Integrations /Financial Planning
Get started with Wealthbox + fpPathfinder
Modern CRM integrated with flowchart and checklist technology for the win!
Integrations /Financial Planning
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.
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
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