Read press coverage, advisor AI updates, product stories, and company announcements from FinDash.
Product · Aug 23, 2026
The Quiet Risk Hiding in Every Client File: The Renewal Date
Insurance is reviewed client by client but expires on a calendar the firm does not own. FinDash makes that calendar firm-wide and turns each recorded renewal date into assigned work.
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Product · Aug 23, 2026
Build your own tools. Publish them to their dashboard.
Interactive Firm Tools turn advisor calculators, explainers, and decision models into reusable, advisor-reviewed experiences that can be published to a specific client dashboard.
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Product · Aug 23, 2026
From estimates to evidence.
FinDash brings Plaid-linked activity and AI-extracted bank and credit-card statement transactions into Cash Flow, helping advisors build a reviewable planning baseline from observed activity.
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Product · Aug 23, 2026
One stock. Many paths. One plan.
FinDash helps advisors compare connected concentrated-stock strategies, weigh liquidity, tax drag, and diversification, and turn the analysis into a clearer client conversation.
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Advisor AI · Aug 23, 2026
From data to done: generate client-ready PDFs with FinDash AI
FinDash AI helps advisory teams turn client context and advisor direction into polished PDF deliverables—without rebuilding the same report from scratch.
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