fpPathfinder

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

 
Have More Than One Client Facing User? Explore Ensemble Pricing Options

Essentials
$99/yr
per user

Deluxe
$299/yr
per user

Premier
$499/yr
per user
Explore the benefits of each membership tier below
Confidently Provide Consistent Advice
 
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Enhance Client Engagement And Demonstrate Your Value
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Systematize Client Communication and Meetings
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Brush up on the Rules with 130+ guides and 1-2 guides added each month
Access Guides With These Tech Tools:
-Holistiplan
-Asset Map
-Money Tree
 
Client Engagement Builder Tool.  
Digital sharing rights for your website or other marketing efforts.
 
Single Client Personalized Deliverable Reports  
CRM Integrations with
- Redtail CRM
- Wealthbox CRM
- Salesforce FSC
- XLR8
   
Customize Guides With Interactive Checklists
    
 
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Learn More About Deluxe
Learn More About Premier

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