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.

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

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).

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

Getting Started

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