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.
Integrations
Connect Clidash with the tools you already use. Meetings, documents, portfolios, and communication stay in sync.
How to get started
01
Get in Touch
- Book a demo or send an email
- Personalised walkthrough of Clidash
- Opportunity to ask questions
02
Get Onboard
- Client data onboarding
- Guided setup & configuration
- Start using Clidash immediately