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.

See FinDash for advisors

FinDash

Financial dashboard from clutter to clarity. Track net worth, cash flow, goals, estate planning, and household finances in one clear workspace.

Financial advisors can learn more about the advisor platform at findash.ai/foradvisors.