https://findash.ai/ 2026-08-09 https://findash.ai/documentation/getting-started/quick-start 2026-08-09 https://findash.ai/documentation/getting-started/connecting-accounts 2026-08-09 https://findash.ai/documentation/getting-started/platform-overview 2026-08-09 https://findash.ai/documentation/tax-planning/form-1040-view 2026-08-09 https://findash.ai/documentation/tax-planning/tax-scenarios 2026-08-09 https://findash.ai/documentation/tax-planning/roth-conversion 2026-08-09 https://findash.ai/documentation/tax-planning/irmaa-planning 2026-08-09 https://findash.ai/documentation/tax-planning/tax-prep-letter 2026-08-09 https://findash.ai/documentation/ai-features/ai-form-builder 2026-08-09 https://findash.ai/documentation/ai-features/voice-agent 2026-08-09 https://findash.ai/documentation/ai-features/ai-chat 2026-08-09 https://findash.ai/documentation/ai-features/ai-task-creation 2026-08-09 https://findash.ai/documentation/ai-features/document-analysis 2026-08-09 https://findash.ai/documentation/cash-flow/cash-flow-plans 2026-08-09 https://findash.ai/documentation/cash-flow/reality-check 2026-08-09 https://findash.ai/documentation/cash-flow/transaction-categorization 2026-08-09 https://findash.ai/documentation/cash-flow/cash-flow-projections 2026-08-09 https://findash.ai/documentation/cash-flow/ai-import 2026-08-09 https://findash.ai/documentation/net-worth/building-net-worth-pages 2026-08-09 https://findash.ai/documentation/net-worth/account-linking 2026-08-09 https://findash.ai/documentation/net-worth/manual-accounts 2026-08-09 https://findash.ai/documentation/net-worth/portfolio-analysis 2026-08-09 https://findash.ai/documentation/net-worth/performance-tracking 2026-08-09 https://findash.ai/documentation/goals/retirement-planning 2026-08-09 https://findash.ai/documentation/goals/strategy-illustrations 2026-08-09 https://findash.ai/documentation/goals/education-planning 2026-08-09 https://findash.ai/documentation/goals/custom-goals 2026-08-09 https://findash.ai/documentation/insurance/life-insurance 2026-08-09 https://findash.ai/documentation/insurance/disability-insurance 2026-08-09 https://findash.ai/documentation/insurance/umbrella-insurance 2026-08-09 https://findash.ai/documentation/estate/estate-overview 2026-08-09 https://findash.ai/documentation/estate/beneficiaries 2026-08-09 https://findash.ai/documentation/estate/essential-documents 2026-08-09 https://findash.ai/documentation/for-advisors/firm-setup 2026-08-09 https://findash.ai/documentation/for-advisors/creating-contacts 2026-08-09 https://findash.ai/documentation/for-advisors/inviting-clients 2026-08-09 https://findash.ai/documentation/for-advisors/household-logins 2026-08-09 https://findash.ai/documentation/for-advisors/client-management 2026-08-09 https://findash.ai/documentation/for-advisors/report-exports 2026-08-09 https://findash.ai/documentation/for-advisors/shared-access 2026-08-09 https://findash.ai/documentation/for-advisors/custom-branding 2026-08-09 https://findash.ai/documentation/integrations/automation-api 2026-08-09 https://findash.ai/documentation/integrations/mcp-connector 2026-08-09 https://findash.ai/documentation/integrations/plaid 2026-08-09 https://findash.ai/documentation/integrations/altruist 2026-08-09 https://findash.ai/documentation/integrations/my529 2026-08-09 https://findash.ai/documentation/integrations/betterment 2026-08-09 https://findash.ai/documentation/integrations/fidelity 2026-08-09 https://findash.ai/documentation/integrations/schwab 2026-08-09 https://findash.ai/documentation/integrations/ibkr 2026-08-09 https://findash.ai/documentation/integrations/phone-messaging 2026-08-09 https://findash.ai/documentation/integrations/quo 2026-08-09 https://findash.ai/documentation/integrations/goto 2026-08-09 https://findash.ai/documentation/integrations/currentclient 2026-08-09 https://findash.ai/documentation/integrations/dialpad 2026-08-09 https://findash.ai/documentation/integrations/ringcentral 2026-08-09 https://findash.ai/documentation/integrations/intulse 2026-08-09 https://findash.ai/documentation/integrations/vonage 2026-08-09 https://findash.ai/documentation/integrations/zoom 2026-08-09 https://findash.ai/documentation/integrations/calendar-sync 2026-08-09 https://findash.ai/documentation/integrations/email-sync 2026-08-09 https://findash.ai/documentation/integrations/bitcoin-wallet 2026-08-09 https://findash.ai/documentation/integrations/home-price-lookup 2026-08-09 https://findash.ai/documentation/whats-new/latest 2026-06-17 https://findash.ai/privacy-policy 2025-12-27 https://findash.ai/terms-of-service 2026-08-09 https://findash.ai/foradvisors 2026-08-09 https://findash.ai/documentation 2026-08-09 https://findash.ai/release-notes 2026-06-17 https://findash.ai/news 2026-08-23 https://findash.ai/news/ai-email-response-drafts-findash 2026-05-30 https://findash.ai/news/ai-email-response-drafts-findash.webp https://findash.ai/news/inside-information-endgame-ai-findash 2026-03-01 https://findash.ai/news/inside-information-endgame-ai-findash-cover.webp https://findash.ai/news/findash-mcp 2026-08-23 https://findash.ai/news/findash-mcp-poster.webp https://findash.ai/news/findash-mcp-poster.webp See FinDash MCP prepare an advisor client brief One workspace, any assistant: FinDash MCP brings permissioned firm context into the AI tools advisors already use. https://findash.ai/news/findash-mcp.mp4 12 2026-05-29 yes https://findash.ai/news/my529-back-office-advisor-solutions 2026-04-01 https://findash.ai/news/my529-back-office-advisor-solutions-cover.webp https://findash.ai/news/betterment-findash-integration-guide 2026-03-24 https://findash.ai/news/betterment-findash-integration-guide-cover.webp https://findash.ai/news/schwab-sftp-linkage-findash 2026-06-06 https://findash.ai/news/schwab-sftp-linkage-findash.webp https://findash.ai/news/fidelity-integration-xchange-findash 2026-05-29 https://findash.ai/news/fidelity-integration-xchange-findash.webp https://findash.ai/security 2026-08-09 https://findash.ai/faq 2026-08-09 https://findash.ai/our-team 2026-08-09 https://findash.ai/net-worth 2026-08-09 https://findash.ai/cash-flow 2026-08-09 https://findash.ai/investments 2026-08-09 https://findash.ai/financial-planning 2026-08-09 https://findash.ai/insurance 2026-08-09 https://findash.ai/estate-planning 2026-08-09 https://findash.ai/ai-assistant 2026-08-09 https://findash.ai/news/insurance-policy-renewal-workflow 2026-08-23 https://findash.ai/news/findash-insurance-monitor-poster.webp https://findash.ai/news/findash-insurance-monitor-poster.webp From policy clutter to renewal clarity with FinDash Insurance Monitor From policy clutter to renewal clarity: see a firm-wide policy date become assigned, reviewable work. https://findash.ai/news/findash-insurance-monitor.mp4 13 2026-08-23 yes https://findash.ai/news/interactive-firm-tools-client-dashboard 2026-08-23 https://findash.ai/news/findash-interactive-firm-tools-poster.webp https://findash.ai/news/findash-interactive-firm-tools-poster.webp See a firm-built planning tool become a client dashboard experience See a firm-specific decision model become a reusable Interactive Firm Tool and a deliberately published client dashboard experience. https://findash.ai/news/findash-interactive-firm-tools.mp4 13 2026-08-23 yes https://findash.ai/news/cash-flow-imports-from-estimates-to-evidence 2026-08-23 https://findash.ai/news/findash-cash-flow-evidence-poster.webp https://findash.ai/news/findash-cash-flow-evidence-poster.webp See FinDash turn linked accounts and statements into cash-flow evidence See linked accounts and uploaded statements become a reviewable cash-flow baseline for planning. https://findash.ai/news/findash-cash-flow-evidence.mp4 13 2026-08-23 yes https://findash.ai/news/concentrated-stock-scenario-planning-findash 2026-08-23 https://findash.ai/news/findash-one-stock-many-paths-poster.webp https://findash.ai/news/findash-one-stock-many-paths-poster.webp One stock. Many paths. One plan. See one concentrated position become three connected planning paths and one advisor-reviewed client conversation. https://findash.ai/news/findash-one-stock-many-paths.mp4 17 2026-08-23 yes https://findash.ai/news/ai-generated-client-ready-pdfs 2026-08-23 https://findash.ai/news/findash-ai-from-data-to-done-poster.webp https://findash.ai/news/findash-ai-from-data-to-done-poster.webp From data to done: generate client-ready PDFs with FinDash AI Watch FinDash AI move from advisor direction to a polished PDF deliverable. https://findash.ai/news/findash-ai-from-data-to-done.mp4 10 2026-08-23 yes https://findash.ai/news/ai-email-tasks-findash 2026-08-12 https://findash.ai/news/findash-email-to-tasks-poster.webp https://findash.ai/news/findash-email-to-tasks-poster.webp Turn new client emails into clear, assigned tasks See how FinDash turns independent requests in one client email into clear, assigned, trackable work. https://findash.ai/news/findash-email-to-tasks.mp4 10 2026-08-12 yes https://findash.ai/news/guided-onboarding-document-journey 2026-07-28 https://findash.ai/news/findash-guided-onboarding-poster.webp https://findash.ai/news/findash-guided-onboarding-poster.webp From document to confirmed onboarding See a 2025 tax return move from upload to source-backed review, explicit confirmation, and 80% journey progress. https://findash.ai/news/findash-guided-onboarding.mp4 11 2026-07-28 yes https://findash.ai/news/pdf-e-sign-forms-findash 2026-06-08 https://findash.ai/news/findash-pdf-e-sign-poster.webp https://findash.ai/news/findash-pdf-e-sign-poster.webp FinDash adds PDF E-Sign to Forms Watch an existing agreement move from field placement to signatures, audit proof, and automatic client-vault filing. https://findash.ai/news/findash-pdf-e-sign.mp4 13 2026-06-08 yes