Release Notes

Recent FinDash product updates

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

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.

v4.8.20 · 2026-03-25

Top-Bar Create Note Now Supports Multi-Account Note Creation

The global Create Note flow now lets advisors select multiple client accounts at once and publish the same note across each selected household in one action.

v4.8.19 · 2026-03-24

Insurance Monitor - Firm-Wide Policy Search, Faster Filtering, and Expiration Ranking

Firm Settings now includes an Insurance Monitor for cross-client policy search, faster inline filtering, and better expiration ranking across the full firm.

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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.