Partner Spotlight: fpPathfinder + Snappy Kraken

Level up your tech stack with fpPathfinder's integration with Snappy Kraken!

Through this partnership, select fpPathfinder guides are now featured in Snappy Kraken's content library, empowering advisors to spark meaningful planning conversations year-round. Discover how these guides can enhance client engagement and streamline your planning process. See best practices and learn more here.

How It Works

Access fpPathfinder's guides directly from Snappy Kraken's library. Choose from timely guides such as our Annual Review checklist, or guides designed to engage and uncover planning opportunities, like the Cash Flow Review checklist.

Each guide is accompanied by customizable email templates, helping advisors jump start thier planning conversations with clients.

Getting Started

Watch this brief demo to learn how to get started with fpPathfinder and Snappy Kraken.