FinDash Docs ยท Reviewed 2026-08-09
Quick Start Guide
Set up a client workspace and start building the planning record.
Start from the right account
Advisors work from their firm account and open a client, prospect, or contact record when they need to build planning data. Clients and family members see the client portal view that has been enabled for them by the firm.
Create or open the client record
Use Create Contact for CRM-only records, prospects, referral partners, and professional contacts. Create or convert to a full FinDash client account when the person needs login access, onboarding, forms, workflows, shared planning data, or client portal access.
Build the financial foundation
Start with Net Worth and Cash Flow. Connect accounts with Plaid when live feeds are available, add manual accounts for missing assets or liabilities, import supported documents when useful, and create a forward-looking cash flow scenario before running Goals / My Plan.
Use the planning workspaces together
Cash Flow scenarios feed Goals and My Plan projections. Net Worth supplies account balances, ownership, tax treatment, liquidity, beneficiary, and estate context. Tax planning can flow into My Plan through Roth conversion and scenario workflows.
Assign follow-up work
Use tasks, forms, workflows, documents, notes, meetings, and shared access to move the client from intake to implementation without leaving the client record.
Step by step
- Open the client: Create a new contact/client or open an existing client from the advisor dashboard.
- Confirm access: Check assigned advisor, shared access, client portal visibility, and whether the person is CRM-only or has a login account.
- Add net worth data: Use Plaid, manual accounts, document import, or AI-assisted entry to build the balance sheet.
- Create cash flow scenarios: Add income, expenses, savings, taxes, and planning items in Financial Future.
- Run planning views: Use Goals, My Plan, Tax, Insurance, and Estate views to review the client story.
- Assign next actions: Send forms, start workflows, create tasks, upload documents, and invite the client when ready.
Open this guide in FinDash Docs