I met FinDash.ai's cofounder, Adam Jonah, in March of 2025. His sincere goal of building FinDash.ai to help advisors and their clients turn "clutter into clarity" by combining everything a client and their advisor would need to manage every facet of their financial lives (planning software/CRM/AI notetaker/education center/AI enabled chat option/marketing funnel/onboarding questionnaire/risk questionnaire/compliance documentation center/performance reporting/unlimited Plaid links and so many other things!) into one platform at one low cost made me jump at the chance to be the 1st advisor to adopt FinDash.ai. I have been absolutely amazed at the incredible number of enhancements Adam has been able to make in the less-than six months I have known him and his continued rate of further enhancements. He takes all ideas and feedback under consideration and makes updates faster than I (and other advisors) can request them. The sky is the limit for FinDash.ai and it's no wonder FinDash.ai is a 2025 AdviceTech Competition finalist. Adam even offers demos, a free version of the service (limited clients) and a discount on your first 6mo (code: 15off) if you decide to move forward with FinDash.ai