XLR8 + fpPathfinder: A New CRM Integration
Advisors who use XLR8, a CRM overlay built on top of Salesforce, have a new reason to get excited: The integration between XLR8 and fpPathfinder is live! One-Click = Big Benefits XLR8 is a powerful Salesforce-based CRM that supports the…
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Member Orientation: A New Welcome Feature Every Member Should Bookmark
For new members, there is a lot to absorb. Whether you’re navigating checklists and flowcharts or filtering through articles on the fpPathfinder blog, knowing where to start can feel like a challenge. Now, your path to making the most of…
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New Feature Announcement: Updated & Improved CRM Notes Integration
The Premier member experience has been upgraded with the debut of an updated and improved CRM notes integration feature. From now on, when you save the integrated checklist, the notes will be organized to allow you to: Focus your activities:…
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New Feature: Interactive Flowcharts
Now that our checklists are interactive, we explore the next step in fpPathfinder’s interactive resources evolution: Flowcharts. Flowcharts have proven themselves to be a valuable tool for fpPathfinder members. When you’re answering a client question using a flowchart to navigate…
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New Feature: Send Interactive Checklists to Clients with “Share A Link”
At fpPathfinder, we are always looking for ways to help you become more diligent in your planning processes. That’s why we are excited to announce a new feature called “Share A Link” that will help you improve your workflow, improve…
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Wealthbox + fpPathfinder: The Integration Is Here!
We have exciting news to share with you… The integration between fpPathfinder and Wealthbox is here! Earlier this year, we launched interactive checklists for Premier Members. With this new feature you can: Launch an interactive checklist during a client meeting…
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New Resources: Student Loans
Two New Resources Are Available: We’re excited to announce two new resources this month centered around Student Loans. This topic is one of the most requested topics right now. That’s not surprising since student loans have become very complicated and are…
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How checklists and flowcharts can help during busy times
How interactive checklists can help during busy times This newsletter is full of helpful insights to help you run your firm more effectively. This week we share: How “interactive checklists” can make advisors lives easier during this busy time Note-taking…
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