fpPathfinder | Registration | Account Settings

Personalizations

Unlock your white label settings and personalize your guides with a Deluxe or Premier Membership. Try out the white label settings below and check out this demo from fpPathfinder member Michael on how he uses the white-labeled PDFs with his client.

Settings saved successfully.

Brand the guides here! Before you set up your White Label and Back Page, watch this short training video or check out the articles available under the White Label Set Up support page.

Resource Page

Logo

The logo must be in a PNG or JPEG file format. Max size is 245kb.

Upload

Business Display Name

This will display in the footer section of the checklist or flowchart page

Color Scheme

This will affect the overall look and feel of the resources you download. Select a built in setting, or set your own custom color scheme to match your branding.

1. Primary Color

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2. Secondary Color

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3. Accent Color

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4. Location Icon / Text Color

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Back Page

Page Title

This will display at the very top of the second page

Content Title

This will display as the title just below the Page Title

Content Body

Add information about you, your firm and/or a disclosure. If using copy and paste, paste as plain text into this section. Max image size 245kb.

Job Title

This will be displayed at the bottom of the second page

Street Address

This will be displayed at the bottom of the second page

Email Address

This will be displayed at the bottom of the second page

Phone

This will be displayed at the bottom of the second page

Website

This will be displayed at the bottom of the second page

Integrations

Use our interactive checklists with your clients and easily document the result in your CRM and email. Check out our Interactive Checklist feature and upgrade to Premier to unlock your integration option.

Wealthbox CRM

Redtail

Salesforce

XLR8

“I can't say how much I love the product. It is just great. I recommend it to all my colleagues.”

— Robert, an Advisor in Colorado

“I just utilized one of the Roth flowcharts live on the phone with a client. It worked perfectly!”

— Rick, a financial advisor

“I think it’s the bees knees! I think it provides me and my clients the most value of any of the services we use at my firm. Everything is well-designed and the amount of material you guys pack into a page without it being overwhelming is AMAZING!”

— An advisor in Kentucky

“One client just said 'Wow, thank you for this. I would have screwed up my retirement if not for this.'”

— David, an advisor in NY

“These tools look great. They will really help me share quality content with those I assist and will allow us to reduce errors. Furthermore, these tools really help our teams look professional and solidify us as true planners”

— Shane, an advisor

“I love these checklists and flowcharts! They are very useful and helpful in making sure I am covering all (or at least most) points regarding a specific topic.”

— Michael, an advisor in Pennsylvania

“You just continue to put out great content on fpPathfinder. The 'What Issues Should I Consider Before The End Of The Year' checklist is fantastic.”

— Chris, an advisor in Illinois