Question 1

Can FinDash replace Wealthbox or Redtail?

Accepted Answer

For most firms, yes. Contacts, households, activity history, notes, tags, tasks, workflows and pipeline are all here. The difference is what sits on the record before anyone types: balances and holdings arrive from custodial feeds and Plaid, so a household opens with a live balance sheet rather than fields somebody has to maintain by hand.

Question 2

How do households with two logins work?

Accepted Answer

Each member has their own login and permissions while seeing a mirrored household dashboard. One member is primary, and advisors always see a single consolidated record. Adult children and other family members can be linked in without giving them sight of everything.

Question 3

What does relationship mapping actually cover?

Accepted Answer

Beyond the household itself: family trees, professional contacts like a client's CPA or attorney, and business entities they own. It means the answer to who else is involved in this client's affairs lives on the record rather than in one advisor's memory.

Question 4

Can we see which clients have gone quiet?

Accepted Answer

Yes. Login and engagement history sits on the record, and the firm-wide view shows who is active, who has not logged in, and which households have not been contacted recently. It is the input to an outreach list, not a report you run once a year.

Question 5

How do we control who sees which clients?

Accepted Answer

Roles, groups and client visibility modes decide which households a team member can see and act on. Firms running ethical walls between advisors, or restricting a paraplanner to one book, configure it once at the firm level.