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

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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 find fpPathfinder to be very helpful. I use the checklists and flowcharts to help prep for every meeting.”
— Ryan, an advisor in New York
“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
“The decision tree format has been immensely helpful. The design is very simple and elegant.”
— Deirdre, an advisor in Massachusetts
“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
“We are delighted with the thoroughness of each chart in simplifying the complex questions and helping lead to an answer. These are indeed a helpful asset in our toolbox for work with clients.”
— Victoria L, an advisor in Massachusetts
“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
“The charts are probably as much value to me (as advisor) as they are when given to a specific client. I know and understand the topics covered, but it can be a lot faster to refresh with a quick glance at the chart’s decision tree vs having to read through regulations”
— Larry, an advisor in Oregon
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Easily and quickly provide guidance to your clients. Then properly document your conversation or meeting.

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