Partner Spotlight: fpPathfinder + Redtail CRM

fpPathfinder is proud to announce its integration with Redtail CRM.

This integration, available to Premier members, will help advisors seamlessly log client responses to Interactive Checklists directly in the client record. Learn more about Interactive Checklists here.

How It Works

You can enable this integration through your fpPathfinder account settings under the “Integrations” tab. Once enabled, members can personalize Interactive Checklists for each client’s unique situation. After deploying the checklist, client responses are automatically captured and synced in the CRM, keeping all relevant information organized and readily available for future planning.

Assign follow-up tasks based on client responses to checklists, or create workflows with embedded guides (like the Annual Client Review Checklist) within the CRM, so you can templatize client touchpoints.

Create Workflows Designed Around Timely Guides

Getting Started

To learn more, view the integration demo below.