Apps Like DataDasher for iPhone and iPad
Ranked alternatives
Showing 1–20 of 1,000 ranked alternatives.
Wealthbox
Starburst Labs, Inc.
Manage client data and track firm activities
Manage client relationships with contact records, maps, and quick actions like call, email, and photo upload. Receive push notifications. Log in securely with Face ID, Touch ID, or password autofill. Stay updated on firm activities.
Jump AI
Accio, Inc.
Capture meetings, write notes, update tasks
Record and transcribe in-person meetings with one tap. Generate notes in your voice for accurate documentation. Sync notes with CRM systems directly from the . Create email drafts and task lists based on meeting content.
Blinq: Digital Business Card
Blinq Technologies Pty Ltd
Exchange cards instantly
Create and share electronic cards with customizable fields and professional design. Add contact details, company info, and media. Exchange cards instantly via QR code or link. Access cards without an . Track interactions and manage contacts.
Focal | Secure AI for Advisors
OmniClient Inc.
Record meetings, generate notes, sync data
Captures meeting transcriptions and generates AI summaries. Extracts tasks and organizes notes. Syncs data with CRMs. Creates agendas and maintains compliance records.
Zocks
Zocks Communications, Inc.
Prepare meetings, document sessions, follow up
Manage client meetings with AI-driven tools. Prepare meeting notes, generate documentation, and track follow-ups. Schedule reminders and organize client data. Sync with calendar and email for seamless integration.
Redtail CRM
Redtail Technology, Inc.
Access contacts, track calendar, manage CRM
Manage client contacts, calendar events, and CRM data on the go. View and update client information, schedule meetings, and track interactions. Sync calendar items and access CRM features from any location.
UpNest for Agents
Move, Inc.
List homes, connect with buyers
List properties for sale or rent. Connect with pre-screened buyers and sellers. Receive personalized proposals to showcase expertise. Grow business with pay-per-deal model. Manage listings and track performance.
Hearsay for Intune by Yext
Yext Inc
Connect, share, and manage messages securely
Manage social media, text, and messaging for financial services professionals. Create and schedule automated campaigns. Access corporate content and engage in compliant 1:1 and 1:many outreach. Monitor interactions and track campaign performance.
Call Recorder for iPhone Calls
MWM
Record , transcribe, summarize
Record with high clarity. Convert audio to text for easy review. Generate summaries of key points. Save and organize data. Share transcriptions and summaries directly.
Contacts Journal CRM
zaal LLC
Schedule meetings, track , manage tasks
Track with notes, task scheduling, and reminders. Organize clients using tags, groups, and filters. Attach documents, images, and invoices. Map to identify local opportunities. Maintain private records of conversations and meetings.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.