Question 1

What does data lake mean in FinDash?

Accepted Answer

It is the connected client data your firm builds in FinDash, including planning, CRM, account, and communication context. Your firm controls access, and authorized users can work with permitted data in FinDash or through approved AI clients connected by MCP.

Question 2

Which custodians does FinDash connect to?

Accepted Answer

Schwab, Fidelity, Altruist, Interactive Brokers, Betterment, my529 and Black Diamond, with account-level mapping managed at firm level.

Question 3

What if our custodian is not on that list?

Accepted Answer

Tell us which custodian your firm uses. We can build new custodial integrations based on firm requests, and we will be clear about which feeds are available today and what a new connection would require. Plaid can connect many banking and held-away accounts in the meantime.

Question 4

What does the MCP connector actually allow?

Accepted Answer

It exposes firm data and approved actions to ChatGPT and Claude over OAuth, so an advisor can ask their own AI client about a household. Tools are configured per firm, so you decide what is exposed.

Question 5

Can we build on top of FinDash?

Accepted Answer

Yes. The API provides keys and documented endpoints, webhooks push events into your systems, and the MCP connector exposes tools to AI clients under OAuth.