DataDasher AI, developer of an agentic artificial intelligence platform purpose-built for financial professionals, announced a milestone collaboration with Orion, a premier provider of transformative wealthtech solutions powering the growth of financial advisors and the enterprise firms that serve them. 

Through this integration, DataDasher connects live Orion portfolio data and Redtail CRM information directly into its AI workflow platform, delivering a super-powered connection across the most trusted advisor tech stack to help advisors save time, stay compliant and drive more meaningful client conversations.

"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."

The integration enables advisors to seamlessly pull live portfolio balances, allocations and performance metrics from Orion into meeting prep, notes and follow-ups within DataDasher. Combined with CRM synchronization through Redtail, advisors can now view and act on a complete 360° client picture all within the flow of their daily work.