Read press coverage, advisor AI updates, product stories, and company announcements from FinDash.
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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Integrations · Spring 2026
my529 adds FinDash to back-office advisor solutions
my529 announced FinDash as a supported back-office provider, making it easier for firms using FinDash to link through the my529 advisor portal and bring 529 account data into advisor workflows.
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Integrations · Mar 24, 2026
Betterment publishes setup guide for the FinDash integration
Betterment Advisor Solutions published a resource showing advisory firms how to enable the FinDash integration and send account information, positions, transactions, and tax lots into FinDash.
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