FP Pathfinder
Financial Planning
active
FP Pathfinder provides financial advisors with checklists and flowcharts to help guide client conversations and ensure comprehensive financial planning.
NOT FOUND
Community Ratings
Active Users
Former Users
Overall Rating
4.1
(2 ratings)Active: 2Former: 0
Features
4.4
(2 ratings)Active: 2Former: 0
Reliability
4.0
(2 ratings)Active: 2Former: 0
Performance
4.2
(2 ratings)Active: 2Former: 0
Security
4.1
(2 ratings)Active: 2Former: 0
Value for Money
4.5
(2 ratings)Active: 2Former: 0
Customer Service
4.2
(2 ratings)Active: 2Former: 0
Ease of Use
3.8
(2 ratings)Active: 2Former: 0
Integrations
4.4
(2 ratings)Active: 2Former: 0
Total Active Reviews: 2Total Former Reviews: 0
About FP Pathfinder
FP Pathfinder seems to be a tool designed for financial professionals to enhance client communication. It offers a database and resources like flowcharts and checklists to facilitate diligent client conversations. The platform appears to have tiered access, with options to upgrade for features like CRM integration (Redtail, Wealthbox, Salesforce Financial Cloud Services, and XLR8), white labeling, and the ability to generate client-specific PDFs via CSV upload. The core aim seems to be helping financial advisors scale and improve their client interactions.
Custom Pricing
$99-$499/momonthly billing
Categories
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Industry Focus
Financial Services
Key Features
checklists
flowcharts
client conversations
financial planning
advisory support