New Features
Get The Latest On Updates & Enhancements
- NEW FEATURE: New Client Deliverable Report!
- 2024 Guide Audit Summary [October 17, 2024]
- Multifactor Authentication (MFA) Is Now Available To Members [October 25, 2024]
- In The News: How Advisors Can Keep Up With Changing Rules [November 22, 2023]
- Guide Recommendation Tool Got A Refresh!
- fpPathfinder Partners with EncorEstate Plans To Provide Client Engagement Resources [July 26, 2024
- fpPathfinder Partners With Boston Institute of Finance To Enhance Financial Education [May 17th, 2024]
- fpPathfinder Member Referral Program FAQs
- Custom Deliverable Report Plus More Complimentary Guides & Tools
- fpPathfinder Guide Creation Process
- Guide Updates: How Do We Do It?
- 2024 SECURE Act 2.0 Changes