Product ·
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.
By FinDash Team
See one concentrated position become three connected planning paths and one advisor-reviewed client conversation.
Product walkthrough
What happens in the video
- Surface the concentration: The demonstration starts with one concentrated stock position and places it in the context of the household plan.
- Build connected paths: Three planning paths take shape so selling, borrowing, gifting, and diversification decisions can be evaluated together.
- Compare the tradeoffs: The paths are compared across liquidity, potential tax drag, diversification, and the effect on the broader plan.
- Prepare the conversation: The selected alternatives become an advisor-reviewed proposal designed to support a clearer client decision.
Make the concentration visible
A concentrated position is rarely one isolated decision. Selling, borrowing, diversifying, gifting, and reinvesting can each change the household’s liquidity, tax exposure, and long-term plan.
FinDash brings those dependencies into one planning view so the advisor can start with the position’s role in the full household—not a disconnected transaction.
Compare connected paths
Advisors can frame multiple strategies side by side, such as a staged sale paired with a securities-backed line of credit, an exchange fund paired with a donor-advised fund, or direct indexing paired with staged sales.
Each path is organized around the tradeoffs clients need to understand: access to liquidity, potential tax drag, and progress toward diversification. Changing one decision updates the surrounding path instead of leaving the analysis in separate spreadsheets.
Turn analysis into a client conversation
Once the alternatives are organized, the advisory team can prepare an advisor-reviewed proposal that keeps the scenarios, assumptions, and tradeoffs together.
The result is not a one-size-fits-all answer. It is a clearer way to show the available paths, explain what changes between them, and help the client make an informed decision with their advisor and tax professionals.
Highlights
- See concentrated-stock exposure in the context of the household plan.
- Model how selling, borrowing, diversifying, gifting, and reinvesting affect one another.
- Compare liquidity, tax drag, and diversification across multiple strategies.
- Carry the selected scenarios into an advisor-reviewed client proposal.
Product review: FinDash Product Team. Product workflow and feature presentation reviewed against the FinDash planning experience.
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