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.
Simple, transparent pricing.
One plan. Full access. No surprises.
- 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
Flexible monthly billing — cancel anytime.
POPIA Compliant
PCI DSS
PayFast Secure
3D Secure
How to get started
Get in Touch
- Book a demo or send an email
- Personalised walkthrough of CliDash
- Opportunity to ask questions
Get Onboard
- Client data onboarding
- Guided setup & configuration
- Start using CliDash immediately
Frequently Asked Questions
Potential clients should book a demo on our website, and we will guide them through the onboarding process from there.
Yes! CliDash is fully responsive and works seamlessly on mobile devices, tablets, and desktops. Access your dashboard anytime, anywhere.
Yes – Outlook, Quickly Sign, ReadAI, Seed Analytics, Commspace.
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.
No hidden fees. Our pricing is transparent with clear monthly or annual plans. No setup costs, no surprise charges—just straightforward pricing.
CliDash is mainly built for financial advisors in South Africa.
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.
Not ready for a demo yet? Fill in the contact form and we'll get back to you as soon as possible.