Congratulations on taking the first step in having more diligent client conversations. We recommend that you complete this onboarding tutorial before you jump into the Member Section.
If you have any questions, please feel free to email us at support@fppathfinder.com.
Helping Diligent Advisors Ensure They're On The Right Planning Path
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.
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.
Share Link settings are what your client will see when you send an Interactive Checklist. Watch this video if you need help getting started setting up your Share Link profile settings.
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.
Upgrade to Premier for access to Interactive Checklists & integrate with your CRM today. We currently integrated with Redtail, Wealthbox, Salesforce Financial Cloud Services, and XLR8.
Upgrade to Deluxe or Premier to white label the resources.
Upgrade to Deluxe or Premier for access to this feature.