Partner Spotlight: fpPathfinder + Asset Map

Level up your tech stack with fpPathfinder's integration with Asset Map!

This partnership creates a custom fpPathfinder Stencil™, available in the Public Library, featuring our checklists and flowcharts.

Why This Partnership Matters

Integrating fpPathfinder with Asset Map enhances your ability to connect planning strategies with visual tools that simplify complex client conversations. This integration helps advisors identify planning opportunities more effectively, providing easy access to relevant fpPathfinder guides directly within Asset Map. By combining visual asset overviews with actionable guides, you can elevate client conversations, ensure no detail is missed, and showcase your expertise in a clear and engaging way.

What This Means For You

Before the Meeting: Use Asset Map to visualize your client’s financial picture and pair it with fpPathfinder guides to anticipate planning opportunities.

During the Meeting: Lean on the guides to address client questions, explain key concepts, and provide clarity alongside Asset Map’s visuals.

After the Meeting: Share the guides with clients to reinforce discussions, document next steps, and support follow-up actions with clear guidance.

How It Works

Relevant guides will populate under the "Notes" section of each asset. Each link directs users to the fpPathfinder guide page, where all guides are available as static PDFs. Additionally, checklists offer an interactive version for a more dynamic experience.

Members who use Asset-Map can use the Stencil™ to access relevant guides to navigate complex conversations and expand planning opportunities that may arise from their Asset-Map discussion.

To learn more about getting started, view the integration demo below.