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

“It's hands-down the best collection of client-facing resources I've found anywhere. The checklists are amazing too, to make sure I'm not forgetting anything in a review.”

— An advisor in Kentucky

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

— Rick, a financial advisor

“With all the aspects of running a business, working with varying client scenarios, and knowing how much information is available, I like being able to look at a flowchart and just see what I need to see.”

— Mike, a financial advisor

“You are making all of our lives easier...and more importantly, our clients.”

— Jeff, an advisor in California

“fpPathfinder is the only planning tool that tries to address all of the obstacles facing our clients”

— Cathy Curtis, Curtis Financial Planning

“The resources available are beneficial internally and for clients. The checklists help advisors think outside the box of their knowledge and experience covering a multitude of planning areas. The flowcharts are well laid out visuals for the clients with possible scenarios identified and clear paths to take. fpPathfinders does a nice job updating the resources regularly and communicating to their customer base as well.”

— An advisor in Minnesota

“I find fpPathfinder to be very helpful. I use the checklists and flowcharts to help prep for every meeting.”

— Ryan, an advisor in New York