Changelog

What is new in FinDash

Track the latest FinDash features, improvements, and fixes across advisor operations and planning workflows.

v4.8.22 · 2026-04-07

Return to My Account QoL Improvement

Advisor impersonation return flows now send you back to your own default landing page and correctly exit the client account context.

v4.8.21 · 2026-03-28

Automated Insurance Renewal Alerts - Tasks, Advisor Emails, and Safe Test Sends

Insurance Monitor can now turn renewal dates into automated follow-up tasks, optional advisor and client email workflows, and policy-specific internal test alerts from Firm Settings.

v4.8.20 · 2026-03-25

Top-Bar Create Note Now Supports Multi-Account Note Creation

The global Create Note flow now lets advisors select multiple client accounts at once and publish the same note across each selected household in one action.

Read the changelog

FinDash

Financial dashboard from clutter to clarity. Track net worth, cash flow, goals, estate planning, and household finances in one clear workspace.

Financial advisors can learn more about the advisor platform at findash.ai/foradvisors.