fpPathfinder

Helping Diligent Advisors Ensure They're On The Right Planning Path

Advanced White Label Settings: Align Your Message + Brand


Feature Annoucements

Deluxe and Premier membership offers advisors the powerful opportunity to white label the checklists and flowcharts in the fpPathfinder library. Now, members can take their branding one step further with a fully customizable back page with Advanced White Label Settings. 

Back Page Flexibility

The back page of checklists and flowcharts is ideal for advisors to add contact information and disclosures. The following are the different approaches members can toggle between when deciding how to present their professional information:

  • Basic: This approach is the standard, preformatted back page. The Basic Back Page provides defined fields for entering information, including disclosures, contact information, and the firm’s website. 
  • Advanced: This approach provides a blank slate that empowers members to align their messages and brands fully. A bonus to the Advanced Back Page is the member’s opportunity to add images, such as a professional headshot. 

Take a couple of minutes, and learn how Advanced White Label Settings can work for you. This clear, concise video will walk you through the process. 

fpPathfinder will help you move closer to your goals. When you take the step to become a member, you’ll have access to the tools that can make a difference to your advisory practice. 

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“I just met with a client who had a question regarding her eligibility for Social Security benefits. We went through the flowcharts answering each question and following the lines. She looked at me and said 'This is great, it was so much easier to use this than trying to go through all the literature that Social Security offers. Thank you so much.'”
— Ben G, an advisor in Wisconsin
“What you guys have created is pretty badass! I’ve used your material for both client meetings and prospective clients.”
— An advisor in California
“With working from home most of 2020, we wanted to still catch some face time with our clients. We used the checklists and flowcharts to conduct webinars covering various topics. In fact, having the charts readily available, we were able to do many of these on a weekly basis, knowing the material was pretty much already established. We had such great feedback that we are continuing the webinars into 2021. We have many that actually look forward to our meeting times, and found being able to have the flowchart or checklist available to work on their own later was an added bonus.”
— An advisor in Texas
“Our firm had been looking for something like this for so many years. A standardized checklist or flowchart of important issues to consider, and a way to integrate the responses into our system. When we stumbled across your service, I couldn't have signed up any quicker. We now use the checklists to conduct monthly webinars about the all of the important topics”
— An advisor in Texas
“The white-label feature in Deluxe is really fantastic. It is really powerful to talk through the decision tree with a client with our logo & color options on the chart, frankly, because it makes us look smarter!”
— Bill, an advisor in New York
“I find the flowcharts and checklists helpful for content and for presenting topics to clients. It is a streamlined approach to presenting information and while complex, it also demonstrates the value the advisor brings to the client in helping them navigate these complex situations.”
— An Advisor from California
“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
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