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.
Why This Partnership Matters
Integrating fpPathfinder with Holistiplan empowers advisors to take their tax planning to the next level by seamlessly connecting actionable insights with relevant planning guides. This integration helps you bridge the gap between tax observations and personalized client advice, making your meetings more impactful and your follow-ups more organized. With fpPathfinder's guides embedded into Holistiplan’s Tax Report, Scenario Recipes, and Age Reminders, you can confidently tackle complex topics and ensure no planning opportunity is overlooked.
What This Means For You:
Before the Meeting: Reference fpPathfinder guides alongside Holistiplan’s insights to better prepare for client discussions.
During the Meeting: Use the guides to explain complex tax observations and keep conversations client-focused and productive.
After the Meeting: Share guides with clients to summarize discussions, document planning opportunities, and set the stage for future follow-ups.
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.
Look for the fpPathfinder logo within Holistiplan to access guides that help advisors navigate complex topics and explore client conversations arising from the report. The fpPathfinder guides can be further customized with the white-labeling options (available to Deluxe and Premier members) and the Interactive Checklist tool (exclusive to Premier members).
Getting Started
Watch the demo below to learn how to get started with this integration.