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New Feature: Suggest & Vote For New Flowcharts

August 15, 2018
Announcements, Feature Annoucements

You can now help set the direction of fpPathfinder with the release of our latest feature.

We have created a new section on our site where you can post ideas for future flowcharts and checklists. In addition, you can upvote the suggestions that others have made. We will then create flowcharts (and eventually checklists) based on the suggestions that receive the most upvotes.

Do you have a topic that you want to see us cover? Head over to our new Suggest a Flowchart section and let us know. Perhaps it’s already been suggested, in which case you can upvote it. And once it becomes clear to us that there is a popular topic and in high demand, we’ll mark it as “Planned” and get to work!

To get the ball rolling, we’ve added some of the most commonly requested topics to date from members.

What do you think of this new feature? Is there anything that should be included? Send me an email directly with any ideas or feedback.

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What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“Love the Redtail integration - it’s been instrumental in my prep for my client reviews. I’m finding my self being over-prepared because of the robust lists which is great.”
— Don, and advisor in California
“I adore your product. It’s so helpful to my clients and myself. I really like that I could change all the colors to match my logo. It looks fantastic.”
— An advisor in Washington
“I had my own internal set of workflows, but by piggybacking fpPathfinder, I've saved who knows how many hours. It's a great product and I'll be a subscriber for years.”
— An advisor in Texas
“ fpPathfinder is great. It's perfect for supplemental content to enhance our marketing efforts.”
— Ray, an advisor in California
“My clients and COIs love these. I’ve shown the medicare IRMAA flowchart to a Medicare consultant I work with and she loved it”
— Steve, an advisor in Ohio
“I love the flowcharts and have found them very helpful in guiding clients on complicated planning issues. The charts are easy to follow and help navigate through difficult decisions based on clients' unique circumstances.”
— Jason, an advisor in Illinois
“I love the new "share a link" feature. This has made it much easier to send flowcharts and checklists to our clients. Thanks for the add!”
— An advisor in Texas
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