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.

Why This Partnership Matters

Integrating fpPathfinder with Redtail enhances your workflow by systematically identifying client planning opportunities and ensuring nothing falls through the cracks. Use fpPathfinder’s guides to prepare for meetings, document conversations, and create actionable follow-ups, all within Redtail. This integration helps you stay organized, improve efficiency, and demonstrate the value of your advice to clients and your team.

What This Means For You:

Before the Meeting: Send guides to clients ahead of time, so meetings are more productive and focused.
During the Meeting: Use the guides yourself as a template to ensure you cover everything thoroughly.
After the Meeting: Share the completed guides with clients to show what was covered, or use them to document your work for future reference or reporting to your team or boss.

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.