fpPathfinder

Helping Diligent Advisors Ensure They're On The Right Planning Path

Meet Our Partners
fpPathfinder seamlessly integrates with top financial planning, CRM, and education platforms, helping advisors to streamline workflows, enhance client experiences, and scale efficiently. Explore our partners below and discover how we can help simplify your practice.
Optimize Client Engagement With Wealthbox
Learn how fpPathfinder’s Wealthbox integration can you help streamline client engagement.
Systematize Client Communication With Redtail CRM
Learn how fpPathfinder’s Redtail CRM integration can you help save time and flag planning issues.
Streamline Client Communication With Salesforce
See how you can simplify client communication with fpPathfinder’s Salesforce integration.
Streamline Client Communication With XLR8
Easily log and track client communications with XLR8 and fpPathfinder.
Expand Opportunities With Asset+Map
Flag planning opportunities with fpPathfinder's Asset+Map integration. Watch how these advisors do it.
Go Deeper With Your Planning Recommendations
Dive deeper on tax planning conversations with fpPathfinder’s Holistiplan integration.
Enhance Client Communications With Snappy Kraken
Level up your client engagement strategy with fpPathfinder and Snappy Kraken.
Navigate Estate Planning Conversations With EncorEstate Plans & fpPathfinder
Navigate estate planning conversations with confidence and ease using EncorEstate Plans and fpPathfinder.
Level Up Engagement With Moneytree Software
Dive deeper on planning concepts using Moneytree Solutions and fpPathfinder.
Leverage IncomeLab & fpPathfinder For Better Client Conversations
Learn how this new integration simplifies complex planning and delivers client-ready guides that build trust, boost confidence, and uncover key planning opportunities.
Go Beyond The Guide With The Financial Experts Network
Go beyond the guide and explore educational topics with Financial Planning Experts.
Translate Knowledge Into Practical Solutions With Boston Institute of Finance
Discover how fpPathfinder helps aspiring CFP® professionals turn their knowledge into practical planning solutions that benefit both their clients and their growing practices.
Turn Knowledge into Actionable Solutions with the Boston University
Explore how fpPathfinder empowers aspiring CFP® professionals to transform their knowledge into actionable planning solutions.
Bridge Knowledge and Practice with the College for Financial Planning
Explore how fpPathfinder enables aspiring CFP® professionals to transform their expertise into effective planning strategies.

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“Your software and platform are awesome and super helpful to me and my clients”
— Clinton, an Advisor in New York
“Our firm had been looking for something like this for so many years. A standardized checklist or flowchart of important issues to consider, and a way to integrate the responses into our system. When we stumbled across your service, I couldn't have signed up any quicker. We now use the checklists to conduct monthly webinars about the all of the important topics”
— An advisor in Texas
“I love the flowcharts and have found them very helpful in guiding clients on complicated planning issues. The charts are easy to follow and help navigate through difficult decisions based on clients' unique circumstances.”
— Jason, an advisor in Illinois
“The white-label feature in Deluxe is really fantastic. It is really powerful to talk through the decision tree with a client with our logo & color options on the chart, frankly, because it makes us look smarter!”
— Bill, an advisor in New York
“The flowcharts have helped a lot in recent discussions with the changing markets, providing us with confidence that our clients are getting the best, most accurate information.”
— Matthew, an advisor in Georgia
“I just met with a client who had a question regarding her eligibility for Social Security benefits. We went through the flowcharts answering each question and following the lines. She looked at me and said 'This is great, it was so much easier to use this than trying to go through all the literature that Social Security offers. Thank you so much.'”
— Ben G, an advisor in Wisconsin
“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
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