Partner Spotlight: fpPathfinder + Wealthbox CRM

fpPathfinder is proud to announce its integration with Wealthbox CRM.

This integration, available to Premier members, will help advisors seamlessly log client responses from 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.

Client responses are logged in the client record as tasks and notes, making it easy to flag planning issues automatically.

Getting Started

To learn more, view the integration demo below.