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.
“fpPathfinder is the only planning tool that tries to address all of the obstacles facing our clients”
— Cathy Curtis, Curtis Financial Planning
“fpPathfinder is a great tool! It mirrors much of what I've developed on my own for tax planning, life events, etc. However, it's been great to double-check my own work in those areas and also to motivate me to deepen my knowledge on other topics”
— Jonathan, an advisor in Colorado
“I love it! I find it very helpful. It's a great client value add.”
— Phillip, an advisor in North Carolina
“What you guys have created is pretty badass! I’ve used your material for both client meetings and prospective clients.”
— An advisor in California
“I love your resources, you guys & gals have helped us take our practice to the next level!”
— Trevor, an advisor in California
“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
“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
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