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
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.
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: [email protected]. We’re here and happy to help!