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.
“This is one of my best subscriptions I pay for!”
— Sean, an advisor in California
“I love the new "share a link" feature. This has made it much easier to send flowcharts and checklists to our clients. Thanks for the add!”
— An advisor in Texas
“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
“ fpPathfinder is great. It's perfect for supplemental content to enhance our marketing efforts.”
— Ray, an advisor in California
“I really love the flowcharts and they are helping me explain difficult decision points/rules to my client base. In fact, I plan to upgrade so I can use some of the material on my website with my own branding.”
— An advisor in Texas
“Overall, I have really enjoyed the service as it makes teaching and educating people much simpler. ”
— Michael, an advisor in California
“My clients and COIs love these. I’ve shown the medicare IRMAA flowchart to a Medicare consultant I work with and she loved it”
— Steve, an advisor in Ohio
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