Findash
Advisor workspace
Findash helps authorized advisor-firm users search client and contact records, prepare briefs, review tasks and workflows, retrieve meeting transcripts, and update private workspace records through approved tools.
App
Findash
Information
- Developer
- FinDash, Inc
- Category
- Finance
- Version
- 1.0.0
When connected to Findash, ChatGPT may share relevant chats and memories with this app to help provide context for your requests. Findash’s use of this data is subject to their terms and privacy policy. If you have Memory enabled, data from the app may be used to proactively provide helpful information or suggestions. ChatGPT always respects your training data preferences, including for data from connected apps. Use of apps may come with elevated risk. You can manage your preferences or disconnect from apps anytime in your settings. Learn more