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How to set up the Findash integration

Overview FinDash is an AI-powered operating system for financial advisory teams, giving every client (and their family) a single collaborative CRM and planning dashboard for net worth, cash flow, investments, insurance, goals, estate planning, documents, and tasks. FinDash helps advisors turn planning insights into execution with workflows, automation, and secure client collaboration so teams can deliver faster, more proactive service at scale.

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The information sent to FinDash includes:

  • Account information
  • Positions
  • Transactions
  • Tax lots

Enabling the integration

You can set up this integration for your firm by taking the following steps:

  1. Log in to your advisor dashboard and navigate to Settings > Integrations.
  2. Select FinDash from the list and click Connect to FinDash.
  3. You will see confirmation that the integration has been enabled. Data will be sent to FinDash within one business day.
  4. If you have any questions about enabling or supporting the Betterment integration on the FinDash side, email hello@findash.ai.

For any additional questions, please reach out to support@bettermentadvisorsolutions.com.