Read press coverage, advisor AI updates, product stories, and company announcements from FinDash.
Product · Jun 8, 2026
FinDash adds PDF E-Sign to Forms
Advisor teams can now upload agreement PDFs into FinDash Forms, place client and advisor fields directly on the document, collect signatures, and save the completed signed PDF back to the client vault.
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Advisor AI · May 30, 2026
FinDash adds AI-drafted email replies for advisor workflows
Advisor teams can now use FinDash to create Gmail draft replies from client emails, combining the original message with CRM context, recent notes, email history, and AI meeting summaries.
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Integrations · May 29, 2026
FinDash can now be linked into ChatGPT
Authorized advisor-firm users can add FinDash to ChatGPT to search client and contact records, prepare briefs, review tasks and workflows, retrieve meeting transcripts, and update approved workspace records.
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Integrations · May 29, 2026
Schwab SFTP linkage is available for FinDash
Advisory firms can request Schwab Data Delivery access for FinDash through Schwab Advisor Center, enabling secure SFTP-delivered custodial data for account mapping, net worth, investments, and reporting workflows.
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Integrations · May 29, 2026
Fidelity Integration Xchange setup is available for FinDash
Advisory firms can request a Fidelity outbound third-party transmission rule for FinDash through Fidelity Integration Xchange, using a registered FinDash header for secure file routing and activation.
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