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New Feature: Suggest & Vote For New Flowcharts

August 15, 2018
New Features

You can now help set the direction of fpPathfinder with the release of our latest feature.

We have created a new section on our site where you can post ideas for future flowcharts and checklists. In addition, you can upvote the suggestions that others have made. We will then create flowcharts (and eventually checklists) based on the suggestions that receive the most upvotes.

Do you have a topic that you want to see us cover? Head over to our new Suggest a Flowchart section and let us know. Perhaps it’s already been suggested, in which case you can upvote it. And once it becomes clear to us that there is a popular topic and in high demand, we’ll mark it as “Planned” and get to work!

To get the ball rolling, we’ve added some of the most commonly requested topics to date from members.

What do you think of this new feature? 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.
“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
“The flowcharts have helped a lot in recent discussions with the changing markets, providing us with confidence that our clients are getting the best, most accurate information.”
— Matthew, an advisor in Georgia
“The flowcharts give me a lot of confidence. Candidly, I sometimes worry that I might miss something when planning for my clients. The flowcharts give me confidence that I won't.”
— Advisor in Virginia
“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 love it! I find it very helpful. It's a great client value add.”
— Phillip, an advisor in North Carolina
“You just continue to put out great content on fpPathfinder. The 'What Issues Should I Consider Before The End Of The Year' checklist is fantastic.”
— Chris, an advisor in Illinois
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