Operations & Billing
The firm runs the same way every time
Define how your firm delivers an annual review or a rollover once, and FinDash assigns it, tracks it and chases it. Around that sit the task list, the AI that drafts the work, billing, oversight and the numbers that tell you how the firm is doing.
- Workflows & Automation: Template-driven, multi-step processes with owners, due dates, attached forms and completion tracking.
- Tasks & AI Task Capture: One task list for internal and client-assigned work, generated from meeting commitments, email and voice, reviewed before it lands.
- Firmwide AI Assistant: Ask questions, recall client details and draft work by chat or voice anywhere in the app, including replies to inbound client email.
- Service Calendar: Track service meetings and annual review cadence per household, with logged meetings counting toward coverage.
- Firm Alerts: Notification rules for document uploads, account links, task changes, meetings logged and opportunity stage changes.
- Client Invoicing & Payments: Advisory fees and service charges invoiced and collected inside FinDash, billed against the same household record.
- Firm Planning & Operating Meetings: Run the firm's own cadence of company vision, quarterly objectives and team meetings, with the structure you give clients.
- Firm Knowledge Center & Learning Hub: A shared home for firm processes, compliance material and training, so a new advisor can find how your firm works.
- Access, Oversight & AI Governance: Roles, groups and visibility modes control who sees which households, with login activity, email oversight and AI usage reporting.
- Firm Metrics: Firm-wide performance in one view: progress against targets, top households, total holdings and where business comes from.
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