DataDasher AI has announced a strategic collaboration with Orion and Redtail to deliver a next-generation AI workflow platform that unifies portfolio data, CRM insights, and intelligent automation for financial advisors. The integration connects Orion’s live portfolio data and Redtail’s CRM capabilities directly into DataDasher’s agentic AI platform, creating a cohesive advisor ecosystem that enhances compliance, efficiency, and client engagement. “This collaboration marks a major leap forward in creating a truly connected advisor ecosystem,” said Alexander Kearns, CEO of DataDasher. “By combining Orion’s trusted portfolio data with Redtail’s CRM capabilities inside DataDasher, advisors gain one intelligent workspace that unifies their data, automates workflows and personalizes engagement touchpoints—turning investment intelligence into meaningful client conversations.”
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The platform lets advisors access real-time portfolio metrics. It automates meeting prep, transcribes notes, and summarizes them. It also generates AI-driven follow-ups. This saves professionals over 15 hours each week. Built on a SOC 2-certified framework, the integration turns raw investment data into useful insights. Advisors can use natural language to ask about client portfolios. This instantly surfaces personalized information, boosting productivity and strengthening client relationships.
