Advisor AI ·
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.
By FinDash Team
Watch FinDash AI move from advisor direction to a polished PDF deliverable.
Product walkthrough
What happens in the video
- Request the deliverable: An advisor asks FinDash AI to prepare a retirement-income plan for a client household.
- Use connected context: The workflow brings relevant client and planning information into a structured report draft.
- Assemble the report: The draft becomes a polished PDF with a consistent hierarchy, plan metrics, and client-ready presentation.
- Review before sharing: The finished document remains reviewable by the advisory team before export or client use.
From a request to a structured first draft
The new PDF generation workflow brings client context, advisor direction, visual structure, and export into one focused experience. Start with the deliverable you need—such as a retirement income plan—and FinDash AI prepares a structured first draft from the relevant information available in the workspace.
Instead of rebuilding recurring reports one page at a time, teams can begin with an organized document and spend their time reviewing the substance, refining the message, and preparing it for the client conversation.
Designed for advisor review
Generated deliverables are a starting point, not an automatic recommendation. The advisor remains responsible for checking source data, calculations, assumptions, disclosures, and final language before anything is shared with a client.
That review step keeps professional judgment at the center while giving the team a faster path from live planning context to a polished PDF.
A consistent client-ready format
The result is a clearer, more repeatable production workflow: request the report, review the draft, make any necessary changes, and export a client-ready PDF. Consistent structure and presentation help firms deliver a more cohesive experience across households without sacrificing individual review.
Highlights
- Turn advisor direction and relevant client context into a structured PDF draft.
- Keep review and final approval with the advisory team.
- Present planning information in a consistent, client-ready format.
- Reduce repetitive document assembly across recurring service workflows.
Product review: FinDash Product Team. Product workflow and human-review controls reviewed against the FinDash deliverables experience.
See FinDash for advisors