Category: Feature Annoucements

Many financial advisors face the same age-old struggle – demonstrating their value to clients and prospects. While hours of planning and research are difficult to illustrate to clients, fpPathfinder’s checklists and flowcharts have been helping advisors address these issues by…

Every day, we learn about advisors who have developed personalized reports to communicate their value to their clients. Indeed, it’s been impressive to witness advisors’ creativity and ingenuity. As this trend gained momentum, we asked ourselves, “Can we help our…

The Share Link Options update was a success among members. However, your team at fpPathfinder isn’t one to rest on its laurels. We identified several ways the member experience could be even better … so we kept at it! Here…

For some time, members have asked fpPathfinder for a feature that allows them to remove checklist questions. Because we are as deliberate as our members are diligent, we carefully evaluated the request to develop a solution that balances advisor needs…

There’s no doubt: Integrations make our members’ professional lives more manageable. Now, Premier Members can activate an integration between Salesforce Financial Cloud Services CRM and their fpPathfinder checklists and flowcharts to communicate with clients and prospects, accurately and efficiently capture…

Your work inspires us, and as a result, fpPathfinder is motivated to offer advisors more than ever before. Our team is proud to support our members with the tools that add value to their relationships.  Because there’s been a lot…

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. …

As part of our continuing interactive flowchart beta test, Premier Members have access to notetaking functionality. Additionally, they have a new interactive flowchart to add to their repertoire. Add Notes Directly To The Interactive Flowchart The interactive flowchart beta test…