FinDash Docs

What's New - Latest FinDash Updates

Firms can now keep broad legacy sharing or switch to Assigned Advisor + Shared Access, so restricted advisors only see the clients, tasks, workflows, meetings, and email audiences they should.

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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.