milissa.gravois
Acronym
FinDash, Inc.
Product ID
FinDash
Description

AI workspace for RIAs: planning, CRM, workflows, reporting

Images
Features
  • AI meeting prep, notes, tasks, and workflows
  • Planning tools for goals, tax, cash flow, estate
  • Client portal, CRM, reporting, and document vault
Vendors
FinDash, Inc.
Management Style
Discount - Yes
Schwab Products
SIT Provider
Section
Financial Planning
Practice Management
Ad Hoc Tags
DoubleClick Tags

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