fpPathfinder | Registration | Account Settings

Personalizations

Unlock your white label settings and personalize your resources with a Deluxe or Premier Membership. Try out the white label settings below and check out this article on how you can use the white labeled flowchart today!

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 resources with your clients and easily document the result in your CRM. 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 really love the flowcharts and they are helping me explain difficult decision points/rules to my client base. In fact, I plan to upgrade so I can use some of the material on my website with my own branding.”

— An advisor in Texas

“This is probably the best money I have ever spent. I love fpPathfinder!”

— Phillip, an advisor in North Carolina

“I think fpPathfinder is the best tool I’ve ever seen in the financial planning realm. I spend an unbelievable amount of time researching some of these issues that have been boiled down to one page: consulting with other experts, citing specific sources as a backup, reviewing my work, and coming to a final conclusion.”

— Jeff S, an advisor in Missouri

“fpPathfinder is one of a few tools that I use most often in my practice. It has improved my process and the client outcomes.”

— An advisor is Texas

“I can’t tell you how much I appreciate the Flow Charts you are providing. Helps me feel a little less crazy as an advisor.”

— Tami C, an advisor in Colorado

“fpPathfinder has been critical in my execution of financial planning. They provide well thought resources for when clients face specific problems, and I use them over and over again.”

— Roger Whitney, CFP®️, CIMA®️, CPWA®️