AI-Powered CRM for Financial Advisors

Built specifically for South African financial advisors.
Help manage clients, meetings and tasks using AI.

Connects easily with the tools you already use

Features

Organize contacts, projects, and communications in one place.

AI Assistant

A context-aware AI assistant built for financial advisors. It provides relevant client insights, drafts emails and actions, and creates tasks automatically.

Task Management

Manage tasks in one place with clear ownership and tracking. Tasks can be AI-generated, linked to clients, and recorded for compliance.

Workflows

Automate repeat processes and connect tasks logically. Workflows give teams a clear, visual view of progress.

Meeting Summaries

Automatically generate structured meeting summaries with key action items. Advisors can review and edit before finalising.

Client Information Management

Centralise all client records in one place. Tasks, meetings, and communication are linked for fast access.

Client Documents

Securely request, track, and store client documents. Everything stays organised and easy to access.

Integrations

Connect CliDash with the tools you already use. Meetings, documents, portfolios, and communication stay in sync.

Pricing

Clear and simple pricing for all advisor and assistants.

R850/month per license

Advisors and assistants priced the same

Full access to all features

No set-up fees for client data importing

Transparent pricing

No hidden fees

Cancel anytime

Book a Demo

Flexible monthly billing - cancel anytime.

Interested?

How to get started

Step

Book a demo

Schedule a personalised demo

Walkthrough of CliDash

Opportunity to ask questions

Step

Get onboard

Client data onboarding

Guided setup

Start using CliDash immediately

Frequently Asked Questions

How do I get started with CliDash?

Potential clients should book a demo on our website, and we will guide them through the onboarding process from there.

Can I access CliDash on my mobile device?

Yes! CliDash is fully responsive and works seamlessly on mobile devices, tablets, and desktops. Access your dashboard anytime, anywhere.

Does CliDash integrate with existing tools?

Yes – Outlook, Quickly Sign, ReadAI, Seed Analytics, Commspace.

Is CliDash POPIA compliant?

Yes, CliDash is fully POPIA compliant. We prioritize data security and privacy, ensuring all client information is protected according to South African data protection regulations.

Are there any setup or hidden fees?

No hidden fees. Our pricing is transparent with clear monthly or annual plans. No setup costs, no surprise charges—just straightforward pricing.

Who is CliDash built for?

CliDash is mainly built for financial advisors in South Africa.

Still have questions?

Book a Demo

Book a personalised demo or contact our team to learn how CliDash can help your financial advisory business thrive.

Ready to See CliDash in Action?

Book a personalised demo and discover how CliDash helps financial advisory firms work smarter, stay compliant, and manage clients with confidence.