New Features Archives - fpPathfinder

Updated Multi-Member Enterprise Options

Earlier this year, we launched Enterprise versions of our Essential and Deluxe memberships. We had been hearing from a lot of teams and enterprises who wanted membership options developed specifically for their needs: Provide multi-advisor quality control: In his acclaimed book “Checklist Manifesto”,…

Resource Updates and Improved Functionality

Resource Updates and Improved Functionality Based on member feedback, we have made some essential updates. In one of our recently-released flowcharts, members asked that we incorporate some additional decision points. For our Deluxe members, we have given them more control over how…

White Label Color Examples And Tips

In October, we launched a Deluxe membership option at fpPathfinder. It addressed one of the most requested features we had heard from our members at the time which was to develop a white-label solution. The Deluxe membership allowed advisors to…

Sample Checklist Now Available

We’re excited to make available the “What Issues Should I Consider If My Spouse Passed Away?” checklist as a sample. If you’ve been curious about our checklists, then you’ll want to see this free sample. This checklist covers 29 of the…

Checklists Are Here!

The wait is over! Today, we are excited to announce the addition of checklists to our lineup. While our flowcharts cover specific and sometimes technical planning issues, checklists are more high level and designed to make sure advisors don’t miss…

Redesigned Back Page Now Available for Deluxe Members

We’re excited to announce a redesigned back page for our Deluxe members. This new design is more flexible than our original design. So if you have a long email address, name, or title this design should accommodate your needs a…

Flowcharts Updated With 2019 Annual Limits

We’re excited to release the 2019 versions of the flowcharts for our Essentials and Deluxe members. Many flowcharts have been updated with 2019 annual numbers. Some have been updated to incorporate member feedback. While most are now available on the site, a…

Introducing Our Deluxe Package: White Labeling & Ability To Share Online

We are thrilled to announce a new package at fpPathfinder. This has been developed in direct response to the overwhelming feedback and input from our members! With this new package, you receive everything from Essentials, plus the following: Ability to add…

What Customers Are Saying About Us

“I love these checklists and flowcharts! They are very useful and helpful in making sure I am covering all (or at least most) points regarding a specific topic.”

— Michael, an advisor in Pennsylvania

“I can’t tell you how much I appreciate the Flow Charts you are providing. Helps me feel a little less crazy as an advisor.”

— Tami C, an advisor in Colorado

“These tools look great. They will really help me share quality content with those I assist and will allow us to reduce errors. Furthermore, these tools really help our teams look professional and solidify us as true planners”

— Shane, an advisor

“I had my own internal set of workflows, but by piggybacking fpPathfinder, I've saved who knows how many hours. It's a great product and I'll be a subscriber for years.”

— An advisor in Texas

“The charts are probably as much value to me (as advisor) as they are when given to a specific client. I know and understand the topics covered, but it can be a lot faster to refresh with a quick glance at the chart’s decision tree vs having to read through regulations”

— Larry, an advisor in Oregon

“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

Category: New Features