Feature Annoucements Archives - fpPathfinder

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…

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…

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. …

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:…

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…

“One client just said 'Wow, thank you for this. I would have screwed up my retirement if not for this.'”

— David, an advisor in NY

“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

“fpPathfinder is fantastic. I really can't find any flaws.”

— Joshua, an advisor in Pennsylvania

“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

“Our team has really liked the charts and were particularly pleased with the traditional IRA vs. 401k for a business and the QBI chart.”

— Scott, an advisor in Oregon

“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

“The fpPathfinder information is easy to find by topic and has been helpful in prepping for client meetings.”

— An advisor in New York