Companies / AdvisorTech / Financial Planning / Estate Planning / Performance Reporting / Digital Onboarding / Client Meeting Support / Client Data Gathering / AI Assistants/Agents / Client Portal / CRM

FinDash

MCPWorks with AI assistants like Claude and ChatGPT. MCP docs ↗

FinDash is an AI-powered, all-in-one financial advisor software platform for RIAs and independent financial advisors. It combines client and household management, financial planning, meeting preparation and follow-up, notes, tasks, workflows, risk profiling, document management, and client collaboration in one system. Its integrated AI helps advisors analyze information, prepare for meetings, create follow-up tasks, and streamline routine work - reducing technology clutter and giving advisors more time to serve clients.

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Features

16 of 31 answered so far. Compare all CRM tools → · Compare all Financial Planning tools →

CRM

AI assistant · Ask questions, draft emails or summarize clients inside the CRM
✓ Yes · per the company
Meeting notetaker · Records, transcribes or summarizes client meetings
✓ Yes · per the company
Workflow automation · Build multi-step workflows that run on their own
✓ Yes · per the company
Email & calendar sync · Two-way sync with Outlook or Gmail
✓ Yes · per the company
Texting · Text clients from the CRM, with archiving
✓ Yes · per the company
Client portal · Clients log in to see documents, tasks or their data
✓ Yes · per the company
E-signature · Built in, not only through an integration
✓ Yes · per the company
Digital onboarding · New-client intake and account-opening workflows
✓ Yes · per the company
Households · Group clients into households and relationships
✓ Yes · per the company
Email marketing · Newsletters, drip campaigns or bulk email
✓ Yes · per the company
Compliance archiving · Keeps email and texts for books-and-records rules
◐ Partly · per the company
Mobile app · A native iOS or Android app
✕ No · per the company
Open API · A documented API for other tools
✓ Yes · per the company
MCP server · AI assistants like Claude and ChatGPT can use it
✓ Yes · from their website (source)
Built on Salesforce · Runs inside Salesforce
✕ No · per the company

Financial Planning

Cash-flow planning · Year-by-year projections of income, spending and assets
Not known yet
Goals-based planning · Plans built around goals, with a probability of reaching each
Not known yet
Monte Carlo · Simulations of many market outcomes
Not known yet
Live what-if scenarios · Change assumptions with the client and see results right away
Not known yet
Tax planning · Multi-year tax projections, Roth conversions, brackets
Not known yet
Social Security · When to claim, for one or a couple
Not known yet
Estate planning · Estate flowcharts, transfer and estate tax projections
Not known yet
Insurance & LTC · Life, disability and long-term care needs analysis
Not known yet
Education & 529 · College funding goals and 529 projections
Not known yet
Equity compensation · Stock options, RSUs and ESPP
Not known yet
Account aggregation · Pulls in held-away accounts automatically
Not known yet
Client portal · Clients log in to see their plan, accounts and documents
Not known yet
AI assistant · Builds plans, answers questions or summarizes with AI
Not known yet
Mobile app · A native iOS or Android app
Not known yet
Open API · A documented API for other tools
Not known yet
MCP server · AI assistants like Claude and ChatGPT can use it
✓ Yes · from their website (source)
Use FinDash? Say what it has and how it really works

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Integrations

Listed on the vendors' websites, and what advisors who use both say. How's your FinDash ↔ ____ integration?

PlaidNot rated yet · listed on their siteInteractive BrokersNot rated yet · listed on their siteAltruistNot rated yet · listed on their siteZoomNot rated yet · listed on their siteChatGPTNot rated yet · listed on their siteCurrentClientNot rated yet · listed on their siteSS&C Black DiamondNot rated yet · listed on their site