FinDash is a cloud‑based financial dashboard that aggregates bank, investment, and liability data into a single, real‑time workspace for households and their advisors. It provides tools for net‑worth tracking, cash‑flow analysis, goal and estate‑planning, as well as AI‑generated meeting prep, follow‑up summaries, and collaborative workflow features, all secured with read‑only Plaid connections and AES‑256 encryption.
Funding
Funding not disclosed
Founders
Product
Problem
Individuals and households often have financial information spread across multiple accounts, spreadsheets, and apps, making it difficult to obtain a clear view of net worth, cash flow, and long‑term goals. Financial advisors similarly struggle with fragmented client data, leading to inefficient meetings and planning processes.
Solution
FinDash offers a cloud‑based financial dashboard that consolidates bank, investment, and liability data into a single, interactive workspace. Users can track net worth, cash flow, goals, and estate planning details, while advisors gain tools for risk profiling, meeting preparation, and post‑meeting follow‑up powered by AI. The platform supports real‑time collaboration between advisors and households, enabling shared notes, tasks, and workflow management. Secure, read‑only connections via Plaid and bank‑grade AES‑256 encryption protect data while ensuring no direct access to move funds. Both solo advisors and advisory firms can manage client relationships and practice operations from one integrated system.
Target Audience
FinDash is designed for financial advisors and advisory firms seeking an integrated client‑management platform, as well as households that want a consolidated view of their finances and collaborative planning tools.
Features
- Unified dashboard that aggregates accounts, assets, liabilities, and cash‑flow data in real time
- AI‑generated meeting prep and follow‑up summaries to streamline advisor‑client interactions
- Collaborative workspace with shared notes, tasks, and workflow automation for households and advisors
- Risk profiling and financial planning modules, including goal tracking and estate‑planning views
- Secure, read‑only Plaid integration with AES‑256 encryption and Google Cloud infrastructure
- Practice‑management tools for solo advisors and firms, including client onboarding, task routing, and performance reporting