FP Pathfinder logo

FP Pathfinder

Financial Planning
active

FP Pathfinder provides financial advisors with checklists and flowcharts to help guide client conversations and ensure comprehensive financial planning.

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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

Integrations

Wealthbox logo
Income Lab logo
Holistiplan logo
Asset-Map logo
RightCapital logo
eMoney Advisor logo
FMG Suite logo
Broadridge logo
Orion logo
Practifi logo
Advyzon logo
Calendly logo
Acuity Scheduling logo

Key Competitors