financial services professionals. Based in San Francisco, DataDasher helps users save 15+ hours per week by automating workflows, reducing administrative work and turning every interaction into organized, actionable insights so that the focus can be on what matters most: building stronger client relationships and delivering tailored advice at scale. To learn more about how DataDasher can help users move from siloed data to trusted, actionable intelligence, professionals can book a tailored demo or request a sandbox trial environment by visiting www.datadasher.ai/demo.
Orion is a premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship by enabling financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected, technology-driven experience. Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker, Redtail Technology, and Orion OCIO create a complete offering that empowers firms to attract new clients seamlessly, connect goals more meaningfully to investment strategies and outcomes, and ultimately track progress toward each investor's unique definition of financial success.
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