FinDash Docs ยท Reviewed 2026-08-09
Client Management
Manage your client roster and their financial data.
Clients, Prospects, and Contacts
Contacts / Shared Access is the main roster for full FinDash client accounts, prospects, CRM-only contacts, family members, vendors, referral partners, and other relationship records.
Client Onboarding
Send branded onboarding links for clients or prospects to complete intake, share data, upload documents, sign agreements, book meetings, or create opportunities based on the firm flow.
Client Portal
Clients get their own view of their financial data. Firm admins can control page visibility, dashboard defaults, shared-account visibility, and what clients can see or edit.
Advisor Service View
Authorized advisors can open a client account for service and support, then return to their own advisor account when finished. Access is governed by firm role, client assignment, and sharing rules.
Notes, Tasks, Meetings, and Workflows
Add notes, attach documents, create tasks, review meeting history, start workflows, assign forms, and track activity from the client or contact record.
Contact Conversion
Create CRM-only contacts first, then convert them to full FinDash accounts later when they need portal access, onboarding, forms, workflows, or shared planning data.
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