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

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XLR8 + fpPathfinder: A New CRM Integration

June 17, 2021
Feature Annoucements

Advisors who use XLR8, a CRM overlay built on top of Salesforce, have a new reason to get excited: The integration between XLR8 and fpPathfinder is live!

One-Click = Big Benefits

XLR8 is a powerful Salesforce-based CRM that supports the work you do with clients. With the integration fpPathfinder offers, your CRM will work harder for you. Most importantly, fpPathfinder Premier Members can send completed interactive checklist notes to their XLR8 contact records with just one click.

fpPathfinder Note in EXLR8

In an instant:

  • Focus your activities: Every planning issue identified (answer YES to the probing questions) is clearly visible at the top of the note. You can easily see your follow-ups and take action.
  • 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.
  • Underscore your diligence: All unanswered questions are summarized in a single task for you to “gather more information and identify possible planning issues.”

fpPathfinder activities in XLR8

If you’re a Premier Member who uses XLR8:

  1. Log in to your XLR8 and fpPathfinder accounts.
  2. Go to the fpPathfinder “My Account” button in the navigation bar and hover.
  3. Click on “Integrations.”
  4. Find “Salesforce” and click “Activate” and then “Settings.”
  5. Follow the prompts, and you’ll be all set.
Premier Membership = The Diligent Advisor’s Gold Standard

Advisors who create and deliver a meaningful client experience, activate and maintain a robust marketing plan, and focus on consistency and accuracy are naturally drawn to the Premier Membership. Become a Premier Member to access:

  • The XLR8 CRM integration, which allows you to add enhanced interactive checklist notes to your contact record with one click.
  • Interactive checklists, which allow you to add notes.
  • Share A Link, which allows you to send interactive checklists to your clients before or after meetings to engage them in the planning process.
  • White label capabilities, which empower you to make every checklist and flowchart your own.
  • Digital rights, which permit you to include your white-labeled resources in your marketing.
  • Personalized dashboard capabilities, which make it easy to build your library of favorite checklists, flowcharts, and guides for easy, fast reference.
  • Every checklist, resource, and guide fpPathfinder publishes (and updates), which enhance your ability to serve your clients confidently.

fpPathfinder Premier Membership

Your Requests = fpPathfinder Action

You’ve told us frequently that you want fpPathfinder to integrate with Salesforce, and we’ve heard you. Our partnership with XLR8/Concenter Services is our first Salesforce-based integration, and we intend to roll out additional partnerships. If you use Salesforce, but not the XLR8 overlay, please reach out to us at [email protected]. Let’s have a conversation about how to get your version integrated.

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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.
“You are making all of our lives easier...and more importantly, our clients.”
— Jeff, an advisor in California
“Thanks for having all of these so conveniently put together. We were working on many of these for years, but often could not find the time to keep them updated. This has been a blessing to our firm. ”
— An advisor in Texas
“ fpPathfinder is great. It's perfect for supplemental content to enhance our marketing efforts.”
— Ray, an advisor in California
“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
“Our firm had been looking for something like this for so many years. A standardized checklist or flowchart of important issues to consider, and a way to integrate the responses into our system. When we stumbled across your service, I couldn't have signed up any quicker. We now use the checklists to conduct monthly webinars about the all of the important topics”
— An advisor in Texas
“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
“With working from home most of 2020, we wanted to still catch some face time with our clients. We used the checklists and flowcharts to conduct webinars covering various topics. In fact, having the charts readily available, we were able to do many of these on a weekly basis, knowing the material was pretty much already established. We had such great feedback that we are continuing the webinars into 2021. We have many that actually look forward to our meeting times, and found being able to have the flowchart or checklist available to work on their own later was an added bonus.”
— An advisor in Texas
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