Product ยท Jun 8, 2026
Advisor teams can now upload agreement PDFs into FinDash Forms, place client and advisor fields directly on the document, collect signatures, and save the completed signed PDF back to the client vault.
See FinDash for advisors
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.