Product · Jul 28, 2026

Turn client documents into a guided, reviewable onboarding journey

FinDash Guided Onboarding gives firms a configurable client journey that can begin with existing documents, prepare information for review, highlight conflicts, and update the client profile only after confirmation.

By FinDash Team

Overview

Guided Onboarding combines a firm-configurable client journey with document-powered preparation and explicit review.

Highlights

Configurable onboarding steps, requirements, custom questions, and client-facing progress.
Document ingestion that prepares information for review instead of silently changing records.
Conflict indicators, source context, masked sensitive values, and item-by-item confirmation.
Autosaved client progress across profile, family, goals, cash flow, and additional questions.

See FinDash for advisors

FinDash financial planning and family office software

Collaborative software for households and advisors. Track net worth, cash flow, goals, estate plans, and client work in one place.

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