Communicate Your Value: Personalized Client Deliverable Reports
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…
Read More
4 Share Link & Interactive Checklist Enhancements
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…
Read More
Share Link Options: Member Feedback Comes To Life
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…
Read More
Salesforce Financial Cloud Services + fpPathfinder: A Powerful CRM Integration
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…
Read More
At-A-Glance: A Roundup Of The Latest Guides & Features
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…
Read More
Advanced White Label Settings: Align Your Message + Brand
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. …
Read More
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…
Read More
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…
Read More
- 1
- 2
- 3
- 4
- Next Page »