The Financial Planning Process: Powered by Partnerships, Integrations, & Interactive Features

At fpPathfinder, we’re committed to facilitating more diligent, actionable planning conversations. In addition to checklists and flowcharts, our team delivers on our promise through strategic partnerships, CRM integrations, and interactive features that streamline the financial planning process. 

Strategic Partnerships

CFP®-led fintech firms are bringing systems to market that complement fpPathfinder’s guides. To maximize the positive impact for advisors, we are building partnerships that will strengthen the client experience.

Thus far, we’ve partnered with Asset-Map to marry a new fpPathfinder Stencil™ with our checklists and flowcharts. As a result, every member who is also an Asset-Map user can use the Stencil™ to deliver an unparalleled client experience. To get started, watch the Asset-Map + fpPathfinder webinar. Then, connect with support@asset-map.com to turn on your Stencil™.  

Stay tuned! There’s another exciting partnership announcement coming in December. 

CRM Integrations

Your CRM keeps you organized, compliant, and close to your clients. All in all, it’s your workhorse. That’s why our team has made it a priority to build integrations that streamline your financial planning process. Currently, fpPathfinder integrates with:

• Wealthbox
• Redtail
• Salesforce Financial Cloud Services
• XLR8 for Salesforce

Click any of the above for a demonstration and more information. The CRM integrations are available with Premier Membership.

Interactive Features

The digital world has allowed us to create advisor efficiencies and client engagement. The following interactive features support you — the advisor who is intent on being diligent, meticulous about data collection and documentation, and open to proactively engaging your clients. What’s more, when you use the interactive features in conjunction with the CRM integrations, you can build a seamless follow-up, documentation, and engagement experience.   

• Interactive Checklists: You can take notes directly in the checklists as you’re having conversations. When you’re finished, “copy text” to add the checklist and your notes to the client file. If you have an integrated CRM, details won’t get lost in the shuffle. With the click of a button, send the checklist to the client record to automatically organize planning opportunities into tasks for your follow-up and follow-through.  
• Share Link: Draw your clients into the conversation with Share Link. Before your meeting, send your clients a customized link to the checklist and invite them to complete the checklist and add their notes. Then, when it comes back to you, you’ll be ready to get to the heart of the matter and help your clients take action. Be sure to activate your CRM integration to tie the Share Link to the client record for a seamless experience. 

The interactive features are available with Premier Membership. 

Premier Membership = The Diligent Advisor’s Gold Standard

Premier membership attracts advisors who focus on consistency, accuracy, and a smooth financial planning process. Become a Premier Member or upgrade your membership today to deliver a more meaningful client experience. Questions? Register for a live demonstration with our team or reach out to support@fpPathfinder.com.