my529 adds FinDash to back-office advisor solutions

The my529 Relationship Management Team is pleased to announce the integration of FinDash as a back-office provider. If your firm already uses FinDash, my529 now supports the platform among our robust list of back-office providers.

You can link to FinDash through the advisor portal. For detailed steps, view our data provider selection guide here.

About FinDash

FinDash describes itself as “the AI Operating System for Financial Advisors, built to replace a fragmented tech stack with one intelligent workspace. It combines a collaborative CRM, AI meeting notetaker, financial planning tools, portfolio and risk insights, document workflows, and automated service calendars so advisors can spend less time on admin and more time with clients.

“Designed to save advisors time and elevate both the advisor and client experience, FinDash helps firms deliver faster advice, stronger follow-through and a more modern planning journey from prospect to long-term relationship. FinDash also integrates with my529 data feeds, helping advisors incorporate 529 account data directly into the client portal for clearer investment visibility and more complete net worth tracking.”

Learn more and try FinDash at: https://findash.ai/foradvisors.

From the FAN — Spring 2026

Spring 2026 FAN

New Dimensional underlying funds
Expenses drop for several underlying funds
my529 adds FinDash to back-office advisor solutions
Guiding your clients to reduce higher education costs
Does your client qualify for a state tax benefit for their my529 contributions?
We are presentable!

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