FinDash Docs ยท Reviewed 2026-08-09
Platform Overview
See how the major FinDash workspaces connect across client data, planning, collaboration, and advisor operations.
Dashboard
The dashboard is the operational view of the household. It can surface net worth, cash flow, documents, profile data, tax, estate, insurance, tasks, meetings, forms, workflows, and advisor service actions depending on the configured widgets and permissions.
Net Worth
Net Worth tracks assets, liabilities, owners, beneficiaries, tax treatment, liquidity, estate inclusion, notes, linked-account data, manual accounts, and document-assisted imports.
Cash Flow
Cash Flow has Historical Data for transactions and Financial Future for planning scenarios. Planning scenarios are the foundation for Goals and My Plan projections.
Goals / My Plan
Goals create planning objectives and can generate savings or expense rules inside cash-flow scenarios. My Plan uses cash-flow scenarios, account balances, taxes, retirement assumptions, Social Security, Roth conversions, and market assumptions to show projections.
Forms, Workflows, and Tasks
Forms collect data and documents, workflows sequence firm processes, and tasks keep implementation work assigned and trackable from the client record.
Insurance
Insurance stores policies, extracts policy details from documents, supports life/disability/umbrella analysis, and can push premiums or IUL income into cash-flow scenarios.
Tax
Tax includes tax scenarios, Form 1040 view, Roth Strategy Lab, IRMAA planning, tax-prep letters, and integrations back into My Plan where applicable.
Estate
Estate planning uses account ownership, beneficiaries, insurance ownership, documents, estate-tax assumptions, and flowchart views to summarize the estate picture.
Integrations and AI
FinDash integrates with Plaid, custodians, email/calendar, phone/messaging, Zoom, MCP-compatible AI clients, and in-app AI assistants for planning, CRM, tasks, documents, and data entry.
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