FinDash for Individuals
Your finances, from clutter to clarity.
Collaborative financial planning and family office tools for households and advisors. Track net worth, cash flow, goals, estate plans, and client work.
- Net worth tracking
- Cash flow planning
- Goals and projections
- Household collaboration
- Free: $0 per month — See your whole financial picture in one place.
- Premium: $29.99 per month — Automation, AI, and the full household planning toolkit.
- If your advisory firm uses FinDash and invites you as a client, Premium features are included through your firm at no additional cost to you.
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