Wealthbox + fpPathfinder: The Integration Lowdown

Are you a Wealthbox User?

Activate your fpPathfinder + Wealthbox integration now!

With this 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?”

Save Notes And Time!

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!