Partner Spotlight: fpPathfinder + Holistiplan

Level up your tech stack with fpPathfinder's integration with Holistiplan!

The integration allows Holistiplan users who are also fpPathfinder members to view guides relevant to observations within Holistiplan's Tax Report, Scenario Recipes, and Age Reminders.

How It Works

Go Deeper With Planning Observations: When an advisor uses Holistiplan to analyze a client’s tax return, the software generates a detailed report with insights and recommendations. The report also includes various observations, which highlight relevant fpPathfinder guides. Lean on the guides anywhere you see the fpPathfinder logo within Holistiplan. These guides help advisors navigate complex topics and dive deeper on client conversations that emerge from this report.

Dual users of fpPathfinder & Holistiplan can access relevant guides under the "Observations" sections of the Tax Report.

The fpPathfinder guides can then be customized further with white-labeling options (available to Deluxe and Premier members) and/or the Interactive Checklist feature (available to Premier members).

Hover over the fpPathfinder logo to view any guides related to this particular topic.

Watch the demo below to learn how to get started with this integration.