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Planning software

FinDash

One workspace for financial planning, CRM, workflows and client collaboration, with AI built in.

Made by FinDash, Inc. Visit FinDash's website
Starting priceFrom $239.20/mo for 2 team seats
Checked on the vendor's site · Oct 6
Price on their own siteYes
Firm sizeNot assessed yet
Connections listed28 connectionsCharles Schwab, Fidelity, Altruist and 25 more. Source and date for each below. AI tools among them: ChatGPT (MCP server), Claude (MCP server).
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What their website looks like

Screenshot of FinDash's homepage
FinDash's homepage, as it appeared on Oct 6. Screenshot of the public page, taken by AdvisorShelf. Visit the page. Screens of the product itself come from the vendor once it claims this profile.

Pricing

PlanPriceBilling
Firm Workspace $239.20/mo for 2 team seats
per month for 2 team seats, billed annually ($299 a month billed monthly)
 Billed annually (save 20%)
$299/month billed monthly. The price covers 2 team seats, the minimum; seats are added one at a time (the page shows $448.50/month for 3 seats and $598/month for 4, monthly billing). Unlimited client accounts.

Minimum 2 users, so one person pays for 2 seats.

Enterprise plan for larger and multi-office firms: price on request (Contact sales).

14-day free trial; no card charged during the trial.

Source: FinDash pricing page (Advisors tab; seat counts set with the page's seat selector, recorded in the capture headers). Checked on the vendor's site, Oct 6.

Where FinDash sits on price

FinDashOther planning tools

Cheapest plan for one person, per month (our sum from each price page). 10 of 17 planning tools have a US-dollar price we can put per person.

MaxiFi PRO$49.92/moScenariosX$83.33/moWealthTrace$87.42/moMoneytree$99.58/moRightCapital$149.95/moVoyant$150/moIncome Lab$165.83/moMoneyGuide$166.67/moFinDash$239.20/moWealthTec Suite$291.25/mo

Price changes

No price changes recorded yet. We last checked on Oct 6.

What it connects to

At a glance: which way data moves

Data inData outTwo-way

Data comes in from

Charles SchwabFidelityAltruistInteractive BrokersBetterment Advisor Solutionsmy529Black DiamondPlaidand 14 more below
FinDash28 connections listed

Data goes out to

Google CalendarOutlook CalendarCurrentClientChatGPTClaudeCursor
Two-way
GmailMicrosoft Outlook
Direction not stated
GoTo
Listed, no detail
ZapierMaken8n
Custodian connections:
Connection cost: FinDash sells one workspace at one price ($299 a month for 2 seats on monthly billing), and the plan lists custodial feeds among what it includes.
Checked on the vendor's site · Oct 6FinDash pricing page
Charles Schwab
Checked on the vendor's site
  • Data in: account details, positions and holdings, transactions, cost basis and gain/loss data
Source: FinDash help centre: Schwab Custodial. Checked Oct 6.
Fidelity
Checked on the vendor's site
  • Data in: balances, positions, transactions, cost basis/tax lots and activity
Source: FinDash help centre: Fidelity Custodial. Checked Oct 6.
Altruist
Checked on the vendor's site
  • Data in: account balances, holdings, cost basis, transactions and account details, synced daily
Source: FinDash help centre: Altruist Custodial. Checked Oct 6.
Interactive Brokers
Checked on the vendor's site
  • Data in: accounts, holdings, tax lots and activity (IBRIT direct feed)
Source: FinDash help centre: Interactive Brokers Custodial. Checked Oct 6.
Betterment Advisor Solutions
Checked on the vendor's site
  • Data in: account and holdings data
Source: FinDash help centre: Betterment Custodial. Checked Oct 6.

AI assistants and note-takers

The AI assistants and meeting note-takers among the tools FinDash, Inc. lists. How each one connects is in FinDash, Inc.'s own words, or marked as not stated. Ask what the AI tool can see and change, and where your clients' data goes.

ChatGPT
Checked on the vendor's site
  • Through an MCP server (an open standard that lets AI assistants connect to other software)
  • Data out: contacts, client accounts, notes, documents, meeting transcripts and planning context read by the assistant
  • Data in: contacts, notes, tasks, workflows, opportunities, documents, goals, cash-flow scenarios and manual account data written by the assistant (with write scope)
Source: FinDash help centre: MCP Setup for ChatGPT and Claude. Checked Oct 6.
Connection cost: FinDash's integrations page says its MCP connector for ChatGPT and Claude is included in FinDash.
Checked on the vendor's site · Oct 6FinDash integrations page
Claude
Checked on the vendor's site
  • Through an MCP server (an open standard that lets AI assistants connect to other software)
  • Data out: contacts, client accounts, notes, documents, meeting transcripts and planning context read by the assistant
  • Data in: contacts, notes, tasks, workflows, opportunities, documents, goals, cash-flow scenarios and manual account data written by the assistant (with write scope)
Source: FinDash help centre: MCP Setup for ChatGPT and Claude. Checked Oct 6.
Connection cost: FinDash's integrations page says its MCP connector for ChatGPT and Claude is included in FinDash.
Checked on the vendor's site · Oct 6FinDash integrations page
Other software it connects to (21)

Portfolio, reporting, email, calendar and similar tools FinDash, Inc. lists.

my529
Checked on the vendor's site
  • Data in: 529 account positions, prices, portfolio and transaction data, daily
Source: FinDash help centre: my529 Custodial. Checked Oct 6.
Connection cost: FinDash's integrations page says its custodian connections (including my529 and Black Diamond) and Plaid aggregation are all included in FinDash.
Checked on the vendor's site · Oct 6FinDash integrations page
Black Diamond
Checked on the vendor's site
  • Data in: account and holdings data
Source: FinDash product page: Integrations & Data Lake. Checked Oct 6.
Connection cost: FinDash's integrations page says its custodian connections (including my529 and Black Diamond) and Plaid aggregation are all included in FinDash.
Checked on the vendor's site · Oct 6FinDash integrations page
Plaid
Checked on the vendor's site
  • Data in: held-away account balances, transactions, holdings, loans, mortgages and credit cards
Source: FinDash help centre: Plaid Integration. Checked Oct 6.
Connection cost: FinDash's integrations page says its custodian connections (including my529 and Black Diamond) and Plaid aggregation are all included in FinDash.
Checked on the vendor's site · Oct 6FinDash integrations page
Realie (property values)
Checked on the vendor's site
  • Data in: estimated US property values from county records
Source: FinDash help centre: Home Price Lookup. Checked Oct 6.
CoinMarketCap
Checked on the vendor's site
  • Data in: crypto price quotes for manual holdings, where configured
Source: FinDash help centre: Crypto Wallet Tracking. Checked Oct 6.
Gmail
Checked on the vendor's site
  • Two-way: email, matched to client records
Source: FinDash product page: Integrations & Data Lake. Checked Oct 6.
Connection cost: FinDash's integrations page says its email, calendar, phone, SMS and Zoom connections are all included in FinDash.
Checked on the vendor's site · Oct 6FinDash integrations page
Microsoft Outlook
Checked on the vendor's site
  • Two-way: email, matched to client records
Source: FinDash product page: Integrations & Data Lake. Checked Oct 6.
Connection cost: FinDash's integrations page says its email, calendar, phone, SMS and Zoom connections are all included in FinDash.
Checked on the vendor's site · Oct 6FinDash integrations page
Google Calendar
Checked on the vendor's site
  • Data in: calendar events, matched to clients
  • Data out: events created, edited or deleted in the advisor's FinDash calendar, where supported
Source: FinDash help centre: Calendar Sync. Checked Oct 6.
Connection cost: FinDash's integrations page says its email, calendar, phone, SMS and Zoom connections are all included in FinDash.
Checked on the vendor's site · Oct 6FinDash integrations page
Outlook Calendar
Checked on the vendor's site
  • Data in: calendar events, matched to clients
  • Data out: events created, edited or deleted in the advisor's FinDash calendar, where supported
Source: FinDash help centre: Calendar Sync. Checked Oct 6.
Connection cost: FinDash's integrations page says its email, calendar, phone, SMS and Zoom connections are all included in FinDash.
Checked on the vendor's site · Oct 6FinDash integrations page
Zoom
Checked on the vendor's site
  • Data in: Zoom Phone call history and recordings (with a Zoom Phone licence)
  • Direction not stated: creates Zoom meeting links; the AI Notetaker joins Zoom meetings to record and transcribe
Source: FinDash help centre: Zoom Integration. Checked Oct 6.
Connection cost: FinDash's integrations page says its email, calendar, phone, SMS and Zoom connections are all included in FinDash.
Checked on the vendor's site · Oct 6FinDash integrations page
Quo
Checked on the vendor's site
  • Data in: calls, texts, transcripts, summaries, voicemails and recordings
Source: FinDash help centre: Quo Integration. Checked Oct 6.
Connection cost: FinDash's integrations page says its email, calendar, phone, SMS and Zoom connections are all included in FinDash.
Checked on the vendor's site · Oct 6FinDash integrations page
CurrentClient
Checked on the vendor's site
  • Data in: inbox phone numbers, text messages and call history
  • Data out: contact and date fields for messaging workflows (optional)
Source: FinDash help centre: CurrentClient Integration. Checked Oct 6.
Connection cost: FinDash's integrations page says its email, calendar, phone, SMS and Zoom connections are all included in FinDash.
Checked on the vendor's site · Oct 6FinDash integrations page
Dialpad
Checked on the vendor's site
  • Data in: calls, SMS messages, recordings and transcripts
Source: FinDash help centre: Dialpad Integration. Checked Oct 6.
Connection cost: FinDash's integrations page says its email, calendar, phone, SMS and Zoom connections are all included in FinDash.
Checked on the vendor's site · Oct 6FinDash integrations page
RingCentral
Checked on the vendor's site
  • Data in: calls, SMS messages and recordings (when recording is enabled)
Source: FinDash help centre: RingCentral Integration. Checked Oct 6.
Connection cost: FinDash's integrations page says its email, calendar, phone, SMS and Zoom connections are all included in FinDash.
Checked on the vendor's site · Oct 6FinDash integrations page
Vonage
Checked on the vendor's site
  • Data in: calls, SMS messages, and recordings and transcripts when enabled
Source: FinDash help centre: Vonage Integration. Checked Oct 6.
Connection cost: FinDash's integrations page says its email, calendar, phone, SMS and Zoom connections are all included in FinDash.
Checked on the vendor's site · Oct 6FinDash integrations page
Intulse
Checked on the vendor's site
  • Data in: calls, SMS messages, voicemails and recordings
Source: FinDash help centre: Intulse Integration. Checked Oct 6.
Connection cost: FinDash's integrations page says its email, calendar, phone, SMS and Zoom connections are all included in FinDash.
Checked on the vendor's site · Oct 6FinDash integrations page
GoTo
Checked on the vendor's site
  • Direction not stated: users, phone numbers, SMS conversations, completed calls, recordings and transcripts
Source: FinDash help centre: GoTo Integration. Checked Oct 6.
Connection cost: FinDash's integrations page says its email, calendar, phone, SMS and Zoom connections are all included in FinDash.
Checked on the vendor's site · Oct 6FinDash integrations page
Cursor
Checked on the vendor's site
  • Data out: firm context read by the assistant
  • Data in: actions written back by the assistant
Source: FinDash homepage (MCP + API section). Checked Oct 6.
Zapier
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: FinDash homepage (MCP + API section). Checked Oct 6.
Make
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: FinDash homepage (MCP + API section). Checked Oct 6.
n8n
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: FinDash homepage (MCP + API section). Checked Oct 6.

Moving to FinDash from another tool

What FinDash, Inc.'s own site says it brings across from the tool you use now. This is a one-off move when you switch, not a connection that keeps data in step, so it isn't counted with the connections above. Where a line says “not confirmed by the words shown”, the vendor's sentences either don't say it or say it in a way our checks can't confirm.

From other systems (not named)

In their words: “Once your free trial converts, our team can help migrate your firm's data for you: documents and client records from common planning and CRM platforms.”

  • What comes across: documents
  • How: Their team does the move
  • Cost: not confirmed by the words shown
Checked on the vendor's site · Oct 6
FinDash pricing FAQ

Leaving later

You can cancel from your account and keep access to the end of the paid period; export any data you need before the account closes.
Checked on the vendor's site · Oct 6

Source: FinDash Terms of Service (last updated August 9, 2026)

Fits best if

Our judgement

We haven't assessed fit for FinDash yet.

We judge fit against written criteria (team size, custodian, workflow needs), never against who pays us.

Similar tools

Compare FinDash with another tool

Same category (firm size not assessed yet), cheapest for one person first. Paying vendors are never moved up.

MaxiFi PRO
From $599/advisor/yr
Checked on the vendor's site · Oct 6
No CRM or custodian connection listed
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ScenariosX
From $1,000/login/yr
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WealthTrace
From $1,049/advisor/yr
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Moneytree
From $1,195/user/yr
Checked on the vendor's site · Oct 6
Salesforce Financial Services Cloud · Data link, direction not stated checkedSchwab · Data in checkedRedtail · Data in checkedWealthbox · Data in checked
View profile

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