Today we’re happy to announce a new integration partnership with fpPathfinder, a system of flowcharts and checklists that help advisors be more diligent in the planning process.
(Advisors: Sign up to the Wealthbox + fpPathfinder webinar to learn more about this new integration.)
With this fpPathfinder integration financial advisors can launch interactive financial planning checklists directly from Wealthbox. Once the checklist is completed, a note can be saved directly to the contact record documenting the planning opportunities an advisor discusses with their clients.
“fpPathfinder creates checklists and flowcharts to help advisors be more diligent in their planning process. Our new partnership with Wealthbox CRM allows advisors to quickly provide advice to their clients and ensure they are not missing a major planning issue,” said Michael Lecours, CFP® Co-Founder of fpPathfinder.
“fpPathfinder’s unique and innovative approach to helping advisors systematize and navigate the complexities of the financial planning process represents a fantastic fit in integrating with Wealthbox CRM for our mutual customers,” said Amber Foreman, head of Customer Success at Wealthbox. “We’re delighted to have fpPathfinder join the growing Wealthbox community of leading wealth-tech vendors to help advisors help their clients.”