fpPathfinder | Registration | Account Settings

Personalizations

Unlock your white label settings and personalize your guides with a Deluxe or Premier Membership. Try out the white label settings below and check out this walkthrough from fpPathfinder member Michael on how he uses the white-labeled PDFs with his client.

Settings saved successfully.

Before you set up your White Label and Back Page, watch this Walkthrough or check out the articles available under the White Label Set Up support page.

Resource Page

Logo

The logo must be in a PNG or JPEG file format. Max size is 240kb.

Upload

Business Display Name

This will display in the footer section of the checklist or flowchart page

Color Scheme

This will affect the overall look and feel of the resources you download. Select a built in setting, or set your own custom color scheme to match your branding.

1. Primary Color

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2. Secondary Color

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3. Accent Color

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4. Location Icon / Text Color

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Back Page

Page Title

This will display at the very top of the second page

Content Title

This will display as the title just below the Page Title

Content Body

Add information about you, your firm and/or a disclosure. If using copy and paste, paste as plain text into this section. Max image size 245kb.

Job Title

This will be displayed at the bottom of the second page

Street Address

This will be displayed at the bottom of the second page

Email Address

This will be displayed at the bottom of the second page

Phone

This will be displayed at the bottom of the second page

Website

This will be displayed at the bottom of the second page

Integrations

Use our interactive checklists with your clients and easily document the result in your CRM and email. Check out our Interactive Checklist feature and upgrade to Premier to unlock your integration option.

Wealthbox CRM

Redtail

Salesforce

XLR8

“I think fpPathfinder is the best tool I’ve ever seen in the financial planning realm. I spend an unbelievable amount of time researching some of these issues that have been boiled down to one page: consulting with other experts, citing specific sources as a backup, reviewing my work, and coming to a final conclusion.”

— Jeff S, an advisor in Missouri

“The charts are probably as much value to me (as advisor) as they are when given to a specific client. I know and understand the topics covered, but it can be a lot faster to refresh with a quick glance at the chart’s decision tree vs having to read through regulations”

— Larry, an advisor in Oregon

“Having been trained in a CPA firm, checklists were how everything was done, I was amazed to learn how little checklists were utilized in FP [Financial Planning]. I had created my own but FP Pathfinder has outdone me in creating current issue lists and updates. This is a must for any advisor. ”

— Advisor from California

“I really love the flowcharts and they are helping me explain difficult decision points/rules to my client base. In fact, I plan to upgrade so I can use some of the material on my website with my own branding.”

— An advisor in Texas

“The decision tree format has been immensely helpful. The design is very simple and elegant.”

— Deirdre, an advisor in Massachusetts

“fpPathfinder is one of a few tools that I use most often in my practice. It has improved my process and the client outcomes.”

— An advisor is Texas

“With all the aspects of running a business, working with varying client scenarios, and knowing how much information is available, I like being able to look at a flowchart and just see what I need to see.”

— Mike, a financial advisor

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