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Modern CRM integrated with flowchart and checklist technology for the win!
Overview
fpPathfinder provides flowcharts and checklists help you navigate complex financial planning questions. With the integration to Wealthbox, users can launch fpPathfinder interactive financial planning checklists directly from Wealthbox.
Recorded webinar
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Blog post
“fpPathfinder’s partnership with Wealthbox allows advisors to quickly provide advice to their clients and ensure they are not missing a major planning issue.”
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