Release Notes

Recent FinDash product updates

Browse recent release notes covering AI tools, advisor workflows, client collaboration, and platform reliability improvements.

v4.8.23 · 2026-04-22

Segmented Firm Permissions - Assigned Advisor Visibility, Scoped Search, and Restricted Advisor Views

Firms can now keep broad legacy sharing or switch to Assigned Advisor + Shared Access, so restricted advisors only see the clients, tasks, workflows, meetings, and email audiences they should.

v4.8.22 · 2026-04-07

Return to My Account QoL Improvement

Advisor impersonation return flows now send you back to your own default landing page and correctly exit the client account context.

v4.8.21 · 2026-03-28

Automated Insurance Renewal Alerts - Tasks, Advisor Emails, and Safe Test Sends

Insurance Monitor can now turn renewal dates into automated follow-up tasks, optional advisor and client email workflows, and policy-specific internal test alerts from Firm Settings.

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FinDash

Financial dashboard from clutter to clarity. Track net worth, cash flow, goals, estate planning, and household finances in one clear workspace.

Financial advisors can learn more about the advisor platform at findash.ai/foradvisors.