DataDasher AI announced a strategic collaboration with Orion to create a unified, intelligent workflow environment for financial advisors. The integration connects Orion’s live portfolio data and Redtail’s CRM records directly into the DataDasher platform, providing advisors with a single connected workspace that centralizes data, automates processes, and enhances client engagement.
The combined solution is designed to help advisors reduce administrative burden, strengthen compliance support, and convert investment analytics into more meaningful client conversations. Live portfolio balances, performance metrics, and allocation details from Orion can now be accessed inside meeting preparation, notes, and follow-up tasks in DataDasher. This data is paired with client information synchronized through Redtail to present a comprehensive client view in a single workflow sequence.
DataDasher’s SOC 2-certified AI platform enables advisors to ask natural-language questions about investment data and receive immediate, client-ready responses. The platform also includes automated transcription and note organization, task extraction, and email drafting capabilities. With Orion’s data now embedded into these workflows, advisors can integrate real-time investment intelligence directly into their client communications and planning activities.
The companies stated that the collaboration demonstrates how connected technology ecosystems can streamline advisor workloads while enhancing personalization and engagement quality. An on-demand joint webinar is available to showcase how the integration functions in practice. Advisors can also contact DataDasher’s team for demonstrations and onboarding details.
KEY QUOTES:
“This collaboration marks a major leap forward in creating a truly connected advisor ecosystem. 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.”
Alexander Kearns, CEO of DataDasher
“At Orion, we believe technology should make advisors more human, not less. This integration with DataDasher highlights the power of Orion’s open ecosystem—enabling advisors to leverage their data across connected solutions for deeper insights and more meaningful client engagement.”
Reed Colley, President of Orion Advisor Technology
