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fpPathfinder

Helping Diligent Advisors Ensure They're On The Right Planning Path

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New Feature Announcement: Updated & Improved CRM Notes Integration

March 10, 2021
Announcements, Feature Annoucements

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:

  1. Focus your activities: Every planning issue identified (answer YES to the probing questions) is clearly visible at the top of the note so you can easily see your follow-ups and take action.
  2. Enhance your efficiency: All of the planning issues identified (answer YES to the probing questions) and notes are summarized in a single task and marked as “research and address possible issues” for follow-up.
  3. Underscore your diligence: All unanswered questions will be summarized in a single task for you to “gather more information to identify possible planning issues.”

Why It Matters
The improved CRM integration will help keep the important information top of mind. The planning opportunities you help your client identify will be clearly available in the notes and then organized into a follow-up and follow-through task.

You will discover immense value from the improved CRM integration when you:

  • Allow fpPathfinder to create the tasks and to-dos for you to save time.
  • Commit to attending to every detail and highlight planning opportunities, particularly if clients are completing the checklists via the Share A Link functionality.
  • Leave a question intentionally unanswered because you will revisit it later and want it assigned as a future task.
  • Want to assign tasks to people on your team.

It’s a great time to become a member or upgrade your membership to Premier. New resources and features are rolling out regularly. So go ahead and take make your move. You’ll be able to take advantage of this, and every feature fpPathfinder has to offer! 

Other recent feature releases have included a beta-test of five interactive flowcharts and Share A Link. Read more and consider how you can fully leverage your fpPathfinder membership.

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Become a Member

See how our flowcharts and checklists help you navigate complex financial planning questions.
Become a Member

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“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
“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
“Love the Redtail integration - it’s been instrumental in my prep for my client reviews. I’m finding my self being over-prepared because of the robust lists which is great.”
— Don, and advisor in California
“I can't say how much I love the product. It is just great. I recommend it to all my colleagues.”
— Robert, an Advisor in Colorado
“I find fpPathfinder to be very helpful. I use the checklists and flowcharts to help prep for every meeting.”
— Ryan, an advisor in New York
“I think fpPathfinder is the best tool I’ve ever seen in the financial planning realm. I spend an unbelievable amount of time researching some of these issues that have been boiled down to one page: consulting with other experts, citing specific sources as a backup, reviewing my work, and coming to a final conclusion.”
— Jeff S, an advisor in Missouri
“fpPathfinder is fantastic. I really can't find any flaws.”
— Joshua, an advisor in Pennsylvania
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Tailor the client experience and streamline data gathering with Interactive Checklists

Upgrade to Premier for access to Interactive Checklists & integrate with your CRM today. We currently integrated with Redtail, Wealthbox, Salesforce Financial Cloud Services, and XLR8.

Learn More

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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Make sending guides to compliance easier. Download all of your white-labeled content into zip files for quick send.

Upgrade to Deluxe or Premier for access to this feature.

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Deliverable Reports

Upgrade to Deluxe for Single Report Access or Premier Membership for full access. Premier Members can unlock the capability to scale your client communications with the CSV upload that generates client-specific PDFs. View a Demo here.

Join as a Premier Member