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

October 10, 2018
New Features

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 your logo to the upper righthand corner. This would replace the fpPathfinder logo.
  • Customize flowchart colors to match your brand.  You can pick from our six pre-selected color palettes or (if you’re a stickler for colors) you can match the colors to your unique color scheme using hex color codes.
  • Share your custom white-labeled flowcharts online and through social media channels. 
  • Include additional information or disclaimers to the back side of the flowcharts.

We are charging $299/year for the Deluxe membership. But, if you’re an existing Essentials member, you will only pay a prorated amount if you decide to upgrade from Essentials to Deluxe.

Ready to try it out? We have made one of the flowcharts available for you to test-drive white labeling. 

What do you think of this new package? Is there anything that should be included? Send me an email directly with any ideas or feedback.

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What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“You are making all of our lives easier...and more importantly, our clients.”
— Jeff, an advisor in California
“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
“The fpPathfinder information is easy to find by topic and has been helpful in prepping for client meetings.”
— An advisor in New York
“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
“Your software and platform are awesome and super helpful to me and my clients”
— Clinton, an Advisor in New York
“I love it! I find it very helpful. It's a great client value add.”
— Phillip, an advisor in North Carolina
“Checklists don't make the planner smarter or more skilled, but does 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
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Recent Blog Posts

  • New Resources: Master List Of Goals & Pay Stub Review
  • New Feature: Send Interactive Checklists to Clients with “Share A Link”
  • New Resources: Incentive Stock Options, Important Dates, and Important Milestones (And Updated Resources)
  • Picking the Right Resources to Share with Your Retired Clients

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Have a question, idea, comment, or see an error? We want to know! Email us at support@fppathfinder.com!

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Easily and quickly provide guidance to your clients. Then properly document your conversation or meeting.

Upgrade to Premier to use an interactive checklist and integrate with Redtail and Wealthbox.

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Feature your expertise by putting flowcharts and checklists with your brand in front of your clients and prospects.

Upgrade to Deluxe or Premier to white label the resources.

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Upgrade to Deluxe or Premier to download all the resources with one click.

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