Integrations /Financial Planning
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.
“fpPathfinder's partnership with Wealthbox allows advisors to quickly provide advice to their clients and ensure they are not missing a major planning issue.”
Co-Founder of fpPathfinder.
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