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Created by advisors for advisors, fpPathfinder is a fintech company that creates checklists and flowcharts for financial planners to have diligent conversations and navigate financial planning topics with their clients. In addition to the guides, membership offers white label capabilities, customized dashboards, digital rights, interactive checklists, Share Link, enhanced notes, and CRM integrations with Wealthbox, Redtail, Salesforce Financial Cloud Services, and XLR8.

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Name
Amy H Burdge
Phone
3145803851
Email
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Website
https://www.fppathfinder.com

Press Releases

A New Live Webinar Event from Michael Kitces

More Released on July 20, 2022