Integrations · Spring 2026

my529 adds FinDash to back-office advisor solutions

my529 announced FinDash as a supported back-office provider, making it easier for firms using FinDash to link through the my529 advisor portal and bring 529 account data into advisor workflows.

By my529 Relationship Management Team

Overview

my529 announced support for FinDash as a back-office provider in its Spring 2026 advisor update, giving firms that already use FinDash a supported path to link through the my529 advisor portal.

The announcement highlights FinDash as an AI operating system for financial advisors that combines CRM, AI meeting notes, planning tools, portfolio and risk insights, documents, workflows, and automated service calendars.

Why it matters

For advisory firms, 529 data can be an important part of a household balance sheet and education planning conversation. Bringing my529 account data into FinDash helps advisors create clearer investment visibility and more complete net worth tracking inside the client portal.

Highlights

my529 now supports FinDash among its back-office providers.
Advisory firms can link FinDash through the my529 advisor portal.
FinDash can help advisors incorporate 529 account data into client views.
The update was published in the Spring 2026 FAN advisor update.

Read the source article

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.