fpPathfinder

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

Wealthbox + fpPathfinder: The Integration Is Here!


Announcements, Feature Annoucements

We have exciting news to share with you…  

The integration between fpPathfinder and Wealthbox is here! 

Earlier this year, we launched interactive checklists for Premier Members. With this new feature you can:

  • Launch an interactive checklist during a client meeting to streamline your planning questions and process
  • Complete an interactive checklist during a client meeting to document planning opportunities
  • Add all your notes below each checklist question for easy recall later
  • Save the completed checklist-note to your CRM (or print it for your files) and have clear action items to reference

TRY NOW – INTERACTIVE CHECKLISTS: Experience an interactive version of our checklist, “What Issues Should I Consider If My Spouse Passed Away?”

Wealthbox Integration is LIVE

Now, when completing an interactive checklist, you can launch interactive checklists directly from Wealthbox. And, when you’ve completed the interactive checklist, the note can be saved directly to the contact record within Wealthbox.

See the video for a walkthrough on how it works.

Ready to get started? 

These two features (interactive checklists and the Wealthbox CRM integration) are included in the Premier membership level.

You can get a Premier membership (or upgrade) by going here: Become a Member

Have questions? Email us at: support@fppathfinder.com. We’re here and happy to help!

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 find fpPathfinder to be very helpful. I use the checklists and flowcharts to help prep for every meeting.”
— Ryan, an advisor in New York
“This is probably the best money I have ever spent. I love fpPathfinder!”
— Phillip, an advisor in North Carolina
“It’s brilliant to boil complex planning strategies into a one-page flowchart. It totally beats having to read 4 -5 articles to understand each nuance and exception, especially on the tax issues.”
— Meghan, an advisor in Georgia
“fpPathfinder is the only planning tool that tries to address all of the obstacles facing our clients”
— Cathy Curtis, Curtis Financial Planning
“With all the aspects of running a business, working with varying client scenarios, and knowing how much information is available, I like being able to look at a flowchart and just see what I need to see.”
— Mike, a financial advisor
“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
“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
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