Feature Annoucements Archives - fpPathfinder

Interactive Flowcharts: The Functionality Expands + The List Grows

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…

XLR8 + fpPathfinder: A New CRM Integration

Advisors who use XLR8, a CRM overlay built on top of Salesforce, have a new reason to get excited: The integration between XLR8 and fpPathfinder is live! One-Click = Big Benefits XLR8 is a powerful Salesforce-based CRM that supports the…

Member Orientation: A New Welcome Feature Every Member Should Bookmark

For new members, there is a lot to absorb. Whether you’re navigating checklists and flowcharts or filtering through articles on the fpPathfinder blog, knowing where to start can feel like a challenge. Now, your path to making the most of…

New Feature Announcement: Updated & Improved CRM Notes Integration

The Premier member experience has been upgraded with the debut of an updated and improved CRM notes integration feature. From now on, when you save the integrated checklist, the notes will be organized to allow you to: Focus your activities:…

Customizing Resources – Position Statement

Among fpPathfinder’s members, customizable checklists are one of the most frequent new feature requests we receive. Most commonly, the advisor either wants to control which questions the client sees (and eliminate certain questions they deem as irrelevant or unnecessary) or…

New Feature Interactive Flowcharts

New Feature: Interactive Flowcharts

Now that our checklists are interactive, we explore the next step in fpPathfinder’s interactive resources evolution: Flowcharts. Flowcharts have proven themselves to be a valuable tool for fpPathfinder members. When you’re answering a client question using a flowchart to navigate…

New Feature: Send Interactive Checklists to Clients with “Share A Link”

At fpPathfinder, we are always looking for ways to help you become more diligent in your planning processes. That’s why we are excited to announce a new feature called “Share A Link” that will help you improve your workflow, improve…

Wealthbox + fpPathfinder: The Integration Is Here!

We have exciting news to share with you… The integration between fpPathfinder and Wealthbox is here! Earlier this year, we launched interactive checklists for Premier Members. With this new feature you can: Launch an interactive checklist during a client meeting…

“You are making all of our lives easier...and more importantly, our clients.”

— Jeff, an advisor in California

“fpPathfinder has been critical in my execution of financial planning. They provide well thought resources for when clients face specific problems, and I use them over and over again.”

— Roger Whitney, CFP®️, CIMA®️, CPWA®️

“fpPathfinder is a great tool! It mirrors much of what I've developed on my own for tax planning, life events, etc. However, it's been great to double-check my own work in those areas and also to motivate me to deepen my knowledge on other topics”

— Jonathan, an advisor in Colorado

“It’s brilliant to boil complex planning strategies into a one-page flowchart. It totally beats having to read 4 -5 articles to understand each nuance and exception, especially on the tax issues.”

— Meghan, an advisor in Georgia

“Checklists don't make the planner smarter or more skilled, but do help to ensure that the planner maximizes the knowledge and skill he/she already has.”

— Michael Kitces, Publisher and Editor-In-Chief at Kitces.com

“I really love the concept of fpPathfinder because I spend so much time reinventing the wheel when communicating planning concepts to clients. Moreover, the flowchart format can be used time and time again to produce consistent results.”

— Kevin P, an advisor in Illinois

“I love it! I find it very helpful. It's a great client value add.”

— Phillip, an advisor in North Carolina