Reports, Documents & E-Signatures
Client-ready reports. Signed agreements. Already filed.
Build branded reports from live plan data and collect signatures on the PDFs your firm already uses. Prepare agreements, route signers, track completion, and keep the signed client documents in FinDash.
- Branded Report Builder: Assemble a client report from live plan sections, preview it, and export or share it with firm branding throughout.
- Client Reports: Net worth statements, cash flow summaries, portfolio reviews, tax projections and estate flow charts from current data.
- Tax Prep Letter: A formatted summary for the client's CPA, generated from the household's tax data rather than assembled by hand.
- AI Document Generation & Template Library: AI-authored client documents from the household record, editable before delivery, drawn from a shared firm library of templates.
- PDF E-Signatures: Upload an existing PDF, place signature, initials, date, and text fields, and reuse saved layouts. Assign fields to clients, co-clients, advisors, or additional signers.
- Signing Requests & Reminders: Send email-only signing links without requiring an account, choose sequential or all-at-once routing, track signer progress, resend links, and configure automatic reminder cadence.
- Signed Agreements & Audit Certificates: Completed client agreements are saved to the vault and response history. Optional audit certificates include signer activity, completion details, and source-document fingerprinting.
- Interactive Scenario Tools: Publish explorable tools instead of static pages when a client needs to see how an assumption changes the answer.
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