Question 1

How does this compare to eMoney or RightCapital?

Accepted Answer

FinDash covers many of the same core planning workflows, and adds two things in the same system: the CRM and service workflow sit alongside the plan, and advanced strategy illustrations cover concentrated stock, direct indexing, donor-advised funds and opportunity zones without a separate tool.

Question 2

What retirement income mechanics are covered?

Accepted Answer

Projections, Social Security timing, withdrawal guardrails and required minimum distributions, all against the same balance sheet. Moving a retirement date updates the income gap and the tax picture together rather than in two tools that disagree.

Question 3

Can we set firm-wide planning assumptions?

Accepted Answer

Yes. Market return, inflation and related assumptions are configured at firm level, so every advisor's projections rest on the same defaults rather than whatever each person last typed.

Question 4

Where does the planning data come from?

Accepted Answer

Direct custodial feeds from Schwab, Fidelity, Altruist, Interactive Brokers, Betterment and my529 cover managed assets, Plaid covers banking and held-away accounts, and manual accounts cover real estate, annuities, insurance and private holdings.

Question 5

Do clients see the plan?

Accepted Answer

As much or as little as you choose. Client navigation and dashboard defaults are set firm-wide and adjusted per household, so one client can see the full projection while another sees only net worth.

Question 6

Can we hand the plan to a client or their accountant?

Accepted Answer

Yes. Plans export to PDF and PowerPoint with your branding, the tax prep letter is formatted for the client's CPA, and estate flow charts and strategy illustrations export as client-ready documents. Anything you produce can also be shared into the portal rather than emailed.