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Introducing Our Deluxe Package: White Labeling & Ability To Share Online

October 10, 2018
Announcements, Feature Annoucements

We are thrilled to announce a new package at fpPathfinder.  This has been developed in direct response to the overwhelming feedback and input from our members!  With this new package, you receive everything from Essentials, plus the following:

  • Ability to add your logo to the upper righthand corner. 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.

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. 

What do you think of this new package? Is there anything that should be included? Send me an email directly with any ideas or feedback.

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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.
“The resources available are beneficial internally and for clients. The checklists help advisors think outside the box of their knowledge and experience covering a multitude of planning areas. The flowcharts are well laid out visuals for the clients with possible scenarios identified and clear paths to take. fpPathfinders does a nice job updating the resources regularly and communicating to their customer base as well.”
— An advisor in Minnesota
“Thank you for creating a robust, yet very practical, planning tool.”
— Andy, an advisor in Florida
“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 can't say how much I love the product. It is just great. I recommend it to all my colleagues.”
— Robert, an Advisor in Colorado
“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
“fpPathfinder has been critical in my execution of financial planning. They provide well thought resources for when clients face specific problems, and I use them over and over again.”
— Roger Whitney, CFP®️, CIMA®️, CPWA®️
“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
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Easily and quickly provide guidance to your clients. Then properly document your conversation or meeting.

Upgrade to Premier to use an interactive checklist and integrate with Redtail and Wealthbox.

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Feature your expertise by putting flowcharts and checklists with your brand in front of your clients and prospects.

Upgrade to Deluxe or Premier to white label the resources.

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Save time by downloading all the checklists and flowcharts with one click.

Upgrade to Deluxe or Premier to download all the resources with one click.

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