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Redesigned Back Page Now Available for Deluxe Members

January 16, 2019
Announcements, Feature Annoucements

We’re excited to announce a redesigned back page for our Deluxe members.  This new design is more flexible than our original design. So if you have a long email address, name, or title this design should accommodate your needs a lot better than before. We also added the ability to put clickable links into some sections. 

Plus, it just looks a lot better! Below is a sample or you can test it out for your self.
 

This redesign is in direct response to feedback we have received from some of our Deluxe members. We hear you! Thank you for sharing your feedback with us.  Please keep the feedback coming.  For existing Deluxe members, your data and information will carry over.  But with the new design, you may wish to revisit what you have written anyway.
 
Are you unfamiliar with the benefits of our Deluxe membership?
If so, you receive everything from our Essentials membership, plus the following:

  • Ability to add your logo to the upper right-hand corner to flowcharts. This would replace the fpPathfinder logo.
  • Customize flowchart colors to match your brand.  You can pick from our six pre-selected color palettes or (if you’re a stickler for colors) you can match the colors to your unique color scheme using hex color codes.
  • Share your custom white-labeled flowcharts online and through social media channels.
  • Include additional information or disclaimers to the back side of the flowcharts. (Now with an updated design!)

 
We are charging $299/year for the Deluxe membership. But, if you’re an existing Essentials member, you will only pay a prorated amount if you decide to upgrade from Essentials to Deluxe.
 
Ready to try it out? We have made one of the flowcharts available for you to test-drive white labeling.

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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.
“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
“Checklists don't make the planner smarter or more skilled, but do help to ensure that the planner maximizes the knowledge and skill he/she already has.”
— Michael Kitces, Publisher and Editor-In-Chief at Kitces.com
“The fpPathfinder information is easy to find by topic and has been helpful in prepping for client meetings.”
— An advisor in New York
“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
“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
“I really love the concept of fpPathfinder because I spend so much time reinventing the wheel when communicating planning concepts to clients. Moreover, the flowchart format can be used time and time again to produce consistent results.”
— Kevin P, an advisor in Illinois
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