FinDash Docs

Financial advisor and client guides

Step-by-step FinDash guides for inviting clients, creating household logins, exporting reports, connecting Claude or ChatGPT, and using planning tools.

Invite clients and create multi-login households
Export dashboard reports and build custom reports with MCP
Connect FinDash to Claude or ChatGPT

Browse FinDash documentation

FinDash financial planning and family office software

Collaborative software for households and advisors. Track net worth, cash flow, goals, estate plans, and client work in one place.

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