Integrations /Financial Planning

Get started with Wealthbox + fpPathfinder

Modern CRM integrated with flowchart and checklist technology for the win!


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.

Send Wealthbox contacts to fpPathfinder with the click of a button.

“fpPathfinder's partnership with Wealthbox allows advisors to quickly provide advice to their clients and ensure they are not missing a major planning issue.”

Michael Lecours

Co-Founder of fpPathfinder

Get started with Wealthbox + fpPathfinder

Ready to try? Start your 14-day free trial now. Or schedule a demo.
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