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.
“I love it! I find it very helpful. It's a great client value add.”
— Phillip, an advisor in North Carolina
“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
“fpPathfinder is one of a few tools that I use most often in my practice. It has improved my process and the client outcomes.”
— An advisor is Texas
“This is probably the best money I have ever spent. I love fpPathfinder!”
— Phillip, an advisor in North Carolina
“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
“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
“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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